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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 27 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 MNSO Miniso Group Holding Ltd Consumer Cyclical 6,705.0 $109K 0.01% $16.20 -18.6%
522 Nestle Sa Ord 1,100.0 $108K 0.01% $98.15
523 Leidos Holdings Inc 688.0 $107K 0.01% -39.0 -5.4% $155.52
524 J Jacobs Engineering Group Inc Industrials 833.0 $106K 0.01% $127.28 -4.6%
525 MTCH Match Group Inc Communication Services 3,432.0 $105K 0.01% -9K -71.7% $30.71 +18.2%
526 SCHW Charles Schwab Corp Financial Services 1,117.0 $105K 0.01% NEW $93.98 -7.6%
527 DFE Wisdomtree Europe Smallcap Dividend ETF 1,462.0 $105K 0.01% $71.73 +8.0%
528 XCEM Columbia EM Core Exchina ETF 2,566.0 $105K 0.01% $40.81 +28.6%
529 ICE Intercontinentalexchange Inc Financial Services 660.0 $104K 0.01% $157.28 -5.4%
530 EL Estee Lauder Cos Inc Consumer Defensive 1,443.0 $104K 0.01% $71.77 +25.9%
531 HST Host Hotels Resorts Inc Real Estate 5,385.0 $103K 0.01% +3K +113.8% $19.16 +21.1%
532 DAL Delta Air Lines Inc Industrials 1,550.0 $103K 0.01% -959.0 -38.2% $66.48 +25.5%
533 SCHP Schwab US Tips ETF 3,808.0 $101K 0.01% +375.0 +10.9% $26.61 +0.8%
534 NFG National Fuel Gas Co Energy 1,071.0 $101K 0.01% -84.0 -7.3% $93.96 -17.3%
535 AIZ Assurant Inc Financial Services 461.0 $100K 0.01% $217.81 +14.3%
536 Carrefour Sa 863.0 $100K 0.01% $116.11
537 AAL American Airls Group Industrials 9,268.0 $100K 0.01% +59.0 +0.6% $10.74 +38.2%
538 GEV GE Vernova Inc Utilities 112.0 $98K 0.01% $872.89 +10.8%
539 Murata MFG Co Ltd Ord 4,500.0 $97K 0.01% $21.48
540 DOX Amdocs Ltd Technology 1,472.0 $96K 0.01% -2K -61.2% $65.26 -4.4%
Page 27 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%