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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 12 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 RNG Ringcentral Inc Technology 18,528.0 $722K 0.08% +17K +815.0% $38.98 +67.2%
222 AES Aes Corp Utilities 48,786.0 $715K 0.08% -6K -10.2% $14.66 +0.5%
223 Mitsui And Co Ltd 1,291.0 $715K 0.08% $553.77
224 Dollarama Inc 5,313.0 $708K 0.08% NEW $133.35
225 Orange SA 37,469.0 $705K 0.08% +3K +9.6% $18.82
226 THG The Hanover Insurance Group Inc Financial Services 3,273.0 $701K 0.08% $214.12 +3.8%
227 ORCL Oracle Corp Technology 4,717.0 $691K 0.08% -37.0 -0.8% $146.55 -2.6%
228 VEA Vanguard Ftse Developed Markets ETF 9,656.0 $688K 0.07% +2K +18.5% $71.26 +1.6%
229 SCHV Schwab US Large-Cap Value ETF 19,752.0 $688K 0.07% $34.81 +0.8%
230 ADM Archer-Daniels-Mid Consumer Defensive 8,876.0 $678K 0.07% +2K +26.6% $76.40 +7.9%
231 MRK Merck Co Inc Healthcare 5,216.0 $670K 0.07% -2K -23.3% $128.50 +5.2%
232 IJR iShares Core S P Small-Cap ETF 4,489.0 $666K 0.07% +246.0 +5.8% $148.31 -0.4%
233 EIX Edison International Utilities 8,884.0 $661K 0.07% -130.0 -1.4% $74.45 -1.0%
234 APH Amphenol Corp Technology 3,741.0 $660K 0.07% +202.0 +5.7% $176.32 -9.5%
235 ERIC Telefonaktiebolaget Lm Ericsson Technology 58,602.0 $653K 0.07% +19K +46.3% $11.15 -9.5%
236 CRUS CirrUS Logic Inc Technology 4,376.0 $650K 0.07% +702.0 +19.1% $148.53 -21.3%
237 Rolls Royce Holdings Spon Adr Each Rep 1 33,571.0 $646K 0.07% $19.25
238 PANW Palo Alto Networks Inc Technology 1,885.0 $643K 0.07% -8K -81.8% $341.02 +9.7%
239 STIP iShares 0-5 Year Tips Bond ETF 6,285.0 $642K 0.07% -623.0 -9.0% $102.16 -1.3%
240 BIIB Biogen Inc Healthcare 2,930.0 $633K 0.07% -28.0 -0.9% $216.06 -1.6%
Page 12 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%