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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 5 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VDC Vanguard Consumer Staples ETF 11,470.0 $2.6M 0.28% +1K +13.8% $225.49 +3.4%
82 Fidelity MSCI Health Care ETF 33,209.0 $2.6M 0.28% -8K -19.4% $77.25
83 CAH Cardinal Health Inc Healthcare 10,592.0 $2.5M 0.28% +1K +13.3% $237.56 -0.3%
84 IPAC iShares Core MSCI Pacific ETF 29,553.0 $2.4M 0.27% +6K +27.7% $81.93 +3.7%
85 ETN Eaton Corp Industrials 5,549.0 $2.4M 0.26% $426.12 +1.0%
86 H Hyatt Hotels Corp Consumer Cyclical 11,949.0 $2.3M 0.25% $193.84 -6.2%
87 SCHA Schwab US Small-Cap ETF 63,722.0 $2.3M 0.25% +3K +4.7% $36.13 -2.7%
88 Berkshire Hathaway Inc A 3.0 $2.2M 0.25% $748850.00
89 AMKR Amkor Technology Inc Technology 25,748.0 $2.2M 0.24% +1K +4.8% $86.23 -36.6%
90 XLE SPDR S P Energy ETF 41,186.0 $2.2M 0.24% +11K +37.3% $53.11 +19.5%
91 GM General Motors Co Consumer Cyclical 28,225.0 $2.2M 0.24% +4K +18.0% $77.08 +8.7%
92 VO Vanguard Mid-Cap ETF 26,639.0 $2.1M 0.23% +20K +296.4% $80.57 +3.6%
93 WMT Wal-Mart Stores Inc Consumer Defensive 18,188.0 $2.1M 0.23% +3K +20.6% $113.26 +2.3%
94 SCZ iShares MSCI EAFE Small Cap ETF 24,650.0 $2.0M 0.22% -1K -5.2% $82.27 +4.2%
95 BBEU JP Morgan Betabuilders Europe ETF 25,485.0 $2.0M 0.22% -5K -16.1% $77.77 +2.8%
96 VXUS Vanguard Total Intl Stock ETF 22,701.0 $1.9M 0.21% $85.49 +1.2%
97 IBM International Business Machines Corp Technology 6,859.0 $1.9M 0.21% -276.0 -3.9% $281.21 -17.8%
98 V Visa Inc Financial Services 5,564.0 $1.9M 0.21% -19K -76.9% $343.09 +6.3%
99 MAR Marriott International Inc Consumer Cyclical 5,061.0 $1.9M 0.20% $370.59 -2.9%
100 TEL Te Connectivity Ltd Technology 9,233.0 $1.9M 0.20% $201.61 +3.5%
Page 5 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%