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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 49 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 PYPL Paypal Holdings Inco Financial Services 54.0 $2K $43.17 +40.0%
962 BIV Vanguard Inter-Term Bond ETF 29.0 $2K -27.0 -48.2% $76.69 -1.6%
963 CARR Carrier Global Corp-Wi Industrials 28.0 $2K -3K -99.0% $73.32 -16.2%
964 INDA iShares MSCI India ETF 41.0 $2K $49.37 +0.0%
965 SOUN Soundhound AI Inc Technology 300.0 $2K $6.47 +8.0%
966 INSM Insmed Inc Healthcare 18.0 $2K $106.61 +20.5%
967 KMB Kimberly-Clark Corp Consumer Defensive 16.0 $2K $109.75 -1.8%
968 EWP iShares MSCI Spain ETF 29.0 $2K $59.38 +4.5%
969 EWH iShares MSCI Hong Kong ETF 81.0 $2K $20.91 +7.3%
970 SF Stifel Financial Corp Financial Services 24.0 $2K $69.75 +20.0%
971 NTRA Natera Inc Healthcare 6.0 $2K $271.33 +14.9%
972 WTFC Wintrust Financial Corp Financial Services 10.0 $2K $160.70 -1.1%
973 EQT Eqt Corp Energy 30.0 $2K $53.17 -0.1%
974 SJM Jm Smucker Co Consumer Defensive 14.0 $2K -2K -99.2% $112.50 +5.3%
975 HUBB Hubbell Inc Industrials 3.0 $2K $523.00 -7.5%
976 CME Cme Group Inc Financial Services 7.0 $2K $220.71 +23.0%
977 PAVE Global X US Infrastructure Dev ETF 26.0 $2K $58.88 -2.7%
978 RJF Raymond James Financial Inc Financial Services 10.0 $2K $152.00 +18.0%
979 BDX Becton Dickinson And Co Healthcare 10.0 $2K -3K -99.7% $151.30 +19.5%
980 DRI Darden Restaurants Inc Consumer Cyclical 7.0 $1K $206.00 +6.2%
Page 49 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%