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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 22 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ABB Ltd 2,282.0 $248K 0.03% +757.0 +49.6% $108.70
422 CC Chemours Co Basic Materials 11,936.0 $245K 0.03% +9K +374.0% $20.52 -22.5%
423 WSP Global Inc 1,988.0 $245K 0.03% NEW $123.18
424 Caixabank Sa 17,266.0 $244K 0.03% $14.15
425 MKL Markel Corp Financial Services 124.0 $242K 0.03% +104.0 +520.0% $1953.01 -8.1%
426 Axa Sa 4,812.0 $242K 0.03% $50.24
427 Rheinmetall Ag 1,055.0 $241K 0.03% $228.39
428 Imperial Brands Plc American Depositary Receipts S 6,440.0 $239K 0.03% -2K -27.0% $37.16
429 Leonardo Spa 4,410.0 $236K 0.03% $53.60
430 JOYY JOYY Inc Communication Services 3,559.0 $235K 0.03% -88.0 -2.4% $65.99 +13.5%
431 LTPZ Pimco 15plus Year US Tips ETF 4,615.0 $234K 0.03% $50.65 -4.6%
432 KNSL Kinsale Cap Group Inc Com Financial Services 708.0 $234K 0.03% NEW $329.81 +15.0%
433 PAG Penske Automotive Group Inc Consumer Cyclical 1,288.0 $230K 0.03% $178.95 +21.7%
434 KO Coca-Cola Co Consumer Defensive 2,824.0 $230K 0.03% $81.27 +11.2%
435 ZM Zoom Video Communications-A Technology 2,650.0 $229K 0.03% +15.0 +0.6% $86.31 +24.5%
436 BLK Blackrock Inc Financial Services 237.0 $228K 0.03% +20.0 +9.2% $961.56 +20.5%
437 GEN Nortonlifelock Inc Technology 9,144.0 $228K 0.03% +5K +111.6% $24.89 +10.6%
438 TMO Thermo Fisher Scientific Inc Healthcare 452.0 $227K 0.03% -15.0 -3.2% $501.36 +22.4%
439 Aia Group Ltd Ord 24,844.0 $226K 0.03% $9.11
440 JPM 4.625 Perp Preferred L 12,000.0 $225K 0.03% $18.72
Page 22 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%