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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 3 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FLCH Franklin Ftse China ETF 83,575.0 $1.7M 0.19% -12K -12.2% $20.41 +6.5%
42 XLB SPDR S P Materials ETF 31,245.0 $1.6M 0.17% -7K -19.0% $50.83 +2.0%
43 IDMO Invesco S P International Momentum ETF 26,061.0 $1.6M 0.17% -389.0 -1.5% $60.29 +3.6%
44 HCA Hca Holdings Inc Healthcare 3,413.0 $1.3M 0.15% -2K -37.0% $389.89 +6.9%
45 FUTY Fidelity MSCI Utilities ETF 22,271.0 $1.3M 0.14% -7K -23.0% $58.42 -1.8%
46 UAL United Contl Hldgs Industrials 9,179.0 $1.2M 0.14% -977.0 -9.6% $135.99 -11.8%
47 JAZZ Jazz Pharmaceuticals PLC Healthcare 4,983.0 $1.2M 0.13% -91.0 -1.8% $240.97 +5.8%
48 PHM Pulte Group Inc Consumer Cyclical 8,309.0 $1.1M 0.12% -44.0 -0.5% $137.21 -6.9%
49 AXS Axis Capital Holdings Ltd Financial Services 9,784.0 $1.1M 0.12% -86.0 -0.9% $107.44 -5.5%
50 LH Laboratory Corp of America Holdings Healthcare 3,741.0 $1.0M 0.12% -99.0 -2.6% $280.00 +16.9%
51 TRV Travelers Cos Inc Financial Services 3,145.0 $1.0M 0.11% -77.0 -2.4% $330.12 +11.8%
52 UNM Unum Group Financial Services 11,429.0 $1.0M 0.11% -544.0 -4.5% $89.40 +1.9%
53 THC Tenet Healthcare Corp Healthcare 5,397.0 $1.0M 0.11% -2K -29.2% $187.08 +44.5%
54 GILD Gilead Sciences Inc Healthcare 7,901.0 $998K 0.11% -312.0 -3.8% $126.34 +13.5%
55 DGX Quest Diagnostics Inc Healthcare 4,707.0 $998K 0.11% -245.0 -5.0% $211.95 +11.7%
56 HIG Hartford Financial Services Group Inc Financial Services 7,500.0 $994K 0.11% -431.0 -5.4% $132.52 +4.7%
57 QQQ Invesco QQQ Trust ETF Financial Services 1,287.0 $948K 0.10% -12.0 -0.9% $736.40 -2.5%
58 FCX Freeport-Mcmoran Inc Basic Materials 13,275.0 $835K 0.09% -263.0 -1.9% $62.89 +4.8%
59 VTRS Viatris Inc Healthcare 51,227.0 $813K 0.09% -19K -26.6% $15.88 +3.2%
60 CMCSA Comcast Corp Communication Services 32,414.0 $796K 0.09% -6K -15.8% $24.55 +5.7%
Page 3 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%