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Albert Gutierrez

Atlas Capital Advisors Inc.

Assets Managed
$874.838M
Holdings
989
Last Quarter
2026 - Q1
Filed Date
6d ago
Growth Rate
-2.58%(2Q avg: 3.56%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Atlas Capital Advisors Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 989 positions.

Assets under management

The assets under management (AUM) of Atlas Capital Advisors Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 874.838M in assets, with a quarterly growth rate of -2.58% and a 2-quarter average growth rate of 3.56%. The portfolio is managed by Albert Gutierrez, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PG
Procter & Gamble Co The
Recent Activity
Decreased -0.18%
4.49%
$39.242M
271,681 shares@ $144.44 avg price
VGK
Vanguard Ftse Europe Etf
Recent Activity
Increased 1.6%
4.44%
$38.786M
470,532 shares@ $82.44 avg price
PLMR
Palomar Holdings Inc
Recent Activity
2.49%
$21.705M
181,634 shares@ $119.5 avg price
AAPL
Apple Inc
Recent Activity
Increased 4.37%
1.96%
$17.114M
67,432 shares@ $253.8 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Decreased -6.3%
1.92%
$16.764M
357,358 shares@ $46.92 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -8.2%
1.76%
$15.345M
115,459 shares@ $132.91 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
Increased 33.82%
1.63%
$14.246M
181,109 shares@ $78.66 avg price
IMTM
Ishares Msci Intl Momentum F
Recent Activity
Increased 1.75%
1.41%
$12.326M
256,678 shares@ $48.03 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.36%
1.33%
$11.611M
31,368 shares@ $370.17 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 2.6%
1.31%
$11.383M
39,584 shares@ $287.56 avg price

1-10 of 989