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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 9 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 Everest Re Group Ltd 1,163.0 $415K 0.04% +247.0 +27.0% $357.23
162 BFAM Bright Horizons Family Solutions Inc Consumer Cyclical 5,853.0 $415K 0.04% +6K +10000.0% $70.88 +2.3%
163 LTM Latam Airlines Group SA Industrials 7,025.0 $409K 0.04% +2K +33.1% $58.27 -13.3%
164 VSNT Versant Media Group Industrials 11,336.0 $408K 0.04% +11K +1562.2% $36.01 +9.7%
165 MS Morgan Stanley Financial Services 1,941.0 $406K 0.04% +64.0 +3.4% $209.04 +4.1%
166 OZK Bank OZK Financial Services 7,659.0 $399K 0.04% +7K +697.0% $52.09 -2.6%
167 LFUS Littelfuse Inc Technology 861.0 $392K 0.04% +739.0 +605.7% $455.33 -3.9%
168 EC Ecopetrol S A Sponsored Adr Energy 27,283.0 $389K 0.04% +11K +70.9% $14.24 +24.2%
169 IX Orix Corporation Spon Adr Each Rep 5 Ord Financial Services 10,153.0 $386K 0.04% +926.0 +10.0% $38.04 +2.9%
170 BVN Cia De Minas Buenaventura SA Basic Materials 13,141.0 $385K 0.04% +4K +46.2% $29.29 +13.3%
171 NOK Nokia Corp-Spon Adr Technology 28,976.0 $385K 0.04% +26K +888.3% $13.28 -21.8%
172 FREL Fidelity Real Estate ETF 13,105.0 $384K 0.04% +7K +120.5% $29.30 +1.2%
173 AIA Group Ltd 10,369.0 $379K 0.04% +4K +70.3% $36.59
174 DBX Dropbox Inc Technology 13,784.0 $379K 0.04% +10K +237.3% $27.47 +23.3%
175 TD Toronto-Dominion Bank Financial Services 3,071.0 $373K 0.04% +670.0 +27.9% $121.43 +0.4%
176 VOYA Voya Financial Inc Financial Services 4,091.0 $370K 0.04% +4K +933.1% $90.53 +10.6%
177 ANET Arista Networks Inc Technology 2,178.0 $370K 0.04% +400.0 +22.5% $169.88 +13.7%
178 CRH Plc 3,443.0 $368K 0.04% +2K +89.7% $107.00
179 KT Kt Corp Communication Services 20,791.0 $359K 0.04% +4K +26.7% $17.28 +8.7%
180 TKR The Timken Co Industrials 2,431.0 $353K 0.04% +2K +311.3% $145.32 -11.1%
Page 9 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%