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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 17 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ACN Accenture Plc Technology 1,744.0 $346K 0.04% -574.0 -24.8% $198.29 -5.5%
322 OKTA Okta Inc Technology 4,333.0 $341K 0.04% +227.0 +5.5% $78.71 +56.0%
323 Engie 10,583.0 $339K 0.04% $32.01
324 VCSH Vanguard Short-Term Corporate Bond ETF 4,213.0 $334K 0.04% NEW $79.27 -0.1%
325 EPR EPR Properties Real Estate 6,573.0 $328K 0.04% $49.96 +13.1%
326 WDS Woodside Petroleum Ltd Energy 13,749.0 $328K 0.04% $23.88 -8.8%
327 SONY Sony Group Corp Technology 15,859.0 $328K 0.04% $20.70 +4.2%
328 Munchener Ruckversicherungs-Gesellschaft Ag Adr 26,080.0 $328K 0.04% -4K -14.3% $12.57
329 BVN Cia De Minas Buenaventura Sa Basic Materials 8,989.0 $324K 0.04% +2K +26.9% $36.04 +1.8%
330 E Eni Spa Energy 5,680.0 $322K 0.04% -311.0 -5.2% $56.61 -7.6%
331 SHEL Shell Adr Each Rep 2 Ord Wi Energy 3,376.0 $314K 0.04% $93.00 -9.8%
332 TXT Textron Incorporated Industrials 3,584.0 $314K 0.04% $87.56 +4.9%
333 Anglogold Ashanti Ltd 3,219.0 $313K 0.04% $97.36
334 MFC Manulife Financial Financial Services 9,064.0 $312K 0.04% -7K -42.5% $34.44 +11.0%
335 MUB iShares S P National AMT-Free Municipal Bond ETF 2,931.0 $311K 0.04% +1K +56.5% $106.15 +1.0%
336 MS Morgan Stanley Financial Services 1,877.0 $309K 0.04% $164.57 +25.8%
337 DKS Dick S Sporting Goods Inc Consumer Cyclical 1,555.0 $308K 0.04% -552.0 -26.2% $198.29 +16.1%
338 RBLX Roblox Corp Com Cl A Technology 5,418.0 $306K 0.04% NEW $56.56 -16.7%
339 Everest Re Group Ltd 916.0 $299K 0.03% $326.85
340 PSX Phillips 66 Energy 1,638.0 $298K 0.03% -946.0 -36.6% $182.18 -3.7%
Page 17 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%