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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 28 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 GDXJ Vaneck Vectors Junior Gold Miners ETF 800.0 $96K 0.01% -450.0 -36.0% $120.04 -1.1%
542 PPC Pilgrims Pride Corp Consumer Defensive 2,536.0 $96K 0.01% +109.0 +4.5% $37.76 -25.5%
543 PHYS Sprott Physical Gold Trust CEF Financial Services 2,700.0 $96K 0.01% -4K -62.5% $35.44 -2.2%
544 BYD Boyd Gaming Corp Consumer Cyclical 1,162.0 $95K 0.01% -1K -50.1% $82.18 +1.5%
545 LEA Lear Corp Consumer Cyclical 779.0 $94K 0.01% +57.0 +7.9% $121.08 +19.5%
546 TSLX Tpg Specialty Lending Inc Financial Services 5,115.0 $94K 0.01% $18.38 -5.9%
547 NYF iShares S P New York AMT-Free Muni ETF 1,764.0 $94K 0.01% NEW $53.12 +1.0%
548 DBX Dropbox Inc Technology 4,086.0 $93K 0.01% -4K -49.1% $22.72 +16.6%
549 BPOP Popular Inc Financial Services 677.0 $91K 0.01% +275.0 +68.4% $134.17 +11.6%
550 SIL Global X Silver Miners ETF 1,000.0 $90K 0.01% NEW $90.08 +3.0%
551 NYT New York Times Co Communication Services 1,075.0 $90K 0.01% +58.0 +5.7% $83.73 -10.5%
552 QUAL iShares Edge MSCI USA Quality Factor ETF 467.0 $90K 0.01% NEW $191.81 +12.6%
553 CFG Citizens Financial Group Financial Services 1,486.0 $89K 0.01% +391.0 +35.7% $59.97 +3.5%
554 IJH iShares Core S P Mid-Cap ETF 1,315.0 $89K 0.01% +380.0 +40.6% $67.53 +10.6%
555 WBD Warner Bros Discovery Series A Communication Services 3,230.0 $89K 0.01% $27.46 -1.5%
556 UDR Udr Inc Real Estate 2,622.0 $89K 0.01% $33.78 +10.9%
557 EQH Equitable Holdings Inc Financial Services 2,381.0 $88K 0.01% -2K -48.8% $37.11 +13.0%
558 USB US Bancorp Financial Services 1,677.0 $87K 0.01% +154.0 +10.1% $52.01 +5.1%
559 C Citigroup Inc Financial Services 767.0 $87K 0.01% +36.0 +4.9% $113.41 +11.7%
560 EXC Exelon Corp Utilities 1,772.0 $87K 0.01% $49.02 -7.3%
Page 28 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%