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Portfolio (Quarterly) Guide ↗

ATLAS CAPITAL ADVISORS INC.

· CIK 0001434165
13F Portfolio $875M AUM 1,067 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 75 New 243 Added 267 Reduced 57 Exited
Page 10 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BCH Banco De Chile Financial Services 3,500.0 $130K 0.01% -3K -48.6% $37.04 +3.5%
182 TCOM Trip Com Group Ltd Consumer Cyclical 2,566.0 $128K 0.01% -756.0 -22.8% $49.79 -5.4%
183 MCHP Microchip Technology Inc Technology 1,920.0 $124K 0.01% -4K -67.6% $64.61 +48.6%
184 Intesa Sanpaolo 3,279.0 $120K 0.01% -3K -48.2% $36.59
185 Deutsche Telekom Ag Adr 3,158.0 $117K 0.01% -145.0 -4.4% $37.08
186 CVE CenovUS Energy Inc Energy 4,370.0 $116K 0.01% -129.0 -2.9% $26.53 +5.6%
187 JD Jd Com Inc Consumer Cyclical 3,863.0 $114K 0.01% -11K -73.5% $29.57 -1.5%
188 COHR Coherent Corp Technology 477.0 $114K 0.01% -53.0 -10.0% $238.21 +58.3%
189 IAC Iac Interactivecorp Technology 2,776.0 $111K 0.01% -9K -75.4% $40.03 +12.3%
190 Continental AG 15,673.0 $109K 0.01% -12K -43.8% $6.94
191 Leidos Holdings Inc 688.0 $107K 0.01% -39.0 -5.4% $155.52
192 MTCH Match Group Inc Communication Services 3,432.0 $105K 0.01% -9K -71.7% $30.71 +18.4%
193 DAL Delta Air Lines Inc Industrials 1,550.0 $103K 0.01% -959.0 -38.2% $66.48 +24.1%
194 NFG National Fuel Gas Co Energy 1,071.0 $101K 0.01% -84.0 -7.3% $93.96 -16.8%
195 DOX Amdocs Ltd Technology 1,472.0 $96K 0.01% -2K -61.2% $65.26 -5.5%
196 GDXJ Vaneck Vectors Junior Gold Miners ETF 800.0 $96K 0.01% -450.0 -36.0% $120.04 -4.3%
197 PHYS Sprott Physical Gold Trust CEF Financial Services 2,700.0 $96K 0.01% -4K -62.5% $35.44 -4.0%
198 BYD Boyd Gaming Corp Consumer Cyclical 1,162.0 $95K 0.01% -1K -50.1% $82.18 +1.3%
199 DBX Dropbox Inc Technology 4,086.0 $93K 0.01% -4K -49.1% $22.72 +15.3%
200 EQH Equitable Holdings Inc Financial Services 2,381.0 $88K 0.01% -2K -48.8% $37.11 +10.7%
Page 10 of 14  ·  267 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 24.4%
Financial Services 18.0%
Consumer Defensive 14.0%
Healthcare 11.2%
Communication Services 10.5%
Consumer Cyclical 8.0%
Industrials 7.5%
Energy 2.8%
Basic Materials 1.7%
Utilities 1.3%