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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 6 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 COP ConocoPhillips Energy 7,952.0 $827K 0.09% +2K +33.3% $103.97 +24.8%
102 OVV Ovintiv Ord Energy 15,670.0 $825K 0.09% +6K +58.9% $52.65 +23.5%
103 ADP Automatic Data Processing Inc Industrials 3,683.0 $825K 0.09% +3K +1460.6% $223.95 +20.3%
104 IVW iShares S P 500 Growth ETF 5,903.0 $812K 0.09% +3K +128.4% $137.53 +1.6%
105 Constellation Software Inc 427.0 $806K 0.09% +425.0 +10000.0% $1888.00
106 VLO Valero Energy Corp Energy 3,050.0 $794K 0.09% +501.0 +19.6% $260.44 +34.4%
107 KB KB Financial Group Inc Financial Services 7,522.0 $790K 0.09% +962.0 +14.7% $104.96 +12.1%
108 SNDK Sandisk Corp Technology 344.0 $782K 0.09% +170.0 +97.7% $2273.73 -28.5%
109 SCHW Charles Schwab Corp Financial Services 8,423.0 $777K 0.09% +7K +654.1% $92.27 +21.0%
110 MO Altria Group Inc Consumer Defensive 10,770.0 $775K 0.09% +1K +11.3% $71.95 -9.4%
111 BAB Powershares Build America Bond ETF 28,765.0 $772K 0.08% +5K +22.1% $26.84 -2.0%
112 FENY Fidelity MSCI Energy ETF 26,049.0 $770K 0.08% +10K +59.7% $29.56 +19.2%
113 VCIT Vanguard Inter-Term Corp Bond ETF 9,264.0 $766K 0.08% +1K +13.8% $82.65 -1.9%
114 DHI Dr Horton Inc Consumer Cyclical 4,693.0 $764K 0.08% +392.0 +9.1% $162.88 -10.6%
115 Bancolombia Sa 9,580.0 $761K 0.08% +105.0 +1.1% $79.43
116 PGR Progressive Corp Financial Services 3,480.0 $760K 0.08% +3K +398.6% $218.45 -5.1%
117 DINO Hf Sinclair Ord Energy 10,870.0 $757K 0.08% +11K +5281.2% $69.65 +37.4%
118 QCOM Qualcomm Inc Technology 4,041.0 $747K 0.08% +2K +94.1% $184.79 -13.3%
119 DVA Davita Inc Healthcare 3,287.0 $731K 0.08% +2K +221.9% $222.48 -20.0%
120 HPQ Hewlett-Packard Co Technology 32,931.0 $723K 0.08% +24K +254.1% $21.94 +36.6%
Page 6 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%