Portfolio (Quarterly)
Guide ↗
ATLAS CAPITAL ADVISORS INC.
· CIK 0001434165| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | CHD | Church Dwight Co Inc | Consumer Defensive | 18 | $2K | — | SOLD |
| 62 | WLK | Westlake Corp | Basic Materials | 14 | $2K | — | SOLD |
| 63 | KVUE | Kenvue Inc | Consumer Defensive | 90 | $2K | — | SOLD |
| 64 | IFF | Intl Flavors Fragrances | Basic Materials | 21 | $2K | — | SOLD |
| 65 | NI | Nisource Inc | Utilities | 31 | $1K | — | SOLD |
| 66 | LNT | Alliant Energy Corp | Utilities | 20 | $1K | — | SOLD |
| 67 | LECO | Lincoln Electric Holdings Inc | Industrials | 5 | $1K | — | SOLD |
| 68 | ATR | AptarGroup Inc | Healthcare | 9 | $1K | — | SOLD |
| 69 | BTC | GRAYSCALE BITCOIN MINI TRUST ETF | Financial Services | 37 | $1K | — | SOLD |
| 70 | GRAB | Grab Holdings Cl A Ord | Technology | 300 | $1K | — | SOLD |
| 71 | PSKY | Paramount Skydance Corp - Class B | Communication Services | 88 | $793.0 | — | SOLD |
| 72 | MDT | Medtronic Inc | Healthcare | 9 | $779.0 | — | SOLD |
| 73 | CMG | Chipotle Mexican Grill Inc | Consumer Cyclical | 19 | $608.0 | — | SOLD |
| 74 | PPTA | Perpetua Resources Corp | Basic Materials | 20 | $562.0 | — | SOLD |
| 75 | RBRK | Rubrik Inc | Technology | 10 | $489.0 | — | SOLD |
| 76 | — | Grayscale Litecoin Unt | — | 100 | $408.0 | — | SOLD |
| 77 | BILL | Bill Com Holdings Ord | Technology | 9 | $344.0 | — | SOLD |
Sector Allocation
Technology
36.5%
Financial Services
16.2%
Healthcare
9.4%
Industrials
8.9%
Consumer Cyclical
8.7%
Communication Services
8.5%
Energy
3.6%
Consumer Defensive
3.4%
Basic Materials
2.3%
Utilities
1.7%