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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 7 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IX Orix Corporation Spon Adr Each Rep 5 Ord Financial Services 9,227.0 $277K 0.03% +8K +853.2% $29.99 +29.0%
122 AIA Group Ltd 6,089.0 $271K 0.03% +759.0 +14.2% $44.53
123 L Loews Corp Financial Services 2,513.0 $268K 0.03% +38.0 +1.5% $106.74 -1.8%
124 CX Cemex Sab De Cv Basic Materials 22,551.0 $258K 0.03% +346.0 +1.6% $11.44 +14.0%
125 EC Ecopetrol S A Sponsored Adr Energy 15,968.0 $239K 0.03% +465.0 +3.0% $14.99 -1.4%
126 GD General Dynamics Corp Industrials 696.0 $239K 0.03% +165.0 +31.1% $343.22 +1.7%
127 LTPZ Pimco 15plus Year US Tips ETF 4,615.0 $236K 0.03% +75.0 +1.6% $51.03 +0.9%
128 SSL Sasol Ltd Basic Materials 18,166.0 $235K 0.03% +13K +233.3% $12.96 -2.5%
129 TMO Thermo Fisher Scientific Inc Healthcare 467.0 $230K 0.03% +130.0 +38.6% $491.53 -0.9%
130 ANET Arista Networks Inc Technology 1,778.0 $218K 0.03% +300.0 +20.3% $122.78 +26.5%
131 Tesco Plc - Adr 11,420.0 $217K 0.03% +2K +19.8% $19.03
132 KO Coca-Cola Co Consumer Defensive 2,824.0 $215K 0.03% +197.0 +7.5% $76.05 +5.8%
133 Standard Chartered PLC 5,082.0 $213K 0.02% +1K +32.9% $42.01
134 Fortescue Ltd 7,347.0 $209K 0.02% +6K +375.8% $28.44
135 BLK Blackrock Inc Financial Services 217.0 $209K 0.02% +95.0 +77.9% $961.71 +8.9%
136 CRM Salesforce Com Inc Technology 1,115.0 $208K 0.02% +718.0 +180.9% $186.67 -5.6%
137 AKAM Akamai Technologies Inc Technology 1,778.0 $204K 0.02% +45.0 +2.6% $114.85 +24.6%
138 SNA Snap-On Inc Industrials 557.0 $202K 0.02% +140.0 +33.6% $363.22 +3.1%
139 CEG Constellation Energy Ord Wi Utilities 719.0 $201K 0.02% +607.0 +542.0% $279.25 +2.5%
140 GAP The GAP Inc Consumer Cyclical 8,077.0 $195K 0.02% +157.0 +2.0% $24.20 +3.3%
Page 7 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%