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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 4 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MSFT Microsoft Corp Technology 10,093.0 $3.8M 0.41% -21K -67.8% $373.02 +29.2%
62 CSCO Cisco Systems Inc Technology 32,019.0 $3.8M 0.41% -7K -17.8% $117.46 -5.6%
63 IEUR iShares Core MSCI Europe ETF 49,767.0 $3.7M 0.41% -6K -11.3% $75.17 +3.1%
64 PWR Quanta Services Inc Industrials 5,149.0 $3.7M 0.41% -557.0 -9.8% $720.04 -2.9%
65 GLW Corning Inc Technology 14,343.0 $3.7M 0.40% -136.0 -0.9% $255.43 -37.4%
66 MCK Mckesson Corp Healthcare 4,816.0 $3.6M 0.40% +146.0 +3.1% $755.60 +16.6%
67 FIDU Fidelity MSCI Industrials ETF 36,045.0 $3.6M 0.39% -2K -5.6% $99.61 -1.9%
68 VEU Vanguard Ftse All-World Ex-US ETF 42,714.0 $3.6M 0.39% $83.75 +0.9%
69 FCOM Fidelity MSCI Communication Services ETF 50,207.0 $3.5M 0.38% -2K -4.4% $69.48 +0.8%
70 CVS CVS Caremark Corp Healthcare 33,386.0 $3.5M 0.38% -2K -6.8% $103.45 -8.4%
71 VDE Vanguard Energy ETF 22,350.0 $3.4M 0.37% +3K +16.9% $150.13 +19.1%
72 XLV SPDR S P Health Care ETF 20,788.0 $3.3M 0.36% -6K -23.5% $158.66 +7.0%
73 META Meta Platforms Inc Class A Communication Services 5,813.0 $3.3M 0.36% +2K +43.1% $563.29 -2.0%
74 IUSV iShares Core Russell US ETF 29,547.0 $3.3M 0.36% $110.15 +4.3%
75 XLY SPDR S P Consumer Discretionary ETF 27,186.0 $3.2M 0.35% -1K -4.3% $117.28 -0.0%
76 T ATandT Inc Communication Services 152,972.0 $3.2M 0.35% +46K +43.5% $20.70 +21.2%
77 MKSI MKS Instruments Inc Technology 6,347.0 $2.8M 0.31% +338.0 +5.6% $444.80 -33.0%
78 HPE Hewlett Packard Ente Technology 61,582.0 $2.8M 0.30% +17K +39.2% $45.11 +22.6%
79 IWN iShares Russell 2000 Value ETF 12,316.0 $2.7M 0.30% $221.20 +1.8%
80 ASML Hldgs NV Ord 1,369.0 $2.7M 0.29% +84.0 +6.5% $1966.41
Page 4 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%