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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 48 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 EIRL iShares MSCI Ireland ETF 11.0 $757.0 $68.82 +11.0%
942 GPC Genuine Parts Co Consumer Cyclical 7.0 $740.0 $105.71 -6.8%
943 MDB Mongodb Inc Cl A Technology 3.0 $734.0 $244.67 +35.1%
944 DTE DTE Energy Co Utilities 5.0 $731.0 $146.20 -2.0%
945 EXPD Expeditors International of Washington Inc Industrials 5.0 $716.0 $143.20 +11.6%
946 iShares MSCI Russia ETF Special 18,713.0 $697.0 $0.04
947 EZA iShares MSCI South Africa ETF 10.0 $678.0 $67.80 +2.9%
948 CPRT Copart Inc Com Industrials 20.0 $664.0 -4K -99.5% $33.20 -0.6%
949 XEL Xcel Energy Inc Utilities 8.0 $635.0 $79.38 -0.1%
950 CAG Conagra Foods Inc Consumer Defensive 39.0 $613.0 $15.72 -14.5%
951 CMG Chipotle Mexican Grill Inc Consumer Cyclical 19.0 $608.0 NEW $32.00 +1.0%
952 PPTA Perpetua Resources Corp Basic Materials 20.0 $562.0 $28.10 -5.1%
953 AEE Ameren Corp Utilities 5.0 $549.0 $109.80 -0.9%
954 EFNL iShares MSCI Finland ETF 11.0 $538.0 $48.91 +17.0%
955 VLTO VERALTO ORD Industrials 6.0 $530.0 $88.33 -7.4%
956 FTV Fortive Corporation Technology 9.0 $497.0 $55.22 +7.3%
957 RBRK Rubrik Inc Technology 10.0 $489.0 $48.90 +45.8%
958 SPOT Spotify Technology Sa Communication Services 1.0 $484.0 $484.00 +7.7%
959 SOLS Solstice Advanced Materials Inc Basic Materials 6.0 $456.0 $76.00 +11.3%
960 CTVA Corteva Inc Basic Materials 5.0 $418.0 $83.60 -3.8%
Page 48 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%