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Portfolio (Quarterly) Guide ↗

ATLAS CAPITAL ADVISORS INC.

· CIK 0001434165
13F Portfolio $914M AUM 1,054 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 137 New 344 Added 235 Reduced 77 Exited
Page 1 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VGK Vanguard European Stock ETF 489,926.0 $43.4M 4.75% +19K +4.1% $88.54 +4.0%
2 XLK SPDR S P Info Technology ETF 120,777.0 $23.0M 2.52% +5K +4.6% $190.52 -0.1%
3 EMXC iShares MSCI Emerging Mkts Ex China ETF 196,525.0 $20.1M 2.20% +15K +8.5% $102.30 -3.9%
4 SPEM SPDR Emerging Market ETF 365,871.0 $18.9M 2.07% +9K +2.4% $51.78 +1.3%
5 IMTM iShares Edge MSCI Intl ETF 324,355.0 $17.3M 1.89% +68K +26.4% $53.33 +2.5%
6 VOE Vanguard Mid-Cap Value ETF 63,984.0 $12.6M 1.38% +7K +11.6% $197.60 +6.1%
7 BBAX JP Morgan Betabuilders Dev Asia Ex-Jpn ETF 200,365.0 $12.0M 1.31% +15K +8.0% $59.87 +7.0%
8 VGT Vanguard Information Technology ETF 99,992.0 $12.0M 1.31% +87K +651.1% $119.52 +2.5%
9 VBR Vanguard Small Cap Value ETF 48,944.0 $11.9M 1.30% +9K +21.5% $242.99 +2.8%
10 BBCA JP Morgan Betabuilders Canada ETF 112,493.0 $11.2M 1.22% +2K +1.5% $99.40 +7.9%
11 RSPT Invesco SP500 EqlWt Tech ETF 170,871.0 $11.0M 1.21% +27K +18.5% $64.50 +2.2%
12 SPY SPDR S P 500 ETF Financial Services 14,090.0 $10.5M 1.15% +2K +14.5% $746.78 +3.5%
13 BIL SPDR Blmbg Barclays 1-3 Mth T-Bill ETF 110,741.0 $10.1M 1.11% +33K +41.9% $91.64 -0.1%
14 SPDW SPDR Developed World Ex-US ETF 200,449.0 $10.1M 1.10% +2K +1.0% $50.39 +3.6%
15 XLF SPDR S P Financial ETF 188,226.0 $10.1M 1.10% +4K +2.0% $53.61 +7.4%
16 VTIP Vanguard Short-Term Tips ETF 191,735.0 $9.6M 1.05% +34K +21.2% $50.23 -1.1%
17 AMAT Applied Materials Inc Technology 12,986.0 $9.4M 1.03% +445.0 +3.5% $723.00 -26.0%
18 VT Vanguard Total World Stock ETF 55,587.0 $8.7M 0.95% +624.0 +1.1% $156.95 +3.1%
19 VTV Vanguard Value ETF 30,246.0 $6.6M 0.72% +223.0 +0.7% $217.93 +4.0%
20 KLAC Kla-Tencor Corp Technology 20,980.0 $6.3M 0.69% +19K +794.3% $301.71 -31.8%
Page 1 of 18  ·  344 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.9%
Financial Services 16.0%
Communication Services 9.9%
Healthcare 9.2%
Industrials 8.8%
Consumer Cyclical 8.6%
Energy 3.5%
Consumer Defensive 3.3%
Basic Materials 2.3%
Utilities 1.7%