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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 26 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 CVE CenovUS Energy Inc Energy 4,370.0 $116K 0.01% -129.0 -2.9% $26.53 +4.4%
502 QXO QXO Inc Industrials 5,938.0 $115K 0.01% $19.42 -8.7%
503 WAT Waters Corp Healthcare 386.0 $115K 0.01% NEW $297.80 +27.1%
504 AXP American Express Co Financial Services 379.0 $115K 0.01% +191.0 +101.6% $302.48 +5.1%
505 JD Jd Com Inc Consumer Cyclical 3,863.0 $114K 0.01% -11K -73.5% $29.57 -1.9%
506 FBIN Fortune Brands Innovations Inc Industrials 2,921.0 $114K 0.01% $38.97 +2.0%
507 VTWG Vanguard Russell 2000 Growth ETF 497.0 $114K 0.01% $229.04 +20.5%
508 RSG Republic Services Inc Industrials 519.0 $114K 0.01% $219.02 -7.4%
509 COHR Coherent Corp Technology 477.0 $114K 0.01% -53.0 -10.0% $238.21 +48.4%
510 KKR Kkr Co Inc Financial Services 1,221.0 $113K 0.01% +422.0 +52.8% $92.50 +3.9%
511 IVZ Invesco Ltd Financial Services 4,615.0 $112K 0.01% +3K +163.0% $24.29 +17.8%
512 IVOO Vanguard S P Mid-Cap 400 ETF 977.0 $112K 0.01% +10.0 +1.0% $114.32 +10.6%
513 IAC Iac Interactivecorp Technology 2,776.0 $111K 0.01% -9K -75.4% $40.03 +12.8%
514 Sandisk Corp 174.0 $111K 0.01% +15.0 +9.4% $635.34
515 SBS Cia Saneamento Basico De-Adr Utilities 3,620.0 $110K 0.01% $30.52 -82.0%
516 CNM CORE and MAIN INC-CLASS A Industrials 2,231.0 $110K 0.01% $49.40 +1.3%
517 VFVA Vanguard US Value Factor ETF 815.0 $110K 0.01% $134.61 +8.6%
518 SBSW Sibanye-Stillwater ADR Basic Materials 8,832.0 $109K 0.01% $12.32 -1.8%
519 Continental AG 15,673.0 $109K 0.01% -12K -43.8% $6.94
520 ADBE Adobe Systems Inc Technology 447.0 $109K 0.01% +424.0 +1843.5% $243.08 +5.0%
Page 26 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%