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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 4 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CLH Clean Harbors Inc Industrials 212.0 $63K 0.01% NEW $298.75 +6.9%
62 Merck KGaA 2,467.0 $62K 0.01% NEW $25.33
63 PAAS Pan American Silver Corp Basic Materials 1,380.0 $62K 0.01% NEW $44.79 +4.0%
64 LULU Lululemon Athletica Inc Consumer Cyclical 530.0 $61K 0.01% NEW $114.18 +4.2%
65 TKC Turkcell Iletisim Hizmetleri AS Communication Services 13,633.0 $60K 0.01% NEW $4.43 +21.8%
66 TS Tenaris Sa Energy 1,435.0 $60K 0.01% NEW $41.84 +26.5%
67 ULS UL Solutions Inc Industrials 562.0 $57K 0.01% NEW $101.86 -25.4%
68 Nestle Sa 543.0 $56K 0.01% NEW $102.69
69 UCB SA 470.0 $53K 0.01% NEW $113.01
70 United Overseas Bank Ltd 1,107.0 $51K 0.01% NEW $46.33
71 SFM Sprouts Farmers Market Inc Consumer Defensive 606.0 $51K 0.01% NEW $84.58 -6.8%
72 Macquarie Group Ltd 383.0 $50K 0.01% NEW $131.28
73 Techtronic Industries Co Ltd 796.0 $50K 0.01% NEW $62.89
74 RIO Rio Tinto Plc Basic Materials 500.0 $47K 0.01% NEW $94.93 +1.9%
75 Komatsu Ltd 1,210.0 $47K 0.01% NEW $38.64
76 Basf Se-Spon Adr 4,641.0 $47K 0.01% NEW $10.04
77 STE Steris Plc Healthcare 220.0 $46K 0.01% NEW $210.57 +10.4%
78 CART Maplebear Inc Consumer Cyclical 1,295.0 $46K 0.01% NEW $35.71 +37.0%
79 Henkel AG & Co KGaA 3,043.0 $45K 0.01% NEW $14.87
80 Heineken NV 1,419.0 $45K 0.01% NEW $31.65
Page 4 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%