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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 32 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 PINS Pinterest Inc Communication Services 4,249.0 $89K 0.01% NEW $21.03 +11.3%
622 TTWO Take-Two Interactive Software Communication Services 353.0 $88K 0.01% +283.0 +404.3% $249.98 -4.1%
623 CNM Core and Main Inc Industrials 1,824.0 $88K 0.01% -407.0 -18.2% $48.25 -7.0%
624 CM Can Imperial Bk of Commerce Financial Services 765.0 $88K 0.01% $115.00 +1.3%
625 CNP Centerpoint Energy Inc Utilities 1,980.0 $87K 0.01% $44.04 -12.0%
626 APP AppLovin Corp Technology 169.0 $87K 0.01% $515.22 -40.7%
627 Unilever Plc Adr 1,446.0 $87K 0.01% $60.12
628 Carrefour Sa 863.0 $87K 0.01% $100.47
629 Lenovo Group Ltd 1,455.0 $86K 0.01% +527.0 +56.8% $59.24
630 Deutsche Telekom Ag Adr 3,158.0 $86K 0.01% $27.28
631 Bayerische Motoren Werke AG 3,931.0 $85K 0.01% -971.0 -19.8% $21.75
632 DLTR Dollar Tree Inc Consumer Defensive 703.0 $85K 0.01% -65.0 -8.5% $120.95 +8.7%
633 CNC Centene Corp Healthcare 1,295.0 $83K 0.01% NEW $64.19 +1.3%
634 WELL Welltower Inc Com Real Estate 366.0 $83K 0.01% $226.97 +5.4%
635 Boliden Ab 1,473.0 $83K 0.01% $56.37
636 MOMO Momo Inc Communication Services 14,298.0 $83K 0.01% -13K -48.5% $5.80 -0.9%
637 VOD Vodafone Group Plc- Adr Communication Services 6,209.0 $82K 0.01% +495.0 +8.7% $13.22 +20.7%
638 PHYS Sprott Physical Gold Trust CEF Financial Services 2,700.0 $81K 0.01% $30.17 +16.0%
639 DOX Amdocs Ltd Technology 1,611.0 $81K 0.01% +139.0 +9.4% $50.54 +21.5%
640 FUTU Futu Holdings Ltd Financial Services 868.0 $81K 0.01% +849.0 +4468.4% $93.74 +31.9%
Page 32 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%