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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 8 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BKNG Booking Holdings Inc Consumer Cyclical 2,973.0 $530K 0.06% +3K +10000.0% $178.24 +16.8%
142 LOW Lowe'S Cos Inc Consumer Cyclical 2,390.0 $527K 0.06% +759.0 +46.5% $220.49 -2.2%
143 ASML ASML Holding NV Technology 263.0 $523K 0.06% +129.0 +96.3% $1989.44 -9.4%
144 ST Sensata Technologies Hldg Technology 10,885.0 $520K 0.06% +10K +801.8% $47.74 -9.7%
145 NYT New York Times Co Communication Services 7,311.0 $512K 0.06% +6K +580.1% $69.98 -7.0%
146 PR Permian Resources Corp Energy 27,568.0 $508K 0.06% +6K +26.8% $18.41 +21.4%
147 SKM Sk Telecom Co Ltd Communication Services 15,583.0 $501K 0.06% +3K +27.8% $32.16 +19.4%
148 MT Arcelormittal Basic Materials 8,230.0 $496K 0.05% +5K +150.3% $60.22 +19.6%
149 YPF Y P F Sociedad Anoni Energy 10,868.0 $494K 0.05% +133.0 +1.2% $45.47 +11.5%
150 M Macy'S Inc Consumer Cyclical 20,906.0 $492K 0.05% +6K +39.6% $23.55 -1.4%
151 KEYS Keysight Technologies Inc Technology 1,387.0 $486K 0.05% +1K +391.8% $350.07 -2.5%
152 KEP Korea Electric Power Corp Utilities 39,235.0 $475K 0.05% +6K +18.9% $12.10 -6.8%
153 CNQ Canadian Natural Resources Energy 11,832.0 $467K 0.05% +2K +15.1% $39.50 +25.5%
154 SCHE Schwab Emerging Markets Equity ETF 12,813.0 $465K 0.05% +854.0 +7.1% $36.26 +0.5%
155 Enel Un Spon Adr Ea Repr 1 Ord Shs 39,576.0 $452K 0.05% +3K +9.7% $11.43
156 TSN Tyson Foods Inc Consumer Defensive 7,878.0 $451K 0.05% +1K +19.1% $57.25 +1.3%
157 HWM Howmet Aerospace Inc Industrials 1,666.0 $448K 0.05% +481.0 +40.6% $268.86 +8.8%
158 VCSH Vanguard Short-Term Corporate Bond ETF 5,573.0 $440K 0.05% +1K +32.3% $79.03 -0.5%
159 MFC Manulife Financial Financial Services 10,852.0 $440K 0.05% +2K +19.7% $40.51 +8.7%
160 SMFG Sumitomo Mitsui-Spons Adr Financial Services 18,547.0 $437K 0.05% +7K +64.4% $23.58 +9.5%
Page 8 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%