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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 12 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 EFA iShares MSCI EAFE ETF 2,076.0 $216K 0.02% +2K +594.3% $103.88 +3.3%
222 LEA Lear Corp Consumer Cyclical 1,592.0 $213K 0.02% +813.0 +104.4% $134.06 -7.6%
223 HLT Hilton Worldwide Holdings Inc Consumer Cyclical 640.0 $211K 0.02% +548.0 +595.6% $330.46 -0.8%
224 CAT Caterpillar Inc Industrials 198.0 $211K 0.02% +169.0 +582.8% $1064.90 -21.0%
225 MGA Magna International Inc Consumer Cyclical 3,199.0 $210K 0.02% +2K +129.5% $65.66 +7.0%
226 CVE CenovUS Energy Inc Energy 8,181.0 $203K 0.02% +4K +87.2% $24.81 +31.1%
227 IVZ Invesco Ltd Financial Services 7,562.0 $200K 0.02% +3K +63.9% $26.39 +22.7%
228 NFLX NETFlix Inc Communication Services 2,730.0 $195K 0.02% +1K +93.6% $71.40 +8.9%
229 HD Home Depot Inc Consumer Cyclical 552.0 $195K 0.02% +123.0 +28.7% $352.68 -4.3%
230 BN Brookfield Asset Manage-Cl A Financial Services 4,565.0 $194K 0.02% +3K +247.9% $42.59 -1.1%
231 ALLY Ally Financial Inc Financial Services 4,225.0 $194K 0.02% +2K +134.6% $45.95 -5.0%
232 DFE Wisdomtree Europe Smallcap Dividend ETF 2,664.0 $192K 0.02% +1K +82.2% $71.97 +6.9%
233 SWKS Skyworks Solutions Inc Technology 2,826.0 $192K 0.02% +2K +303.1% $67.80 -0.5%
234 Petroleo Brasileiro Sa 13,060.0 $191K 0.02% +867.0 +7.1% $14.64
235 WCC Wesco International Inc Industrials 549.0 $190K 0.02% +15.0 +2.8% $345.43 +1.1%
236 ON On Semiconductor Corp Technology 1,983.0 $187K 0.02% +1K +115.1% $94.54 -16.0%
237 BAC Bank of America Corp Financial Services 3,188.0 $182K 0.02% +3K +1721.7% $56.98 +12.7%
238 JLL Jones Lang Lasalle Inc Real Estate 586.0 $182K 0.02% +4.0 +0.7% $309.95 +19.7%
239 SCHP Schwab US Tips ETF 6,797.0 $180K 0.02% +3K +78.5% $26.50 -2.1%
240 WFC Wells Fargo Co Financial Services 2,162.0 $179K 0.02% +1K +130.5% $82.64 +5.8%
Page 12 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%