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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 20 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 AVB Avalonbay Communities Inc Real Estate 1,476.0 $241K 0.03% $163.35 +11.8%
382 EC Ecopetrol S A Sponsored Adr Energy 15,968.0 $239K 0.03% +465.0 +3.0% $14.99 -2.4%
383 EQNR Equinor Asa Energy 5,662.0 $239K 0.03% $42.20 -15.2%
384 GD General Dynamics Corp Industrials 696.0 $239K 0.03% +165.0 +31.1% $343.22 +1.7%
385 LTPZ Pimco 15plus Year US Tips ETF 4,615.0 $236K 0.03% +75.0 +1.6% $51.03 +1.1%
386 SSL Sasol Ltd Basic Materials 18,166.0 $235K 0.03% +13K +233.3% $12.96 -5.3%
387 ALV Autoliv Inc Consumer Cyclical 2,231.0 $235K 0.03% -75.0 -3.2% $105.16 +21.9%
388 TMO Thermo Fisher Scientific Inc Healthcare 467.0 $230K 0.03% +130.0 +38.6% $491.53 +1.0%
389 JPM 4.625 Perp Preferred L 12,000.0 $229K 0.03% $19.12
390 Petroleo Brasileiro Sa 12,193.0 $229K 0.03% $18.75
391 Fannie Mae 31,319.0 $227K 0.03% $7.26
392 TD Toronto-Dominion Bank Financial Services 2,401.0 $224K 0.03% $93.31 +20.2%
393 BSAC BANCO SANTANDER CHILE Financial Services 6,676.0 $223K 0.03% $33.40 -4.8%
394 SMFG Sumitomo Mitsui-Spons Adr Financial Services 11,280.0 $223K 0.03% -16K -58.2% $19.75 +11.2%
395 Axa Sa 4,812.0 $221K 0.03% $45.99
396 AGNC AGNC Investment Corp Real Estate 21,888.0 $220K 0.03% NEW $10.03 +3.7%
397 ANET Arista Networks Inc Technology 1,778.0 $218K 0.03% +300.0 +20.3% $122.78 +28.5%
398 Tesco Plc - Adr 11,420.0 $217K 0.03% +2K +19.8% $19.03
399 KO Coca-Cola Co Consumer Defensive 2,824.0 $215K 0.03% +197.0 +7.5% $76.05 +4.5%
400 Standard Chartered PLC 5,082.0 $213K 0.02% +1K +32.9% $42.01
Page 20 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%