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Portfolio (Quarterly) Guide ↗

ATLAS CAPITAL ADVISORS INC.

· CIK 0001434165
13F Portfolio $898M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 971 New
Page 10 of 49  ·  971 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 R Ryder System Inc Industrials 4,465.0 $855K 0.10% NEW $191.39 +30.0%
182 CMCSA Comcast Corp Communication Services 28,504.0 $852K 0.10% NEW $29.89 -15.8%
183 NXST Nexstar Media Group Inc Communication Services 4,186.0 $850K 0.10% NEW $203.05 -8.4%
184 XLB SPDR S P Materials ETF 18,703.0 $848K 0.09% NEW $45.35 +13.2%
185 DFIV Dimensional International Val ETF 16,610.0 $829K 0.09% NEW $49.90 +11.4%
186 Orange SA 48,505.0 $810K 0.09% NEW $16.69
187 GL Globe Life Inc Financial Services 5,784.0 $809K 0.09% NEW $139.86 +10.0%
188 MO Altria Group Inc Consumer Defensive 13,953.0 $805K 0.09% NEW $57.66 +24.8%
189 KGC Kinross Gold Corp Basic Materials 28,558.0 $804K 0.09% NEW $28.16 +4.0%
190 KB KB Financial Group Inc Financial Services 9,308.0 $801K 0.09% NEW $86.04 +17.4%
191 Bancolombia Sa 12,451.0 $792K 0.09% NEW $63.61
192 Liberty Media Corp - C 9,484.0 $789K 0.09% NEW $83.16
193 BWA Borgwarner Inc Consumer Cyclical 17,317.0 $780K 0.09% NEW $45.06 +58.3%
194 NRG Nrg Energy Inc Utilities 4,892.0 $779K 0.09% NEW $159.24 -13.7%
195 EMR Emerson Electric Co Industrials 5,800.0 $770K 0.09% NEW $132.72 +6.8%
196 Compagnie de Saint-Gobain SA 37,679.0 $768K 0.09% NEW $20.38
197 FFIV F5 Networks Inc Technology 2,995.0 $765K 0.09% NEW $255.26 +50.2%
198 Mitsui And Co Ltd 1,291.0 $757K 0.08% NEW $586.40
199 QQQ Invesco QQQ Trust ETF Financial Services 1,200.0 $737K 0.08% NEW $614.31 +19.7%
200 TIGO Millicom International Cellular SA Communication Services 13,230.0 $733K 0.08% NEW $55.44 +51.2%
Page 10 of 49  ·  971 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 25.5%
Financial Services 20.0%
Consumer Defensive 13.1%
Communication Services 10.6%
Healthcare 10.6%
Consumer Cyclical 8.9%
Industrials 6.6%
Energy 1.8%
Basic Materials 1.4%
Utilities 0.9%