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Portfolio (Quarterly) Guide ↗

ATLAS CAPITAL ADVISORS INC.

· CIK 0001434165
13F Portfolio $875M AUM 1,067 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 75 New 243 Added 267 Reduced 57 Exited
Page 9 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TM Toyota Motor Corp Consumer Cyclical 1,004.0 $207K 0.02% -1K -56.3% $206.09 -6.9%
162 Nippon Telegraph Telephone Corp 8,218.0 $205K 0.02% -373.0 -4.3% $24.94
163 MS and AD Insurance Group Holdings Inc 7,684.0 $199K 0.02% -5K -41.3% $25.90
164 PAG Penske Automotive Group Inc Consumer Cyclical 1,288.0 $193K 0.02% -305.0 -19.1% $149.52 +12.5%
165 CRH Plc 1,815.0 $191K 0.02% -92.0 -4.8% $105.12
166 Lennar Corp 2,251.0 $189K 0.02% -308.0 -12.0% $84.12
167 NATL NCR ATLEOS ORD WI Technology 4,333.0 $189K 0.02% -1K -24.9% $43.58 +3.9%
168 HPQ Hewlett-Packard Co Technology 9,300.0 $179K 0.02% -9K -50.0% $19.21 +30.2%
169 KSS Kohls Corp Consumer Cyclical 13,703.0 $177K 0.02% -866.0 -5.9% $12.90 +20.9%
170 ARW Arrow Electronics Inc Technology 1,230.0 $176K 0.02% -855.0 -41.0% $143.41 +50.6%
171 RACE Ferrari Nv Consumer Cyclical 518.0 $175K 0.02% -142.0 -21.5% $338.45 +2.3%
172 MET Metlife Inc Financial Services 2,345.0 $166K 0.02% -50.0 -2.1% $70.72 +15.9%
173 FREL Fidelity Real Estate ETF 5,943.0 $160K 0.02% -103.0 -1.7% $26.91 +9.0%
174 MOMO Momo Inc Communication Services 27,754.0 $160K 0.02% -3K -10.1% $5.76 +3.6%
175 CCEP Coca-Cola European Partners Plc Consumer Defensive 1,736.0 $157K 0.02% -2K -48.8% $90.67 +1.8%
176 DVA Davita Inc Healthcare 1,021.0 $157K 0.02% -200.0 -16.4% $153.69 +28.2%
177 WCC Wesco International Inc Industrials 534.0 $146K 0.02% -402.0 -43.0% $273.62 +34.7%
178 WB Weibo Corp Sponsored Adr Communication Services 15,159.0 $133K 0.01% -609.0 -3.9% $8.75 -7.7%
179 PSLV Sprott Physical Silver Trust CEF Financial Services 5,400.0 $132K 0.01% -13K -70.0% $24.39 -1.1%
180 BL Blackline Inc Technology 3,520.0 $130K 0.01% -1K -24.4% $37.00 -26.7%
Page 9 of 14  ·  267 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 24.4%
Financial Services 18.0%
Consumer Defensive 14.0%
Healthcare 11.2%
Communication Services 10.5%
Consumer Cyclical 8.0%
Industrials 7.5%
Energy 2.8%
Basic Materials 1.7%
Utilities 1.3%