| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Procter & Gamble Co/The | 26 | Q2 2024 | 7.2% |
| Vanguard Pacific Stock ETF | 26 | Q2 2024 | 4.9% |
| Vanguard European Stock ETF | 26 | Q2 2024 | 3.5% |
| iShares Edge MSCI Intl ETF | 26 | Q2 2024 | 2.8% |
| iShares MSCI US Momentum ETF | 26 | Q2 2024 | 3.4% |
| SPDR SP Info Technology ETF | 26 | Q2 2024 | 3.1% |
| Microsoft Corp | 26 | Q2 2024 | 3.6% |
| Vanguard Health Care ETF | 26 | Q2 2024 | 2.8% |
| Vanguard Information Technology ETF | 26 | Q2 2024 | 1.9% |
| Vanguard Mid-Cap Value Index | 26 | Q2 2024 | 2.1% |
View ATLAS CAPITAL ADVISORS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-16 |
View ATLAS CAPITAL ADVISORS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.