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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 9 of 49  ·  971 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 RTX Raytheon Technologies Ord Industrials 5,195.0 $953K 0.11% NEW $183.40 -2.4%
162 Hitachi Ltd -Adr 30,436.0 $950K 0.11% NEW $31.20
163 VB Vanguard Small Cap ETF 3,666.0 $946K 0.10% NEW $257.98 +14.0%
164 Fairfax Financial Holdings Ltd 495.0 $944K 0.10% NEW $1908.01
165 TOL Toll Brothers Inc Consumer Cyclical 6,927.0 $937K 0.10% NEW $135.22 +2.1%
166 Ping An Insurance (Group) Co. of China Ltd 55,549.0 $932K 0.10% NEW $16.78
167 TRV Travelers Cos Inc Financial Services 3,197.0 $927K 0.10% NEW $290.06 +1.5%
168 IEUS iShares MSCI Europe Small-Cap ETF 13,431.0 $921K 0.10% NEW $68.54 +7.7%
169 HMY Harmony Gold Mining Co Ltd Basic Materials 44,880.0 $893K 0.10% NEW $19.90 -8.2%
170 VAW Vanguard Materials ETF 4,302.0 $893K 0.10% NEW $207.55 +12.4%
171 CPA Copa Holdings Sa Cl A Industrials 7,385.0 $891K 0.10% NEW $120.61 +17.9%
172 DB Deutsche Bank Ag-Registered Financial Services 22,816.0 $880K 0.10% NEW $38.56 -14.1%
173 GLD SPDR Gold Shares ETF Financial Services 2,190.0 $868K 0.10% NEW $396.31 +4.2%
174 MUFG Mitsubishi UFJ Finl-Spon Adr Financial Services 54,644.0 $867K 0.10% NEW $15.86 +18.7%
175 OMC Omnicom Group Inc Communication Services 10,712.0 $865K 0.10% NEW $80.75 -8.3%
176 LII Lennox Intl Inc Industrials 1,779.0 $864K 0.10% NEW $485.58 +2.4%
177 Rolls Royce Holdings Spon Adr Each Rep 1 54,930.0 $863K 0.10% NEW $15.72
178 OMF Onemain Hldgs Inc Financial Services 12,767.0 $862K 0.10% NEW $67.55 -20.0%
179 SCHH Schwab US Reit ETF 41,269.0 $862K 0.10% NEW $20.89 +13.3%
180 DGX Quest Diagnostics Inc Healthcare 4,952.0 $859K 0.10% NEW $173.53 +13.1%
Page 9 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%