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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 37 of 49  ·  971 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 NCLH Norwegian Cruise Line Consumer Cyclical 818.0 $18K 0.00% NEW $22.32 -12.4%
722 PKX Posco Basic Materials 340.0 $18K 0.00% NEW $53.21 -2.9%
723 RITM New Residential Invt Corp Real Estate 1,585.0 $17K 0.00% NEW $10.90 -15.3%
724 TME Tencent Music Entertainment Group Communication Services 981.0 $17K 0.00% NEW $17.53 -49.0%
725 AMG Affiliated Managers Group Financial Services 59.0 $17K 0.00% NEW $288.27 +29.1%
726 SOLV Solventum Corp Com Shs Healthcare 200.0 $16K 0.00% NEW $79.24 -0.1%
727 ZS Zscaler Inc Technology 70.0 $16K 0.00% NEW $224.91 -33.9%
728 SHY iShares Barclays 1-3 Year Treasury ETF 188.0 $16K 0.00% NEW $82.82 -1.1%
729 ROST Ross Stores Inc Consumer Cyclical 85.0 $15K 0.00% NEW $180.13 +31.6%
730 XOM Exxon Mobil Corp Energy 126.0 $15K 0.00% NEW $120.33 +25.6%
731 CNXC Concentrix Corp Technology 362.0 $15K 0.00% NEW $41.58 -42.4%
732 DAVE EQY WARRANTS 16,399.0 $15K 0.00% NEW $0.90
733 NIO Nio Inc Ads Repstg Cl A Ord Shs Consumer Cyclical 2,845.0 $15K 0.00% NEW $5.10 -5.7%
734 NUE Nucor Corp Basic Materials 88.0 $14K 0.00% NEW $163.10 +44.3%
735 SCHD Schwab US Dividend ETF 514.0 $14K 0.00% NEW $27.43 +19.7%
736 GTES Gates Industrial Corporation Plc Registered Shs Industrials 654.0 $14K 0.00% NEW $21.47 +23.8%
737 UI UBIQUITI ORD Technology 25.0 $14K 0.00% NEW $553.32 -2.9%
738 ECG Everus Construction Group Industrials 161.0 $14K 0.00% NEW $85.56 +58.6%
739 RF Regions Financial Co Financial Services 507.0 $14K 0.00% NEW $27.10 +14.2%
740 WFC Wells Fargo Co Financial Services 146.0 $14K 0.00% NEW $93.20 -5.6%
Page 37 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%