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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 24 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 VGIT Vanguard Intermediate Treasury ETF 3,495.0 $206K 0.02% -111K -96.9% $58.98 -0.7%
462 CSX Csx Corp Industrials 4,318.0 $205K 0.02% $47.53 +6.6%
463 Fannie Mae 31,319.0 $204K 0.02% $6.51
464 CVE CenovUS Energy Inc Energy 8,181.0 $203K 0.02% +4K +87.2% $24.81 +30.9%
465 Tesco Plc - Adr 10,945.0 $201K 0.02% -475.0 -4.2% $18.38
466 Anglo American Plc 4,079.0 $200K 0.02% NEW $49.03
467 IVZ Invesco Ltd Financial Services 7,562.0 $200K 0.02% +3K +63.9% $26.39 +22.1%
468 CCK Crown Holdings Inc Consumer Cyclical 1,784.0 $199K 0.02% $111.82 +4.6%
469 CVX Chevron Corp Energy 1,176.0 $195K 0.02% -722.0 -38.0% $165.76 +24.1%
470 NFLX NETFlix Inc Communication Services 2,730.0 $195K 0.02% +1K +93.6% $71.40 +12.4%
471 HD Home Depot Inc Consumer Cyclical 552.0 $195K 0.02% +123.0 +28.7% $352.68 -2.4%
472 BN Brookfield Asset Manage-Cl A Financial Services 4,565.0 $194K 0.02% +3K +247.9% $42.59 -1.0%
473 ALLY Ally Financial Inc Financial Services 4,225.0 $194K 0.02% +2K +134.6% $45.95 -6.2%
474 BX Blackstone Group Lp Financial Services 1,631.0 $192K 0.02% -2K -55.1% $117.67 +23.3%
475 DFE Wisdomtree Europe Smallcap Dividend ETF 2,664.0 $192K 0.02% +1K +82.2% $71.97 +7.5%
476 SWKS Skyworks Solutions Inc Technology 2,826.0 $192K 0.02% +2K +303.1% $67.80 +1.0%
477 Petroleo Brasileiro Sa 13,060.0 $191K 0.02% +867.0 +7.1% $14.64
478 WCC Wesco International Inc Industrials 549.0 $190K 0.02% +15.0 +2.8% $345.43 -0.5%
479 NATL NCR ATLEOS ORD WI Technology 4,333.0 $188K 0.02% $43.41 +6.1%
480 ON On Semiconductor Corp Technology 1,983.0 $187K 0.02% +1K +115.1% $94.54 -19.0%
Page 24 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%