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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 13 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MLPX Global X Mlp And Energy Infrastructure ETF 7,602.0 $562K 0.06% $73.94 -2.7%
242 FENY Fidelity MSCI Energy ETF 16,307.0 $555K 0.06% +308.0 +1.9% $34.02 -8.1%
243 AVT Avnet Inc Technology 8,827.0 $544K 0.06% -2K -19.1% $61.62 +41.1%
244 BIIB Biogen Inc Healthcare 2,958.0 $542K 0.06% +114.0 +4.0% $183.33 +6.9%
245 OMF Onemain Hldgs Inc Financial Services 10,052.0 $538K 0.06% -3K -21.3% $53.49 +3.4%
246 COF Capital One Financial Corp Financial Services 2,915.0 $532K 0.06% -3K -49.5% $182.43 +3.0%
247 CRUS CirrUS Logic Inc Technology 3,674.0 $531K 0.06% +32.0 +0.9% $144.62 +17.5%
248 RGA Reinsurance Group of America Inc Financial Services 2,597.0 $530K 0.06% -516.0 -16.6% $204.16 -1.7%
249 IJR iShares Core S P Small-Cap ETF 4,243.0 $527K 0.06% -886.0 -17.3% $124.31 +11.5%
250 CB Chubb Corp Financial Services 1,614.0 $526K 0.06% $325.93 -4.4%
251 ACGL Arch Capital Group Ltd Financial Services 5,476.0 $526K 0.06% -2K -22.6% $95.99 -6.9%
252 VEA Vanguard Ftse Developed Markets ETF 8,149.0 $522K 0.06% +2K +23.2% $64.09 +12.0%
253 Air Lease Corp Class A 7,989.0 $519K 0.06% -1K -11.9% $64.94
254 Rolls Royce Holdings Spon Adr Each Rep 1 33,571.0 $518K 0.06% -21K -38.9% $15.42
255 UHS Universal Hlth Svcs Healthcare 2,863.0 $512K 0.06% -94.0 -3.2% $178.97 -18.4%
256 HMY Harmony Gold Mining Co Ltd Basic Materials 33,200.0 $510K 0.06% -12K -26.0% $15.37 +19.0%
257 ADM Archer-Daniels-Mid Consumer Defensive 7,011.0 $510K 0.06% +6K +754.0% $72.69 +9.8%
258 CNQ Canadian Natural Resources Energy 10,276.0 $501K 0.06% $48.73 -6.9%
259 YPF Y P F Sociedad Anoni Energy 10,735.0 $496K 0.06% $46.22 +14.7%
260 TNL Travel And Leisure Co Consumer Cyclical 7,162.0 $496K 0.06% +57.0 +0.8% $69.19 -1.7%
Page 13 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%