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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 4 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PFG Principal Financial Group Inc Financial Services 12,278.0 $1.3M 0.14% +4K +50.1% $107.78 +5.4%
62 VAW Vanguard Materials ETF 5,728.0 $1.3M 0.14% +63.0 +1.1% $228.79 +1.4%
63 XLP SPDR S P Consumer Staples ETF 15,724.0 $1.3M 0.14% +469.0 +3.1% $83.07 +3.3%
64 SYF Synchrony Financial Financial Services 17,003.0 $1.3M 0.14% +844.0 +5.2% $76.05 +7.1%
65 F Ford Motor Co Consumer Cyclical 90,532.0 $1.3M 0.14% +5K +5.5% $13.90 -0.0%
66 BWA Borgwarner Inc Consumer Cyclical 18,744.0 $1.2M 0.14% +1K +7.7% $66.40 +2.7%
67 MTCH Match Group Inc Communication Services 31,887.0 $1.2M 0.13% +28K +829.1% $38.05 +1.1%
68 ALSN Allison Transmission Holdings Inc Consumer Cyclical 10,752.0 $1.2M 0.13% +724.0 +7.2% $112.74 +10.8%
69 ORLY O Reilly Automotive Inc New Com Consumer Cyclical 12,450.0 $1.1M 0.12% +1K +11.6% $92.09 -0.1%
70 KR Kroger Co Consumer Defensive 20,485.0 $1.1M 0.12% +3K +17.1% $55.53 +2.7%
71 UBS UBS Ag Financial Services 22,796.0 $1.1M 0.12% +2K +10.1% $49.56 +6.9%
72 AVGO Avago Technologies Ltd Technology 2,984.0 $1.1M 0.12% +938.0 +45.9% $377.75 +0.7%
73 DAL Delta Air Lines Inc Industrials 11,817.0 $1.1M 0.12% +10K +662.4% $93.66 -7.6%
74 CPA Copa Holdings Sa Cl A Industrials 6,906.0 $1.1M 0.12% +66.0 +1.0% $155.57 -16.2%
75 China Construction Bank Corp 52,193.0 $1.1M 0.12% +4K +7.4% $20.55
76 APA Apache Corp Energy 32,685.0 $1.1M 0.12% +3K +9.0% $32.57 +28.5%
77 AVT Avnet Inc Technology 11,752.0 $1.0M 0.11% +3K +33.1% $88.82 +3.2%
78 RNR Renaissancere Holdings Ltd Financial Services 3,182.0 $1.0M 0.11% +55.0 +1.8% $316.90 +2.4%
79 BHP Bhp Billiton Ltd Basic Materials 12,077.0 $1.0M 0.11% +1K +9.7% $83.31 +6.0%
80 TIGO Millicom International Cellular SA Communication Services 10,958.0 $995K 0.11% +1K +12.7% $90.76 -3.8%
Page 4 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%