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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 44 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 SHY iShares Barclays 1-3 Year Treasury ETF 188.0 $15K 0.00% $82.11 -0.1%
862 RF Regions Financial Co Financial Services 507.0 $15K 0.00% $30.20 +1.7%
863 SPIB SPDR Barclays Interm Credit Bond ETF 456.0 $15K 0.00% $33.46 -0.9%
864 MTZ Mastec Inc Industrials 35.0 $15K 0.00% NEW $416.06 -34.9%
865 EWJ iShares MSCI Japan ETF 156.0 $15K 0.00% -2.0 -1.3% $93.27 +1.5%
866 MUSA Murphy USA Inc Consumer Cyclical 27.0 $15K 0.00% NEW $538.85 +6.7%
867 WSC WillScot Holdings Corp Industrials 501.0 $14K 0.00% NEW $28.86 -21.6%
868 ENTG Entegris Inc Technology 80.0 $14K 0.00% +62.0 +344.4% $179.85 -20.1%
869 Partners Group Holding AG 17.0 $14K 0.00% NEW $819.41
870 QSR Restaurant Brands Consumer Cyclical 189.0 $14K 0.00% +31.0 +19.6% $72.51 +6.7%
871 AUMOVIO SE ADR 1,715.0 $14K 0.00% $7.98
872 Isuzu Motors Ltd 1,015.0 $13K 0.00% +724.0 +248.8% $13.27
873 FAF First American Financial Corp Financial Services 196.0 $13K 0.00% NEW $68.59 +7.0%
874 Epiroc AB 487.0 $13K 0.00% NEW $27.42
875 UI UBIQUITI ORD Technology 25.0 $13K 0.00% $534.00 +9.2%
876 EPAM Epam Systems Inc Technology 159.0 $13K 0.00% $79.35 +35.9%
877 CRBG Corebridge Financial Inc Financial Services 424.0 $12K 0.00% +341.0 +410.8% $28.63 +14.8%
878 NCLH Norwegian Cruise Line Consumer Cyclical 573.0 $12K 0.00% -425.0 -42.6% $21.11 -17.5%
879 Aptiv Plc 190.0 $12K 0.00% -229.0 -54.6% $61.38
880 E On Ag Sponsored Adr 564.0 $12K 0.00% NEW $20.48
Page 44 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%