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Portfolio (Quarterly) Guide ↗

ATLAS CAPITAL ADVISORS INC.

· CIK 0001434165
13F Portfolio $875M AUM 1,067 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 75 New 243 Added 267 Reduced 57 Exited
Page 11 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ZTS Zoetis Inc Healthcare 378.0 $45K 0.01% +364.0 +2600.0% $118.21 -34.0%
202 Annaly Capital Management Inc 2,028.0 $43K 0.01% +378.0 +22.9% $21.15
203 ST Sensata Technologies Hldg Technology 1,207.0 $43K 0.01% +124.0 +11.4% $35.22 +42.3%
204 FLS Flowserve Corp Industrials 576.0 $42K 0.01% +60.0 +11.6% $73.51 +2.7%
205 LFUS Littelfuse Inc Technology 122.0 $41K 0.01% +16.0 +15.1% $339.34 +38.4%
206 WRB Wr Berkley Corp Financial Services 613.0 $41K 0.01% +607.0 +10000.0% $66.28 -3.1%
207 GRMN Garmin Ltd Technology 175.0 $41K 0.01% +6.0 +3.5% $232.01 +3.0%
208 NOW Servicenow Inc Technology 385.0 $40K 0.01% +375.0 +3750.0% $104.55 +16.6%
209 ZION Zions Bancorporation Financial Services 686.0 $40K 0.01% +68.0 +11.0% $57.62 +8.4%
210 WBS Webster Financial Corp Financial Services 563.0 $39K 0.00% +64.0 +12.8% $69.42 +4.8%
211 TAP Molson Coors Brewing Co Consumer Defensive 872.0 $38K 0.00% +92.0 +11.8% $43.06 -7.0%
212 GE General Electric Co Industrials 123.0 $35K 0.00% +119.0 +2975.0% $283.76 +11.8%
213 Cie Generale des Etablissements Michelin SA ADR 1,723.0 $29K 0.00% +390.0 +29.3% $17.04
214 WFRD Weatherford International PLC Energy 309.0 $29K 0.00% +153.0 +98.1% $94.58 +9.2%
215 VOYA Voya Financial Inc Financial Services 396.0 $27K 0.00% +15.0 +3.9% $68.32 +19.1%
216 TJX Tjx Cos Inc Consumer Cyclical 168.0 $27K 0.00% +141.0 +522.2% $159.70 -2.9%
217 SLB Schlumberger Ltd Energy 467.0 $24K 0.00% +373.0 +396.8% $51.39 +7.1%
218 PKG Packaging Corp Amer Consumer Cyclical 100.0 $21K 0.00% +98.0 +4900.0% $212.22 +2.0%
219 LMT Lockheed Martin Corp Industrials 33.0 $20K 0.00% +22.0 +200.0% $604.36 -12.3%
220 NCLH Norwegian Cruise Line Consumer Cyclical 998.0 $19K 0.00% +180.0 +22.0% $18.70 -2.3%
Page 11 of 13  ·  243 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 24.4%
Financial Services 18.0%
Consumer Defensive 14.0%
Healthcare 11.2%
Communication Services 10.5%
Consumer Cyclical 8.0%
Industrials 7.5%
Energy 2.8%
Basic Materials 1.7%
Utilities 1.3%