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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 24 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CHTR Charter Communications Communication Services 720.0 $155K 0.02% +19.0 +2.7% $215.88 -34.1%
462 CARR Carrier Global Corp-Wi Industrials 2,728.0 $154K 0.02% $56.31 +13.6%
463 AGCO Agco Corp Industrials 1,319.0 $153K 0.02% +127.0 +10.7% $115.87 -2.5%
464 Bayerische Motoren Werke AG 4,902.0 $149K 0.02% $30.48
465 HMC Honda Motor Co Ltd Consumer Cyclical 6,140.0 $149K 0.02% $24.31 +11.2%
466 LIN Linde Plc Basic Materials 300.0 $149K 0.02% $495.76 +0.1%
467 Essilor Luxottica Intl Ord 645.0 $148K 0.02% $229.23
468 Softbank Corp Ord 6,576.0 $147K 0.02% $22.40
469 WCC Wesco International Inc Industrials 534.0 $146K 0.02% -402.0 -43.0% $273.62 +33.1%
470 SPYD SPDR Portfolio S P 500 High Div ETF 3,207.0 $146K 0.02% $45.52 +4.7%
471 BBWI Bath Body Works Inc Consumer Cyclical 7,745.0 $145K 0.02% $18.67 +9.5%
472 PFE Pfizer Inc Healthcare 5,103.0 $143K 0.02% +3K +209.7% $28.08 -7.3%
473 Carnival Corp 5,486.0 $142K 0.02% NEW $25.88
474 HD Home Depot Inc Consumer Cyclical 429.0 $141K 0.02% +127.0 +42.0% $328.89 -2.7%
475 Flagstar Financial 10,515.0 $138K 0.02% $13.17
476 XLRE Real Estate Select Sctr 3,391.0 $138K 0.02% +101.0 +3.1% $40.83 +7.9%
477 PGR Progressive Corp Financial Services 698.0 $138K 0.02% NEW $198.24 -3.0%
478 PFFD Global X US Preferred ETF 7,453.0 $137K 0.02% $18.40 +3.7%
479 FAST Fastenal Co Industrials 2,945.0 $137K 0.02% NEW $46.40 -3.9%
480 NFLX NETFlix Inc Communication Services 1,410.0 $136K 0.01% +1K +403.6% $96.15 -10.4%
Page 24 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%