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Portfolio (Quarterly) Guide ↗

ATLAS CAPITAL ADVISORS INC.

· CIK 0001434165
13F Portfolio $875M AUM 1,067 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 75 New 243 Added 267 Reduced 57 Exited
Page 8 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MCO Moody'S Corp Financial Services 448.0 $195K 0.02% +330.0 +279.7% $436.25 +4.3%
142 PKX Posco Basic Materials 3,145.0 $184K 0.02% +3K +825.0% $58.49 +19.3%
143 INTU Intuit Com Technology 422.0 $182K 0.02% +404.0 +2244.4% $432.38 -24.5%
144 JLL Jones Lang Lasalle Inc Real Estate 582.0 $177K 0.02% +17.0 +3.0% $304.32 -6.1%
145 Bunge Ltd 1,373.0 $175K 0.02% +586.0 +74.5% $127.20
146 XOM Exxon Mobil Corp Energy 1,026.0 $174K 0.02% +900.0 +714.3% $169.66 -13.5%
147 MT Arcelormittal Basic Materials 3,288.0 $171K 0.02% +1K +62.4% $51.98 +32.8%
148 DG Dollar General Corp Consumer Defensive 1,404.0 $167K 0.02% +269.0 +23.7% $118.73 -8.3%
149 CMI Cummins Inc Industrials 308.0 $166K 0.02% +5.0 +1.6% $538.02 +21.9%
150 VUG Vanguard Growth ETF 368.0 $161K 0.02% +348.0 +1740.0% $436.79 -79.6%
151 NSC Norfolk Southern Corp Industrials 550.0 $158K 0.02% +304.0 +123.6% $287.00 +5.7%
152 MA Mastercard Inc Financial Services 315.0 $157K 0.02% +308.0 +4400.0% $499.66 -0.2%
153 CHTR Charter Communications Communication Services 720.0 $155K 0.02% +19.0 +2.7% $215.88 -34.3%
154 AGCO Agco Corp Industrials 1,319.0 $153K 0.02% +127.0 +10.7% $115.87 -3.4%
155 PFE Pfizer Inc Healthcare 5,103.0 $143K 0.02% +3K +209.7% $28.08 -7.1%
156 HD Home Depot Inc Consumer Cyclical 429.0 $141K 0.02% +127.0 +42.0% $328.89 -2.4%
157 XLRE Real Estate Select Sctr 3,391.0 $138K 0.02% +101.0 +3.1% $40.83 +8.3%
158 NFLX NETFlix Inc Communication Services 1,410.0 $136K 0.01% +1K +403.6% $96.15 -10.6%
159 VALE Vale Sa Basic Materials 8,320.0 $132K 0.01% +186.0 +2.3% $15.91 +3.0%
160 PM Philip Morris International Consumer Defensive 784.0 $130K 0.01% +709.0 +945.3% $165.34 +7.4%
Page 8 of 13  ·  243 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 24.4%
Financial Services 18.0%
Consumer Defensive 14.0%
Healthcare 11.2%
Communication Services 10.5%
Consumer Cyclical 8.0%
Industrials 7.5%
Energy 2.8%
Basic Materials 1.7%
Utilities 1.3%