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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 11 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VOD Vodafone Group Plc- Adr Communication Services 5,714.0 $86K 0.01% -383.0 -6.3% $15.02 -1.1%
202 CNP Centerpoint Energy Inc Utilities 1,980.0 $85K 0.01% -4K -64.8% $43.16 -2.4%
203 VLUE iShares Edge MSCI USA Value ETF 600.0 $85K 0.01% -351.0 -36.9% $142.19 +40.3%
204 SCHF Schwab International Equity ETF 3,299.0 $82K 0.01% -167.0 -4.8% $24.75 +12.3%
205 GEN Nortonlifelock Inc Technology 4,322.0 $81K 0.01% -15K -77.6% $18.83 +31.1%
206 ADT ADT Inc Industrials 12,184.0 $80K 0.01% -52K -81.0% $6.57 +2.8%
207 NMR Nomura Holdings Inc Financial Services 9,775.0 $77K 0.01% -1K -10.6% $7.89 +3.4%
208 MLCO Melco Resorts Entertainment Consumer Cyclical 13,057.0 $74K 0.01% -23K -64.0% $5.68 -1.5%
209 CM Can Imperial Bk of Commerce Financial Services 765.0 $72K 0.01% -2K -67.1% $94.75 +14.3%
210 ALLY Ally Financial Inc Financial Services 1,801.0 $71K 0.01% -10K -84.3% $39.23 +9.7%
211 UBER Uber Technologies Inc Technology 960.0 $69K 0.01% -942.0 -49.5% $71.93 -1.1%
212 IWO Isshares Russell 2000 Growth ETF 220.0 $69K 0.01% -19.0 -8.0% $313.81 +20.9%
213 GDX Vaneck Vectors Gold Miners ETF 750.0 $69K 0.01% -750.0 -50.0% $91.77 -5.0%
214 NTAP Netapp Inc Technology 635.0 $65K 0.01% -169.0 -21.0% $102.39 +86.9%
215 Tokio Marine Holdings Inc Adr 1,375.0 $65K 0.01% -3K -67.2% $47.14
216 EHC Encompass Health Corp Healthcare 643.0 $62K 0.01% -126.0 -16.4% $96.73 +10.0%
217 GDDY GoDaddy Inc Technology 933.0 $58K 0.01% -3K -77.1% $62.51 +34.9%
218 FSLR First Solar Inc Energy 284.0 $56K 0.01% -1K -83.5% $197.26 +54.8%
219 INGR Ingredion Inc Com Consumer Defensive 479.0 $54K 0.01% -404.0 -45.8% $112.66 -8.8%
220 CIEN Ciena Corp Technology 135.0 $52K 0.01% -163.0 -54.7% $388.23 +43.9%
Page 11 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%