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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 15 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SBS Cia Saneamento Basico De-Adr Utilities 18,104.0 $105K 0.01% +14K +400.1% $5.78 -21.3%
282 SMCI Super Micro Computer Inc Technology 3,539.0 $104K 0.01% +3K +7593.5% $29.33 +27.5%
283 CF Cf Industries Hldg Basic Materials 953.0 $103K 0.01% +928.0 +3712.0% $108.26 +10.6%
284 Komatsu Ltd Spon Adr New 2,500.0 $98K 0.01% +2K +340.9% $39.03
285 Cie Generale des Etablissements Michelin SA ADR 4,898.0 $94K 0.01% +3K +184.3% $19.26
286 PAGS Pagseguro Digital Ltd Technology 10,172.0 $92K 0.01% +6K +118.2% $9.05 -6.7%
287 Allianz Se - Unsp Adr 1,948.0 $92K 0.01% +1K +228.5% $47.12
288 Vestas Wind Systems-Unsp Adr 9,668.0 $91K 0.01% +6K +176.1% $9.44
289 TTWO Take-Two Interactive Software Communication Services 353.0 $88K 0.01% +283.0 +404.3% $249.98 -3.0%
290 Lenovo Group Ltd 1,455.0 $86K 0.01% +527.0 +56.8% $59.24
291 VOD Vodafone Group Plc- Adr Communication Services 6,209.0 $82K 0.01% +495.0 +8.7% $13.22 +22.0%
292 DOX Amdocs Ltd Technology 1,611.0 $81K 0.01% +139.0 +9.4% $50.54 +14.5%
293 FUTU Futu Holdings Ltd Financial Services 868.0 $81K 0.01% +849.0 +4468.4% $93.74 +15.8%
294 BUD Anheuser-Busch Inbev Spn Adr Consumer Defensive 984.0 $81K 0.01% +675.0 +218.4% $82.40 -6.0%
295 Volkswagen Ag 9,807.0 $80K 0.01% +9K +963.7% $8.15
296 SBUX Starbucks Corp Consumer Cyclical 772.0 $79K 0.01% +403.0 +109.2% $102.19 +3.7%
297 SWK Stanley Black Decker Inc Industrials 834.0 $78K 0.01% +823.0 +7481.8% $94.12 +4.5%
298 ES Eversource Energy Utilities 1,041.0 $75K 0.01% +862.0 +481.6% $72.27 -0.1%
299 VMI Valmont Industries Inc Industrials 122.0 $70K 0.01% +10.0 +8.9% $577.60 -15.6%
300 WRB Wr Berkley Corp Financial Services 979.0 $69K 0.01% +366.0 +59.7% $70.53 -0.5%
Page 15 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%