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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 2 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VWO Vanguard Emerging Markets ETF 102,335.0 $6.1M 0.67% +2K +1.6% $59.69 +0.4%
22 Berkshire Hathaway Inc 11,667.0 $5.8M 0.64% +611.0 +5.5% $500.39
23 NVDA Nvidia Corp Technology 27,782.0 $5.6M 0.61% +7K +35.3% $200.09 +10.1%
24 FSTA Fidelity MSCI Consumer Staples ETF 96,336.0 $5.1M 0.55% +9K +10.1% $52.54 +2.8%
25 FDIS Fidelity MSCI Consumer Discretionary ETF 47,739.0 $4.9M 0.54% +468.0 +1.0% $102.84 -0.9%
26 LLY Eli Lilly Co Healthcare 3,869.0 $4.6M 0.51% +347.0 +9.8% $1199.43 +0.6%
27 DFIV Dimensional International Val ETF 81,537.0 $4.4M 0.48% +65K +384.6% $54.02 +7.4%
28 SCHB Schwab US Broad Market ETF 147,900.0 $4.3M 0.47% +2K +1.4% $28.96 +2.7%
29 IEMG iShares MSCI Core EM ETF 50,476.0 $4.2M 0.46% +269.0 +0.5% $82.84 -2.7%
30 VCR Vanguard Consumer Discretionary ETF 10,115.0 $4.0M 0.44% +116.0 +1.2% $396.61 -1.0%
31 JBL Jabil Inc Technology 10,223.0 $3.9M 0.43% +70.0 +0.7% $385.48 -9.2%
32 VZ Verizon Communications Inc Communication Services 90,091.0 $3.8M 0.42% +13K +17.2% $42.34 +14.8%
33 MCK Mckesson Corp Healthcare 4,816.0 $3.6M 0.40% +146.0 +3.1% $755.60 +15.9%
34 VDE Vanguard Energy ETF 22,350.0 $3.4M 0.37% +3K +16.9% $150.13 +18.6%
35 META Meta Platforms Inc Class A Communication Services 5,813.0 $3.3M 0.36% +2K +43.1% $563.29 -2.6%
36 T ATandT Inc Communication Services 152,972.0 $3.2M 0.35% +46K +43.5% $20.70 +20.9%
37 MKSI MKS Instruments Inc Technology 6,347.0 $2.8M 0.31% +338.0 +5.6% $444.80 -31.7%
38 HPE Hewlett Packard Ente Technology 61,582.0 $2.8M 0.30% +17K +39.2% $45.11 +27.0%
39 ASML Hldgs NV Ord 1,369.0 $2.7M 0.29% +84.0 +6.5% $1966.41
40 VDC Vanguard Consumer Staples ETF 11,470.0 $2.6M 0.28% +1K +13.8% $225.49 +2.7%
Page 2 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%