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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 8 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DAL Delta Air Lines Inc Industrials 11,817.0 $1.1M 0.12% +10K +662.4% $93.66 -8.5%
142 CPA Copa Holdings Sa Cl A Industrials 6,906.0 $1.1M 0.12% +66.0 +1.0% $155.57 -16.8%
143 China Construction Bank Corp 52,193.0 $1.1M 0.12% +4K +7.4% $20.55
144 APA Apache Corp Energy 32,685.0 $1.1M 0.12% +3K +9.0% $32.57 +30.1%
145 AXS Axis Capital Holdings Ltd Financial Services 9,784.0 $1.1M 0.12% -86.0 -0.9% $107.44 -6.2%
146 PEP Pepsico Inc Consumer Defensive 7,752.0 $1.0M 0.12% $135.40 +3.5%
147 LH Laboratory Corp of America Holdings Healthcare 3,741.0 $1.0M 0.12% -99.0 -2.6% $280.00 +15.1%
148 AVT Avnet Inc Technology 11,752.0 $1.0M 0.11% +3K +33.1% $88.82 +5.2%
149 TRV Travelers Cos Inc Financial Services 3,145.0 $1.0M 0.11% -77.0 -2.4% $330.12 +11.5%
150 VST Vistra Energy Corp Utilities 6,506.0 $1.0M 0.11% $158.63 -11.4%
151 UNM Unum Group Financial Services 11,429.0 $1.0M 0.11% -544.0 -4.5% $89.40 +0.4%
152 LII Lennox Intl Inc Industrials 1,779.0 $1.0M 0.11% $572.95 -28.3%
153 THC Tenet Healthcare Corp Healthcare 5,397.0 $1.0M 0.11% -2K -29.2% $187.08 +44.4%
154 RNR Renaissancere Holdings Ltd Financial Services 3,182.0 $1.0M 0.11% +55.0 +1.8% $316.90 +1.2%
155 BHP Bhp Billiton Ltd Basic Materials 12,077.0 $1.0M 0.11% +1K +9.7% $83.31 +6.9%
156 TLN Talen Energy Corp Utilities 2,600.0 $999K 0.11% NEW $384.26 -17.3%
157 GILD Gilead Sciences Inc Healthcare 7,901.0 $998K 0.11% -312.0 -3.8% $126.34 +13.5%
158 DGX Quest Diagnostics Inc Healthcare 4,707.0 $998K 0.11% -245.0 -5.0% $211.95 +11.5%
159 TIGO Millicom International Cellular SA Communication Services 10,958.0 $995K 0.11% +1K +12.7% $90.76 -3.9%
160 HIG Hartford Financial Services Group Inc Financial Services 7,500.0 $994K 0.11% -431.0 -5.4% $132.52 +4.9%
Page 8 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%