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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 9 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AME Ametek Inc Industrials 4,107.0 $994K 0.11% +4K +10000.0% $241.94 +3.3%
162 UNH Unitedhealth Group Inc Healthcare 2,375.0 $987K 0.11% +273.0 +13.0% $415.63 -5.2%
163 FOXA Twenty-First Century Fox-A Communication Services 18,904.0 $986K 0.11% +1K +8.3% $52.16 +32.3%
164 TOL Toll Brothers Inc Consumer Cyclical 5,951.0 $980K 0.11% $164.75 -13.3%
165 ASX Ase Technology Holding -Adr Technology 21,560.0 $973K 0.11% +10K +84.7% $45.12 -19.3%
166 Smithfield Foods Inc 40,082.0 $972K 0.11% +37K +1364.5% $24.26
167 ALL Allstate Corp Financial Services 4,058.0 $966K 0.11% +584.0 +16.8% $237.94 +9.8%
168 EA Electronic Arts Inc Communication Services 4,668.0 $957K 0.10% $205.04 +2.3%
169 MUFG Mitsubishi UFJ Finl-Spon Adr Financial Services 48,078.0 $956K 0.10% +8K +20.8% $19.89 +14.2%
170 SPMD SPDR S P1000 Midcap ETF 14,111.0 $953K 0.10% +2K +15.8% $67.56 +0.2%
171 FFIV F5 Networks Inc Technology 2,280.0 $948K 0.10% +209.0 +10.1% $415.96 -5.4%
172 QQQ Invesco QQQ Trust ETF Financial Services 1,287.0 $948K 0.10% -12.0 -0.9% $736.40 -2.6%
173 STT State Street Corp Financial Services 5,578.0 $946K 0.10% $169.60 +13.1%
174 Heico Corp Class A 3,662.0 $944K 0.10% NEW $257.91
175 GLD SPDR Gold Shares ETF Financial Services 2,560.0 $943K 0.10% +220.0 +9.4% $368.38 +8.2%
176 HST Host Hotels Resorts Inc Real Estate 39,683.0 $941K 0.10% +34K +636.9% $23.71 -3.3%
177 TEVA Teva Pharmaceutical Industries Ltd Healthcare 27,453.0 $930K 0.10% +3K +14.5% $33.88 +8.0%
178 IEUS iShares MSCI Europe Small-Cap ETF 13,431.0 $930K 0.10% $69.21 +5.2%
179 BBVA Banco Bilbao Argen Financial Services 37,092.0 $930K 0.10% +5K +15.5% $25.06 +14.9%
180 TDC Teradata Corp Technology 26,518.0 $919K 0.10% +8K +41.0% $34.65 -17.8%
Page 9 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%