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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 16 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 IRM Iron Mountain Inc Real Estate 3,575.0 $452K 0.05% $126.31 -4.2%
302 TSN Tyson Foods Inc Consumer Defensive 7,878.0 $451K 0.05% +1K +19.1% $57.25 +3.1%
303 HWM Howmet Aerospace Inc Industrials 1,666.0 $448K 0.05% +481.0 +40.6% $268.86 +6.2%
304 TSLA Tesla Motors Inc Consumer Cyclical 1,058.0 $445K 0.05% -26.0 -2.4% $420.60 -17.1%
305 VCSH Vanguard Short-Term Corporate Bond ETF 5,573.0 $440K 0.05% +1K +32.3% $79.03 -0.5%
306 MFC Manulife Financial Financial Services 10,852.0 $440K 0.05% +2K +19.7% $40.51 +7.4%
307 SMFG Sumitomo Mitsui-Spons Adr Financial Services 18,547.0 $437K 0.05% +7K +64.4% $23.58 +4.6%
308 CL Colgate-Palmolive Co Consumer Defensive 4,758.0 $436K 0.05% $91.68 -0.3%
309 AMGN Amgen Inc Healthcare 1,185.0 $429K 0.05% -6K -82.4% $362.12 +21.9%
310 PSO Pearson Plc Communication Services 26,872.0 $427K 0.05% $15.89 +1.4%
311 RMD Resmed Inc Healthcare 2,167.0 $422K 0.05% NEW $194.88 +18.0%
312 AMLP Alerian Mlp ETF 8,141.0 $422K 0.05% $51.85 +6.2%
313 Compagnie de Saint-Gobain SA 23,023.0 $418K 0.05% -11K -32.8% $18.15
314 Nebius Group NV 1,507.0 $416K 0.05% -38.0 -2.5% $276.17
315 LEN Lennar Corp-A Consumer Cyclical 4,594.0 $416K 0.04% $90.49 -3.2%
316 HSBC HSBC Holdings Plc-Spons Adr Financial Services 4,370.0 $416K 0.04% $95.09 +7.5%
317 Everest Re Group Ltd 1,163.0 $415K 0.04% +247.0 +27.0% $357.23
318 BFAM Bright Horizons Family Solutions Inc Consumer Cyclical 5,853.0 $415K 0.04% +6K +10000.0% $70.88 +2.7%
319 LTM Latam Airlines Group SA Industrials 7,025.0 $409K 0.04% +2K +33.1% $58.27 -11.8%
320 VSNT Versant Media Group Industrials 11,336.0 $408K 0.04% +11K +1562.2% $36.01 +9.9%
Page 16 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%