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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 3 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHA Schwab US Small-Cap ETF 60,858.0 $1.8M 0.20% +335.0 +0.6% $29.08 +16.1%
42 VXUS Vanguard Total Intl Stock ETF 22,701.0 $1.8M 0.20% +173.0 +0.8% $77.11 +10.4%
43 FUTY Fidelity MSCI Utilities ETF 28,919.0 $1.7M 0.20% +6K +26.2% $59.07 -1.1%
44 PANW Palo Alto Networks Inc Technology 10,340.0 $1.7M 0.19% +10K +2282.5% $160.32 +58.2%
45 ABT Abbott Laboratories Healthcare 15,583.0 $1.6M 0.18% +670.0 +4.5% $102.67 -16.1%
46 JNJ Johnson Johnson Healthcare 6,129.0 $1.5M 0.17% +360.0 +6.2% $244.44 -5.8%
47 MKSI MKS Instruments Inc Technology 6,009.0 $1.4M 0.16% +38.0 +0.6% $229.81 +38.5%
48 ABBV Abbvie Healthcare 6,303.0 $1.4M 0.16% +39.0 +0.6% $217.49 -0.4%
49 VAW Vanguard Materials ETF 5,665.0 $1.3M 0.15% +1K +31.7% $225.34 +2.1%
50 APA Apache Corp Energy 29,982.0 $1.3M 0.14% +8K +37.5% $42.44 -13.0%
51 XLP SPDR S P Consumer Staples ETF 15,255.0 $1.3M 0.14% +7K +78.5% $81.98 +3.2%
52 CMCSA Comcast Corp Communication Services 38,483.0 $1.1M 0.13% +10K +35.0% $28.71 -12.2%
53 FNCL Fidelity MSCI Financials ETF 15,723.0 $1.1M 0.13% +2K +11.2% $70.20 +4.2%
54 BMY Bristol-Myers Squibb Co Healthcare 17,729.0 $1.1M 0.12% +13K +264.1% $60.65 -6.4%
55 RTX Raytheon Technologies Ord Industrials 5,381.0 $1.0M 0.12% +186.0 +3.6% $192.90 -7.6%
56 ORLY O Reilly Automotive Inc New Com Consumer Cyclical 11,160.0 $1.0M 0.12% +675.0 +6.4% $92.31 -3.3%
57 R Ryder System Inc Industrials 5,014.0 $1.0M 0.12% +549.0 +12.3% $204.71 +20.3%
58 GLD SPDR Gold Shares ETF Financial Services 2,340.0 $1.0M 0.12% +150.0 +6.8% $430.29 -5.5%
59 AmerisourceBergen Corp 3,142.0 $987K 0.11% +320.0 +11.3% $314.14
60 JAZZ Jazz Pharmaceuticals PLC Healthcare 5,074.0 $959K 0.11% +2K +63.3% $189.05 +24.3%
Page 3 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%