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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 45 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 ENTG Entegris Inc Technology 18.0 $2K $117.22 +18.1%
882 CME Cme Group Inc Financial Services 7.0 $2K $295.29 -6.1%
883 SOUN Soundhound AI Inc Technology 300.0 $2K $6.87 +24.6%
884 EWN iShares MSCI Netherlands Invstbl Mkt ETF 35.0 $2K $57.49 +16.5%
885 CRBG Corebridge Financial Inc Financial Services 83.0 $2K -7K -98.8% $23.86 +11.5%
886 INDA iShares MSCI India ETF 41.0 $2K +11.0 +36.7% $46.83 +4.0%
887 EQT Eqt Corp Energy 30.0 $2K $63.63 -13.0%
888 EWH iShares MSCI Hong Kong ETF 81.0 $2K -15.0 -15.6% $23.09 -0.1%
889 LSCC Lattice Semiconductor Corp Technology 20.0 $2K $92.75 +58.8%
890 SF Stifel Financial Corp Financial Services 24.0 $2K +8.0 +50.0% $73.92 -4.8%
891 MICC The Magnum Ice Cream Co NV Consumer Defensive 116.0 $2K -157.0 -57.5% $14.95 +9.6%
892 NBIX Neurocrine Biosciences Inc Healthcare 13.0 $2K $131.69 +18.8%
893 ALGM Allegro Microsystems Ord Technology 54.0 $2K NEW $31.52 +62.1%
894 CHD Church Dwight Co Inc Consumer Defensive 18.0 $2K NEW $93.28 +4.7%
895 WLK Westlake Corp Basic Materials 14.0 $2K NEW $116.79 -24.9%
896 EWP iShares MSCI Spain ETF 29.0 $2K +4.0 +16.0% $54.28 +6.4%
897 KVUE Kenvue Inc Consumer Defensive 90.0 $2K NEW $17.23 +2.4%
898 KMB Kimberly-Clark Corp Consumer Defensive 16.0 $2K $96.44 +3.8%
899 IFF Intl Flavors Fragrances Basic Materials 21.0 $2K NEW $72.52 +7.6%
900 HUBB Hubbell Inc Industrials 3.0 $1K $490.67 -3.4%
Page 45 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%