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Portfolio (Quarterly) Guide ↗

ATLAS CAPITAL ADVISORS INC.

· CIK 0001434165
13F Portfolio $898M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 971 New
Page 42 of 49  ·  971 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 SLB Schlumberger Ltd Energy 94.0 $4K NEW $38.37 +43.6%
822 FROG JFrog Ltd Technology 55.0 $3K NEW $62.45 +16.5%
823 EWY iShares MSCI South Korea ETF 35.0 $3K NEW $97.20 +112.3%
824 CW Curtiss-Wright Corp Industrials 6.0 $3K NEW $551.17 +35.7%
825 Red Pine Exploration 29,660.0 $3K NEW $0.11
826 AME Ametek Inc Industrials 16.0 $3K NEW $205.25 +9.8%
827 OGN Organon Healthcare 445.0 $3K NEW $7.17 +86.2%
828 WMB Williams Cos Inc Energy 53.0 $3K NEW $60.09 +23.8%
829 PYPL Paypal Holdings Inco Financial Services 54.0 $3K NEW $58.37 -23.8%
830 INSM Insmed Inc Healthcare 18.0 $3K NEW $174.00 -37.7%
831 UPS United Parcel Service Inc Class B Industrials 31.0 $3K NEW $99.16 +5.4%
832 PLD Prologis Inc Real Estate 24.0 $3K NEW $127.62 +14.1%
833 GWW WW Grainger Inc Industrials 3.0 $3K NEW $1009.00 +23.6%
834 SOUN Soundhound AI Inc Technology 300.0 $3K NEW $9.97 -14.1%
835 BWXT Bwx Technologies Inc Industrials 17.0 $3K NEW $172.82 +15.3%
836 VICI Vici Properties Inc Real Estate 101.0 $3K NEW $28.12 +1.8%
837 E3 Metals Corp 4,000.0 $3K NEW $0.68
838 DINO Hf Sinclair Ord Energy 59.0 $3K NEW $46.07 +48.2%
839 VIOO Vanguard S P Small Cap ETF 24.0 $3K NEW $110.96 +16.4%
840 D Dominion Resources Inc Utilities 42.0 $2K NEW $58.57 +15.0%
Page 42 of 49  ·  971 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 25.5%
Financial Services 20.0%
Consumer Defensive 13.1%
Communication Services 10.6%
Healthcare 10.6%
Consumer Cyclical 8.9%
Industrials 6.6%
Energy 1.8%
Basic Materials 1.4%
Utilities 0.9%