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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 11 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 E Eni Spa Energy 5,873.0 $275K 0.03% +193.0 +3.4% $46.86 +19.4%
202 BRO Brown Brown Inc Financial Services 4,250.0 $273K 0.03% +4K +8400.0% $64.15 +8.1%
203 RACE Ferrari Nv Consumer Cyclical 727.0 $271K 0.03% +209.0 +40.4% $372.29 +10.8%
204 UPS United Parcel Service Inc Class B Industrials 2,494.0 $268K 0.03% +2K +7945.2% $107.50 -5.2%
205 Anglogold Ashanti Ltd 3,294.0 $266K 0.03% +75.0 +2.3% $80.89
206 ADI Analog Devices Inc Technology 663.0 $263K 0.03% +500.0 +306.8% $397.17 -5.2%
207 Fortescue Ltd 9,793.0 $258K 0.03% +2K +33.3% $26.35
208 GFS Globalfoundries Inc Technology 3,117.0 $257K 0.03% +2K +177.3% $82.41 -39.4%
209 Bunge Ltd 2,389.0 $255K 0.03% +1K +74.0% $106.73
210 KKR Kkr Co Inc Financial Services 2,759.0 $253K 0.03% +2K +126.0% $91.78 +16.8%
211 EQNR Equinor Asa Energy 8,049.0 $253K 0.03% +2K +42.2% $31.40 +33.2%
212 ABB Ltd 2,282.0 $248K 0.03% +757.0 +49.6% $108.70
213 CC Chemours Co Basic Materials 11,936.0 $245K 0.03% +9K +374.0% $20.52 -24.9%
214 MKL Markel Corp Financial Services 124.0 $242K 0.03% +104.0 +520.0% $1953.01 -7.1%
215 ZM Zoom Video Communications-A Technology 2,650.0 $229K 0.03% +15.0 +0.6% $86.31 +21.3%
216 BLK Blackrock Inc Financial Services 237.0 $228K 0.03% +20.0 +9.2% $961.56 +20.1%
217 GEN Nortonlifelock Inc Technology 9,144.0 $228K 0.03% +5K +111.6% $24.89 +11.0%
218 QXO QXO Inc Industrials 12,800.0 $221K 0.02% +7K +115.6% $17.28 -21.9%
219 QUAL iShares Edge MSCI USA Quality Factor ETF 1,007.0 $221K 0.02% +540.0 +115.6% $219.43 +2.1%
220 AXP American Express Co Financial Services 647.0 $219K 0.02% +268.0 +70.7% $338.25 +0.1%
Page 11 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%