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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 1 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHX Schwab US Large Cap ETF 30,591.0 $784K 0.09% NEW $25.64 +15.1%
2 CMF iShares S P CA AMT-Free Municipal Bond ETF 13,688.0 $778K 0.09% NEW $56.86 +0.5%
3 VCIT Vanguard Inter-Term Corp Bond ETF 8,141.0 $674K 0.08% NEW $82.75 -0.2%
4 EIX Edison International Utilities 9,014.0 $660K 0.07% NEW $73.18 -2.4%
5 SEB Seaboard Corp Industrials 110.0 $622K 0.07% NEW $5654.02 -10.0%
6 PCG Pg E Corp Utilities 22,558.0 $396K 0.04% NEW $17.57 -5.8%
7 VCSH Vanguard Short-Term Corporate Bond ETF 4,213.0 $334K 0.04% NEW $79.27 -0.3%
8 RBLX Roblox Corp Com Cl A Technology 5,418.0 $306K 0.04% NEW $56.56 -17.1%
9 IVW iShares S P 500 Growth ETF 2,584.0 $292K 0.03% NEW $113.11 +22.3%
10 AGNC AGNC Investment Corp Real Estate 21,888.0 $220K 0.03% NEW $10.03 +4.4%
11 PUT Lam Research Corp Put 220 06182026 10,400.0 $212K 0.02% NEW $20.42
12 Carnival Corp 5,486.0 $142K 0.02% NEW $25.88
13 PGR Progressive Corp Financial Services 698.0 $138K 0.02% NEW $198.24 +0.3%
14 FAST Fastenal Co Industrials 2,945.0 $137K 0.02% NEW $46.40 -4.7%
15 MDY SPDR S P Midcap 400 ETF Financial Services 217.0 $134K 0.01% NEW $616.76 +9.2%
16 SPSB SPDR Short Term Corporate Bond ETF 4,432.0 $133K 0.01% NEW $30.07 -0.1%
17 WAT Waters Corp Healthcare 386.0 $115K 0.01% NEW $297.80 +20.7%
18 SCHW Charles Schwab Corp Financial Services 1,117.0 $105K 0.01% NEW $93.98 -9.6%
19 NYF iShares S P New York AMT-Free Muni ETF 1,764.0 $94K 0.01% NEW $53.12 +0.7%
20 SIL Global X Silver Miners ETF 1,000.0 $90K 0.01% NEW $90.08 -3.3%
Page 1 of 4  ·  75 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%