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Portfolio (Quarterly) Guide ↗

ATLAS CAPITAL ADVISORS INC.

· CIK 0001434165
13F Portfolio $898M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 971 New
Page 47 of 49  ·  971 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 DTE DTE Energy Co Utilities 5.0 $644.0 NEW $128.80 +11.2%
922 BND Vanguard Total Bond Market ETF 8.0 $604.0 NEW $75.50 -2.8%
923 VLTO VERALTO ORD Industrials 6.0 $598.0 NEW $99.67 -18.0%
924 XEL Xcel Energy Inc Utilities 8.0 $590.0 NEW $73.75 +7.5%
925 Grayscale Litecoin Unt 100.0 $583.0 NEW $5.83
926 SPOT Spotify Technology Sa Communication Services 1.0 $580.0 NEW $580.00 -10.1%
927 EFNL iShares MSCI Finland ETF 11.0 $526.0 NEW $47.82 +19.7%
928 RB Global Inc 5.0 $514.0 NEW $102.80
929 AEE Ameren Corp Utilities 5.0 $499.0 NEW $99.80 +9.0%
930 FTV Fortive Corporation Technology 9.0 $496.0 NEW $55.11 +7.5%
931 PPTA Perpetua Resources Corp Basic Materials 20.0 $484.0 NEW $24.20 +10.2%
932 DASH DoorDash Inc Communication Services 2.0 $452.0 NEW $226.00 -30.1%
933 WRB Wr Berkley Corp Financial Services 6.0 $420.0 NEW $70.00 -7.9%
934 PKG Packaging Corp Amer Consumer Cyclical 2.0 $412.0 NEW $206.00 +5.5%
935 MAIN Main Street Capital Financial Services 5.0 $354.0 NEW $70.80 -27.8%
936 KIM Kimco Realty Corp Real Estate 17.0 $344.0 NEW $20.24 +19.5%
937 EWG iShares MSCI Germany ETF 8.0 $340.0 NEW $42.50 +2.4%
938 CTVA Corteva Inc Basic Materials 5.0 $335.0 NEW $67.00 +20.0%
939 THD iShares MSCI Thailand Invest Mkt ETF 5.0 $298.0 NEW $59.60 +24.1%
940 SOLS Solstice Advanced Materials Inc Basic Materials 6.0 $291.0 NEW $48.50 +74.5%
Page 47 of 49  ·  971 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 25.5%
Financial Services 20.0%
Consumer Defensive 13.1%
Communication Services 10.6%
Healthcare 10.6%
Consumer Cyclical 8.9%
Industrials 6.6%
Energy 1.8%
Basic Materials 1.4%
Utilities 0.9%