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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 6 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BX Blackstone Group Lp Financial Services 3,632.0 $418K 0.05% +32.0 +0.9% $114.99 +1.0%
102 Bayer Ag 35,510.0 $408K 0.05% +6K +18.6% $11.48
103 TSLA Tesla Motors Inc Consumer Cyclical 1,084.0 $403K 0.05% +135.0 +14.2% $371.75 +18.9%
104 CVX Chevron Corp Energy 1,898.0 $393K 0.04% +386.0 +25.5% $206.90 -11.5%
105 NEM Newmont Mining Corp Basic Materials 3,614.0 $391K 0.04% +462.0 +14.7% $108.25 -0.0%
106 LOW Lowe'S Cos Inc Consumer Cyclical 1,631.0 $385K 0.04% +657.0 +67.5% $236.28 -7.8%
107 UNP Union Pacific Corp Industrials 1,585.0 $385K 0.04% +79.0 +5.2% $242.76 +10.0%
108 Volkswagen Ag 37,544.0 $378K 0.04% +7K +24.7% $10.07
109 BNP Paribas-Adr 7,882.0 $375K 0.04% +4K +95.4% $47.59
110 OMV Ag 5,016.0 $366K 0.04% +76.0 +1.5% $73.01
111 SKM Sk Telecom Co Ltd Communication Services 12,193.0 $357K 0.04% +11K +968.6% $29.29 +25.7%
112 KT Kt Corp Communication Services 16,408.0 $352K 0.04% +736.0 +4.7% $21.45 -17.5%
113 Ryanair Holdings Plc 6,055.0 $350K 0.04% +233.0 +4.0% $57.80
114 OKTA Okta Inc Technology 4,333.0 $341K 0.04% +227.0 +5.5% $78.71 +20.3%
115 BVN Cia De Minas Buenaventura Sa Basic Materials 8,989.0 $324K 0.04% +2K +26.9% $36.04 -2.9%
116 MUB iShares S P National AMT-Free Municipal Bond ETF 2,931.0 $311K 0.04% +1K +56.5% $106.15 +0.8%
117 HII Huntington Ingalls Industries Inc Industrials 785.0 $298K 0.03% +12.0 +1.6% $379.90 -15.6%
118 MLPA Global X Mlp ETF 5,294.0 $285K 0.03% +50.0 +0.9% $53.87 -0.2%
119 Itochu Corp 22,040.0 $281K 0.03% +20K +900.0% $12.75
120 GSK Glaxosmithkline Plc Adr Healthcare 5,075.0 $280K 0.03% +740.0 +17.1% $55.19 -7.2%
Page 6 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%