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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 50 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 BLD Topbuild Corp Industrials 4.0 $1K $354.50 +0.0%
982 MAS Masco Corp Industrials 17.0 $1K $81.35 -9.8%
983 AIT Applied Industrial Technologies Inc Industrials 4.0 $1K $338.00 +4.8%
984 ITW Illinois Tool Works Inc Industrials 5.0 $1K $270.40 +5.3%
985 EWD iShares MSCI Sweden ETF 27.0 $1K $49.96 +4.8%
986 TOST Toast Inc Technology 48.0 $1K $27.81 +25.7%
987 TDG Transdigm Group Inc Industrials 1.0 $1K $1332.00 -7.4%
988 QFIN 360 Digitech Inc Financial Services 84.0 $1K -4K -97.8% $15.81 -23.7%
989 RKLB Rocket Lab USA Inc Industrials 13.0 $1K $101.62 -22.1%
990 NDSN Nordson Corp Industrials 4.0 $1K $301.50 +0.9%
991 MTB M T Bank Corp Financial Services 5.0 $1K $238.00 +5.7%
992 DOV Dover Corp Industrials 5.0 $1K $224.20 -9.4%
993 Atlas Copco AB 55.0 $1K $20.38
994 ED Consolidated Edison Inc Utilities 10.0 $1K $110.60 -1.3%
995 WHR Whirlpool Corp Consumer Cyclical 27.0 $1K $39.41 -0.3%
996 MDB Mongodb Inc Cl A Technology 3.0 $1K $335.67 +29.5%
997 ZTS Zoetis Inc Healthcare 14.0 $1K -364.0 -96.3% $71.86 +2.9%
998 OTIS Otis Worldwide Corp-Wi Industrials 14.0 $1K $71.57 -1.7%
999 NOW Servicenow Inc Technology 10.0 $992.0 -375.0 -97.4% $99.20 +20.5%
1000 CWEN Clearway Energy Inc Utilities 27.0 $922.0 NEW $34.15 -3.0%
Page 50 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%