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Portfolio (Quarterly) Guide ↗

ATLAS CAPITAL ADVISORS INC.

· CIK 0001434165
13F Portfolio $875M AUM 1,067 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 75 New 243 Added 267 Reduced 57 Exited
Page 10 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 WFC Wells Fargo Co Financial Services 938.0 $75K 0.01% +792.0 +542.5% $79.61 -3.0%
182 SNPS Synopsys Inc Technology 174.0 $69K 0.01% +105.0 +152.2% $396.48 +20.4%
183 Sumitomo Corp 1,751.0 $65K 0.01% +356.0 +25.5% $37.38
184 CINF Cincinnati Financial Corp Financial Services 405.0 $64K 0.01% +399.0 +6650.0% $157.35 +1.2%
185 LUV Southwest Airlines Co Industrials 1,586.0 $60K 0.01% +100.0 +6.7% $37.57 +15.8%
186 D Dominion Resources Inc Utilities 962.0 $59K 0.01% +920.0 +2190.5% $61.82 +7.3%
187 ON On Semiconductor Corp Technology 922.0 $57K 0.01% +73.0 +8.6% $61.92 +98.0%
188 NOV National Oilwell Varco Inc Energy 3,018.0 $57K 0.01% +742.0 +32.6% $18.81 +7.8%
189 PAYX Paychex Inc Industrials 610.0 $56K 0.01% +597.0 +4592.3% $92.12 +4.1%
190 DD Ei Du Pont De Nemours Co Basic Materials 1,219.0 $56K 0.01% +286.0 +30.6% $45.80 +4.0%
191 CC Chemours Co Basic Materials 2,518.0 $55K 0.01% +271.0 +12.1% $22.03 +3.4%
192 Natwest Group Adr Rep 2 Ord 3,439.0 $51K 0.01% +241.0 +7.5% $14.90
193 AEP American Electric Power Co Inc Utilities 389.0 $51K 0.01% +62.0 +19.0% $131.08 -2.8%
194 America Movil Sab De 1,974.0 $50K 0.01% +188.0 +10.5% $25.48
195 GFS Globalfoundries Inc Technology 1,124.0 $50K 0.01% +113.0 +11.2% $44.48 +81.5%
196 Sealed Air Corp 1,123.0 $47K 0.01% +106.0 +10.4% $42.05
197 SUZ Suzano Sa Basic Materials 4,712.0 $47K 0.01% +2K +101.3% $10.01 -18.1%
198 AMTM Amentum Holdings Inc Industrials 1,805.0 $47K 0.01% +143.0 +8.6% $26.09 -10.9%
199 CXT Crane NXT Co Industrials 1,153.0 $47K 0.01% +48.0 +4.3% $40.59 -3.9%
200 COLB Columbia Banking System Inc Financial Services 1,683.0 $46K 0.01% +143.0 +9.3% $27.43 +7.7%
Page 10 of 13  ·  243 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 24.4%
Financial Services 18.0%
Consumer Defensive 14.0%
Healthcare 11.2%
Communication Services 10.5%
Consumer Cyclical 8.0%
Industrials 7.5%
Energy 2.8%
Basic Materials 1.7%
Utilities 1.3%