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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 5 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ASM International N.V. 39.0 $45K 0.01% NEW $1142.90
82 ESLT Elbit Systems Ltd Industrials 77.0 $44K 0.01% NEW $572.14 +39.1%
83 Ei Du Pont De Nemours Co 323.0 $44K 0.01% NEW $135.78
84 MTSI MACOM Technology Solutions Technology 115.0 $44K 0.01% NEW $380.37 -23.0%
85 Globus Medical Inc 722.0 $43K 0.01% NEW $59.58
86 NDAQ Nasdaq Omx Group Inc Financial Services 545.0 $43K 0.01% NEW $78.82 +22.7%
87 Advantest Corp 270.0 $42K 0.01% NEW $156.89
88 JSC Kaspi KZ ADR 469.0 $41K 0.00% NEW $86.64
89 SQM Sociedad Quimica Y Minera De Chile Sa Basic Materials 541.0 $40K 0.00% NEW $74.04 +0.6%
90 3i Group PLC 1,214.0 $40K 0.00% NEW $32.97
91 PAYC Paycom Software Inc Technology 422.0 $40K 0.00% NEW $94.77 +127.6%
92 GGB Gerdau Sa Basic Materials 12,692.0 $39K 0.00% NEW $3.05 +53.3%
93 MTY Food Group Inc 1,415.0 $37K 0.00% NEW $26.48
94 CSL Carlisle Companies Inc Industrials 102.0 $37K 0.00% NEW $362.75 -1.8%
95 IDXX Idexx Laboratories Inc Healthcare 69.0 $36K 0.00% NEW $526.43 +5.1%
96 Vonovia SE ADR 3,899.0 $36K 0.00% NEW $9.23
97 SoftBank Corp 3,514.0 $34K 0.00% NEW $9.61
98 Mitsubishi Electric Corp 608.0 $34K 0.00% NEW $55.16
99 Valterra Platinum Ltd 473.0 $32K 0.00% NEW $67.23
100 MNTN Inc 3,069.0 $28K 0.00% NEW $9.20
Page 5 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%