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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 7 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NVS Novartis Ag Healthcare 1,181.0 $185K 0.02% -3K -72.1% $156.72 -1.4%
122 COHR Coherent Corp Technology 461.0 $182K 0.02% -16.0 -3.4% $394.47 -22.3%
123 AGNC AGNC Investment Corp Real Estate 16,402.0 $179K 0.02% -5K -25.1% $10.90 +0.2%
124 SoftBank Corp 4,800.0 $176K 0.02% -2K -27.0% $36.68
125 INTC Intel Corp Technology 1,175.0 $164K 0.02% -12K -91.4% $139.63 -30.8%
126 HMC Honda Motor Co Ltd Consumer Cyclical 5,755.0 $156K 0.02% -385.0 -6.3% $27.11 +17.9%
127 DG Dollar General Corp Consumer Defensive 1,315.0 $151K 0.02% -89.0 -6.3% $115.11 +5.0%
128 HSIC Henry Schein Inc Healthcare 1,807.0 $151K 0.02% -2K -52.5% $83.52 +6.8%
129 GAP The GAP Inc Consumer Cyclical 8,023.0 $150K 0.02% -54.0 -0.7% $18.68 +7.5%
130 MCHP Microchip Technology Inc Technology 1,620.0 $148K 0.02% -300.0 -15.6% $91.20 -14.3%
131 Carnival Corp 5,158.0 $147K 0.02% -328.0 -6.0% $28.57
132 SNA Snap-On Inc Industrials 365.0 $147K 0.02% -192.0 -34.5% $402.40 -1.7%
133 TM Toyota Motor Corp Consumer Cyclical 854.0 $144K 0.02% -150.0 -14.9% $168.42 +11.8%
134 Volkswagen Ag 17,980.0 $143K 0.02% -20K -52.1% $7.97
135 MCO Moody'S Corp Financial Services 316.0 $143K 0.02% -132.0 -29.5% $452.92 +7.3%
136 ABBV Abbvie Healthcare 564.0 $142K 0.02% -6K -91.0% $251.64 +2.9%
137 AAL American Airls Group Industrials 7,492.0 $135K 0.01% -2K -19.2% $18.07 -22.2%
138 ORI Old Republic International Corp Financial Services 3,204.0 $131K 0.01% -1K -26.1% $40.92 +3.5%
139 NXST Nexstar Media Group Inc Communication Services 718.0 $128K 0.01% -3K -81.3% $178.59 +2.2%
140 IVOO Vanguard S P Mid-Cap 400 ETF 972.0 $127K 0.01% -5.0 -0.5% $130.40 +0.2%
Page 7 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%