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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 17 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 STM STMicroelectronics Nv Technology 5,426.0 $406K 0.04% -126.0 -2.3% $74.89 -32.7%
322 MS Morgan Stanley Financial Services 1,941.0 $406K 0.04% +64.0 +3.4% $209.04 +2.5%
323 DVN Devon Energy Corp Energy 9,732.0 $402K 0.04% $41.32 +16.6%
324 OZK Bank OZK Financial Services 7,659.0 $399K 0.04% +7K +697.0% $52.09 -5.0%
325 AM Antero Midstream Corp Energy 17,449.0 $397K 0.04% $22.75 -1.5%
326 LFUS Littelfuse Inc Technology 861.0 $392K 0.04% +739.0 +605.7% $455.33 -8.9%
327 VNT Vontier Corp Technology 13,448.0 $390K 0.04% -4K -21.7% $29.00 +13.7%
328 BMO Bank of Montreal Financial Services 2,203.0 $389K 0.04% $176.70 -0.5%
329 EC Ecopetrol S A Sponsored Adr Energy 27,283.0 $389K 0.04% +11K +70.9% $14.24 +25.6%
330 FANG Diamondback Energy Inc Energy 2,206.0 $388K 0.04% $175.78 +18.6%
331 Heidelberg Metals AG 10,156.0 $387K 0.04% $38.10
332 UNP Union Pacific Corp Industrials 1,421.0 $387K 0.04% -164.0 -10.3% $272.03 +10.9%
333 IX Orix Corporation Spon Adr Each Rep 5 Ord Financial Services 10,153.0 $386K 0.04% +926.0 +10.0% $38.04 -1.4%
334 BVN Cia De Minas Buenaventura SA Basic Materials 13,141.0 $385K 0.04% +4K +46.2% $29.29 +16.0%
335 NOK Nokia Corp-Spon Adr Technology 28,976.0 $385K 0.04% +26K +888.3% $13.28 -23.8%
336 FREL Fidelity Real Estate ETF 13,105.0 $384K 0.04% +7K +120.5% $29.30 +2.2%
337 AIA Group Ltd 10,369.0 $379K 0.04% +4K +70.3% $36.59
338 DBX Dropbox Inc Technology 13,784.0 $379K 0.04% +10K +237.3% $27.47 +23.7%
339 Ryanair Holdings Plc 5,822.0 $377K 0.04% -233.0 -3.9% $64.75
340 CTSH Cognizant Technology Solutions Corp Technology 9,679.0 $375K 0.04% -216.0 -2.2% $38.73 +57.3%
Page 17 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%