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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 33 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 BUD Anheuser-Busch Inbev Spn Adr Consumer Defensive 984.0 $81K 0.01% +675.0 +218.4% $82.40 -4.2%
642 Volkswagen Ag 9,807.0 $80K 0.01% +9K +963.7% $8.15
643 GPGI GPGI Inc. Industrials 5,000.0 $79K 0.01% $15.85 -19.3%
644 TPR Tapestry Inc Consumer Cyclical 539.0 $79K 0.01% $146.38 -11.1%
645 SBUX Starbucks Corp Consumer Cyclical 772.0 $79K 0.01% +403.0 +109.2% $102.19 +4.8%
646 James Hardie Industries PLC 3,988.0 $79K 0.01% NEW $19.74
647 GDXJ Vaneck Vectors Junior Gold Miners ETF 800.0 $79K 0.01% $98.25 +35.0%
648 SWK Stanley Black Decker Inc Industrials 834.0 $78K 0.01% +823.0 +7481.8% $94.12 +6.3%
649 PK Park Hotels and Resorts Real Estate 5,467.0 $78K 0.01% NEW $14.25 +10.7%
650 PNW Pinnacle West Capital Utilities 726.0 $78K 0.01% NEW $107.00 -9.0%
651 SIL Global X Silver Miners ETF 1,000.0 $77K 0.01% $77.46 +28.5%
652 ES Eversource Energy Utilities 1,041.0 $75K 0.01% +862.0 +481.6% $72.27 -2.9%
653 Sandvik AB ADR 2,350.0 $73K 0.01% NEW $31.07
654 ZBRA Zebra Technologies Corp Technology 276.0 $73K 0.01% NEW $263.26 +40.0%
655 PCAR Paccar Inc Industrials 597.0 $72K 0.01% $120.12 +9.1%
656 SAP Sap Ag Technology 463.0 $71K 0.01% $154.11 +41.9%
657 VMI Valmont Industries Inc Industrials 122.0 $70K 0.01% +10.0 +8.9% $577.60 -15.9%
658 EWW iShares MSCI Mexico ETF 920.0 $69K 0.01% $75.27 +2.8%
659 WRB Wr Berkley Corp Financial Services 979.0 $69K 0.01% +366.0 +59.7% $70.53 -2.7%
660 BTG B2Gold Corp Basic Materials 18,292.0 $68K 0.01% NEW $3.74 +47.6%
Page 33 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%