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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 13 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 Engie ADR 20,072.0 $633K 0.07% $31.52
242 OKTA Okta Inc Technology 4,590.0 $626K 0.07% +257.0 +5.9% $136.45 +5.5%
243 EWC iShares MSCI Canada ETF 10,849.0 $625K 0.07% -465.0 -4.1% $57.64 +6.8%
244 BMY Bristol-Myers Squibb Co Healthcare 10,844.0 $625K 0.07% -7K -38.8% $57.62 +14.6%
245 AER Aercap Holdings Nv Industrials 4,184.0 $610K 0.07% +791.0 +23.3% $145.78 +2.6%
246 CHRD Chord Energy ORD Energy 5,312.0 $607K 0.07% NEW $114.30 +25.9%
247 USFD US Food Holding Corp Consumer Defensive 5,857.0 $599K 0.07% +668.0 +12.9% $102.25 +4.6%
248 KGC Kinross Gold Corp Basic Materials 25,088.0 $593K 0.07% +3K +11.3% $23.62 +14.8%
249 MEDP Medpace Hldgs Inccom Healthcare 1,110.0 $588K 0.06% NEW $529.59 +11.5%
250 SEB Seaboard Corp Industrials 131.0 $585K 0.06% +21.0 +19.1% $4464.33 +0.6%
251 Hitachi Ltd -Adr 20,986.0 $580K 0.06% $27.65
252 NOC Northrop Grumman Corp Industrials 1,129.0 $575K 0.06% $509.31 +15.7%
253 SHG Shinhan Financial Group Co Ltd Financial Services 9,068.0 $574K 0.06% +1K +17.0% $63.25 +18.4%
254 IAC People Inc Technology 12,301.0 $568K 0.06% +10K +343.1% $46.16 -0.0%
255 FIVE Five Below Inc Consumer Cyclical 3,140.0 $565K 0.06% NEW $179.79 +32.7%
256 AZN Astrazeneca Plc-Spons Adr Astrazeneca Plc - Adr Healthcare 2,976.0 $564K 0.06% +571.0 +23.7% $189.65 -15.6%
257 AKAM Akamai Technologies Inc Technology 4,749.0 $561K 0.06% +3K +167.1% $118.21 -2.5%
258 MLPX Global X Mlp And Energy Infrastructure ETF 7,602.0 $560K 0.06% $73.66 +3.7%
259 Koninklijke Ahold Nv 13,889.0 $559K 0.06% -291.0 -2.0% $40.26
260 RGA Reinsurance Group of America Inc Financial Services 2,619.0 $557K 0.06% +22.0 +0.8% $212.65 +14.9%
Page 13 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%