Atlas Capital Advisors Inc.
Annual return '25
+4.7%
SPY '25
+17.7%
Alpha
-13.0ptsvs SPY
Invested
$874.8M
Holdings
972
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$PG
Procter Gamble Co
Held since at least Q1 2024
4.5%
02
$VGK
Vanguard European Stock ETF
Held since at least Q1 2024
4.5%
03
$PLMR
Palomar Holdings Inc
Held since at least Q1 2024
2.5%
04
$AAPL
Apple Inc
Q1 2026: New position (3.1k shares)
2.0%
05
$SPEM
SPDR Emerging Market ETF
Held since at least Q1 2024
1.9%
06
$XLK
SPDR S P Info Technology ETF
Held since at least Q1 2024
1.8%
07
$EMXC
iShares MSCI Emerging Mkts Ex China ETF
Held since at least Q1 2024
1.6%
08
$IMTM
iShares Edge MSCI Intl ETF
Held since at least Q1 2024
1.4%
09
$MSFT
Microsoft Corp
Q1 2026: New position (706 shares)
1.3%
10
$CNC
Centene Corporation
Held since at least Q1 2024
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:42 UTC.