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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 10 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SCHX Schwab US Large Cap ETF 30,591.0 $784K 0.09% NEW $25.64 +14.3%
182 CMF iShares S P CA AMT-Free Municipal Bond ETF 13,688.0 $778K 0.09% NEW $56.86 +0.4%
183 CPA Copa Holdings Sa Cl A Industrials 6,840.0 $777K 0.09% -545.0 -7.4% $113.61 +22.4%
184 NOC Northrop Grumman Corp Industrials 1,130.0 $771K 0.09% $682.24 -23.6%
185 MPC Marathon Petroleum Corp Energy 3,146.0 $768K 0.09% $244.18 +28.0%
186 SIRI SiriUS Xm Holdings Inc Communication Services 33,279.0 $768K 0.09% -2K -6.5% $23.08 +32.5%
187 AES Aes Corp Utilities 54,310.0 $765K 0.09% +51K +1383.1% $14.09 +4.8%
188 QQQ Invesco QQQ Trust ETF Financial Services 1,299.0 $750K 0.09% +99.0 +8.2% $577.18 +20.5%
189 AA Alcoa Corporation Basic Materials 11,149.0 $740K 0.09% +8K +213.4% $66.33 -33.7%
190 PFG Principal Financial Group Inc Financial Services 8,181.0 $737K 0.08% +7K +395.8% $90.11 +26.5%
191 TIGO Millicom International Cellular SA Communication Services 9,724.0 $729K 0.08% -4K -26.5% $74.94 +31.2%
192 TEVA Teva Pharmaceutical Industries Ltd Healthcare 23,974.0 $722K 0.08% -8K -24.9% $30.12 +6.3%
193 SPMD SPDR S P1000 Midcap ETF 12,187.0 $722K 0.08% $59.22 +11.8%
194 ALL Allstate Corp Financial Services 3,474.0 $720K 0.08% +30.0 +0.9% $207.34 +20.5%
195 STIP iShares 0-5 Year Tips Bond ETF 6,908.0 $714K 0.08% +2K +37.3% $103.43 -1.9%
196 GL Globe Life Inc Financial Services 5,127.0 $714K 0.08% -657.0 -11.4% $139.17 +32.8%
197 STT State Street Corp Financial Services 5,598.0 $708K 0.08% +6K +10000.0% $126.56 +44.2%
198 Orange SA 34,184.0 $700K 0.08% -14K -29.5% $20.47
199 ORCL Oracle Corp Technology 4,754.0 $699K 0.08% -376.0 -7.3% $147.11 -14.0%
200 BBVA Banco Bilbao Argen Financial Services 32,123.0 $696K 0.08% -14K -29.8% $21.66 +16.1%
Page 10 of 50  ·  989 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 24.2%
Financial Services 18.0%
Consumer Defensive 14.1%
Healthcare 11.2%
Communication Services 10.5%
Consumer Cyclical 8.0%
Industrials 7.5%
Energy 2.8%
Basic Materials 1.7%
Utilities 1.3%