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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 12 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VIST Vista Oil And Gas Sab De Cv Energy 8,275.0 $625K 0.07% $75.47 -1.7%
222 MMM 3M Co Industrials 4,293.0 $623K 0.07% +173.0 +4.2% $145.23 +5.4%
223 SEB Seaboard Corp Industrials 110.0 $622K 0.07% NEW $5654.02 -10.1%
224 EWC iShares MSCI Canada ETF 11,314.0 $620K 0.07% +2K +22.7% $54.79 +7.3%
225 Hitachi Ltd -Adr 20,986.0 $611K 0.07% -9K -31.1% $29.11
226 VNT Vontier Corp Technology 17,167.0 $609K 0.07% -2K -11.7% $35.47 -20.0%
227 CTSH Cognizant Technology Solutions Corp Technology 9,895.0 $607K 0.07% -3K -22.1% $61.35 -9.1%
228 INTC Intel Corp Technology 13,653.0 $603K 0.07% -406.0 -2.9% $44.13 +159.9%
229 SCHV Schwab US Large-Cap Value ETF 19,752.0 $602K 0.07% $30.50 +10.1%
230 FFIV F5 Networks Inc Technology 2,071.0 $599K 0.07% -924.0 -30.9% $289.33 +32.5%
231 Fairfax Financial Holdings Ltd 348.0 $593K 0.07% -147.0 -29.7% $1703.92
232 DHI Dr Horton Inc Consumer Cyclical 4,301.0 $590K 0.07% -512.0 -10.6% $137.22 +7.2%
233 OVV Ovintiv Ord Energy 9,863.0 $585K 0.07% +7K +228.1% $59.36 -5.6%
234 VIRT Virtu Financial Inc A Financial Services 13,265.0 $583K 0.07% -2K -11.1% $43.98 +14.0%
235 SYY Sysco Corp Consumer Defensive 8,030.0 $573K 0.07% $71.33 +6.3%
236 UNH Unitedhealth Group Inc Healthcare 2,102.0 $569K 0.07% +324.0 +18.2% $270.59 +40.5%
237 THG The Hanover Insurance Group Inc Financial Services 3,272.0 $567K 0.07% $173.35 +7.4%
238 Compagnie de Saint-Gobain SA 34,249.0 $564K 0.06% -3K -9.1% $16.47
239 NRG Nrg Energy Inc Utilities 3,858.0 $564K 0.06% -1K -21.1% $146.14 -8.3%
240 International Consolidated Airlines Group SA 59,114.0 $563K 0.06% +3K +5.8% $9.53
Page 12 of 50  ·  989 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%