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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 34 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CRM Salesforce Com Inc Technology 434.0 $68K 0.01% -681.0 -61.1% $156.66 +31.1%
662 Tencent Holdings Ltd 1,216.0 $67K 0.01% +660.0 +118.7% $54.80
663 KEX Kirby Corp Industrials 490.0 $67K 0.01% NEW $135.97 +2.4%
664 FND Floor & Decor Holdings Inc Consumer Cyclical 1,114.0 $66K 0.01% NEW $59.36 -7.9%
665 AEP American Electric Power Co Inc Utilities 483.0 $66K 0.01% +94.0 +24.2% $136.81 -8.1%
666 WFRD Weatherford International PLC Energy 808.0 $66K 0.01% +499.0 +161.5% $81.50 +12.0%
667 DTE DTE Energy Co Utilities 429.0 $65K 0.01% +424.0 +8480.0% $152.37 -9.3%
668 DIA Distribuidora Internacional Financial Services 125.0 $65K 0.01% $522.38 +1.0%
669 LVMH Moet Hennessy Louis Vuitton SE 117.0 $65K 0.01% $553.00
670 MMM 3M Co Industrials 397.0 $64K 0.01% -4K -90.8% $161.91 +10.0%
671 LBRDK Liberty Broadband Corp Communication Services 2,551.0 $64K 0.01% NEW $25.08 +43.6%
672 FE Firstenergy Corp Utilities 1,345.0 $64K 0.01% +1K +492.5% $47.54 -0.8%
673 FMX Fomento Economico Mexicano Sab De Cv Consumer Defensive 499.0 $64K 0.01% $127.90 -7.2%
674 BKR Baker Hughes Class A Energy 1,149.0 $64K 0.01% +1K +4687.5% $55.50 +13.1%
675 NBIX Neurocrine Biosciences Inc Healthcare 376.0 $63K 0.01% +363.0 +2792.3% $168.53 -9.3%
676 CLH Clean Harbors Inc Industrials 212.0 $63K 0.01% NEW $298.75 +7.8%
677 OMAB Grupo Aeroportuario Del Centro Norte Sab De Cv Industrials 559.0 $63K 0.01% $113.09 -9.8%
678 Ralliant Corp 854.0 $63K 0.01% +851.0 +10000.0% $73.63
679 Merck KGaA 2,467.0 $62K 0.01% NEW $25.33
680 PAAS Pan American Silver Corp Basic Materials 1,380.0 $62K 0.01% NEW $44.79 +15.9%
Page 34 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%