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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 3 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BBEU JP Morgan Betabuilders Europe ETF 30,393.0 $2.2M 0.25% -2K -7.4% $72.41 +7.2%
42 FLEX Flex Ltd Technology 33,124.0 $2.2M 0.25% -4K -10.6% $65.46 +115.0%
43 FLCH Franklin Ftse China ETF 95,244.0 $2.1M 0.24% -48K -33.6% $22.39 -2.6%
44 GLW Corning Inc Technology 14,479.0 $2.0M 0.23% -6K -30.3% $135.97 +39.1%
45 VO Vanguard Mid-Cap ETF 6,721.0 $1.9M 0.22% -35.0 -0.5% $287.18 -72.7%
46 TEL Te Connectivity Ltd Technology 9,215.0 $1.9M 0.22% -682.0 -6.9% $209.02 -1.0%
47 GM General Motors Co Consumer Cyclical 23,922.0 $1.8M 0.20% -5K -15.9% $74.50 +12.6%
48 IBM International Business Machines Corp Technology 7,135.0 $1.7M 0.20% -5K -39.7% $242.39 +9.9%
49 IDMO Invesco S P International Momentum ETF 26,450.0 $1.5M 0.17% -294.0 -1.1% $54.84 +9.0%
50 THC Tenet Healthcare Corp Healthcare 7,625.0 $1.4M 0.16% -700.0 -8.4% $188.71 -5.4%
51 KR Kroger Co Consumer Defensive 17,492.0 $1.3M 0.14% -536.0 -3.0% $72.36 -10.3%
52 PEP Pepsico Inc Consumer Defensive 7,752.0 $1.2M 0.14% -100.0 -1.3% $155.29 -4.7%
53 ALSN Allison Transmission Holdings Inc Consumer Cyclical 10,028.0 $1.2M 0.13% -1K -10.5% $117.06 -3.8%
54 DIS Walt Disney Co Communication Services 11,439.0 $1.1M 0.13% -449.0 -3.8% $96.38 +7.6%
55 SYF Synchrony Financial Financial Services 16,159.0 $1.1M 0.13% -2K -10.5% $68.02 +4.3%
56 BCS Barclays Plc - Adr Financial Services 51,653.0 $1.1M 0.12% -14K -21.5% $21.16 +13.7%
57 China Construction Bank Corp 48,587.0 $1.1M 0.12% -11K -18.6% $21.79
58 HPE Hewlett Packard Ente Technology 44,247.0 $1.1M 0.12% -12K -21.1% $23.81 +55.0%
59 BBH Market Vectors Biotech ETF 5,450.0 $1.0M 0.12% -250.0 -4.4% $188.02 -1.4%
60 FOXA Twenty-First Century Fox-A Communication Services 17,448.0 $1.0M 0.12% -3K -13.8% $58.40 +11.9%
Page 3 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%