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Portfolio (Quarterly) Guide ↗

ATLAS CAPITAL ADVISORS INC.

· CIK 0001434165
13F Portfolio $898M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 971 New
Page 36 of 49  ·  971 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 SKM Sk Telecom Co Ltd Communication Services 1,141.0 $23K 0.00% NEW $20.53 +55.4%
702 TKO TKO Group Holdings Inc Communication Services 112.0 $23K 0.00% NEW $209.00 -13.2%
703 TECK Teck Resources Ltd-Cls B Basic Materials 473.0 $23K 0.00% NEW $47.89 +16.4%
704 Iqvia Holdings Inc 100.0 $23K 0.00% NEW $225.41
705 Credit Agricole Sa Unsponsored Adr 2,192.0 $22K 0.00% NEW $10.23
706 VFMO Vanguard US Momentum Factor ETF 116.0 $22K 0.00% NEW $191.25 +21.3%
707 Cie Generale des Etablissements Michelin SA ADR 1,333.0 $22K 0.00% NEW $16.59
708 SUZ Suzano Sa Basic Materials 2,341.0 $22K 0.00% NEW $9.34 -11.7%
709 EVRG Evergy Inc Utilities 300.0 $22K 0.00% NEW $72.49 +17.2%
710 CAT Caterpillar Inc Industrials 37.0 $21K 0.00% NEW $572.86 +54.4%
711 HLN Haleon Plc Healthcare 2,069.0 $21K 0.00% NEW $10.11 -1.2%
712 MFG Mizuho Financial Group Inc Financial Services 2,852.0 $21K 0.00% NEW $7.32 +40.6%
713 AYI Acuity Brands Inc Industrials 57.0 $21K 0.00% NEW $360.04 -9.6%
714 SMCI Super Micro Computer Inc Technology 689.0 $20K 0.00% NEW $29.27 -15.4%
715 TXG 10X Genomics Inc Healthcare 1,234.0 $20K 0.00% NEW $16.31 +176.0%
716 BUD Anheuser-Busch Inbev Spn Adr Consumer Defensive 309.0 $20K 0.00% NEW $64.04 +27.5%
717 GS Goldman Sachs Group Inc Financial Services 22.0 $19K 0.00% NEW $879.00 +22.6%
718 Edp - Energias De Portugal Sa 417.0 $19K 0.00% NEW $45.89
719 G Genpact Ltd Technology 407.0 $19K 0.00% NEW $46.78 -35.0%
720 EOG Eog Resources Inc Energy 180.0 $19K 0.00% NEW $105.01 +36.2%
Page 36 of 49  ·  971 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 25.3%
Financial Services 20.0%
Consumer Defensive 13.1%
Communication Services 10.7%
Healthcare 10.6%
Consumer Cyclical 8.9%
Industrials 6.7%
Energy 1.8%
Basic Materials 1.4%
Utilities 0.9%