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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 14 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 Liberty Media Corp - C 5,203.0 $490K 0.06% -4K -45.1% $94.11
262 DVN Devon Energy Corp Energy 9,708.0 $489K 0.06% +111.0 +1.2% $50.32 -13.1%
263 TDC Teradata Corp Technology 18,813.0 $482K 0.06% -3K -13.9% $25.63 +32.2%
264 SON Sonoco Products Co Consumer Cyclical 8,872.0 $480K 0.06% +9K +10000.0% $54.09 -9.2%
265 USFD US Food Holding Corp Consumer Defensive 5,189.0 $478K 0.06% -2K -23.9% $92.21 -10.8%
266 VPU Vanguard Utilities ETF 2,412.0 $478K 0.06% +575.0 +31.3% $198.14 -2.9%
267 SHG Shinhan Financial Group Co Ltd Financial Services 7,752.0 $475K 0.05% -2K -17.9% $61.32 +2.9%
268 AZN Astrazeneca Plc-Spons Adr Astrazeneca Plc - Adr Healthcare 2,405.0 $474K 0.05% -2K -40.4% $197.26 -6.2%
269 UGI UGI Corp Utilities 12,999.0 $473K 0.05% -617.0 -4.5% $36.42 -4.1%
270 EMBJ Embraer S A Sponsored Adr Repstg Pfd Shs Industrials 7,960.0 $472K 0.05% -1K -15.7% $59.34 -1.8%
271 KEP Korea Electric Power Corp Utilities 32,999.0 $470K 0.05% -8K -19.9% $14.25 -8.2%
272 TGT Target Corporation Consumer Defensive 3,852.0 $467K 0.05% +2K +118.9% $121.20 +4.4%
273 WU Western Union Co Financial Services 53,448.0 $467K 0.05% +49K +1046.7% $8.73 -7.0%
274 AER Aercap Holdings Nv Industrials 3,393.0 $465K 0.05% -2K -31.1% $137.18 +1.3%
275 PR Permian Resources Corp Energy 21,740.0 $463K 0.05% +3K +14.4% $21.32 -10.2%
276 CBRE CBRE Group Inc Real Estate 3,346.0 $453K 0.05% -353.0 -9.5% $135.46 -7.4%
277 Repsol SA 15,995.0 $452K 0.05% +2K +10.8% $28.28
278 ERIC Telefonaktiebolaget Lm Ericsson Technology 40,050.0 $451K 0.05% -4K -9.9% $11.27 +16.1%
279 BDX Becton Dickinson And Co Healthcare 2,860.0 $450K 0.05% $157.23 -6.6%
280 APH Amphenol Corp Technology 3,539.0 $447K 0.05% +197.0 +5.9% $126.35 +16.9%
Page 14 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%