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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 51 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 FBTC Fidelity Wise Origin Bitcoin Fund Financial Services 18.0 $918.0 $51.00 +10.3%
1002 EIRL iShares MSCI Ireland ETF 11.0 $861.0 $78.27 +5.9%
1003 EIS iShares MSCI Israel Cap Invest Mkt ETF 7.0 $844.0 $120.57 +1.4%
1004 ALLE Allegion Plc Industrials 6.0 $842.0 $140.33 +13.9%
1005 GPC Genuine Parts Co Consumer Cyclical 7.0 $825.0 $117.86 +11.9%
1006 EXPD Expeditors International of Washington Inc Industrials 5.0 $814.0 $162.80 +14.2%
1007 CHWY Chewy - Class A Consumer Cyclical 40.0 $786.0 $19.65 +17.3%
1008 iShares MSCI Russia ETF Special 18,713.0 $697.0 $0.04
1009 TIP iShares Barclays Tips Bond ETF 6.0 $656.0 -17.0 -73.9% $109.33 -2.1%
1010 XEL Xcel Energy Inc Utilities 8.0 $642.0 $80.25 -1.3%
1011 EWQ iShares MSCI France ETF 14.0 $636.0 -5.0 -26.3% $45.43 +2.9%
1012 EZA iShares MSCI South Africa ETF 10.0 $631.0 $63.10 +6.3%
1013 EFNL iShares MSCI Finland ETF 11.0 $588.0 $53.45 -0.2%
1014 FTV Fortive Corporation Technology 9.0 $549.0 $61.00 -2.5%
1015 VLTO VERALTO ORD Industrials 6.0 $532.0 $88.67 +8.3%
1016 SOLS Solstice Advanced Materials Inc Basic Materials 6.0 $531.0 $88.50 -32.1%
1017 CAG Conagra Foods Inc Consumer Defensive 39.0 $524.0 $13.44 +15.5%
1018 SPOT Spotify Technology Sa Communication Services 1.0 $459.0 $459.00 +12.5%
1019 KIM Kimco Realty Corp Real Estate 17.0 $430.0 $25.29 -4.2%
1020 CTVA Corteva Inc Basic Materials 5.0 $423.0 $84.60 -7.9%
Page 51 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%