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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 8 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 E Eni Spa Energy 5,680.0 $322K 0.04% -311.0 -5.2% $56.61 -7.6%
142 MFC Manulife Financial Financial Services 9,064.0 $312K 0.04% -7K -42.5% $34.44 +11.2%
143 DKS Dick S Sporting Goods Inc Consumer Cyclical 1,555.0 $308K 0.04% -552.0 -26.2% $198.29 +14.1%
144 PSX Phillips 66 Energy 1,638.0 $298K 0.03% -946.0 -36.6% $182.18 -3.0%
145 BMO Bank of Montreal Financial Services 2,203.0 $298K 0.03% -1K -39.5% $135.34 +19.6%
146 NKE Nike Inc Consumer Cyclical 5,419.0 $286K 0.03% -29.0 -0.5% $52.82 -10.3%
147 FMS FreseniUS Medical Care Ag Co Kgaa Healthcare 12,593.0 $284K 0.03% -6K -31.2% $22.56 -4.1%
148 CAR Avis Budget Group Inc Industrials 1,940.0 $283K 0.03% -241.0 -11.1% $145.85 +19.9%
149 IWM iShares Russell 2000 ETF 1,136.0 $282K 0.03% -6.0 -0.5% $248.00 +17.8%
150 BLDR Builders Firstsource Inc Industrials 3,419.0 $281K 0.03% -2K -35.0% $82.33 -6.8%
151 M Macy'S Inc Consumer Cyclical 14,977.0 $271K 0.03% -3K -18.0% $18.09 +24.1%
152 QCOM Qualcomm Inc Technology 2,082.0 $268K 0.03% -1K -36.4% $128.78 +88.9%
153 LTM Lan Airlines Sa Industrials 5,277.0 $261K 0.03% -571.0 -9.8% $49.44 +7.5%
154 ASX Ase Technology Holding -Adr Technology 11,676.0 $253K 0.03% -5K -28.6% $21.68 +87.3%
155 BDC Belden Inc Technology 2,162.0 $248K 0.03% -1K -33.6% $114.83 -8.2%
156 ITUB Itau Unibanco Holding Sa Financial Services 29,546.0 $248K 0.03% -375.0 -1.2% $8.38 -6.0%
157 ALV Autoliv Inc Consumer Cyclical 2,231.0 $235K 0.03% -75.0 -3.2% $105.16 +22.6%
158 SMFG Sumitomo Mitsui-Spons Adr Financial Services 11,280.0 $223K 0.03% -16K -58.2% $19.75 +12.9%
159 JOYY JOYY INC ADS Communication Services 3,647.0 $213K 0.02% -2K -39.8% $58.39 +12.9%
160 ZM Zoom Video Communications-A Technology 2,635.0 $212K 0.02% -2K -45.1% $80.39 +25.0%
Page 8 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%