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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 46 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 PPC Pilgrims Pride Corp Consumer Defensive 332.0 $9K 0.00% -2K -86.9% $28.11 +13.6%
902 NTNX Nutanix Inc Technology 177.0 $9K 0.00% $50.95 +28.8%
903 TDY Teledyne Technologies Inc Technology 13.0 $9K 0.00% $666.85 -0.3%
904 DUK Duke Energy Corp Utilities 67.0 $8K 0.00% +46.0 +219.1% $126.57 -1.4%
905 WPC W P Carey Inc Real Estate 112.0 $8K 0.00% $71.50 +0.1%
906 Teleperformance SE 301.0 $8K 0.00% -2K -87.2% $26.26
907 AGCO Agco Corp Industrials 63.0 $8K 0.00% -1K -95.2% $119.70 -17.1%
908 SRE Sempra Energy Utilities 80.0 $7K 0.00% +43.0 +116.2% $92.70 -5.8%
909 AMP Ameriprise Financial Financial Services 16.0 $7K 0.00% $458.75 +23.4%
910 KHC Kraft Heinz Company Consumer Defensive 308.0 $7K 0.00% +260.0 +541.7% $23.62 +7.4%
911 IMO Imperial Oil Ltd Energy 64.0 $7K 0.00% $112.02 +22.5%
912 WM Waste Management Inc Industrials 32.0 $7K 0.00% -1.0 -3.0% $222.88 +1.2%
913 CSGP CoStar Group Inc Real Estate 249.0 $7K 0.00% -783.0 -75.9% $28.32 +15.2%
914 AFL Aflac Inc Financial Services 60.0 $7K 0.00% $117.25 +2.4%
915 AFG American Financial Group Inc Financial Services 50.0 $7K 0.00% $139.94 +4.4%
916 IWF iShares Russell 1000 Growth ETF 56.0 $7K 0.00% +42.0 +300.0% $124.16 -1.0%
917 NEE Nextera Energy Inc Utilities 76.0 $7K 0.00% +65.0 +590.9% $87.76 -1.3%
918 BLDR Builders Firstsource Inc Industrials 72.0 $6K 0.00% -3K -97.9% $89.47 -20.0%
919 EWL iShares MSCI Switzerland ETF 102.0 $6K 0.00% +26.0 +34.2% $62.84 +1.5%
920 EWY iShares MSCI South Korea ETF 31.0 $6K 0.00% -8.0 -20.5% $201.87 -12.6%
Page 46 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%