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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 17 of 49  ·  971 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CNQ Canadian Natural Resources Energy 10,276.0 $348K 0.04% NEW $33.85 +29.8%
322 NKE Nike Inc Consumer Cyclical 5,448.0 $347K 0.04% NEW $63.71 -31.8%
323 VPU Vanguard Utilities ETF 1,837.0 $340K 0.04% NEW $185.04 +5.0%
324 Fannie Mae 31,319.0 $336K 0.04% NEW $10.73
325 PSX Phillips 66 Energy 2,584.0 $333K 0.04% NEW $129.04 +61.8%
326 MS Morgan Stanley Financial Services 1,877.0 $333K 0.04% NEW $177.53 +18.8%
327 SCI Service Corp International Consumer Cyclical 4,256.0 $332K 0.04% NEW $77.97 +0.0%
328 FANG Diamondback Energy Inc Energy 2,206.0 $332K 0.04% NEW $150.33 +30.0%
329 Mercedes-Benz Group Ag 18,782.0 $330K 0.04% NEW $17.57
330 EPR EPR Properties Real Estate 6,573.0 $328K 0.04% NEW $49.90 +24.6%
331 Bayer Ag 29,944.0 $324K 0.04% NEW $10.82
332 LTM Lan Airlines Sa Industrials 5,848.0 $316K 0.04% NEW $54.01 -4.2%
333 NEM Newmont Mining Corp Basic Materials 3,152.0 $315K 0.04% NEW $99.85 -10.7%
334 TXT Textron Incorporated Industrials 3,584.0 $312K 0.04% NEW $87.17 +4.2%
335 Everest Re Group Ltd 916.0 $311K 0.04% NEW $339.35
336 AM Antero Midstream Corp Energy 17,449.0 $310K 0.04% NEW $17.79 +27.0%
337 GNTX Gentex Corp Consumer Cyclical 13,306.0 $310K 0.03% NEW $23.27 +3.0%
338 CCEP Coca-Cola European Partners Plc Consumer Defensive 3,390.0 $307K 0.03% NEW $90.70 +17.0%
339 MS and AD Insurance Group Holdings Inc 13,094.0 $307K 0.03% NEW $23.43
340 DOX Amdocs Ltd Technology 3,799.0 $306K 0.03% NEW $80.51 -33.9%
Page 17 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%