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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 25 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 PRI Primerica Inc Financial Services 659.0 $187K 0.02% $284.20 +5.6%
482 NVS Novartis Ag Healthcare 1,181.0 $185K 0.02% -3K -72.1% $156.72 +2.3%
483 KOF Coca-Cola Femsa Sab De Cv Consumer Defensive 1,728.0 $184K 0.02% $106.25 +6.4%
484 STZ Constellation Brands Inc Consumer Defensive 1,320.0 $184K 0.02% $139.09 -4.0%
485 PVH Pvh Corp Consumer Cyclical 2,461.0 $183K 0.02% NEW $74.26 +4.6%
486 COHR Coherent Corp Technology 461.0 $182K 0.02% -16.0 -3.4% $394.47 -26.1%
487 BAC Bank of America Corp Financial Services 3,188.0 $182K 0.02% +3K +1721.7% $56.98 +10.7%
488 JLL Jones Lang Lasalle Inc Real Estate 586.0 $182K 0.02% +4.0 +0.7% $309.95 +24.4%
489 SCHP Schwab US Tips ETF 6,797.0 $180K 0.02% +3K +78.5% $26.50 -2.0%
490 BBWI Bath Body Works Inc Consumer Cyclical 7,745.0 $179K 0.02% $23.13 -16.8%
491 AGNC AGNC Investment Corp Real Estate 16,402.0 $179K 0.02% -5K -25.1% $10.90 +1.4%
492 WFC Wells Fargo Co Financial Services 2,162.0 $179K 0.02% +1K +130.5% $82.64 +4.0%
493 Assa Abloy Ab Ord 5,031.0 $178K 0.02% $35.31
494 SoftBank Corp 4,800.0 $176K 0.02% -2K -27.0% $36.68
495 CCEP Coca-Cola European Partners Plc Consumer Defensive 1,736.0 $174K 0.02% $100.07 +6.6%
496 NMR Nomura Holdings Inc Financial Services 19,675.0 $173K 0.02% +10K +101.3% $8.78 +8.4%
497 SU Suncor Energy Inc Energy 3,199.0 $172K 0.02% +74.0 +2.4% $53.68 +28.8%
498 America Movil Sab De 6,544.0 $170K 0.02% +5K +231.5% $25.99
499 GEV GE Vernova Inc Utilities 141.0 $166K 0.02% +29.0 +25.9% $1174.86 -16.0%
500 CINF Cincinnati Financial Corp Financial Services 894.0 $166K 0.02% +489.0 +120.7% $185.14 -9.4%
Page 25 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%