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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 18 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 HII Huntington Ingalls Industries Inc Industrials 785.0 $298K 0.03% +12.0 +1.6% $379.90 -18.4%
342 BMO Bank of Montreal Financial Services 2,203.0 $298K 0.03% -1K -39.5% $135.34 +19.0%
343 Leonardo Spa 4,410.0 $296K 0.03% $67.05
344 Rwe Ag 4,416.0 $294K 0.03% $66.64
345 BTI British American Tob-Sp Adr Consumer Defensive 5,012.0 $293K 0.03% $58.47 +5.7%
346 IVW iShares S P 500 Growth ETF 2,584.0 $292K 0.03% NEW $113.11 +23.8%
347 GNTX Gentex Corp Consumer Cyclical 13,306.0 $291K 0.03% $21.85 +11.2%
348 Imperial Brands Plc 7,094.0 $287K 0.03% $40.43
349 Mercedes-Benz Group Ag 18,782.0 $286K 0.03% $15.25
350 NKE Nike Inc Consumer Cyclical 5,419.0 $286K 0.03% -29.0 -0.5% $52.82 -12.3%
351 MLPA Global X Mlp ETF 5,294.0 $285K 0.03% +50.0 +0.9% $53.87 -1.4%
352 Ipsen 1,538.0 $285K 0.03% $185.31
353 FMS FreseniUS Medical Care Ag Co Kgaa Healthcare 12,593.0 $284K 0.03% -6K -31.2% $22.56 -3.9%
354 CAR Avis Budget Group Inc Industrials 1,940.0 $283K 0.03% -241.0 -11.1% $145.85 +21.5%
355 IWM iShares Russell 2000 ETF 1,136.0 $282K 0.03% -6.0 -0.5% $248.00 +16.9%
356 BLDR Builders Firstsource Inc Industrials 3,419.0 $281K 0.03% -2K -35.0% $82.33 -7.2%
357 Itochu Corp 22,040.0 $281K 0.03% +20K +900.0% $12.75
358 Ca Inc 15,291.0 $281K 0.03% $18.37
359 HSIC Henry Schein Inc Healthcare 3,807.0 $281K 0.03% $73.70 +5.3%
360 GSK Glaxosmithkline Plc Adr Healthcare 5,075.0 $280K 0.03% +740.0 +17.1% $55.19 -8.3%
Page 18 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%