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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 22 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 BP BP Plc Energy 4,068.0 $191K 0.02% $47.00 -10.9%
422 CRH Plc 1,815.0 $191K 0.02% -92.0 -4.8% $105.12
423 Lennar Corp 2,251.0 $189K 0.02% -308.0 -12.0% $84.12
424 AHT Ashtead Group Plc Real Estate 3,013.0 $189K 0.02% $62.82 -95.2%
425 NATL NCR ATLEOS ORD WI Technology 4,333.0 $189K 0.02% -1K -24.9% $43.58 +2.7%
426 Novo-Nordisk A-S Ord 5,218.0 $186K 0.02% $35.71
427 PKX Posco Basic Materials 3,145.0 $184K 0.02% +3K +825.0% $58.49 +20.2%
428 TT Trane Technologies Plc Industrials 441.0 $184K 0.02% $416.74 +9.3%
429 INTU Intuit Com Technology 422.0 $182K 0.02% +404.0 +2244.4% $432.38 -23.8%
430 NXT Next Plc Technology 1,080.0 $181K 0.02% $167.64 -9.7%
431 Assa Abloy Ab Ord 5,031.0 $179K 0.02% $35.56
432 CCK Crown Holdings Inc Consumer Cyclical 1,784.0 $179K 0.02% $100.25 -4.0%
433 HPQ Hewlett-Packard Co Technology 9,300.0 $179K 0.02% -9K -50.0% $19.21 +41.8%
434 CSX Csx Corp Industrials 4,318.0 $177K 0.02% $41.05 +9.9%
435 JLL Jones Lang Lasalle Inc Real Estate 582.0 $177K 0.02% +17.0 +3.0% $304.32 -6.2%
436 ASML ASML Holding NV Technology 134.0 $177K 0.02% $1320.83 +22.1%
437 KSS Kohls Corp Consumer Cyclical 13,703.0 $177K 0.02% -866.0 -5.9% $12.90 +10.9%
438 ARW Arrow Electronics Inc Technology 1,230.0 $176K 0.02% -855.0 -41.0% $143.41 +50.3%
439 RACE Ferrari Nv Consumer Cyclical 518.0 $175K 0.02% -142.0 -21.5% $338.45 +2.0%
440 Bunge Ltd 1,373.0 $175K 0.02% +586.0 +74.5% $127.20
Page 22 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%