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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 23 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ALV Autoliv Inc Consumer Cyclical 1,933.0 $225K 0.03% -298.0 -13.4% $116.17 +5.3%
442 GRFS Grifols SA Healthcare 31,637.0 $224K 0.03% -17K -34.5% $7.08 +16.5%
443 GSK Glaxosmithkline Plc Adr Healthcare 4,235.0 $222K 0.02% -840.0 -16.6% $52.42 +0.9%
444 NKE Nike Inc Consumer Cyclical 5,401.0 $222K 0.02% $41.05 +0.0%
445 QXO QXO Inc Industrials 12,800.0 $221K 0.02% +7K +115.6% $17.28 -18.3%
446 QUAL iShares Edge MSCI USA Quality Factor ETF 1,007.0 $221K 0.02% +540.0 +115.6% $219.43 +2.2%
447 BSAC BANCO SANTANDER CHILE Financial Services 6,676.0 $220K 0.02% $32.93 +5.9%
448 CMI Cummins Inc Industrials 308.0 $220K 0.02% $713.21 -14.7%
449 SUNB Sunbelt Rentals Holdings Inc Financial Services 3,013.0 $220K 0.02% NEW $72.88 +9.5%
450 AXP American Express Co Financial Services 647.0 $219K 0.02% +268.0 +70.7% $338.25 +0.5%
451 TT Trane Technologies Plc Industrials 441.0 $217K 0.02% $491.16 -7.3%
452 EFA iShares MSCI EAFE ETF 2,076.0 $216K 0.02% +2K +594.3% $103.88 +3.6%
453 CAR Avis Budget Group Inc Industrials 1,453.0 $215K 0.02% -487.0 -25.1% $147.83 -4.3%
454 Iridium Communications Inc 3,910.0 $214K 0.02% NEW $54.85
455 LEA Lear Corp Consumer Cyclical 1,592.0 $213K 0.02% +813.0 +104.4% $134.06 -7.5%
456 HLT Hilton Worldwide Holdings Inc Consumer Cyclical 640.0 $211K 0.02% +548.0 +595.6% $330.46 +1.3%
457 CAT Caterpillar Inc Industrials 198.0 $211K 0.02% +169.0 +582.8% $1064.90 -23.4%
458 MGA Magna International Inc Consumer Cyclical 3,199.0 $210K 0.02% +2K +129.5% $65.66 +8.1%
459 Nextel Communications Inc Cl A 1,080.0 $208K 0.02% NEW $192.88
460 HII Huntington Ingalls Industries Inc Industrials 737.0 $206K 0.02% -48.0 -6.1% $279.89 +11.4%
Page 23 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%