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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 10 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PM Philip Morris International Consumer Defensive 1,950.0 $353K 0.04% +1K +148.7% $180.91 +3.7%
182 GD General Dynamics Corp Industrials 987.0 $350K 0.04% +291.0 +41.8% $354.24 +11.1%
183 B Barrick Mining Corp Basic Materials 9,203.0 $338K 0.04% +2K +34.6% $36.73 +14.6%
184 VUG Vanguard Growth ETF 3,911.0 $337K 0.04% +4K +962.8% $86.14 +2.0%
185 BDC Belden Inc Technology 2,804.0 $336K 0.04% +642.0 +29.7% $119.91 +7.9%
186 PKX Posco Basic Materials 6,478.0 $333K 0.04% +3K +106.0% $51.38 +11.0%
187 ITUB Itau Unibanco Holding Sa Financial Services 40,054.0 $327K 0.04% +11K +35.6% $8.17 -11.0%
188 Mercedes-Benz Group Ag 26,175.0 $327K 0.04% +7K +39.4% $12.48
189 SSL Sasol Ltd Basic Materials 32,617.0 $320K 0.04% +14K +79.5% $9.82 +20.7%
190 CEG Constellation Energy Ord Wi Utilities 1,270.0 $315K 0.04% +551.0 +76.6% $248.37 +7.4%
191 WDS Woodside Petroleum Ltd Energy 16,210.0 $313K 0.03% +2K +17.9% $19.32 +21.4%
192 FSLR First Solar Inc Energy 1,327.0 $313K 0.03% +1K +367.2% $235.96 -6.8%
193 Standard Chartered PLC 5,719.0 $312K 0.03% +637.0 +12.5% $54.49
194 NTAP Netapp Inc Technology 1,990.0 $308K 0.03% +1K +213.4% $154.76 +32.3%
195 XLRE Real Estate Select Sctr 6,978.0 $307K 0.03% +4K +105.8% $44.03 +1.4%
196 FAST Fastenal Co Industrials 6,230.0 $299K 0.03% +3K +111.5% $48.03 +6.7%
197 ING ING Groep Nv Financial Services 9,401.0 $295K 0.03% +8K +502.6% $31.38 +13.1%
198 MS and AD Insurance Group Holdings Inc 11,284.0 $294K 0.03% +4K +46.9% $26.04
199 CX Cemex Sab De Cv Basic Materials 24,371.0 $292K 0.03% +2K +8.1% $12.00 -11.2%
200 NSC Norfolk Southern Corp Industrials 923.0 $290K 0.03% +373.0 +67.8% $314.59 +7.7%
Page 10 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%