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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 6 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VIRT Virtu Financial Inc A Financial Services 13,265.0 $583K 0.07% -2K -11.1% $43.98 +11.1%
102 Compagnie de Saint-Gobain SA 34,249.0 $564K 0.06% -3K -9.1% $16.47
103 NRG Nrg Energy Inc Utilities 3,858.0 $564K 0.06% -1K -21.1% $146.14 -5.9%
104 AVT Avnet Inc Technology 8,827.0 $544K 0.06% -2K -19.1% $61.62 +41.4%
105 OMF Onemain Hldgs Inc Financial Services 10,052.0 $538K 0.06% -3K -21.3% $53.49 +1.0%
106 COF Capital One Financial Corp Financial Services 2,915.0 $532K 0.06% -3K -49.5% $182.43 +2.5%
107 RGA Reinsurance Group of America Inc Financial Services 2,597.0 $530K 0.06% -516.0 -16.6% $204.16 +0.1%
108 IJR iShares Core S P Small-Cap ETF 4,243.0 $527K 0.06% -886.0 -17.3% $124.31 +12.4%
109 ACGL Arch Capital Group Ltd Financial Services 5,476.0 $526K 0.06% -2K -22.6% $95.99 -5.5%
110 Air Lease Corp Class A 7,989.0 $519K 0.06% -1K -11.9% $64.94
111 Rolls Royce Holdings Spon Adr Each Rep 1 33,571.0 $518K 0.06% -21K -38.9% $15.42
112 UHS Universal Hlth Svcs Healthcare 2,863.0 $512K 0.06% -94.0 -3.2% $178.97 -16.1%
113 HMY Harmony Gold Mining Co Ltd Basic Materials 33,200.0 $510K 0.06% -12K -26.0% $15.37 +18.8%
114 Liberty Media Corp - C 5,203.0 $490K 0.06% -4K -45.1% $94.11
115 TDC Teradata Corp Technology 18,813.0 $482K 0.06% -3K -13.9% $25.63 +23.4%
116 USFD US Food Holding Corp Consumer Defensive 5,189.0 $478K 0.06% -2K -23.9% $92.21 -12.0%
117 SHG Shinhan Financial Group Co Ltd Financial Services 7,752.0 $475K 0.05% -2K -17.9% $61.32 +2.8%
118 AZN Astrazeneca Plc-Spons Adr Astrazeneca Plc - Adr Healthcare 2,405.0 $474K 0.05% -2K -40.4% $197.26 -6.0%
119 UGI UGI Corp Utilities 12,999.0 $473K 0.05% -617.0 -4.5% $36.42 -5.0%
120 EMBJ Embraer S A Sponsored Adr Repstg Pfd Shs Industrials 7,960.0 $472K 0.05% -1K -15.7% $59.34 -1.6%
Page 6 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%