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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 35 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 TIMB Tim Sa-Adr Communication Services 2,854.0 $61K 0.01% $21.42 -16.7%
682 MELI Mercadolibre Inc Consumer Cyclical 36.0 $61K 0.01% $1697.39 +13.3%
683 Nordea Bank ABP- Spon Adr 3,220.0 $61K 0.01% $18.90
684 AZO Autozone Inc Consumer Cyclical 19.0 $61K 0.01% $3195.89 -7.4%
685 LULU Lululemon Athletica Inc Consumer Cyclical 530.0 $61K 0.01% NEW $114.18 +6.0%
686 TKC Turkcell Iletisim Hizmetleri AS Communication Services 13,633.0 $60K 0.01% NEW $4.43 +23.1%
687 CIEN Ciena Corp Technology 123.0 $60K 0.01% -12.0 -8.9% $490.55 -19.3%
688 ELPC COMPANHIA PARANAENSE DE ADS Utilities 5,177.0 $60K 0.01% $11.65 -5.5%
689 EDU New Oriental Education Technology Grou Consumer Defensive 1,313.0 $60K 0.01% $45.91 +21.5%
690 Carlsberg As 2,298.0 $60K 0.01% +2K +738.7% $26.16
691 TS Tenaris Sa Energy 1,435.0 $60K 0.01% NEW $41.84 +25.8%
692 CXT Crane NXT Co Industrials 1,153.0 $59K 0.01% $51.16 -1.9%
693 UGI UGI Corp Utilities 1,693.0 $58K 0.01% -11K -87.0% $34.54 +8.8%
694 BABA Alibaba Group Hldg Consumer Cyclical 609.0 $58K 0.01% $95.98 +24.3%
695 COLB Columbia Banking System Inc Financial Services 1,818.0 $58K 0.01% +135.0 +8.0% $32.05 -3.9%
696 MLI Mueller Industries Inc Industrials 470.0 $58K 0.01% +51.0 +12.2% $122.93 -48.6%
697 ULS UL Solutions Inc Industrials 562.0 $57K 0.01% NEW $101.86 -26.3%
698 Impala Platinum Holdings Ltd 5,401.0 $57K 0.01% $10.48
699 LKQ Lkq Corp Consumer Cyclical 2,128.0 $56K 0.01% $26.33 -2.1%
700 NOV National Oilwell Varco Inc Energy 3,018.0 $56K 0.01% $18.55 +10.1%
Page 35 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%