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Portfolio (Quarterly) Guide ↗

ATLAS CAPITAL ADVISORS INC.

· CIK 0001434165
13F Portfolio $898M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 971 New
Page 25 of 49  ·  971 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 JBS NV CL A EXC1 9,532.0 $137K 0.01% NEW $14.42
482 Petroleo Brasileiro Sa 12,193.0 $137K 0.01% NEW $11.27
483 Komatsu Ltd Spon Adr New 4,324.0 $137K 0.01% NEW $31.75
484 Veolia Environnement 7,850.0 $136K 0.01% NEW $17.36
485 EQNR Equinor Asa Energy 5,662.0 $134K 0.01% NEW $23.63 +59.1%
486 KD Kyndryl Holdings Ord Wi Technology 5,030.0 $134K 0.01% NEW $26.56 -54.1%
487 XLRE Real Estate Select Sctr 3,290.0 $133K 0.01% NEW $40.35 +12.0%
488 VIPS Vipshop Holdings Ltd - Adr Consumer Cyclical 7,486.0 $132K 0.01% NEW $17.69 -17.0%
489 Flagstar Financial 10,515.0 $132K 0.01% NEW $12.59
490 LNC Lincoln National Co Financial Services 2,947.0 $131K 0.01% NEW $44.53 -6.1%
491 Leidos Holdings Inc 727.0 $131K 0.01% NEW $180.40
492 BLK Blackrock Inc Financial Services 122.0 $131K 0.01% NEW $1070.34 -3.0%
493 VLUE iShares Edge MSCI USA Value ETF 951.0 $130K 0.01% NEW $136.73 +42.7%
494 Nebius Group NV 1,545.0 $129K 0.01% NEW $83.70
495 GDX Vaneck Vectors Gold Miners ETF 1,500.0 $129K 0.01% NEW $85.77 -13.5%
496 Banco Do Brasil Sa Spons Adr Ea Repr 1 O 32,290.0 $128K 0.01% NEW $3.96
497 LIN Linde Plc Basic Materials 300.0 $128K 0.01% NEW $426.39 +18.4%
498 SBSW Sibanye-Stillwater ADR Basic Materials 8,832.0 $126K 0.01% NEW $14.25 -39.7%
499 MNSO Miniso Group Holding Ltd Consumer Cyclical 6,705.0 $126K 0.01% NEW $18.75 -33.5%
500 SNY Sanofi-Aventis Sa Healthcare 2,577.0 $125K 0.01% NEW $48.46 -9.7%
Page 25 of 49  ·  971 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 25.3%
Financial Services 20.0%
Consumer Defensive 13.1%
Communication Services 10.7%
Healthcare 10.6%
Consumer Cyclical 8.9%
Industrials 6.7%
Energy 1.8%
Basic Materials 1.4%
Utilities 0.9%