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Portfolio (Quarterly) Guide ↗

ATLAS CAPITAL ADVISORS INC.

· CIK 0001434165
13F Portfolio $914M AUM 1,054 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 137 New 344 Added 235 Reduced 77 Exited
Page 4 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CLH Clean Harbors Inc Industrials 212.0 $63K 0.01% NEW — $298.75 +4.8%
62 — Merck KGaA — 2,467.0 $62K 0.01% NEW — $25.33 —
63 PAAS Pan American Silver Corp Basic Materials 1,380.0 $62K 0.01% NEW — $44.79 +7.3%
64 LULU Lululemon Athletica Inc Consumer Cyclical 530.0 $61K 0.01% NEW — $114.18 -11.3%
65 TKC Turkcell Iletisim Hizmetleri AS Communication Services 13,633.0 $60K 0.01% NEW — $4.43 +16.6%
66 TS Tenaris Sa Energy 1,435.0 $60K 0.01% NEW — $41.84 +32.6%
67 ULS UL Solutions Inc Industrials 562.0 $57K 0.01% NEW — $101.86 -35.2%
68 — Nestle Sa — 543.0 $56K 0.01% NEW — $102.69 —
69 — UCB SA — 470.0 $53K 0.01% NEW — $113.01 —
70 — United Overseas Bank Ltd — 1,107.0 $51K 0.01% NEW — $46.33 —
71 SFM Sprouts Farmers Market Inc Consumer Defensive 606.0 $51K 0.01% NEW — $84.58 -26.1%
72 — Macquarie Group Ltd — 383.0 $50K 0.01% NEW — $131.28 —
73 — Techtronic Industries Co Ltd — 796.0 $50K 0.01% NEW — $62.89 —
74 RIO Rio Tinto Plc Basic Materials 500.0 $47K 0.01% NEW — $94.93 -0.4%
75 — Komatsu Ltd — 1,210.0 $47K 0.01% NEW — $38.64 —
76 — Basf Se-Spon Adr — 4,641.0 $47K 0.01% NEW — $10.04 —
77 STE Steris Plc Healthcare 220.0 $46K 0.01% NEW — $210.57 -0.8%
78 CART Maplebear Inc Consumer Cyclical 1,295.0 $46K 0.01% NEW — $35.71 +21.0%
79 — Henkel AG & Co KGaA — 3,043.0 $45K 0.01% NEW — $14.87 —
80 — Heineken NV — 1,419.0 $45K 0.01% NEW — $31.65 —
Page 4 of 7  ·  137 positions

① 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 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%