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Portfolio (Quarterly) Guide ↗

ATLAS CAPITAL ADVISORS INC.

· CIK 0001434165
13F Portfolio $898M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 971 New
Page 23 of 49  ·  971 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 DAL Delta Air Lines Inc Industrials 2,509.0 $174K 0.02% NEW $69.40 +21.9%
442 TGT Target Corporation Consumer Defensive 1,760.0 $172K 0.02% NEW $97.75 +41.7%
443 TT Trane Technologies Plc Industrials 441.0 $172K 0.02% NEW $389.20 +20.7%
444 Tesco Plc - Adr 9,531.0 $171K 0.02% NEW $17.99
445 PRI Primerica Inc Financial Services 659.0 $170K 0.02% NEW $258.36 +19.8%
446 SJM Jm Smucker Co Consumer Defensive 1,681.0 $164K 0.02% NEW $97.81 +18.3%
447 KOF Coca-Cola Femsa Sab De Cv Consumer Defensive 1,728.0 $164K 0.02% NEW $94.71 +10.1%
448 CCL Carnival Corp Consumer Cyclical 5,354.0 $164K 0.02% NEW $30.54 -14.3%
449 FREL Fidelity Real Estate ETF 6,046.0 $163K 0.02% NEW $26.89 +12.5%
450 BMA Banco Macro Sa Adr Rep 10 Cls B Shs Ar Financial Services 1,802.0 $162K 0.02% NEW $90.16 +2.9%
451 WB Weibo Corp Sponsored Adr Communication Services 15,768.0 $161K 0.02% NEW $10.22 -21.7%
452 DG Dollar General Corp Consumer Defensive 1,135.0 $160K 0.02% NEW $141.01 -12.6%
453 CSX Csx Corp Industrials 4,318.0 $157K 0.02% NEW $36.25 +37.6%
454 BBWI Bath Body Works Inc Consumer Cyclical 7,745.0 $156K 0.02% NEW $20.08 +0.9%
455 UBER Uber Technologies Inc Technology 1,902.0 $155K 0.02% NEW $81.71 -11.7%
456 EC Ecopetrol S A Sponsored Adr Energy 15,503.0 $155K 0.02% NEW $10.02 +65.0%
457 Tokio Marine Holdings Inc Adr 4,189.0 $155K 0.02% NEW $36.98
458 CMI Cummins Inc Industrials 303.0 $155K 0.02% NEW $510.45 +29.4%
459 DHR Danaher Corp Healthcare 674.0 $154K 0.02% NEW $228.92 -21.8%
460 AKAM Akamai Technologies Inc Technology 1,733.0 $151K 0.02% NEW $87.25 +43.2%
Page 23 of 49  ·  971 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 25.3%
Financial Services 20.0%
Consumer Defensive 13.1%
Communication Services 10.7%
Healthcare 10.6%
Consumer Cyclical 8.9%
Industrials 6.7%
Energy 1.8%
Basic Materials 1.4%
Utilities 0.9%