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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 8 of 49  ·  971 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FNCL Fidelity MSCI Financials ETF 14,133.0 $1.1M 0.12% NEW $77.74 -5.9%
142 ALSN Allison Transmission Holdings Inc Consumer Cyclical 11,199.0 $1.1M 0.12% NEW $97.90 +16.0%
143 HIG Hartford Financial Services Group Inc Financial Services 7,900.0 $1.1M 0.12% NEW $137.80 -6.4%
144 BBH Market Vectors Biotech ETF 5,700.0 $1.1M 0.12% NEW $189.26 -0.5%
145 SNX Synnex Corp Technology 7,139.0 $1.1M 0.12% NEW $150.23 +63.9%
146 BBVA Banco Bilbao Argen Financial Services 45,774.0 $1.1M 0.12% NEW $23.31 -0.8%
147 VST Vistra Energy Corp Utilities 6,562.0 $1.1M 0.12% NEW $161.33 -0.7%
148 CTSH Cognizant Technology Solutions Corp Technology 12,700.0 $1.1M 0.12% NEW $83.00 -35.1%
149 TSM Tsmc Technology 3,379.0 $1.0M 0.11% NEW $303.89 +39.8%
150 AVGO Avago Technologies Ltd Technology 2,941.0 $1.0M 0.11% NEW $346.10 +23.3%
151 GILD Gilead Sciences Inc Healthcare 8,234.0 $1.0M 0.11% NEW $122.74 +11.0%
152 ORCL Oracle Corp Technology 5,130.0 $1000K 0.11% NEW $194.91 +4.5%
153 TEVA Teva Pharmaceutical Industries Ltd Healthcare 31,944.0 $997K 0.11% NEW $31.21 +10.6%
154 PHM Pulte Group Inc Consumer Cyclical 8,388.0 $984K 0.11% NEW $117.26 +0.6%
155 AMKR Amkor Technology Inc Technology 24,471.0 $966K 0.11% NEW $39.48 +78.8%
156 LH Laboratory Corp of America Holdings Healthcare 3,840.0 $963K 0.11% NEW $250.88 +4.7%
157 ORLY O Reilly Automotive Inc New Com Consumer Cyclical 10,485.0 $956K 0.11% NEW $91.21 -2.2%
158 MKSI MKS Instruments Inc Technology 5,971.0 $954K 0.11% NEW $159.80 +102.4%
159 EA Electronic Arts Inc Communication Services 4,668.0 $954K 0.11% NEW $204.33 -1.6%
160 AmerisourceBergen Corp 2,822.0 $953K 0.11% NEW $337.75
Page 8 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%