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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 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPEM SPDR Emerging Market ETF 357,358.0 $16.8M 1.92% -24K -6.3% $46.91 +12.3%
2 XLK SPDR S P Info Technology ETF 115,459.0 $15.3M 1.75% -10K -8.2% $132.90 +38.8%
3 VSS Vanguard Ftse All-Wld Ex-US Small Cap ETF 74,611.0 $10.9M 1.24% -12K -13.8% $145.79 +10.3%
4 IVLU iShares Edge MSCI Intl Value Factor ETF 270,387.0 $10.7M 1.23% -3K -1.2% $39.68 +8.5%
5 VOE Vanguard Mid-Cap Value ETF 57,318.0 $10.6M 1.21% -4K -5.8% $184.28 +5.7%
6 BBCA JP Morgan Betabuilders Canada ETF 110,848.0 $10.4M 1.19% -2K -1.8% $94.06 +6.4%
7 VGT Vanguard Information Technology ETF 13,313.0 $9.3M 1.06% -1K -8.5% $697.72 -83.2%
8 XLC SPDR Communications Services ETF 82,321.0 $9.1M 1.04% -7K -7.9% $110.86 +4.9%
9 XLF SPDR S P Financial ETF 184,456.0 $9.1M 1.04% -11K -5.8% $49.37 +4.2%
10 FTEC Fidelity MSCI Information Tech ETF 43,388.0 $9.0M 1.03% -2K -4.1% $208.05 +34.8%
11 SCHC Schwab Intl Small-Cap Equity ETF 192,171.0 $9.0M 1.03% -7K -3.7% $46.74 +8.6%
12 VBR Vanguard Small Cap Value ETF 40,283.0 $8.8M 1.00% -974.0 -2.4% $217.25 +8.2%
13 VOX Vanguard Communications Services ETF 40,597.0 $7.3M 0.83% -3K -6.0% $179.84 +10.6%
14 VFH Vanguard Financials ETF 60,063.0 $7.3M 0.83% -4K -6.7% $120.81 +4.5%
15 VGIT Vanguard Intermediate Treasury ETF 114,075.0 $6.8M 0.78% -12K -9.3% $59.55 -1.0%
16 RSPT Invesco SP500 EqlWt Tech ETF 144,207.0 $6.5M 0.75% -45K -23.8% $45.26 +36.8%
17 VWO Vanguard Emerging Markets ETF 100,773.0 $5.4M 0.62% -5K -5.0% $54.05 +11.5%
18 MU Micron Technology Inc Technology 13,085.0 $4.4M 0.51% -8K -37.4% $337.84 +174.8%
19 FDIS Fidelity MSCI Consumer Discretionary ETF 47,271.0 $4.4M 0.50% -9K -16.5% $93.26 +12.3%
20 AMAT Applied Materials Inc Technology 12,541.0 $4.3M 0.49% -3K -17.3% $341.79 +31.1%
Page 1 of 14  ·  267 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%