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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 8 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MUB iShares S P National AMT-Free Municipal Bond ETF 1,092.0 $118K 0.01% -2K -62.7% $107.62 -2.1%
142 PFE Pfizer Inc Healthcare 4,856.0 $117K 0.01% -247.0 -4.8% $24.08 +13.2%
143 VALE Vale Sa Basic Materials 7,762.0 $117K 0.01% -558.0 -6.7% $15.04 -9.0%
144 PCG Pg E Corp Utilities 6,735.0 $113K 0.01% -16K -70.1% $16.82 +5.9%
145 EWT iShares MSCI Taiwan ETF 997.0 $108K 0.01% -12.0 -1.2% $108.61 -3.9%
146 VLUE iShares Edge MSCI USA Value ETF 516.0 $103K 0.01% -84.0 -14.0% $199.81 +0.4%
147 MA Mastercard Inc Financial Services 200.0 $103K 0.01% -115.0 -36.5% $513.60 +11.8%
148 WU Western Union Co Financial Services 13,243.0 $102K 0.01% -40K -75.2% $7.70 -6.4%
149 Nippon Telegraph Telephone Corp 4,411.0 $98K 0.01% -4K -46.3% $22.23
150 SON Sonoco Products Co Consumer Cyclical 1,674.0 $94K 0.01% -7K -81.1% $56.35 +1.5%
151 CNM Core and Main Inc Industrials 1,824.0 $88K 0.01% -407.0 -18.2% $48.25 -5.8%
152 Bayerische Motoren Werke AG 3,931.0 $85K 0.01% -971.0 -19.8% $21.75
153 DLTR Dollar Tree Inc Consumer Defensive 703.0 $85K 0.01% -65.0 -8.5% $120.95 +7.9%
154 MOMO Momo Inc Communication Services 14,298.0 $83K 0.01% -13K -48.5% $5.80 -0.7%
155 CRM Salesforce Com Inc Technology 434.0 $68K 0.01% -681.0 -61.1% $156.66 +25.2%
156 MMM 3M Co Industrials 397.0 $64K 0.01% -4K -90.8% $161.91 +11.8%
157 CIEN Ciena Corp Technology 123.0 $60K 0.01% -12.0 -8.9% $490.55 -17.3%
158 UGI UGI Corp Utilities 1,693.0 $58K 0.01% -11K -87.0% $34.54 +11.1%
159 LUV Southwest Airlines Co Industrials 1,083.0 $56K 0.01% -503.0 -31.7% $51.42 -17.4%
160 Millrose Properties 1,661.0 $50K 0.01% -1K -44.2% $30.05
Page 8 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%