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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 52 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 WAT Waters Corp Healthcare 1.0 $375.0 -385.0 -99.7% $375.00 +7.0%
1022 THD iShares MSCI Thailand Invest Mkt ETF 5.0 $361.0 $72.20 +1.7%
1023 GIS General Mills Inc Consumer Defensive 10.0 $348.0 -262.0 -96.3% $34.80 +9.4%
1024 EWG iShares MSCI Germany ETF 8.0 $330.0 $41.25 +5.9%
1025 EWZ iShares MSCI Brazil ETF 9.0 $310.0 $34.44 -2.2%
1026 EWA iShares MSCI Australia ETF 11.0 $309.0 $28.09 +5.4%
1027 EWO iShares MSCI Austria Investable Mkt ETF 7.0 $296.0 $42.29 +3.1%
1028 DTM DT Midstream Ord Wi Energy 2.0 $293.0 $146.50 -7.4%
1029 LAD Lithia Motors Inc Consumer Cyclical 1.0 $290.0 $290.00 +22.9%
1030 EWS iShares MSCI Singapore ETF 9.0 $266.0 $29.56 +13.2%
1031 HAS Hasbro Inc Consumer Cyclical 3.0 $247.0 $82.33 +14.2%
1032 LNG Cheniere Energy Inc Energy 1.0 $239.0 $239.00 +14.6%
1033 ECH iShares MSCI Chile ETF 6.0 $238.0 +5.0 +500.0% $39.67 +1.0%
1034 Walmart De Mexico-Spon Adr V 8.0 $235.0 $29.38
1035 KDP Keurig Dr Pepper Inc Consumer Defensive 7.0 $229.0 $32.71 -5.9%
1036 EDEN Edenred 2.0 $220.0 $110.00 +5.2%
1037 RIVN Rivian Automotive Inc Class A Consumer Cyclical 9.0 $156.0 $17.33 -14.7%
1038 DNN Denison Mines Corp Energy 50.0 $153.0 $3.06 +2.9%
1039 ENOR iShares MSCI Norway Cap ETF 4.0 $125.0 $31.25 +15.5%
1040 EWM iShares MSCI Malaysia ETF 4.0 $107.0 $26.75 +5.5%
Page 52 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%