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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 10 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 Total Sa 483.0 $38K 0.00% -178.0 -26.9% $77.76
182 RTX Raytheon Technologies Ord Industrials 194.0 $37K 0.00% -5K -96.4% $189.73 +18.8%
183 EHC Encompass Health Corp Healthcare 364.0 $37K 0.00% -279.0 -43.4% $101.08 +20.8%
184 AMTM Amentum Holdings Inc Industrials 1,684.0 $35K 0.00% -121.0 -6.7% $20.68 +1.3%
185 ACI Albertsons Companies Inc Consumer Defensive 2,567.0 $35K 0.00% -2K -47.6% $13.53 -9.8%
186 PG Procter Gamble Co Consumer Defensive 221.0 $32K 0.00% -271K -99.9% $146.64 -2.2%
187 EQH Equitable Holdings Inc Financial Services 738.0 $32K 0.00% -2K -69.0% $43.88 +15.9%
188 TAP Molson Coors Brewing Co Consumer Defensive 804.0 $31K 0.00% -68.0 -7.8% $38.96 +5.6%
189 OC Owens-Corning Inc Industrials 190.0 $30K 0.00% -236.0 -55.4% $158.96 -5.3%
190 VRTX Vertex Pharmaceuticals Inc Healthcare 60.0 $30K 0.00% -50.0 -45.5% $496.72 +6.3%
191 National Australia Bank Ltd 2,243.0 $29K 0.00% -618.0 -21.6% $13.06
192 ABT Abbott Laboratories Healthcare 321.0 $29K 0.00% -15K -97.9% $90.74 +24.2%
193 WB Weibo Corp Sponsored Adr Communication Services 3,991.0 $29K 0.00% -11K -73.7% $7.26 +4.5%
194 VFMO Vanguard US Momentum Factor ETF 110.0 $27K 0.00% -6.0 -5.2% $249.51 -5.6%
195 TCOM Trip Com Group Ltd Consumer Cyclical 653.0 $26K 0.00% -2K -74.5% $39.84 +11.8%
196 PKG Packaging Corp Amer Consumer Cyclical 98.0 $23K 0.00% -2.0 -2.0% $238.28 +5.0%
197 NFG National Fuel Gas Co Energy 292.0 $23K 0.00% -779.0 -72.7% $77.21 +8.0%
198 GS Goldman Sachs Group Inc Financial Services 19.0 $19K 0.00% -3.0 -13.6% $1011.37 +2.9%
199 AYI Acuity Brands Inc Industrials 47.0 $18K 0.00% -10.0 -17.5% $376.66 -8.2%
200 FBIN Fortune Brands Innovations Inc Industrials 321.0 $18K 0.00% -3K -89.0% $54.90 -17.5%
Page 10 of 12  ·  235 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%