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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 5 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MMM 3M Co Industrials 4,293.0 $623K 0.07% +173.0 +4.2% $145.23 +4.4%
82 EWC iShares MSCI Canada ETF 11,314.0 $620K 0.07% +2K +22.7% $54.79 +7.0%
83 OVV Ovintiv Ord Energy 9,863.0 $585K 0.07% +7K +228.1% $59.36 -5.9%
84 UNH Unitedhealth Group Inc Healthcare 2,102.0 $569K 0.07% +324.0 +18.2% $270.59 +41.2%
85 International Consolidated Airlines Group SA 59,114.0 $563K 0.06% +3K +5.8% $9.53
86 FENY Fidelity MSCI Energy ETF 16,307.0 $555K 0.06% +308.0 +1.9% $34.02 -7.1%
87 BIIB Biogen Inc Healthcare 2,958.0 $542K 0.06% +114.0 +4.0% $183.33 +7.8%
88 CRUS CirrUS Logic Inc Technology 3,674.0 $531K 0.06% +32.0 +0.9% $144.62 +20.2%
89 VEA Vanguard Ftse Developed Markets ETF 8,149.0 $522K 0.06% +2K +23.2% $64.09 +11.9%
90 ADM Archer-Daniels-Mid Consumer Defensive 7,011.0 $510K 0.06% +6K +754.0% $72.69 +10.2%
91 TNL Travel And Leisure Co Consumer Cyclical 7,162.0 $496K 0.06% +57.0 +0.8% $69.19 -0.9%
92 DVN Devon Energy Corp Energy 9,708.0 $489K 0.06% +111.0 +1.2% $50.32 -12.0%
93 SON Sonoco Products Co Consumer Cyclical 8,872.0 $480K 0.06% +9K +10000.0% $54.09 -8.4%
94 VPU Vanguard Utilities ETF 2,412.0 $478K 0.06% +575.0 +31.3% $198.14 -1.8%
95 TGT Target Corporation Consumer Defensive 3,852.0 $467K 0.05% +2K +118.9% $121.20 +6.7%
96 WU Western Union Co Financial Services 53,448.0 $467K 0.05% +49K +1046.7% $8.73 -7.3%
97 PR Permian Resources Corp Energy 21,740.0 $463K 0.05% +3K +14.4% $21.32 -9.7%
98 Repsol SA 15,995.0 $452K 0.05% +2K +10.8% $28.28
99 APH Amphenol Corp Technology 3,539.0 $447K 0.05% +197.0 +5.9% $126.35 +16.0%
100 TSN Tyson Foods Inc Consumer Defensive 6,616.0 $424K 0.05% +73.0 +1.1% $64.07 -2.0%
Page 5 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%