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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 4 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DE Deere Co Industrials 1,238.0 $785K 0.09% -6K -82.2% $634.33 -6.2%
62 VIS Vanguard Industrials ETF 2,177.0 $785K 0.09% -44.0 -2.0% $360.38 -2.0%
63 OMC Omnicom Group Inc Communication Services 10,332.0 $752K 0.08% -470.0 -4.3% $72.83 +19.6%
64 COST Costco Wholesale Corp Consumer Defensive 795.0 $744K 0.08% -5K -85.7% $935.47 +3.4%
65 AmerisourceBergen Corp 2,628.0 $744K 0.08% -514.0 -16.4% $282.98
66 OSK Oshkosh Corp Industrials 4,719.0 $724K 0.08% -662.0 -12.3% $153.48 -2.1%
67 AES Aes Corp Utilities 48,786.0 $715K 0.08% -6K -10.2% $14.66 +0.6%
68 ORCL Oracle Corp Technology 4,717.0 $691K 0.08% -37.0 -0.8% $146.55 -1.9%
69 MRK Merck Co Inc Healthcare 5,216.0 $670K 0.07% -2K -23.3% $128.50 +5.9%
70 EIX Edison International Utilities 8,884.0 $661K 0.07% -130.0 -1.4% $74.45 -1.1%
71 PANW Palo Alto Networks Inc Technology 1,885.0 $643K 0.07% -8K -81.8% $341.02 +8.5%
72 STIP iShares 0-5 Year Tips Bond ETF 6,285.0 $642K 0.07% -623.0 -9.0% $102.16 -1.3%
73 BIIB Biogen Inc Healthcare 2,930.0 $633K 0.07% -28.0 -0.9% $216.06 -1.2%
74 EWC iShares MSCI Canada ETF 10,849.0 $625K 0.07% -465.0 -4.1% $57.64 +6.9%
75 BMY Bristol-Myers Squibb Co Healthcare 10,844.0 $625K 0.07% -7K -38.8% $57.62 +15.1%
76 Koninklijke Ahold Nv 13,889.0 $559K 0.06% -291.0 -2.0% $40.26
77 AA Alcoa Corporation Basic Materials 10,292.0 $537K 0.06% -857.0 -7.7% $52.14 -5.4%
78 NRG Nrg Energy Inc Utilities 3,654.0 $534K 0.06% -204.0 -5.3% $146.06 -17.5%
79 OMF Onemain Hldgs Inc Financial Services 8,553.0 $521K 0.06% -1K -14.9% $60.97 +7.7%
80 DIS Walt Disney Co Communication Services 5,393.0 $519K 0.06% -6K -52.9% $96.25 +8.6%
Page 4 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%