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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 23 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 XOM Exxon Mobil Corp Energy 1,026.0 $174K 0.02% +900.0 +714.3% $169.66 -14.4%
442 ORI Old Republic International Corp Financial Services 4,337.0 $173K 0.02% $39.90 -6.0%
443 JBS NV CL A EXC1 9,532.0 $171K 0.02% $17.96
444 MT Arcelormittal Basic Materials 3,288.0 $171K 0.02% +1K +62.4% $51.98 +34.3%
445 NWSA News Corp - Class A Communication Services 6,841.0 $171K 0.02% $24.93 +5.6%
446 KOF Coca-Cola Femsa Sab De Cv Consumer Defensive 1,728.0 $169K 0.02% $97.55 +10.4%
447 Tencent Holdings Limited Unsp Adr Each R 2,657.0 $168K 0.02% $63.22
448 DG Dollar General Corp Consumer Defensive 1,404.0 $167K 0.02% +269.0 +23.7% $118.73 -8.3%
449 MET Metlife Inc Financial Services 2,345.0 $166K 0.02% -50.0 -2.1% $70.72 +18.0%
450 CMI Cummins Inc Industrials 308.0 $166K 0.02% +5.0 +1.6% $538.02 +21.4%
451 PRI Primerica Inc Financial Services 659.0 $165K 0.02% $250.48 +8.1%
452 SJM Jm Smucker Co Consumer Defensive 1,681.0 $162K 0.02% $96.44 +8.1%
453 VUG Vanguard Growth ETF 368.0 $161K 0.02% +348.0 +1740.0% $436.79 -79.5%
454 Nebius Group NV 1,545.0 $160K 0.02% $103.76
455 FREL Fidelity Real Estate ETF 5,943.0 $160K 0.02% -103.0 -1.7% $26.91 +8.4%
456 MOMO Momo Inc Communication Services 27,754.0 $160K 0.02% -3K -10.1% $5.76 +3.2%
457 NSC Norfolk Southern Corp Industrials 550.0 $158K 0.02% +304.0 +123.6% $287.00 +5.9%
458 CCEP Coca-Cola European Partners Plc Consumer Defensive 1,736.0 $157K 0.02% -2K -48.8% $90.67 +0.8%
459 MA Mastercard Inc Financial Services 315.0 $157K 0.02% +308.0 +4400.0% $499.66 -0.4%
460 DVA Davita Inc Healthcare 1,021.0 $157K 0.02% -200.0 -16.4% $153.69 +27.5%
Page 23 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%