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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 40 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 CSL Carlisle Companies Inc Industrials 102.0 $37K 0.00% NEW $362.75 +0.8%
782 DLR Digital Realty Trust Inc Real Estate 206.0 $37K 0.00% +75.0 +57.2% $179.58 +7.1%
783 PLD Prologis Inc Real Estate 273.0 $37K 0.00% +249.0 +1037.5% $135.47 +4.3%
784 EXPE Expedia Group Inc Consumer Cyclical 144.0 $37K 0.00% $255.88 +27.5%
785 RTX Raytheon Technologies Ord Industrials 194.0 $37K 0.00% -5K -96.4% $189.73 +16.1%
786 EHC Encompass Health Corp Healthcare 364.0 $37K 0.00% -279.0 -43.4% $101.08 +20.4%
787 IDXX Idexx Laboratories Inc Healthcare 69.0 $36K 0.00% NEW $526.43 +6.8%
788 Vonovia SE ADR 3,899.0 $36K 0.00% NEW $9.23
789 MSI Motorola Solutions Technology 85.0 $35K 0.00% $415.28 +15.8%
790 DAR Darling Ingredients Inc Consumer Defensive 639.0 $35K 0.00% +513.0 +407.1% $54.62 +22.6%
791 AMTM Amentum Holdings Inc Industrials 1,684.0 $35K 0.00% -121.0 -6.7% $20.68 +1.7%
792 ACI Albertsons Companies Inc Consumer Defensive 2,567.0 $35K 0.00% -2K -47.6% $13.53 -10.4%
793 SCHK Schwab 1000 Index ETF 954.0 $34K 0.00% $36.06 +2.9%
794 RCL Royal Caribbean Crui Consumer Cyclical 107.0 $34K 0.00% $317.52 -5.3%
795 SoftBank Corp 3,514.0 $34K 0.00% NEW $9.61
796 Ap Moller-Maersk 2,835.0 $34K 0.00% $11.83
797 Mitsubishi Electric Corp 608.0 $34K 0.00% NEW $55.16
798 PG Procter Gamble Co Consumer Defensive 221.0 $32K 0.00% -271K -99.9% $146.64 -1.5%
799 EQH Equitable Holdings Inc Financial Services 738.0 $32K 0.00% -2K -69.0% $43.88 +13.9%
800 Valterra Platinum Ltd 473.0 $32K 0.00% NEW $67.23
Page 40 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%