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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 44 of 49  ·  971 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 KMB Kimberly-Clark Corp Consumer Defensive 16.0 $2K NEW $100.88 -0.7%
862 EQT Eqt Corp Energy 30.0 $2K NEW $53.60 +3.3%
863 RJF Raymond James Financial Inc Financial Services 10.0 $2K NEW $160.50 -11.5%
864 NOW Servicenow Inc Technology 10.0 $2K NEW $153.10 -29.0%
865 ENTG Entegris Inc Technology 18.0 $2K NEW $84.22 +64.4%
866 GRAB Grab Holdings Cl A Ord Technology 300.0 $1K NEW $4.99 -29.1%
867 LSCC Lattice Semiconductor Corp Technology 20.0 $1K NEW $73.55 +100.3%
868 PAYX Paychex Inc Industrials 13.0 $1K NEW $112.15 -14.8%
869 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 37.0 $1K NEW $38.73 -16.3%
870 Exact Sciences Corp 14.0 $1K NEW $101.50
871 CRWD Crowdstrike Holdings Inc Technology 3.0 $1K NEW $468.67 +43.2%
872 WTFC Wintrust Financial Corp Financial Services 10.0 $1K NEW $139.80 +7.8%
873 NTRA Natera Inc Healthcare 6.0 $1K NEW $229.00 -6.6%
874 EWP iShares MSCI Spain ETF 25.0 $1K NEW $53.88 +7.2%
875 HUBB Hubbell Inc Industrials 3.0 $1K NEW $444.00 +6.7%
876 TDG Transdigm Group Inc Industrials 1.0 $1K NEW $1329.00 -4.8%
877 CHWY Chewy - Class A Consumer Cyclical 40.0 $1K NEW $33.05 -35.3%
878 DRI Darden Restaurants Inc Consumer Cyclical 7.0 $1K NEW $184.00 +11.1%
879 MDB Mongodb Inc Cl A Technology 3.0 $1K NEW $419.67 -22.4%
880 EWI iShares MSCI Itally ETF 23.0 $1K NEW $54.30 +9.1%
Page 44 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%