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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 15 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PEGA Pegasystems Inc Technology 10,464.0 $445K 0.05% -2K -13.6% $42.56 -15.9%
282 Unicredit Spa 12,344.0 $445K 0.05% -132.0 -1.1% $36.06
283 FANG Diamondback Energy Inc Energy 2,206.0 $436K 0.05% $197.79 -3.6%
284 AMLP Alerian Mlp ETF 8,141.0 $429K 0.05% $52.64 -1.7%
285 Heidelberg Metals AG 10,156.0 $428K 0.05% -11K -51.9% $42.11
286 TSN Tyson Foods Inc Consumer Defensive 6,616.0 $424K 0.05% +73.0 +1.1% $64.07 -4.9%
287 BX Blackstone Group Lp Financial Services 3,632.0 $418K 0.05% +32.0 +0.9% $114.99 +1.9%
288 AN Autonation Inc Consumer Cyclical 2,130.0 $416K 0.05% -1K -32.1% $195.26 -4.1%
289 Bayer Ag 35,510.0 $408K 0.05% +6K +18.6% $11.48
290 CL Colgate-Palmolive Co Consumer Defensive 4,769.0 $406K 0.05% $85.23 +6.3%
291 TSLA Tesla Motors Inc Consumer Cyclical 1,084.0 $403K 0.05% +135.0 +14.2% $371.75 +16.9%
292 LEN Lennar Corp-A Consumer Cyclical 4,594.0 $399K 0.05% -1K -23.6% $86.84 +4.1%
293 AM Antero Midstream Corp Energy 17,449.0 $398K 0.04% $22.80 -8.3%
294 AVY Avery Dennison Corp Industrials 2,300.0 $397K 0.04% $172.68 -7.6%
295 PCG Pg E Corp Utilities 22,558.0 $396K 0.04% NEW $17.57 -7.2%
296 STLD Steel Dynamics Inc Com Basic Materials 2,197.0 $395K 0.04% -866.0 -28.3% $180.00 +46.1%
297 SCHE Schwab Emerging Markets Equity ETF 11,959.0 $394K 0.04% -2K -14.0% $32.95 +10.5%
298 NTRS Northern Trust Corp Financial Services 2,822.0 $394K 0.04% $139.57 +18.4%
299 CVX Chevron Corp Energy 1,898.0 $393K 0.04% +386.0 +25.5% $206.90 -12.0%
300 Enel Un Spon Adr Ea Repr 1 Ord Shs 36,090.0 $393K 0.04% -10K -21.4% $10.88
Page 15 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%