Atlas-Capital-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OCUL",
  "JWN",
  "SE",
  "NKTR",
  "HOOD",
  "GTES",
  "FLEX",
  "FN",
  "GRAB",
  "MTCH",
  null,
  "JAZZ",
  "PLMR",
  "GDX",
  null,
  "CIB",
  null,
  "NLY",
  "PBR-A",
  "ITUB",
  "AES",
  null,
  "ARW",
  "EDU",
  "MCHI",
  "AAL",
  "BROS",
  "AKAM",
  null,
  "IMO",
  "HUM",
  null,
  "PCG",
  "RF",
  "ALSN",
  null,
  "MU",
  null,
  "FNDA",
  "ACN",
  "ZS",
  null,
  "MMM",
  "ABT",
  null,
  "ABBV",
  "ADBE",
  "FLG",
  "BABA",
  "KSS",
  "JLL",
  "NNE",
  "ALL",
  "GOOGL",
  "AVT",
  "PXF",
  "VDE",
  null,
  null,
  null,
  "AXP",
  null,
  "GDXJ",
  "ATAT",
  "AU",
  "SCHH",
  "AIG",
  "MT",
  null,
  "ARHS",
  "BSAC",
  "ASML",
  "T",
  "ATHM",
  "BLK",
  "ASX",
  "E",
  "AYI",
  "EC",
  null,
  "AM",
  "CAT",
  "BUD",
  "AVGO",
  "APP",
  "LOW",
  "BMA",
  "FMS",
  "YMM",
  "GMAB",
  "SAN",
  "BYD",
  "BSX",
  "HRB",
  "HHH",
  null,
  "SBS",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "COF",
  "LEN-B",
  "CMI",
  "PHG",
  "JOYY",
  "LNC",
  null,
  "MNSO",
  "D",
  "NICE",
  "MLCO",
  "M",
  "ERJ",
  "EHC",
  "EBAY",
  null,
  "PINC",
  null,
  "EQH",
  "EQNR",
  "TIMB",
  "EOG",
  "QFIN",
  null,
  "UEC",
  "EXPE",
  "EXPD",
  "FFIV",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TCRX",
  "SRAD",
  null,
  "TIGO",
  "FCX",
  "GD",
  "TSLX",
  "GILD",
  null,
  "GIS",
  null,
  "HON",
  "HD",
  "HPQ",
  "IBN",
  "AZN",
  null,
  "INTU",
  null,
  "FBIN",
  "FMX",
  "UNP",
  "GBCI",
  "QCOM",
  "GLPI",
  "TX",
  null,
  "SIL",
  null,
  null,
  "ACI",
  "HSBC",
  "EMXC",
  null,
  "HMC",
  "HWM",
  "LEN",
  "ITW",
  "INGR",
  "AMAT",
  "RIVN",
  "EMR",
  "BKNG",
  "NWL",
  null,
  "ICE",
  null,
  "MUB",
  "META",
  "KEP",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  "SWK",
  "SUZ",
  null,
  null,
  null,
  "IQV",
  null,
  null,
  null,
  null,
  null,
  null,
  "KGC",
  null,
  null,
  "GRABW",
  null,
  null,
  null,
  "LRCX",
  "LIN",
  null,
  "L",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MPC",
  "MMC",
  "PWR",
  null,
  "MA",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "UI",
  null,
  null,
  null,
  "TXG",
  null,
  null,
  null,
  null,
  null,
  "APA",
  null,
  "AMKR",
  "AMKBY",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "MFG",
  "MUFG",
  null,
  "MS",
  "TMUS",
  "DXC",
  "DBX",
  null,
  "TAL",
  "EPR",
  "EXC",
  "EVR",
  "EVRG",
  "FCNCA",
  "FICO",
  null,
  "FYBR",
  "FTV",
  "THG",
  "GPC",
  "GRFS",
  "NTRS",
  "HMY",
  "HIG",
  "HAS",
  null,
  null,
  "NVS",
  "TEVA",
  null,
  "OXY",
  null,
  "OMC",
  null,
  null,
  "OMF",
  "IX",
  "ADM",
  null,
  null,
  "PCAR",
  "ALK",
  "AER",
  "BX",
  "AMP",
  "ANSS",
  "DG",
  "IJR",
  "ANET",
  null,
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  null,
  null,
  "VGIT",
  "VHT",
  null,
  null,
  null,
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "IRM",
  null,
  null,
  "IEMG",
  null,
  "IVV",
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "LDOS",
  "OGN",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KB",
  null,
  "KEYS",
  null,
  "MGA",
  "NMR",
  "AMGN",
  "MAS",
  "PARA",
  "DGX",
  "REGN",
  "FNDX",
  null,
  "TMDX",
  "RELX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "NOW",
  "SLB",
  "RS",
  null,
  "SPG",
  "SRE",
  null,
  "ROST",
  null,
  "SNA",
  null,
  "RIO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SHEL",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  "STX",
  null,
  null,
  null,
  null,
  null,
  "SAP",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "RITM",
  "BP",
  "AMT",
  null,
  "RSG",
  "SPLG",
  null,
  "IBM",
  null,
  "STLD",
  "SYK",
  "SMFG",
  "SNPS",
  "ERIC",
  "TEL",
  "CI",
  "TPR",
  "TXN",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TW",
  "TKC",
  "TRV",
  "TSN",
  "UBS",
  "UBER",
  "UAL",
  "UL",
  "UTHR",
  "UNM",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "MET",
  "DTM",
  "NATL",
  "SOUN",
  "RCL",
  "VOE",
  "PPC",
  "MDU",
  "IVOO",
  "ALC",
  "PAG",
  "VWO",
  "LKQ",
  "JBL",
  "VSS",
  "BCH",
  null,
  "CHT",
  null,
  null,
  null,
  null,
  "PRF",
  "VCIT",
  "TRIP",
  "NOMD",
  null,
  null,
  "PKX",
  "VIG",
  "LAD",
  "TTE",
  "TRGP",
  "TXT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "BAESY",
  null,
  "BNPQY",
  "NXT",
  null,
  "NTNX",
  null,
  null,
  "IWO",
  "XLB",
  "SU",
  "WY",
  "IWN",
  "GDDY",
  null,
  null,
  "SNY",
  "GL",
  null,
  "TSM",
  "GSK",
  "OHI",
  "GFI",
  null,
  null,
  "PR",
  null,
  null,
  "ETR",
  "VYM",
  null,
  "K",
  "TT",
  "GPK",
  null,
  null,
  null,
  "SLM",
  null,
  "R",
  "RRC",
  null,
  "MTDR",
  "SLGN",
  "SAIC",
  "PVH",
  "MKSI",
  "NFG",
  null,
  "PRI",
  "MUSA",
  "MAT",
  "UGI",
  "VOYA",
  "ADSK",
  "THC",
  "VNT",
  "AEE",
  "GM",
  "APTV",
  "ACGL",
  "BLD",
  null,
  "TOL",
  "AVY",
  "USFD",
  "SNX",
  "AFL",
  "THO",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "AVB",
  "X",
  "EL",
  "FI",
  "DRI",
  "DOV",
  "WAB",
  "TAP",
  "F",
  "DEO",
  "WM",
  "FSLR",
  "FTNT",
  "HSIC",
  "AIZ",
  "MIDD",
  "NCLH",
  null,
  null,
  "CAH",
  "AEP",
  "BKR",
  null,
  "ELP",
  null,
  "FMNB",
  "III",
  "ASR",
  "MOMO",
  "PAC",
  "OMAB",
  null,
  "IPG",
  null,
  null,
  "KC",
  "KT",
  "KMPR",
  "RACE",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "SCHB",
  "NIO",
  null,
  null,
  "HCA",
  "PFG",
  "SIRI",
  "LUV",
  null,
  "IVZ",
  "OVV",
  "SQM",
  "ESGD",
  null,
  "DKS",
  "AL",
  "KD",
  null,
  null,
  "AMTM",
  "UCB",
  "FAF",
  "DOX",
  "BBCA",
  "CEF",
  "NWSA",
  "TDC",
  null,
  "RGA",
  null,
  "VEU",
  "VPL",
  null,
  "VGT",
  null,
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  "VALE",
  "VMI",
  null,
  null,
  "VXUS",
  "VOOG",
  null,
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "VLTO",
  "VTV",
  "VRSN",
  "VTRS",
  "V",
  "VIRT",
  "VIPS",
  "VST",
  "VIST",
  "VICI",
  "WBD",
  "WMT",
  "WB",
  "WCC",
  "WDC",
  "WFC",
  "WELL",
  null,
  "WSM",
  "WHR",
  "WMB",
  null,
  "WDS",
  "WPC",
  "XPEV",
  "XEL",
  "YPF",
  "YUMC",
  "YETI",
  "ZBRA",
  "ZIMV",
  null,
  "SOLV",
  null,
  null,
  "BBEU",
  "DTE",
  "ADT",
  "OC",
  "GRMN",
  "NXST",
  null,
  "DNN",
  "FNF",
  "POST",
  "G",
  "FOXA",
  "MTB",
  "CNQ",
  "GEN",
  "SCHD",
  "DVY",
  "CHKP",
  "SCHG",
  null,
  null,
  "SCHF",
  "SCHA",
  "JD",
  "JNPR",
  "NSC",
  "MHK",
  "KIM",
  "VAC",
  "NOK",
  "LLYVK",
  "HST",
  "LH",
  "MFC",
  "KDP",
  "MKL",
  "EMBC",
  null,
  "SO",
  "ON",
  null,
  "SON",
  "SJM",
  "SKM",
  "TRMB",
  "PFGC",
  "HQL",
  "OTIS",
  "PSX",
  "TCOM",
  "CRM",
  "RNR",
  "SWKS",
  "SHG",
  "RPRX",
  "SCI",
  null,
  "TDY",
  "PSO",
  "SYY",
  "DIA",
  "ORI",
  "TPG",
  "TS",
  null,
  "LII",
  null,
  null,
  "TNL",
  "MTUM",
  "IUSV",
  "UHS",
  "MELI",
  "ZBH",
  "ZM",
  "GAP",
  "MCK",
  "PEGA",
  null,
  null,
  "SPYV",
  "GWW",
  null,
  "ESGU",
  null,
  "NTAP",
  "PSA",
  "UDR",
  "SYF",
  "NUE",
  "NRG",
  null,
  "EG",
  "FDX",
  "AME",
  "ALLY",
  "STLA",
  "STM",
  "KMB",
  null,
  "ALV",
  "AN",
  "AZO",
  "AXS",
  "BAC",
  "OZK",
  "BBVA",
  "BBWI",
  "BMO",
  "BCS",
  "BK",
  "BRK-A",
  null,
  "BRK-B",
  "BDX",
  "BDC",
  "BHP",
  "BNTX",
  "BBY",
  null,
  "BHF",
  "BMY",
  "BTI",
  "BLDR",
  "BG",
  "CHRW",
  "BXP",
  "CM",
  "CARR",
  "CCL",
  "CBRE",
  "CDW",
  "CVE",
  "CNC",
  "CNP",
  "CF",
  "CVX",
  "CHTR",
  "CIEN",
  "CINF",
  "CB",
  "CHRD",
  "CRUS",
  "CTAS",
  "CSCO",
  "CIVI",
  "CFG",
  "CNA",
  "KOF",
  null,
  "KO",
  "CCEP",
  "CMA",
  "COHR",
  "CMCSA",
  "COLB",
  "CTSH",
  "CL",
  "CAG",
  "COP",
  "CMPO",
  "STZ",
  "CEG",
  null,
  "CPRT",
  "CORT",
  "ED",
  "CRBG",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CNM",
  "CXT",
  "BAP",
  "CRH",
  "CVS",
  "CSX",
  "CCK",
  "CYBR",
  "DHR",
  "DAVE",
  "DVA",
  "DELL",
  "DE",
  "DB",
  "DVN",
  "FANG",
  "DAL",
  null,
  null,
  "DFS",
  "DLB",
  "DOCU",
  "RSP",
  "EWJ",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VOD",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "APO",
  "MO",
  null,
  "XLK",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 981
Total Value: 765518722
Accession Number: 0001434165-25-000007
Form Type: 13F-HR
CIK: atlas-capital-advisors
Manager Name: Atlas-Capital-Advisors

Data Enrichment

70% identified

691 identified290 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

981 positions • $765.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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921910733

ESGV|921910733

Shares:1.1K

Value:$104.2K

% of Portfolio:0.0% ($104.2K/$765.5M)

B4KBBD0GB

Shares:10.8K

Value:$102.8K

% of Portfolio:0.0% ($102.8K/$765.5M)

JACOBS SOLUTIONS INC.

J|46982L108

Shares:833

Value:$100.7K

% of Portfolio:0.0% ($100.7K/$765.5M)

SHINHAN FINANCIAL GROUP CO LTD

SHG|824596100

Shares:3.1K

Value:$100.3K

% of Portfolio:0.0% ($100.3K/$765.5M)

25157Y202

Shares:2.3K

Value:$99.7K

% of Portfolio:0.0% ($99.7K/$765.5M)

MAGNA INTERNATIONAL INC

MGA|559222401

Shares:2.9K

Value:$99.0K

% of Portfolio:0.0% ($99.0K/$765.5M)

526250105

Shares:3.7K

Value:$98.6K

% of Portfolio:0.0% ($98.6K/$765.5M)

Sanofi

SNY|80105N105

Shares:1.8K

Value:$98.1K

% of Portfolio:0.0% ($98.1K/$765.5M)

NCR Atleos Corp

NATL|63001N106

Shares:3.7K

Value:$97.7K

% of Portfolio:0.0% ($97.7K/$765.5M)

NetApp, Inc.

NTAP|64110D104

Shares:1.1K

Value:$97.3K

% of Portfolio:0.0% ($97.3K/$765.5M)

LOWES COMPANIES INC

LOW|548661107

Shares:417

Value:$97.3K

% of Portfolio:0.0% ($97.3K/$765.5M)

808516801

Shares:4.5K

Value:$97.0K

% of Portfolio:0.0% ($97.0K/$765.5M)

UNILEVER PLC

UL|904767704

Shares:1.6K

Value:$96.9K

% of Portfolio:0.0% ($96.9K/$765.5M)

J46840104

Shares:6.3K

Value:$96.8K

% of Portfolio:0.0% ($96.8K/$765.5M)

Crane NXT, Co.

CXT|224441105

Shares:1.9K

Value:$95.5K

% of Portfolio:0.0% ($95.5K/$765.5M)

911271302

Shares:1.7K

Value:$95.5K

% of Portfolio:0.0% ($95.5K/$765.5M)

ESTEE LAUDER COMPANIES INC

EL|518439104

Shares:1.4K

Value:$95.2K

% of Portfolio:0.0% ($95.2K/$765.5M)

KOREA ELECTRIC POWER CORP

KEP|500631106

Shares:12.7K

Value:$94.4K

% of Portfolio:0.0% ($94.4K/$765.5M)

46654Q203

Shares:1.8K

Value:$93.2K

% of Portfolio:0.0% ($93.2K/$765.5M)

921935805

Shares:815

Value:$92.9K

% of Portfolio:0.0% ($92.9K/$765.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(ESGVcusip921910733)	1.1K	QoQ -39.95% (-708) YoY -39.13% (-684)	All Managers (Combined)	$104.2K	0.0% ($104.2K/$765.5M)	QoQ -43.93% (-$81.7K) YoY -36.02% (-$58.7K)
(cusipB4KBBD0GB)✕	10.8K	QoQ +10.51% (+1.0K) YoY +111.99% (+5.7K)	All Managers (Combined)	$102.8K	0.0% ($102.8K/$765.5M)	QoQ +14.94% (+$13.4K) YoY +160.84% (+$63.4K)
JACOBS SOLUTIONS INC.(Jcusip46982L108)	833	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$100.7K	0.0% ($100.7K/$765.5M)	QoQ -9.52% (-$10.6K) YoY -21.36% (-$27.4K)
SHINHAN FINANCIAL GROUP CO LTD(SHGcusip824596100)	3.1K	QoQ -59.06% (-4.5K) YoY -56.91% (-4.1K)	All Managers (Combined)	$100.3K	0.0% ($100.3K/$765.5M)	QoQ -60.06% (-$150.9K) YoY -61.05% (-$157.3K)
(cusip25157Y202)✕	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$99.7K	0.0% ($99.7K/$765.5M)	QoQ NEW(+$99.7K) YoY NEW(+$99.7K)
MAGNA INTERNATIONAL INC(MGAcusip559222401)	2.9K	QoQ NEW(+2.9K) YoY +1229.68% (+2.7K)	All Managers (Combined)	$99.0K	0.0% ($99.0K/$765.5M)	QoQ NEW(+$99.0K) YoY +729.58% (+$87.0K)
(cusip526250105)✕	3.7K	QoQ -13.71% (-581) YoY -26.90% (-1.3K)	All Managers (Combined)	$98.6K	0.0% ($98.6K/$765.5M)	QoQ -9.59% (-$10.5K) YoY -14.69% (-$17.0K)
Sanofi(SNYcusip80105N105)	1.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$98.1K	0.0% ($98.1K/$765.5M)	QoQ +14.99% (+$12.8K) YoY +14.11% (+$12.1K)
NCR Atleos Corp(NATLcusip63001N106)	3.7K	QoQ -26.35% (-1.3K) YoY +9.65% (+326)	All Managers (Combined)	$97.7K	0.0% ($97.7K/$765.5M)	QoQ -42.72% (-$72.9K) YoY +46.46% (+$31.0K)
NetApp, Inc.(NTAPcusip64110D104)	1.1K	QoQ -87.79% (-8.0K) YoY -87.37% (-7.7K)	All Managers (Combined)	$97.3K	0.0% ($97.3K/$765.5M)	QoQ -90.76% (-$956.7K) YoY -89.43% (-$824.1K)
LOWES COMPANIES INC(LOWcusip548661107)	417	QoQ 0.00% (-0) YoY -5.65% (-25)	All Managers (Combined)	$97.3K	0.0% ($97.3K/$765.5M)	QoQ -5.49% (-$5.7K) YoY -13.61% (-$15.3K)
(cusip808516801)✕	4.5K	QoQ NEW(+4.5K) YoY -8.46% (-414)	All Managers (Combined)	$97.0K	0.0% ($97.0K/$765.5M)	QoQ NEW(+$97.0K) YoY -3.70% (-$3.7K)
UNILEVER PLC(ULcusip904767704)	1.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$96.9K	0.0% ($96.9K/$765.5M)	QoQ +5.02% (+$4.6K) YoY +18.64% (+$15.2K)
(cusipJ46840104)✕	6.3K	QoQ 0.00% (-0) YoY NEW(+6.3K)	All Managers (Combined)	$96.8K	0.0% ($96.8K/$765.5M)	QoQ -13.15% (-$14.7K) YoY NEW(+$96.8K)
Crane NXT, Co.(CXTcusip224441105)	1.9K	QoQ -19.77% (-458) YoY -24.77% (-612)	All Managers (Combined)	$95.5K	0.0% ($95.5K/$765.5M)	QoQ -29.17% (-$39.3K) YoY -37.53% (-$57.4K)
(cusip911271302)✕	1.7K	QoQ 0.00% (+0) YoY NEW(+1.7K)	All Managers (Combined)	$95.5K	0.0% ($95.5K/$765.5M)	QoQ +5.54% (+$5.0K) YoY NEW(+$95.5K)
ESTEE LAUDER COMPANIES INC(ELcusip518439104)	1.4K	QoQ 0.00% (-0) YoY NEW(+1.4K)	All Managers (Combined)	$95.2K	0.0% ($95.2K/$765.5M)	QoQ -11.97% (-$13.0K) YoY NEW(+$95.2K)
KOREA ELECTRIC POWER CORP(KEPcusip500631106)	12.7K	QoQ +101.74% (+6.4K) YoY NEW(+12.7K)	All Managers (Combined)	$94.4K	0.0% ($94.4K/$765.5M)	QoQ +117.28% (+$50.9K) YoY NEW(+$94.4K)
(cusip46654Q203)✕	1.8K	QoQ 0.00% (-0) YoY NEW(+1.8K)	All Managers (Combined)	$93.2K	0.0% ($93.2K/$765.5M)	QoQ -8.15% (-$8.3K) YoY NEW(+$93.2K)
(cusip921935805)✕	815	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$92.9K	0.0% ($92.9K/$765.5M)	QoQ -3.69% (-$3.6K) YoY -4.47% (-$4.4K)