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Portfolio (Quarterly) Guide ↗

ATLAS CAPITAL ADVISORS INC.

· CIK 0001434165
13F Portfolio $898M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 971 New
Page 7 of 49  ·  971 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DIS Walt Disney Co Communication Services 11,888.0 $1.4M 0.15% NEW $113.77 -8.8%
122 HPE Hewlett Packard Ente Technology 56,056.0 $1.3M 0.15% NEW $24.02 +59.1%
123 F Ford Motor Co Consumer Cyclical 99,390.0 $1.3M 0.14% NEW $13.12 +27.1%
124 VDC Vanguard Consumer Staples ETF 6,070.0 $1.3M 0.14% NEW $211.24 +8.0%
125 URI United Rentals Inc Industrials 1,577.0 $1.3M 0.14% NEW $809.32 +22.1%
126 FUTY Fidelity MSCI Utilities ETF 22,910.0 $1.3M 0.14% NEW $55.22 +4.6%
127 XLE SPDR S P Energy ETF 27,604.0 $1.2M 0.14% NEW $44.71 +27.3%
128 ELV Elevance Health Healthcare 3,503.0 $1.2M 0.14% NEW $350.55 +12.0%
129 UBS Ubs Ag Financial Services 26,301.0 $1.2M 0.14% NEW $46.31 +1.8%
130 PSTG Pure Storage Inc Technology 17,973.0 $1.2M 0.13% NEW $67.01 +31.8%
131 JNJ Johnson Johnson Healthcare 5,769.0 $1.2M 0.13% NEW $206.95 +11.5%
132 AXS Axis Capital Holdings Ltd Financial Services 11,004.0 $1.2M 0.13% NEW $107.09 -10.6%
133 China Construction Bank Corp 59,680.0 $1.2M 0.13% NEW $19.73
134 SAN Banco Santander Sa Financial Services 98,766.0 $1.2M 0.13% NEW $11.73 +5.8%
135 WSM Williams-Sonoma Inc Consumer Cyclical 6,430.0 $1.1M 0.13% NEW $178.59 +13.8%
136 UAL United Contl Hldgs Industrials 10,143.0 $1.1M 0.13% NEW $111.82 +0.7%
137 UNM Unum Group Financial Services 14,634.0 $1.1M 0.13% NEW $77.50 +7.6%
138 PEP Pepsico Inc Consumer Defensive 7,852.0 $1.1M 0.12% NEW $143.52 +1.9%
139 KR Kroger Co Consumer Defensive 18,028.0 $1.1M 0.12% NEW $62.48 +1.9%
140 Heidelberg Metals AG 21,125.0 $1.1M 0.12% NEW $52.09
Page 7 of 49  ·  971 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 25.5%
Financial Services 20.0%
Consumer Defensive 13.1%
Communication Services 10.6%
Healthcare 10.6%
Consumer Cyclical 8.9%
Industrials 6.6%
Energy 1.8%
Basic Materials 1.4%
Utilities 0.9%