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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 5 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NXST Nexstar Media Group Inc Communication Services 3,840.0 $694K 0.08% -346.0 -8.3% $180.83 +2.6%
82 VIS Vanguard Industrials ETF 2,221.0 $693K 0.08% -80.0 -3.5% $312.22 +9.7%
83 Bancolombia Sa 9,475.0 $690K 0.08% -3K -23.9% $72.81
84 KGC Kinross Gold Corp Basic Materials 22,531.0 $688K 0.08% -6K -21.1% $30.52 -3.9%
85 MUFG Mitsubishi UFJ Finl-Spon Adr Financial Services 39,801.0 $675K 0.08% -15K -27.2% $16.97 +11.3%
86 SCHH Schwab US Reit ETF 31,372.0 $674K 0.08% -10K -24.0% $21.49 +10.5%
87 Koninklijke Ahold Nv 14,180.0 $660K 0.07% -2K -11.2% $46.57
88 KB KB Financial Group Inc Financial Services 6,560.0 $654K 0.07% -3K -29.5% $99.73 +1.4%
89 NVS Novartis Ag Healthcare 4,232.0 $646K 0.07% -300.0 -6.6% $152.75 -1.2%
90 Ping An Insurance (Group) Co. of China Ltd 41,517.0 $643K 0.07% -14K -25.3% $15.50
91 MO Altria Group Inc Consumer Defensive 9,672.0 $638K 0.07% -4K -30.7% $65.99 +9.2%
92 AVGO Avago Technologies Ltd Technology 2,046.0 $633K 0.07% -895.0 -30.4% $309.51 +38.5%
93 VLO Valero Energy Corp Energy 2,549.0 $630K 0.07% -2K -39.3% $247.08 -2.3%
94 Hitachi Ltd -Adr 20,986.0 $611K 0.07% -9K -31.1% $29.11
95 VNT Vontier Corp Technology 17,167.0 $609K 0.07% -2K -11.7% $35.47 -17.8%
96 CTSH Cognizant Technology Solutions Corp Technology 9,895.0 $607K 0.07% -3K -22.1% $61.35 -12.0%
97 INTC Intel Corp Technology 13,653.0 $603K 0.07% -406.0 -2.9% $44.13 +172.2%
98 FFIV F5 Networks Inc Technology 2,071.0 $599K 0.07% -924.0 -30.9% $289.33 +31.9%
99 Fairfax Financial Holdings Ltd 348.0 $593K 0.07% -147.0 -29.7% $1703.92
100 DHI Dr Horton Inc Consumer Cyclical 4,301.0 $590K 0.07% -512.0 -10.6% $137.22 +7.0%
Page 5 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%