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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 38 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 MTSI MACOM Technology Solutions Technology 115.0 $44K 0.01% NEW $380.37 -29.8%
742 INGR Ingredion Inc Com Consumer Defensive 459.0 $43K 0.01% -20.0 -4.2% $94.71 +13.5%
743 AIG American International Group Inc Financial Services 581.0 $43K 0.01% $74.53 +1.9%
744 GDDY GoDaddy Inc Technology 673.0 $43K 0.01% -260.0 -27.9% $64.01 +54.3%
745 WBS Webster Financial Corp Financial Services 563.0 $43K 0.01% $76.42 +1.5%
746 Globus Medical Inc 722.0 $43K 0.01% NEW $59.58
747 NDAQ Nasdaq Omx Group Inc Financial Services 545.0 $43K 0.01% NEW $78.82 +24.6%
748 EMR Emerson Electric Co Industrials 300.0 $43K 0.01% -6K -95.1% $143.15 +7.9%
749 JNJ Johnson Johnson Healthcare 169.0 $43K 0.01% -6K -97.2% $253.96 +6.0%
750 Deutsche Post AG 1,415.0 $43K 0.01% +1K +280.4% $30.29
751 PRU Prudential Financial Financial Services 397.0 $43K 0.01% $107.93 +12.7%
752 UHS Universal Hlth Svcs Healthcare 288.0 $43K 0.01% -3K -89.9% $148.69 +17.3%
753 FITB Fifth Third Bancorp Financial Services 754.0 $43K 0.01% $56.37 -3.0%
754 Advantest Corp 270.0 $42K 0.01% NEW $156.89
755 RS Reliance Steel Aluminum Co Basic Materials 113.0 $42K 0.01% -24.0 -17.5% $373.59 +2.3%
756 DGS Wisdomtree Emerging Mkts Small Cap Div ETF 651.0 $42K 0.01% $64.71 -2.5%
757 MLCO Melco Resorts Entertainment Consumer Cyclical 7,842.0 $41K 0.01% -5K -39.9% $5.27 +2.6%
758 Annaly Capital Management Inc 1,829.0 $41K 0.00% -199.0 -9.8% $22.36
759 JSC Kaspi KZ ADR 469.0 $41K 0.00% NEW $86.64
760 GRMN Garmin Ltd Technology 169.0 $40K 0.00% -6.0 -3.4% $237.54 +23.8%
Page 38 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%