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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 21 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BRO Brown Brown Inc Financial Services 4,250.0 $273K 0.03% +4K +8400.0% $64.15 +13.1%
402 Eiffage 1,846.0 $272K 0.03% $147.46
403 RACE Ferrari Nv Consumer Cyclical 727.0 $271K 0.03% +209.0 +40.4% $372.29 +14.7%
404 UPS United Parcel Service Inc Class B Industrials 2,494.0 $268K 0.03% +2K +7945.2% $107.50 -4.5%
405 FN Fabrinet Technology 476.0 $268K 0.03% -22.0 -4.4% $562.08 -20.8%
406 Universal Music Group N V 12,755.0 $267K 0.03% NEW $20.94
407 Volvo AB 7,847.0 $267K 0.03% $33.97
408 Anglogold Ashanti Ltd 3,294.0 $266K 0.03% +75.0 +2.3% $80.89
409 ADI Analog Devices Inc Technology 663.0 $263K 0.03% +500.0 +306.8% $397.17 -6.3%
410 Imperial Brands PLC 7,094.0 $262K 0.03% NEW $36.98
411 SHEL Shell Adr Each Rep 2 Ord Wi Energy 3,376.0 $262K 0.03% $77.54 +21.0%
412 NEM Newmont Mining Corp Basic Materials 2,779.0 $260K 0.03% -835.0 -23.1% $93.40 +36.9%
413 Fortescue Ltd 9,793.0 $258K 0.03% +2K +33.3% $26.35
414 GFS Globalfoundries Inc Technology 3,117.0 $257K 0.03% +2K +177.3% $82.41 -42.5%
415 Bunge Ltd 2,389.0 $255K 0.03% +1K +74.0% $106.73
416 KKR Kkr Co Inc Financial Services 2,759.0 $253K 0.03% +2K +126.0% $91.78 +17.5%
417 EQNR Equinor Asa Energy 8,049.0 $253K 0.03% +2K +42.2% $31.40 +36.0%
418 Itochu Corp 22,040.0 $251K 0.03% $11.40
419 Novo-Nordisk A-S Ord 5,218.0 $251K 0.03% $48.08
420 Swiss Life Holding Ag-Reg 227.0 $250K 0.03% $1100.43
Page 21 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%