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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 37 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 TW Tradeweb Markets Inc Financial Services 481.0 $48K 0.01% +469.0 +3908.3% $99.66 +6.5%
722 EXC Exelon Corp Utilities 1,024.0 $48K 0.01% -748.0 -42.2% $46.62 -3.3%
723 ROBO Robo Global Robotics Automation ETF 556.0 $48K 0.01% $85.66 -5.5%
724 RIO Rio Tinto Plc Basic Materials 500.0 $47K 0.01% NEW $94.93 +7.6%
725 Komatsu Ltd 1,210.0 $47K 0.01% NEW $38.64
726 Basf Se-Spon Adr 4,641.0 $47K 0.01% NEW $10.04
727 STE Steris Plc Healthcare 220.0 $46K 0.01% NEW $210.57 +12.0%
728 ASR Grupo Aeroportuario Del Surest - Adr Industrials 151.0 $46K 0.01% $306.70 -15.5%
729 CART Maplebear Inc Consumer Cyclical 1,295.0 $46K 0.01% NEW $35.71 +43.0%
730 GE General Electric Co Industrials 122.0 $46K 0.01% -1.0 -0.8% $373.73 -7.8%
731 KSS Kohls Corp Consumer Cyclical 2,566.0 $45K 0.01% -11K -81.3% $17.72 -2.2%
732 WBD Warner Bros Discovery Series A Communication Services 1,701.0 $45K 0.01% -2K -47.3% $26.66 +5.9%
733 Henkel AG & Co KGaA 3,043.0 $45K 0.01% NEW $14.87
734 Heineken NV 1,419.0 $45K 0.01% NEW $31.65
735 ASM International N.V. 39.0 $45K 0.01% NEW $1142.90
736 BEN Franklin Resources Inc Financial Services 1,335.0 $44K 0.01% $33.27 +2.1%
737 ESLT Elbit Systems Ltd Industrials 77.0 $44K 0.01% NEW $572.14 +30.0%
738 ADBE Adobe Systems Inc Technology 214.0 $44K 0.01% -233.0 -52.1% $205.02 +32.8%
739 Ei Du Pont De Nemours Co 323.0 $44K 0.01% NEW $135.78
740 LMT Lockheed Martin Corp Industrials 86.0 $44K 0.01% +53.0 +160.6% $509.45 +12.2%
Page 37 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%