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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 14 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 Unicredit Spa 12,344.0 $552K 0.06% $44.71
262 CB Chubb Corp Financial Services 1,614.0 $550K 0.06% $340.74 +0.8%
263 TNL Travel And Leisure Co Consumer Cyclical 7,150.0 $546K 0.06% $76.43 -4.1%
264 NWSA News Corp - Class A Communication Services 21,827.0 $542K 0.06% +15K +219.1% $24.83 +19.3%
265 BAP Credicorp Ltd Financial Services 1,378.0 $537K 0.06% +314.0 +29.5% $389.58 -5.7%
266 AA Alcoa Corporation Basic Materials 10,292.0 $537K 0.06% -857.0 -7.7% $52.14 -3.0%
267 NRG Nrg Energy Inc Utilities 3,654.0 $534K 0.06% -204.0 -5.3% $146.06 -19.5%
268 Repsol YPF SA 21,271.0 $533K 0.06% NEW $25.05
269 BKNG Booking Holdings Inc Consumer Cyclical 2,973.0 $530K 0.06% +3K +10000.0% $178.24 +20.3%
270 VIST Vista Oil And Gas Sab De Cv Energy 8,275.0 $528K 0.06% $63.80 +8.5%
271 LOW Lowe'S Cos Inc Consumer Cyclical 2,390.0 $527K 0.06% +759.0 +46.5% $220.49 +0.7%
272 NVR NVR Inc Consumer Cyclical 77.0 $525K 0.06% NEW $6813.39 -6.1%
273 ASML ASML Holding NV Technology 263.0 $523K 0.06% +129.0 +96.3% $1989.44 -11.6%
274 OMF Onemain Hldgs Inc Financial Services 8,553.0 $521K 0.06% -1K -14.9% $60.97 +6.4%
275 ST Sensata Technologies Hldg Technology 10,885.0 $520K 0.06% +10K +801.8% $47.74 -9.8%
276 DIS Walt Disney Co Communication Services 5,393.0 $519K 0.06% -6K -52.9% $96.25 +10.7%
277 Fairfax Financial Holdings Ltd 311.0 $512K 0.06% -37.0 -10.6% $1646.81
278 NYT New York Times Co Communication Services 7,311.0 $512K 0.06% +6K +580.1% $69.98 -4.9%
279 TXN Texas Instruments Inc Technology 1,709.0 $509K 0.06% -11K -86.1% $298.07 -8.9%
280 COF Capital One Financial Corp Financial Services 2,532.0 $508K 0.06% -383.0 -13.1% $200.62 +10.3%
Page 14 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%