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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 44 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 PLD Prologis Inc Real Estate 24.0 $3K $132.17 +10.2%
862 UPS United Parcel Service Inc Class B Industrials 31.0 $3K $98.35 +6.2%
863 E3 Metals Corp 4,000.0 $3K $0.75
864 BROS Dutch Bros Inc Consumer Cyclical 59.0 $3K $50.64 +11.7%
865 EME EMCOR Group Inc Industrials 4.0 $3K $738.25 +14.9%
866 INSM Insmed Inc Healthcare 18.0 $3K $163.50 -33.7%
867 SPTL SPDR Portfolio Long Term Treasury ETF 110.0 $3K NEW $26.30 -1.0%
868 JOBY Joby Aviation Inc Industrials 350.0 $3K $8.26 +48.9%
869 NKTR Nektar Therapeutics Healthcare 40.0 $3K $71.95 -9.6%
870 VIOO Vanguard S P Small Cap ETF 25.0 $3K +1.0 +4.2% $114.80 +12.5%
871 VICI Vici Properties Inc Real Estate 101.0 $3K $27.32 +4.8%
872 DUK Duke Energy Corp Utilities 21.0 $3K +14.0 +200.0% $130.90 -5.5%
873 OGN Organon Healthcare 445.0 $3K $5.99 +122.9%
874 OKE Oneok Inc Energy 29.0 $3K $90.38 -3.7%
875 FUTU Futu Holdings Ltd Financial Services 19.0 $3K -865.0 -97.8% $136.74 -23.3%
876 TIP iShares Barclays Tips Bond ETF 23.0 $3K +8.0 +53.3% $110.35 +0.8%
877 PYPL Paypal Holdings Inco Financial Services 54.0 $2K $45.22 -1.7%
878 MTG MGIC Investment Corp Financial Services 93.0 $2K -258.0 -73.5% $26.25 -2.8%
879 HQL H Q Life Sciences Invtrs CEF Financial Services 138.0 $2K $16.27 +8.6%
880 PSA Public Storage Real Estate 8.0 $2K $270.88 +14.2%
Page 44 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%