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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 30 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 RSG Republic Services Inc Industrials 519.0 $111K 0.01% $213.08 +3.6%
582 IWO Isshares Russell 2000 Growth ETF 277.0 $109K 0.01% +57.0 +25.9% $393.96 -1.7%
583 CROX Crocs Inc Consumer Cyclical 903.0 $109K 0.01% NEW $120.64 +1.2%
584 EWT iShares MSCI Taiwan ETF 997.0 $108K 0.01% -12.0 -1.2% $108.61 -4.0%
585 Tokio Marine Holdings Inc Adr 2,437.0 $108K 0.01% +1K +77.2% $44.31
586 MSA MSA Safety Inc Industrials 617.0 $108K 0.01% NEW $174.58 +8.5%
587 Credit Agricole Sa Unsponsored Adr 10,743.0 $107K 0.01% +9K +390.1% $9.97
588 FOX Twenty-First Century Fox - B 2,248.0 $105K 0.01% NEW $46.84
589 J Jacobs Engineering Group Inc Industrials 833.0 $105K 0.01% $126.00 +19.1%
590 SBS Cia Saneamento Basico De-Adr Utilities 18,104.0 $105K 0.01% +14K +400.1% $5.78 -20.2%
591 SMCI Super Micro Computer Inc Technology 3,539.0 $104K 0.01% +3K +7593.5% $29.33 +27.0%
592 BSSX Invesco BulletShares 2033 Muncpl Bd ETF 4,000.0 $103K 0.01% NEW $25.80 -1.8%
593 CF Cf Industries Hldg Basic Materials 953.0 $103K 0.01% +928.0 +3712.0% $108.26 +19.7%
594 VLUE iShares Edge MSCI USA Value ETF 516.0 $103K 0.01% -84.0 -14.0% $199.81 +1.4%
595 Bae Systems Plc 1,051.0 $103K 0.01% $97.95
596 BYD Boyd Gaming Corp Consumer Cyclical 1,165.0 $103K 0.01% $88.33 -8.5%
597 MA Mastercard Inc Financial Services 200.0 $103K 0.01% -115.0 -36.5% $513.60 +13.1%
598 WU Western Union Co Financial Services 13,243.0 $102K 0.01% -40K -75.2% $7.70 -5.2%
599 PSLV Sprott Physical Silver Trust CEF Financial Services 5,400.0 $102K 0.01% $18.87 +21.0%
600 XPO Xpo Logistics Inc Industrials 495.0 $102K 0.01% NEW $205.29 -3.7%
Page 30 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 36.5%
Financial Services 16.2%
Healthcare 9.4%
Industrials 8.9%
Consumer Cyclical 8.7%
Communication Services 8.5%
Energy 3.6%
Consumer Defensive 3.4%
Basic Materials 2.3%
Utilities 1.7%