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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 27 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 BP BP Plc Energy 4,068.0 $150K 0.02% $36.95 +22.2%
522 GAP The GAP Inc Consumer Cyclical 8,023.0 $150K 0.02% -54.0 -0.7% $18.68 +5.2%
523 CHTR Charter Communications Communication Services 1,048.0 $149K 0.02% +328.0 +45.6% $142.21 +3.9%
524 MCHP Microchip Technology Inc Technology 1,620.0 $148K 0.02% -300.0 -15.6% $91.20 -16.9%
525 Vinci SA 4,044.0 $147K 0.02% +3K +303.2% $36.46
526 Carnival Corp 5,158.0 $147K 0.02% -328.0 -6.0% $28.57
527 Byd Co Ltd 15,888.0 $147K 0.02% +12K +317.0% $9.27
528 BSMV Invesco BulletShares 2031 Muncpl Bd ETF 7,000.0 $147K 0.02% NEW $20.98 -0.8%
529 SNA Snap-On Inc Industrials 365.0 $147K 0.02% -192.0 -34.5% $402.40 -2.8%
530 Tencent Holdings Limited Unsp Adr Each R 2,657.0 $147K 0.02% $55.22
531 PAYX Paychex Inc Industrials 1,487.0 $146K 0.02% +877.0 +143.8% $98.33 +25.0%
532 INTU Intuit Com Technology 560.0 $146K 0.02% +138.0 +32.7% $261.00 +38.6%
533 Societe Generale 8,178.0 $145K 0.02% +7K +994.8% $17.75
534 TM Toyota Motor Corp Consumer Cyclical 854.0 $144K 0.02% -150.0 -14.9% $168.42 +14.1%
535 LYV Live Nation Entertainment Inc Communication Services 783.0 $143K 0.02% +742.0 +1809.8% $183.11 -0.6%
536 Volkswagen Ag 17,980.0 $143K 0.02% -20K -52.1% $7.97
537 MCO Moody'S Corp Financial Services 316.0 $143K 0.02% -132.0 -29.5% $452.92 +10.1%
538 VTWG Vanguard Russell 2000 Growth ETF 497.0 $143K 0.02% $287.68 -2.9%
539 Sumitomo Electric Industries Ltd 1,938.0 $142K 0.02% +2K +511.4% $73.31
540 ABBV Abbvie Healthcare 564.0 $142K 0.02% -6K -91.0% $251.64 +4.1%
Page 27 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%