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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 48 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 ADSK Autodesk Inc Technology 20.0 $4K $194.40 +26.9%
942 RITM New Residential Invt Corp Real Estate 411.0 $4K $9.39 +8.6%
943 SNY Sanofi-Aventis Sa Healthcare 89.0 $4K -2K -96.5% $42.65 +5.4%
944 ALGM Allegro Microsystems Ord Technology 54.0 $4K $69.61 -43.4%
945 SYY Sysco Corp Consumer Defensive 44.0 $4K -8K -99.5% $83.57 -1.9%
946 VIOO Vanguard S P Small Cap ETF 25.0 $3K $137.52 -0.5%
947 IJT iShares S P Small-Cap 600 Growth ETF 19.0 $3K NEW $178.58 -1.9%
948 PDP Powershares DWA Momentum ETF 22.0 $3K -9.0 -29.0% $151.73 -7.8%
949 EME EMCOR Group Inc Industrials 4.0 $3K $829.75 -0.6%
950 JOBY Joby Aviation Inc Industrials 350.0 $3K $8.92 -14.2%
951 Red Pine Exploration 29,660.0 $3K $0.10
952 LSCC Lattice Semiconductor Corp Technology 20.0 $3K $152.95 -18.8%
953 Honeywell International Inc 12.0 $3K NEW $233.17
954 NKTR Nektar Therapeutics Healthcare 40.0 $3K $69.80 +5.5%
955 MCD Mcdonald'S Corp Consumer Cyclical 10.0 $3K -71.0 -87.7% $270.30 -1.2%
956 Honeywell Aerospace Inc 12.0 $3K NEW $221.00
957 PSA Public Storage Real Estate 8.0 $3K $318.25 +1.5%
958 OKE Oneok Inc Energy 29.0 $3K $86.93 +11.7%
959 EWN iShares MSCI Netherlands Invstbl Mkt ETF 35.0 $2K $70.31 -0.4%
960 Didi Global Inc SPON ADS EA REP 0.25 A ORD 718.0 $2K -752.0 -51.2% $3.35
Page 48 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%