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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 13 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NMR Nomura Holdings Inc Financial Services 19,675.0 $173K 0.02% +10K +101.3% $8.78 +9.9%
242 SU Suncor Energy Inc Energy 3,199.0 $172K 0.02% +74.0 +2.4% $53.68 +26.1%
243 America Movil Sab De 6,544.0 $170K 0.02% +5K +231.5% $25.99
244 GEV GE Vernova Inc Utilities 141.0 $166K 0.02% +29.0 +25.9% $1174.86 -14.5%
245 CINF Cincinnati Financial Corp Financial Services 894.0 $166K 0.02% +489.0 +120.7% $185.14 -7.4%
246 Fortinet Inc 1,064.0 $163K 0.02% +949.0 +825.2% $153.62
247 GFI Gold Fields Ltd Basic Materials 4,856.0 $163K 0.02% +2K +74.0% $33.59 +21.8%
248 Sumitomo Corp 4,244.0 $163K 0.02% +2K +142.4% $38.29
249 VEEV Veeva Systems Inc Healthcare 914.0 $162K 0.02% +800.0 +701.8% $177.47 +36.8%
250 AEE Ameren Corp Utilities 1,425.0 $161K 0.02% +1K +10000.0% $113.04 -3.0%
251 ZION Zions Bancorporation Financial Services 2,302.0 $159K 0.02% +2K +235.6% $69.19 +2.5%
252 APD Air Products Chemicals Inc Basic Materials 538.0 $158K 0.02% +293.0 +119.6% $293.18 +3.4%
253 ICE Intercontinentalexchange Inc Financial Services 1,260.0 $155K 0.02% +600.0 +90.9% $123.11 +26.9%
254 HAL Halliburton Co Energy 4,525.0 $154K 0.02% +1K +41.5% $33.95 +2.1%
255 UGP Ultrapar Participacoes SA Energy 30,514.0 $153K 0.02% +22K +252.8% $5.02 +26.1%
256 CHTR Charter Communications Communication Services 1,048.0 $149K 0.02% +328.0 +45.6% $142.21 +4.3%
257 Vinci SA 4,044.0 $147K 0.02% +3K +303.2% $36.46
258 Byd Co Ltd 15,888.0 $147K 0.02% +12K +317.0% $9.27
259 PAYX Paychex Inc Industrials 1,487.0 $146K 0.02% +877.0 +143.8% $98.33 +22.0%
260 INTU Intuit Com Technology 560.0 $146K 0.02% +138.0 +32.7% $261.00 +34.3%
Page 13 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%