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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 12 of 49  ·  971 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NOC Northrop Grumman Corp Industrials 1,130.0 $644K 0.07% NEW $570.21 -8.5%
222 IJS iShares S P Smallcap 600 Value ETF 5,601.0 $637K 0.07% NEW $113.72 +20.4%
223 RGA Reinsurance Group of America Inc Financial Services 3,113.0 $633K 0.07% NEW $203.46 +18.8%
224 MRK Merck Co Inc Healthcare 5,992.0 $631K 0.07% NEW $105.26 +21.1%
225 BHP Bhp Billiton Ltd Basic Materials 10,370.0 $626K 0.07% NEW $60.37 +33.6%
226 NVS Novartis Ag Healthcare 4,532.0 $625K 0.07% NEW $137.87 +11.5%
227 ACN Accenture Plc Technology 2,318.0 $622K 0.07% NEW $268.30 -46.5%
228 LEN Lennar Corp-A Consumer Cyclical 6,014.0 $618K 0.07% NEW $102.80 -18.4%
229 IJR iShares Core S P Small-Cap ETF 5,129.0 $616K 0.07% NEW $120.18 +21.5%
230 International Consolidated Airlines Group SA 55,879.0 $616K 0.07% NEW $11.02
231 EMBJ Embraer S A Sponsored Adr Repstg Pfd Shs Industrials 9,445.0 $608K 0.07% NEW $64.37 -0.4%
232 THG The Hanover Insurance Group Inc Financial Services 3,272.0 $598K 0.07% NEW $182.77 +16.7%
233 CBRE CBRE Group Inc Real Estate 3,699.0 $595K 0.07% NEW $160.79 -12.3%
234 BAB Powershares Build America Bond ETF 21,783.0 $592K 0.07% NEW $27.20 -1.7%
235 HSBC HSBC Holdings Plc-Spons Adr Financial Services 7,489.0 $589K 0.07% NEW $78.67 +27.9%
236 SYY Sysco Corp Consumer Defensive 7,993.0 $589K 0.07% NEW $73.69 +10.9%
237 WAB Wabtec Corp Industrials 2,752.0 $587K 0.07% NEW $213.45 +22.8%
238 UNH Unitedhealth Group Inc Healthcare 1,778.0 $587K 0.07% NEW $330.11 +29.1%
239 SCHV Schwab US Large-Cap Value ETF 19,752.0 $585K 0.07% NEW $29.61 +14.2%
240 Air Lease Corp Class A 9,067.0 $582K 0.07% NEW $64.23
Page 12 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%