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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 12 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SYY Sysco Corp Consumer Defensive 44.0 $4K -8K -99.5% $83.57 -1.8%
222 PDP Powershares DWA Momentum ETF 22.0 $3K -9.0 -29.0% $151.73 -7.8%
223 MCD Mcdonald'S Corp Consumer Cyclical 10.0 $3K -71.0 -87.7% $270.30 -0.6%
224 Didi Global Inc SPON ADS EA REP 0.25 A ORD 718.0 $2K -752.0 -51.2% $3.35
225 BIV Vanguard Inter-Term Bond ETF 29.0 $2K -27.0 -48.2% $76.69 -1.6%
226 CARR Carrier Global Corp-Wi Industrials 28.0 $2K -3K -99.0% $73.32 -16.5%
227 SJM Jm Smucker Co Consumer Defensive 14.0 $2K -2K -99.2% $112.50 +6.6%
228 BDX Becton Dickinson And Co Healthcare 10.0 $2K -3K -99.7% $151.30 +20.2%
229 QFIN 360 Digitech Inc Financial Services 84.0 $1K -4K -97.8% $15.81 -23.7%
230 ZTS Zoetis Inc Healthcare 14.0 $1K -364.0 -96.3% $71.86 +2.9%
231 NOW Servicenow Inc Technology 10.0 $992.0 -375.0 -97.4% $99.20 +21.2%
232 TIP iShares Barclays Tips Bond ETF 6.0 $656.0 -17.0 -73.9% $109.33 -2.2%
233 EWQ iShares MSCI France ETF 14.0 $636.0 -5.0 -26.3% $45.43 +3.1%
234 WAT Waters Corp Healthcare 1.0 $375.0 -385.0 -99.7% $375.00 +7.4%
235 GIS General Mills Inc Consumer Defensive 10.0 $348.0 -262.0 -96.3% $34.80 +10.6%
Page 12 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%