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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 6 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VPU Vanguard Utilities ETF 1,805.0 $353K 0.04% -607.0 -25.2% $195.73 -1.9%
102 SONY Sony Group Corp Technology 15,665.0 $314K 0.03% -194.0 -1.2% $20.06 +17.0%
103 Ping An Insurance (Group) Co. of China Ltd 22,850.0 $298K 0.03% -19K -45.0% $13.05
104 EPR EPR Properties Real Estate 4,909.0 $285K 0.03% -2K -25.3% $58.01 +5.4%
105 Infineon Technologies Ag 3,048.0 $284K 0.03% -2K -33.9% $93.28
106 PEGA Pegasystems Inc Technology 9,242.0 $277K 0.03% -1K -11.7% $29.97 +9.4%
107 FN Fabrinet Technology 476.0 $268K 0.03% -22.0 -4.4% $562.08 -15.3%
108 NEM Newmont Mining Corp Basic Materials 2,779.0 $260K 0.03% -835.0 -23.1% $93.40 +25.3%
109 Imperial Brands Plc American Depositary Receipts S 6,440.0 $239K 0.03% -2K -27.0% $37.16
110 JOYY JOYY Inc Communication Services 3,559.0 $235K 0.03% -88.0 -2.4% $65.99 +11.7%
111 TMO Thermo Fisher Scientific Inc Healthcare 452.0 $227K 0.03% -15.0 -3.2% $501.36 +17.1%
112 ALV Autoliv Inc Consumer Cyclical 1,933.0 $225K 0.03% -298.0 -13.4% $116.17 +4.1%
113 GRFS Grifols SA Healthcare 31,637.0 $224K 0.03% -17K -34.5% $7.08 +9.9%
114 GSK Glaxosmithkline Plc Adr Healthcare 4,235.0 $222K 0.02% -840.0 -16.6% $52.42 -2.3%
115 CAR Avis Budget Group Inc Industrials 1,453.0 $215K 0.02% -487.0 -25.1% $147.83 -6.4%
116 HII Huntington Ingalls Industries Inc Industrials 737.0 $206K 0.02% -48.0 -6.1% $279.89 +14.6%
117 VGIT Vanguard Intermediate Treasury ETF 3,495.0 $206K 0.02% -111K -96.9% $58.98 -1.0%
118 Tesco Plc - Adr 10,945.0 $201K 0.02% -475.0 -4.2% $18.38
119 CVX Chevron Corp Energy 1,176.0 $195K 0.02% -722.0 -38.0% $165.76 +23.4%
120 BX Blackstone Group Lp Financial Services 1,631.0 $192K 0.02% -2K -55.1% $117.67 +19.3%
Page 6 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%