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Portfolio (Quarterly) Guide ↗

ATLAS CAPITAL ADVISORS INC.

· CIK 0001434165
13F Portfolio $875M AUM 1,067 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 75 New 243 Added 267 Reduced 57 Exited
Page 43 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 WEC Wec Energy Group Inc Utilities 38.0 $4K 0.00% +31.0 +442.9% $115.76 -2.3%
842 BIV Vanguard Inter-Term Bond ETF 56.0 $4K +30.0 +115.4% $77.18 -0.5%
843 Isuzu Motors Ltd 291.0 $4K $14.29
844 MDLZ Mondelez International Inc-A Consumer Defensive 72.0 $4K NEW $57.64 +8.2%
845 CW Curtiss-Wright Corp Industrials 6.0 $4K $681.00 +9.8%
846 Red Pine Exploration 29,660.0 $4K NEW $0.13
847 RITM New Residential Invt Corp Real Estate 411.0 $4K -1K -74.1% $9.48 -2.3%
848 Schneider Electric SE 71.0 $4K $54.42
849 WMB Williams Cos Inc Energy 53.0 $4K $72.77 +2.2%
850 PDP Powershares DWA Momentum ETF 31.0 $4K $120.74 +18.7%
851 SRE Sempra Energy Utilities 37.0 $4K +23.0 +164.3% $97.16 -7.3%
852 EVR Evercore Inc Financial Services 12.0 $4K $298.50 +16.2%
853 Constellation Software Inc 2.0 $4K $1755.00
854 BWXT Bwx Technologies Inc Industrials 17.0 $3K $204.47 -2.5%
855 AME Ametek Inc Industrials 16.0 $3K $214.31 +5.2%
856 XPEV Xpeng Inc Consumer Cyclical 200.0 $3K $17.11 -3.9%
857 BFAM Bright Horizons Family Solutions Inc Consumer Cyclical 40.0 $3K $82.12 -25.0%
858 GWW WW Grainger Inc Industrials 3.0 $3K $1090.67 +14.4%
859 BRO Brown Brown Inc Financial Services 50.0 $3K $65.36 -13.0%
860 CF Cf Industries Hldg Basic Materials 25.0 $3K $129.84 -10.3%
Page 43 of 50  ·  989 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 24.4%
Financial Services 18.0%
Consumer Defensive 14.0%
Healthcare 11.2%
Communication Services 10.5%
Consumer Cyclical 8.0%
Industrials 7.5%
Energy 2.8%
Basic Materials 1.7%
Utilities 1.3%