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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 13 of 49  ·  971 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MFC Manulife Financial Financial Services 15,750.0 $571K 0.06% NEW $36.28 +19.6%
242 QCOM Qualcomm Inc Technology 3,274.0 $560K 0.06% NEW $171.05 +0.4%
243 BDX Becton Dickinson And Co Healthcare 2,860.0 $555K 0.06% NEW $152.57 +3.7%
244 BX Blackstone Group Lp Financial Services 3,600.0 $555K 0.06% NEW $154.14 -17.7%
245 BLDR Builders Firstsource Inc Industrials 5,256.0 $541K 0.06% NEW $102.89 -27.8%
246 APA Apache Corp Energy 21,802.0 $533K 0.06% NEW $24.46 +44.0%
247 JAZZ Jazz Pharmaceuticals PLC Healthcare 3,107.0 $528K 0.06% NEW $170.00 +45.6%
248 Engie ADR 20,072.0 $527K 0.06% NEW $26.27
249 AVT Avnet Inc Technology 10,913.0 $525K 0.06% NEW $48.08 +78.1%
250 GEN Nortonlifelock Inc Technology 19,288.0 $524K 0.06% NEW $27.19 -1.7%
251 SMFG Sumitomo Mitsui-Spons Adr Financial Services 27,014.0 $522K 0.06% NEW $19.33 +29.1%
252 Imperial Brands Plc American Depositary Receipts S 12,375.0 $520K 0.06% NEW $42.01
253 ALLY Ally Financial Inc Financial Services 11,474.0 $520K 0.06% NEW $45.29 +0.8%
254 STLD Steel Dynamics Inc Com Basic Materials 3,063.0 $519K 0.06% NEW $169.45 +39.0%
255 INTC Intel Corp Technology 14,059.0 $519K 0.06% NEW $36.90 +157.6%
256 ADT ADT Inc Industrials 64,195.0 $518K 0.06% NEW $8.07 -13.3%
257 Unicredit Spa 12,476.0 $517K 0.06% NEW $41.47
258 STIP iShares 0-5 Year Tips Bond ETF 5,032.0 $515K 0.06% NEW $102.39 -0.9%
259 USFD US Food Holding Corp Consumer Defensive 6,819.0 $514K 0.06% NEW $75.32 +29.1%
260 MPC Marathon Petroleum Corp Energy 3,157.0 $513K 0.06% NEW $162.63 +92.2%
Page 13 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%