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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 10 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GL Globe Life Inc Financial Services 5,127.0 $916K 0.10% $178.68 -0.3%
182 MET Metlife Inc Financial Services 10,656.0 $902K 0.10% +8K +354.4% $84.61 +14.3%
183 SCHX Schwab US Large Cap ETF 30,591.0 $900K 0.10% $29.43 +2.9%
184 ARW Arrow Electronics Inc Technology 4,090.0 $873K 0.10% +3K +232.5% $213.41 +0.0%
185 DB Deutsche Bank Ag-Registered Financial Services 25,766.0 $870K 0.10% +3K +12.9% $33.76 +12.8%
186 MPC Marathon Petroleum Corp Energy 3,322.0 $849K 0.09% +176.0 +5.6% $255.67 +43.2%
187 CMF iShares S P CA AMT-Free Municipal Bond ETF 14,732.0 $849K 0.09% +1K +7.6% $57.64 -1.9%
188 FCX Freeport-Mcmoran Inc Basic Materials 13,275.0 $835K 0.09% -263.0 -1.9% $62.89 +5.5%
189 BNP Paribas-Adr 14,234.0 $829K 0.09% +6K +80.6% $58.27
190 COP ConocoPhillips Energy 7,952.0 $827K 0.09% +2K +33.3% $103.97 +24.8%
191 OVV Ovintiv Ord Energy 15,670.0 $825K 0.09% +6K +58.9% $52.65 +23.5%
192 ADP Automatic Data Processing Inc Industrials 3,683.0 $825K 0.09% +3K +1460.6% $223.95 +20.3%
193 VTRS Viatris Inc Healthcare 51,227.0 $813K 0.09% -19K -26.6% $15.88 +1.8%
194 IVW iShares S P 500 Growth ETF 5,903.0 $812K 0.09% +3K +128.4% $137.53 +1.6%
195 Constellation Software Inc 427.0 $806K 0.09% +425.0 +10000.0% $1888.00
196 CMCSA Comcast Corp Communication Services 32,414.0 $796K 0.09% -6K -15.8% $24.55 +6.7%
197 VLO Valero Energy Corp Energy 3,050.0 $794K 0.09% +501.0 +19.6% $260.44 +34.4%
198 KB KB Financial Group Inc Financial Services 7,522.0 $790K 0.09% +962.0 +14.7% $104.96 +12.1%
199 DE Deere Co Industrials 1,238.0 $785K 0.09% -6K -82.2% $634.33 -7.2%
200 VIS Vanguard Industrials ETF 2,177.0 $785K 0.09% -44.0 -2.0% $360.38 -2.2%
Page 10 of 53  ·  1,049 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%