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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 16 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NEM Newmont Mining Corp Basic Materials 3,614.0 $391K 0.04% +462.0 +14.7% $108.25 +1.5%
302 GRFS Grifols SA Healthcare 48,279.0 $387K 0.04% $8.02 -1.2%
303 LOW Lowe'S Cos Inc Consumer Cyclical 1,631.0 $385K 0.04% +657.0 +67.5% $236.28 -9.2%
304 UNP Union Pacific Corp Industrials 1,585.0 $385K 0.04% +79.0 +5.2% $242.76 +8.4%
305 Volkswagen Ag 37,544.0 $378K 0.04% +7K +24.7% $10.07
306 BNP Paribas-Adr 7,882.0 $375K 0.04% +4K +95.4% $47.59
307 GWRE Guidewire Software Inc Technology 2,458.0 $368K 0.04% $149.56 +1.1%
308 OMV Ag 5,016.0 $366K 0.04% +76.0 +1.5% $73.01
309 IRM Iron Mountain Inc Real Estate 3,575.0 $365K 0.04% -1K -24.6% $102.14 +23.9%
310 Entergy Corp 3,221.0 $362K 0.04% -1K -27.6% $112.36
311 IAU iShares Gold Trust ETF Financial Services 4,097.0 $361K 0.04% -233.0 -5.4% $88.16 -2.8%
312 BAP Credicorp Ltd Financial Services 1,064.0 $361K 0.04% -516.0 -32.7% $339.18 +1.5%
313 Imperial Brands Plc American Depositary Receipts S 8,825.0 $361K 0.04% -4K -28.7% $40.87
314 HSBC HSBC Holdings Plc-Spons Adr Financial Services 4,370.0 $360K 0.04% -3K -41.6% $82.49 +13.6%
315 SKM Sk Telecom Co Ltd Communication Services 12,193.0 $357K 0.04% +11K +968.6% $29.29 +26.9%
316 Rheinmetall Ag 1,055.0 $354K 0.04% $336.01
317 PSO Pearson Plc Communication Services 26,872.0 $353K 0.04% $13.13 +13.7%
318 KT Kt Corp Communication Services 16,408.0 $352K 0.04% +736.0 +4.7% $21.45 -16.9%
319 SCI Service Corp International Consumer Cyclical 4,256.0 $351K 0.04% $82.51 -8.1%
320 Ryanair Holdings Plc 6,055.0 $350K 0.04% +233.0 +4.0% $57.80
Page 16 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%