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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 15 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PR Permian Resources Corp Energy 27,568.0 $508K 0.06% +6K +26.8% $18.41 +21.4%
282 UMC United Microelectron-Sp Adr Technology 18,643.0 $507K 0.06% NEW $27.21 -32.1%
283 ACGL Arch Capital Group Ltd Financial Services 5,213.0 $506K 0.06% -263.0 -4.8% $97.06 +1.9%
284 SKM Sk Telecom Co Ltd Communication Services 15,583.0 $501K 0.06% +3K +27.8% $32.16 +19.4%
285 EMBJ Embraer S A Sponsored Adr Repstg Pfd Shs Industrials 7,827.0 $499K 0.06% -133.0 -1.7% $63.80 +20.8%
286 MT Arcelormittal Basic Materials 8,230.0 $496K 0.05% +5K +150.3% $60.22 +19.6%
287 YPF Y P F Sociedad Anoni Energy 10,868.0 $494K 0.05% +133.0 +1.2% $45.47 +11.5%
288 M Macy'S Inc Consumer Cyclical 20,906.0 $492K 0.05% +6K +39.6% $23.55 -1.4%
289 HMY Harmony Gold Mining Co Ltd Basic Materials 32,276.0 $491K 0.05% -924.0 -2.8% $15.21 +26.8%
290 NTRS Northern Trust Corp Financial Services 2,822.0 $491K 0.05% $173.84 +9.6%
291 Liberty Media Corp - C 4,628.0 $489K 0.05% -575.0 -11.1% $105.64
292 STLD Steel Dynamics Inc Com Basic Materials 2,126.0 $488K 0.05% -71.0 -3.2% $229.46 +8.9%
293 KEYS Keysight Technologies Inc Technology 1,387.0 $486K 0.05% +1K +391.8% $350.07 -2.5%
294 Fedex Freight Holding Co 3,214.0 $485K 0.05% NEW $151.00
295 Dodge Cox Intl Stock 25,602.0 $478K 0.05% NEW $18.66
296 Bayer Ag 34,746.0 $476K 0.05% -764.0 -2.1% $13.70
297 KEP Korea Electric Power Corp Utilities 39,235.0 $475K 0.05% +6K +18.9% $12.10 -6.8%
298 CNQ Canadian Natural Resources Energy 11,832.0 $467K 0.05% +2K +15.1% $39.50 +25.5%
299 SCHE Schwab Emerging Markets Equity ETF 12,813.0 $465K 0.05% +854.0 +7.1% $36.26 +0.5%
300 Enel Un Spon Adr Ea Repr 1 Ord Shs 39,576.0 $452K 0.05% +3K +9.7% $11.43
Page 15 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%