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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 2 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SUNB Sunbelt Rentals Holdings Inc Financial Services 3,013.0 $220K 0.02% NEW $72.88 +8.1%
22 Iridium Communications Inc 3,910.0 $214K 0.02% NEW $54.85
23 Nextel Communications Inc Cl A 1,080.0 $208K 0.02% NEW $192.88
24 Anglo American Plc 4,079.0 $200K 0.02% NEW $49.03
25 PVH Pvh Corp Consumer Cyclical 2,461.0 $183K 0.02% NEW $74.26 +6.0%
26 ACHC Acadia Healthcare Co Inc Healthcare 5,536.0 $163K 0.02% NEW $29.53 -7.0%
27 BSMU Invesco BulletShares 2030 Muncpl Bd ETF 7,000.0 $153K 0.02% NEW $21.92 -0.8%
28 Lvmh Moet Hennessy Louis Vuitton - Adr 1,387.0 $153K 0.02% NEW $110.60
29 BSMV Invesco BulletShares 2031 Muncpl Bd ETF 7,000.0 $147K 0.02% NEW $20.98 -0.9%
30 POOL Pool Corp Industrials 660.0 $142K 0.02% NEW $214.90 -12.8%
31 DBS Group Holdings Ltd 685.0 $139K 0.01% NEW $202.89
32 SoftBank Corp 7,096.0 $134K 0.01% NEW $18.82
33 IVE iShares S P 500 Value ETF 516.0 $117K 0.01% NEW $227.06 +4.2%
34 USRT iShares Core US REIT ETF 1,700.0 $113K 0.01% NEW $66.45 +0.3%
35 CROX Crocs Inc Consumer Cyclical 903.0 $109K 0.01% NEW $120.64 +6.6%
36 MSA MSA Safety Inc Industrials 617.0 $108K 0.01% NEW $174.58 +8.5%
37 FOX Twenty-First Century Fox - B Communication Services 2,248.0 $105K 0.01% NEW $46.84 +30.7%
38 BSSX Invesco BulletShares 2033 Muncpl Bd ETF 4,000.0 $103K 0.01% NEW $25.80 -1.6%
39 XPO Xpo Logistics Inc Industrials 495.0 $102K 0.01% NEW $205.29 -1.3%
40 BSMT Invesco BulletShares 2029 Muncpl Bd ETF 4,400.0 $101K 0.01% NEW $23.03 -0.5%
Page 2 of 7  ·  137 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%