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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 9 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 Standard Bank Group Ltd 2,511.0 $50K 0.01% -100.0 -3.8% $19.72
162 CFG Citizens Financial Group Financial Services 705.0 $49K 0.01% -781.0 -52.6% $70.07 +4.8%
163 EXC Exelon Corp Utilities 1,024.0 $48K 0.01% -748.0 -42.2% $46.62 -2.8%
164 GE General Electric Co Industrials 122.0 $46K 0.01% -1.0 -0.8% $373.73 +0.4%
165 KSS Kohls Corp Consumer Cyclical 2,566.0 $45K 0.01% -11K -81.3% $17.72 +5.5%
166 WBD Warner Bros Discovery Series A Communication Services 1,701.0 $45K 0.01% -2K -47.3% $26.66 +6.8%
167 ADBE Adobe Systems Inc Technology 214.0 $44K 0.01% -233.0 -52.1% $205.02 +28.3%
168 INGR Ingredion Inc Com Consumer Defensive 459.0 $43K 0.01% -20.0 -4.2% $94.71 +11.3%
169 GDDY GoDaddy Inc Technology 673.0 $43K 0.01% -260.0 -27.9% $64.01 +49.7%
170 EMR Emerson Electric Co Industrials 300.0 $43K 0.01% -6K -95.1% $143.15 +10.2%
171 JNJ Johnson Johnson Healthcare 169.0 $43K 0.01% -6K -97.2% $253.96 +6.8%
172 UHS Universal Hlth Svcs Healthcare 288.0 $43K 0.01% -3K -89.9% $148.69 +16.4%
173 RS Reliance Steel Aluminum Co Basic Materials 113.0 $42K 0.01% -24.0 -17.5% $373.59 +12.8%
174 MLCO Melco Resorts Entertainment Consumer Cyclical 7,842.0 $41K 0.01% -5K -39.9% $5.27 +3.2%
175 Annaly Capital Management Inc 1,829.0 $41K 0.00% -199.0 -9.8% $22.36
176 GRMN Garmin Ltd Technology 169.0 $40K 0.00% -6.0 -3.4% $237.54 +25.2%
177 Natwest Group Adr Rep 2 Ord 2,277.0 $40K 0.00% -1K -33.8% $17.63
178 JBS NV CL A EXC1 3,359.0 $40K 0.00% -6K -64.8% $11.85
179 FLS Flowserve Corp Industrials 532.0 $39K 0.00% -44.0 -7.6% $74.16 +6.2%
180 ACN Accenture Plc Technology 303.0 $38K 0.00% -1K -82.6% $124.44 +39.0%
Page 9 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%