Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VGKVanguard European Stock ETF | $43.4M | 4.7% | +4.1% |
| XLKSPDR S P Info Technology ETF | $23.0M | 2.5% | +4.6% |
| EMXCiShares MSCI Emerging Mkts Ex China ETF | $20.1M | 2.2% | +8.5% |
| SPEMSPDR Emerging Market ETF | $18.9M | 2.1% | +2.4% |
| IMTMiShares Edge MSCI Intl ETF | $17.3M | 1.9% | +26.4% |
| VPLVanguard Ftse Pacific ETF | $12.7M | 1.4% | −1.2% |
| VOEVanguard Mid-Cap Value ETF | $12.6M | 1.4% | +11.6% |
| AAPLApple Inc | $12.2M | 1.3% | −37.4% |
| FTECFidelity MSCI Information Tech ETF | $12.1M | 1.3% | −2.2% |
| BBAXJP Morgan Betabuilders Dev Asia Ex-Jpn ETF | $12.0M | 1.3% | +8.0% |
| VGTVanguard Information Technology ETF | $12.0M | 1.3% | −6.1% |
| VBRVanguard Small Cap Value ETF | $11.9M | 1.3% | +21.5% |
| IVLUiShares Edge MSCI Intl Value Factor ETF | $11.2M | 1.2% | |
| BBCAJP Morgan Betabuilders Canada ETF | $11.2M | 1.2% | +1.5% |
| RSPTInvesco SP500 EqlWt Tech ETF | $11.0M | 1.2% | +18.5% |
| SPYSpdr S P 500 Etf | $10.5M | 1.2% | +14.5% |
| BILSPDR Blmbg Barclays 1-3 Mth T-Bill ETF | $10.1M | 1.1% | +41.9% |
| SPDWSPDR Developed World Ex-US ETF | $10.1M | 1.1% | |
| XLFSPDR S P Financial ETF | $10.1M | 1.1% | +2.0% |
| VSSVanguard Ftse All-Wld Ex-US Small Cap ETF | $10.0M | 1.1% | −13.0% |
| XLISPDR S P Industrials ETF | $9.8M | 1.1% | −5.9% |
| VTIPVanguard Short-Term Tips ETF | $9.6M | 1.1% | +21.2% |
| AMATApplied Materials Inc | $9.4M | 1.0% | +3.5% |
| SCHCSchwab Intl Small-Cap Equity ETF | $9.3M | 1.0% | |
| MUMicron Technology Inc | $9.0M | 1.0% | −40.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| WDCWestern Digital Corp | December 31, 2025 | +270.8% | $6.6M |
| DELLDell Technologies Inc | December 31, 2025 | +242.8% | $6.4M |
| AMATApplied Materials Inc | December 31, 2025 | +181.3% | $9.4M |
| RSPTInvesco SP500 EqlWt Tech ETF | December 31, 2025 | +41.7% | $11.0M |
| EMXCiShares MSCI Emerging Mkts Ex China ETF | December 31, 2025 | +40.8% | $20.1M |
| MTUMiShares MSCI US Momentum ETF | December 31, 2025 | +37.0% | $8.6M |
| XLKSPDR S P Info Technology ETF | December 31, 2025 | +32.3% | $23.0M |
| VPLVanguard Ftse Pacific ETF | December 31, 2025 | +28.0% | $12.7M |
| FTECFidelity MSCI Information Tech ETF | December 31, 2025 | +27.1% | $12.1M |
| VGTVanguard Information Technology ETF | December 31, 2025 | +26.8% | $12.0M |
Sold off last quarter
- PLMRPalomar Holdings Inc was $21.7M
- REGNRegeneron Pharmaceuticals Inc was $6.0M
- ARHSArhaUS Inc was $1.5M
- BBHMarket Vectors Biotech ETF was $1.0M
- Air Lease Corp Class ACUSIP 00912X302 was $519K
- REPYYRepsol SA was $452K
- AVYAvery Dennison Corp was $397K
- SCIService Corp International was $351K
- Imperial Brands PlcCUSIP 0454492GB was $287K
- ZBHZimmer Biomet Hldgs was $263K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.3% | +14.8% |
| March 31, 2026 | −0.6% | −4.6% |
| September 30, 2025 | +5.8% | +7.8% |
| June 30, 2025 | +8.5% | +10.5% |
| March 31, 2025 | −0.6% | −4.6% |
| December 31, 2024 | −2.3% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +0.5% | +4.0% |
| March 31, 2024 | +9.6% | +10.0% |
| December 31, 2023 | +9.3% | +11.2% |
| September 30, 2023 | −2.7% | −3.6% |
| June 30, 2023 | +5.2% | +8.3% |
| March 31, 2023 | +4.9% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Atlas Capital Advisors Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1434165&type=13F-HR&dateb=&owner=include&count=40CIK 1434165
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1434165/000143416526000005/Filed August 13, 2026 · accession 0001434165-26-000005