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Portfolio (Quarterly) Guide ↗

ATLAS CAPITAL ADVISORS INC.

· CIK 0001434165
13F Portfolio $898M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 971 New
Page 11 of 49  ·  971 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PEGA Pegasystems Inc Technology 12,107.0 $723K 0.08% NEW $59.72 -46.1%
202 VNT Vontier Corp Technology 19,436.0 $723K 0.08% NEW $37.18 -18.4%
203 ALL Allstate Corp Financial Services 3,444.0 $717K 0.08% NEW $208.15 +20.1%
204 RNR Renaissancere Holdings Ltd Financial Services 2,548.0 $716K 0.08% NEW $281.16 +14.9%
205 SIRI SiriUS Xm Holdings Inc Communication Services 35,608.0 $712K 0.08% NEW $20.00 +53.0%
206 SPMD SPDR S P1000 Midcap ETF 12,235.0 $709K 0.08% NEW $57.91 +14.3%
207 AER Aercap Holdings Nv Industrials 4,925.0 $708K 0.08% NEW $143.76 +2.2%
208 DHI Dr Horton Inc Consumer Cyclical 4,813.0 $693K 0.08% NEW $144.03 +3.7%
209 VIS Vanguard Industrials ETF 2,301.0 $687K 0.08% NEW $298.38 +15.7%
210 VLO Valero Energy Corp Energy 4,200.0 $684K 0.08% NEW $162.79 +90.2%
211 KEP Korea Electric Power Corp Utilities 41,175.0 $679K 0.08% NEW $16.50 -31.1%
212 ACGL Arch Capital Group Ltd Financial Services 7,076.0 $679K 0.08% NEW $95.92 +5.7%
213 OSK Oshkosh Corp Industrials 5,317.0 $668K 0.07% NEW $125.63 +14.4%
214 FCX Freeport-Mcmoran Inc Basic Materials 13,122.0 $666K 0.07% NEW $50.79 +15.0%
215 TDC Teradata Corp Technology 21,854.0 $665K 0.07% NEW $30.44 +0.3%
216 XLP SPDR S P Consumer Staples ETF 8,545.0 $664K 0.07% NEW $77.68 +9.7%
217 MMM 3M Co Industrials 4,120.0 $660K 0.07% NEW $160.10 -0.2%
218 Koninklijke Ahold Nv 15,959.0 $652K 0.07% NEW $40.83
219 AN Autonation Inc Consumer Cyclical 3,135.0 $647K 0.07% NEW $206.48 -0.4%
220 UHS Universal Hlth Svcs Healthcare 2,957.0 $645K 0.07% NEW $218.02 -30.7%
Page 11 of 49  ·  971 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 25.3%
Financial Services 20.0%
Consumer Defensive 13.1%
Communication Services 10.7%
Healthcare 10.6%
Consumer Cyclical 8.9%
Industrials 6.7%
Energy 1.8%
Basic Materials 1.4%
Utilities 0.9%