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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 7 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DLB Dolby Laboratories Inc Technology 206.0 $11K 0.00% NEW $52.58 +16.2%
122 BRX Brixmor Property Group Inc Real Estate 337.0 $11K 0.00% NEW $31.53 -6.1%
123 SMURFIT WESTROCK ORD 226.0 $10K 0.00% NEW $46.26
124 GLPI Gaming And Leisure Properties Inc Real Estate 234.0 $10K 0.00% NEW $44.53 -5.5%
125 IJJ iShares S P Midcap 400 ETF 70.0 $10K 0.00% NEW $147.73 +0.9%
126 IJK iShares S P Midcap Growth ETF 88.0 $10K 0.00% NEW $117.50 -0.6%
127 Fanuc Corporation Unsp Adr 421.0 $10K 0.00% NEW $22.88
128 BSY Bentley Systems Inc - Class B Technology 320.0 $10K 0.00% NEW $29.89 +15.9%
129 MGM Mgm Resorts International Consumer Cyclical 123.0 $6K 0.00% NEW $47.80 -9.4%
130 APG APi Group Corp Industrials 107.0 $5K NEW $42.35 +1.0%
131 RRX Regal Rexnord Corp Industrials 17.0 $4K NEW $238.18 -27.8%
132 IJT iShares S P Small-Cap 600 Growth ETF 19.0 $3K NEW $178.58 -1.9%
133 Honeywell International Inc 12.0 $3K NEW $233.17
134 Honeywell Aerospace Inc 12.0 $3K NEW $221.00
135 CWEN Clearway Energy Inc Utilities 27.0 $922.0 NEW $34.15 -3.0%
136 Piksel Inc A-2 Common 37,417.0 $3.0 NEW $0.00
137 Jetcom Inc 100.0 $1.0 NEW $0.01
Page 7 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%