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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 9 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 HAL Halliburton Co Energy 3,199.0 $125K 0.01% +1K +68.3% $38.99 +0.3%
162 AXP American Express Co Financial Services 379.0 $115K 0.01% +191.0 +101.6% $302.48 +4.0%
163 KKR Kkr Co Inc Financial Services 1,221.0 $113K 0.01% +422.0 +52.8% $92.50 +2.2%
164 IVZ Invesco Ltd Financial Services 4,615.0 $112K 0.01% +3K +163.0% $24.29 +15.9%
165 IVOO Vanguard S P Mid-Cap 400 ETF 977.0 $112K 0.01% +10.0 +1.0% $114.32 +10.6%
166 Sandisk Corp 174.0 $111K 0.01% +15.0 +9.4% $635.34
167 ADBE Adobe Systems Inc Technology 447.0 $109K 0.01% +424.0 +1843.5% $243.08 +2.1%
168 HST Host Hotels Resorts Inc Real Estate 5,385.0 $103K 0.01% +3K +113.8% $19.16 +21.1%
169 SCHP Schwab US Tips ETF 3,808.0 $101K 0.01% +375.0 +10.9% $26.61 +0.7%
170 AAL American Airls Group Industrials 9,268.0 $100K 0.01% +59.0 +0.6% $10.74 +37.8%
171 PPC Pilgrims Pride Corp Consumer Defensive 2,536.0 $96K 0.01% +109.0 +4.5% $37.76 -25.3%
172 LEA Lear Corp Consumer Cyclical 779.0 $94K 0.01% +57.0 +7.9% $121.08 +22.5%
173 BPOP Popular Inc Financial Services 677.0 $91K 0.01% +275.0 +68.4% $134.17 +11.0%
174 NYT New York Times Co Communication Services 1,075.0 $90K 0.01% +58.0 +5.7% $83.73 -9.9%
175 CFG Citizens Financial Group Financial Services 1,486.0 $89K 0.01% +391.0 +35.7% $59.97 +3.0%
176 IJH iShares Core S P Mid-Cap ETF 1,315.0 $89K 0.01% +380.0 +40.6% $67.53 +10.6%
177 USB US Bancorp Financial Services 1,677.0 $87K 0.01% +154.0 +10.1% $52.01 +4.4%
178 C Citigroup Inc Financial Services 767.0 $87K 0.01% +36.0 +4.9% $113.41 +9.9%
179 MGA Magna International Inc Consumer Cyclical 1,394.0 $78K 0.01% +132.0 +10.5% $55.81 +19.2%
180 RNG Ringcentral Inc Technology 2,025.0 $75K 0.01% +137.0 +7.3% $37.19 +14.4%
Page 9 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%