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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 14 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SMCI Super Micro Computer Inc Technology 46.0 $1K -643.0 -93.3% $22.76 +87.6%
262 PSKY Paramount Skydance Corp - Class B Communication Services 88.0 $793.0 -18K -99.5% $9.01 +18.5%
263 CPRT Copart Inc Com Industrials 20.0 $664.0 -4K -99.5% $33.20 -0.2%
264 LAD Lithia Motors Inc Consumer Cyclical 1.0 $249.0 -20.0 -95.2% $249.00 +18.6%
265 ENOR iShares MSCI Norway Cap ETF 4.0 $147.0 -5.0 -55.6% $36.75 +1.9%
266 EWI iShares MSCI Itally ETF 1.0 $53.0 -22.0 -95.7% $53.00 +11.7%
267 EWK iShares MSCI Belgium Investable Mkt ETF 1.0 $24.0 -3.0 -75.0% $24.00 +13.2%
Page 14 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%