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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 5 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AME Ametek Inc Industrials 4,107.0 $994K 0.11% +4K +10000.0% $241.94 +3.1%
82 UNH Unitedhealth Group Inc Healthcare 2,375.0 $987K 0.11% +273.0 +13.0% $415.63 -4.9%
83 FOXA Twenty-First Century Fox-A Communication Services 18,904.0 $986K 0.11% +1K +8.3% $52.16 +35.6%
84 ASX Ase Technology Holding -Adr Technology 21,560.0 $973K 0.11% +10K +84.7% $45.12 -19.7%
85 Smithfield Foods Inc 40,082.0 $972K 0.11% +37K +1364.5% $24.26
86 ALL Allstate Corp Financial Services 4,058.0 $966K 0.11% +584.0 +16.8% $237.94 +11.0%
87 MUFG Mitsubishi UFJ Finl-Spon Adr Financial Services 48,078.0 $956K 0.10% +8K +20.8% $19.89 +14.0%
88 SPMD SPDR S P1000 Midcap ETF 14,111.0 $953K 0.10% +2K +15.8% $67.56 +0.6%
89 FFIV F5 Networks Inc Technology 2,280.0 $948K 0.10% +209.0 +10.1% $415.96 -5.5%
90 GLD SPDR Gold Shares ETF Financial Services 2,560.0 $943K 0.10% +220.0 +9.4% $368.38 +8.5%
91 HST Host Hotels Resorts Inc Real Estate 39,683.0 $941K 0.10% +34K +636.9% $23.71 -2.6%
92 TEVA Teva Pharmaceutical Industries Ltd Healthcare 27,453.0 $930K 0.10% +3K +14.5% $33.88 +9.7%
93 BBVA Banco Bilbao Argen Financial Services 37,092.0 $930K 0.10% +5K +15.5% $25.06 +14.8%
94 TDC Teradata Corp Technology 26,518.0 $919K 0.10% +8K +41.0% $34.65 -18.9%
95 MET Metlife Inc Financial Services 10,656.0 $902K 0.10% +8K +354.4% $84.61 +15.1%
96 ARW Arrow Electronics Inc Technology 4,090.0 $873K 0.10% +3K +232.5% $213.41 -2.7%
97 DB Deutsche Bank Ag-Registered Financial Services 25,766.0 $870K 0.10% +3K +12.9% $33.76 +12.5%
98 MPC Marathon Petroleum Corp Energy 3,322.0 $849K 0.09% +176.0 +5.6% $255.67 +42.4%
99 CMF iShares S P CA AMT-Free Municipal Bond ETF 14,732.0 $849K 0.09% +1K +7.6% $57.64 -1.9%
100 BNP Paribas-Adr 14,234.0 $829K 0.09% +6K +80.6% $58.27
Page 5 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%