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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 11 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SNDK Sandisk Corp Technology 344.0 $782K 0.09% +170.0 +97.7% $2273.73 -28.5%
202 SCHW Charles Schwab Corp Financial Services 8,423.0 $777K 0.09% +7K +654.1% $92.27 +21.0%
203 MO Altria Group Inc Consumer Defensive 10,770.0 $775K 0.09% +1K +11.3% $71.95 -9.4%
204 BAB Powershares Build America Bond ETF 28,765.0 $772K 0.08% +5K +22.1% $26.84 -2.0%
205 FENY Fidelity MSCI Energy ETF 26,049.0 $770K 0.08% +10K +59.7% $29.56 +19.2%
206 IJS iShares S P Smallcap 600 Value ETF 5,627.0 $769K 0.08% $136.68 +1.1%
207 VCIT Vanguard Inter-Term Corp Bond ETF 9,264.0 $766K 0.08% +1K +13.8% $82.65 -1.9%
208 DHI Dr Horton Inc Consumer Cyclical 4,693.0 $764K 0.08% +392.0 +9.1% $162.88 -10.6%
209 Bancolombia Sa 9,580.0 $761K 0.08% +105.0 +1.1% $79.43
210 PGR Progressive Corp Financial Services 3,480.0 $760K 0.08% +3K +398.6% $218.45 -5.1%
211 DINO Hf Sinclair Ord Energy 10,870.0 $757K 0.08% +11K +5281.2% $69.65 +37.4%
212 OMC Omnicom Group Inc Communication Services 10,332.0 $752K 0.08% -470.0 -4.3% $72.83 +18.5%
213 International Consolidated Airlines Group SA 59,114.0 $750K 0.08% $12.69
214 QCOM Qualcomm Inc Technology 4,041.0 $747K 0.08% +2K +94.1% $184.79 -13.3%
215 COST Costco Wholesale Corp Consumer Defensive 795.0 $744K 0.08% -5K -85.7% $935.47 +2.8%
216 AmerisourceBergen Corp 2,628.0 $744K 0.08% -514.0 -16.4% $282.98
217 WAB Wabtec Corp Industrials 2,752.0 $742K 0.08% $269.60 +9.3%
218 DVA Davita Inc Healthcare 3,287.0 $731K 0.08% +2K +221.9% $222.48 -20.0%
219 OSK Oshkosh Corp Industrials 4,719.0 $724K 0.08% -662.0 -12.3% $153.48 -3.8%
220 HPQ Hewlett-Packard Co Technology 32,931.0 $723K 0.08% +24K +254.1% $21.94 +36.6%
Page 11 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%