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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 7 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 RNG Ringcentral Inc Technology 18,528.0 $722K 0.08% +17K +815.0% $38.98 +69.5%
122 Orange SA 37,469.0 $705K 0.08% +3K +9.6% $18.82
123 VEA Vanguard Ftse Developed Markets ETF 9,656.0 $688K 0.07% +2K +18.5% $71.26 +1.7%
124 ADM Archer-Daniels-Mid Consumer Defensive 8,876.0 $678K 0.07% +2K +26.6% $76.40 +7.3%
125 IJR iShares Core S P Small-Cap ETF 4,489.0 $666K 0.07% +246.0 +5.8% $148.31 +0.0%
126 APH Amphenol Corp Technology 3,741.0 $660K 0.07% +202.0 +5.7% $176.32 -9.8%
127 ERIC Telefonaktiebolaget Lm Ericsson Technology 58,602.0 $653K 0.07% +19K +46.3% $11.15 -9.2%
128 CRUS CirrUS Logic Inc Technology 4,376.0 $650K 0.07% +702.0 +19.1% $148.53 -21.0%
129 OKTA Okta Inc Technology 4,590.0 $626K 0.07% +257.0 +5.9% $136.45 +5.4%
130 AER Aercap Holdings Nv Industrials 4,184.0 $610K 0.07% +791.0 +23.3% $145.78 +3.1%
131 USFD US Food Holding Corp Consumer Defensive 5,857.0 $599K 0.07% +668.0 +12.9% $102.25 +5.9%
132 KGC Kinross Gold Corp Basic Materials 25,088.0 $593K 0.07% +3K +11.3% $23.62 +15.2%
133 SEB Seaboard Corp Industrials 131.0 $585K 0.06% +21.0 +19.1% $4464.33 -1.7%
134 SHG Shinhan Financial Group Co Ltd Financial Services 9,068.0 $574K 0.06% +1K +17.0% $63.25 +18.4%
135 IAC People Inc Technology 12,301.0 $568K 0.06% +10K +343.1% $46.16 -0.0%
136 AZN Astrazeneca Plc-Spons Adr Astrazeneca Plc - Adr Healthcare 2,976.0 $564K 0.06% +571.0 +23.7% $189.65 -15.7%
137 AKAM Akamai Technologies Inc Technology 4,749.0 $561K 0.06% +3K +167.1% $118.21 +0.1%
138 RGA Reinsurance Group of America Inc Financial Services 2,619.0 $557K 0.06% +22.0 +0.8% $212.65 +15.9%
139 NWSA News Corp - Class A Communication Services 21,827.0 $542K 0.06% +15K +219.1% $24.83 +18.9%
140 BAP Credicorp Ltd Financial Services 1,378.0 $537K 0.06% +314.0 +29.5% $389.58 -5.8%
Page 7 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%