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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 45 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 POST Post Holdings Inc Consumer Defensive 130.0 $11K 0.00% +119.0 +1081.8% $88.25 -10.7%
882 CE Celanese Corp Basic Materials 244.0 $11K 0.00% NEW $46.00 +0.6%
883 EBAY Ebay Inc Consumer Cyclical 99.0 $11K 0.00% $111.75 -8.2%
884 UBER Uber Technologies Inc Technology 152.0 $11K 0.00% -808.0 -84.2% $72.16 +8.2%
885 Q Qnity Electronics Inc Technology 67.0 $11K 0.00% -4.0 -5.6% $163.30 -22.8%
886 KD Kyndryl Holdings Ord Wi Technology 964.0 $11K 0.00% -571.0 -37.2% $11.31 +9.5%
887 DLB Dolby Laboratories Inc Technology 206.0 $11K 0.00% NEW $52.58 +19.3%
888 BNDX Vanguard Total Intl Bond ETF 220.0 $11K 0.00% +24.0 +12.2% $48.43 -1.4%
889 BRX Brixmor Property Group Inc Real Estate 337.0 $11K 0.00% NEW $31.53 -5.7%
890 OHI Omega Healthcare Investors Inc Real Estate 221.0 $11K 0.00% $47.68 -1.6%
891 SMURFIT WESTROCK ORD 226.0 $10K 0.00% NEW $46.26
892 GLPI Gaming And Leisure Properties Inc Real Estate 234.0 $10K 0.00% NEW $44.53 -3.7%
893 IJJ iShares S P Midcap 400 ETF 70.0 $10K 0.00% NEW $147.73 +0.8%
894 IJK iShares S P Midcap Growth ETF 88.0 $10K 0.00% NEW $117.50 -1.1%
895 ZS Zscaler Inc Technology 70.0 $10K 0.00% $141.14 +30.8%
896 Leidos Holdings Inc 94.0 $10K 0.00% -594.0 -86.3% $102.97
897 Fanuc Corporation Unsp Adr 421.0 $10K 0.00% NEW $22.88
898 First Bankers Trustshares Inc 400.0 $10K 0.00% $23.96
899 BSY Bentley Systems Inc - Class B Technology 320.0 $10K 0.00% NEW $29.89 +20.2%
900 G Genpact Ltd Technology 340.0 $9K 0.00% -67.0 -16.5% $27.50 +32.4%
Page 45 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%