BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 29 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 VOD Vodafone Group Plc- Adr Communication Services 5,714.0 $86K 0.01% -383.0 -6.3% $15.02 -0.6%
562 GPGI GPGI Inc. Industrials 5,000.0 $86K 0.01% $17.10 -29.2%
563 CNP Centerpoint Energy Inc Utilities 1,980.0 $85K 0.01% -4K -64.8% $43.16 -1.9%
564 VLUE iShares Edge MSCI USA Value ETF 600.0 $85K 0.01% -351.0 -36.9% $142.19 +39.7%
565 DLTR Dollar Tree Inc Consumer Defensive 768.0 $84K 0.01% $109.51 +4.8%
566 III Information Services Group Inc Technology 2,597.0 $84K 0.01% $32.24 -86.0%
567 ACI Albertsons Companies Inc Consumer Defensive 4,895.0 $83K 0.01% $17.04 -9.2%
568 Millrose Properties 2,978.0 $83K 0.01% $28.00
569 RSP Guggenheim S P 500 Equal Wgt ETF 429.0 $82K 0.01% $192.07 +8.9%
570 Unilever Plc Adr 1,446.0 $82K 0.01% $56.97
571 SCHF Schwab International Equity ETF 3,299.0 $82K 0.01% -167.0 -4.8% $24.75 +12.5%
572 GEN Nortonlifelock Inc Technology 4,322.0 $81K 0.01% -15K -77.6% $18.83 +33.2%
573 CI Cigna Corp Healthcare 304.0 $81K 0.01% $266.75 +5.3%
574 ADT ADT Inc Industrials 12,184.0 $80K 0.01% -52K -81.0% $6.57 +2.5%
575 KEYS Keysight Technologies Inc Technology 282.0 $80K 0.01% $282.37 +17.8%
576 Impala Platinum Holdings Ltd 5,401.0 $80K 0.01% $14.72
577 SAP Sap Ag Technology 463.0 $79K 0.01% $171.21 +6.5%
578 MGA Magna International Inc Consumer Cyclical 1,394.0 $78K 0.01% +132.0 +10.5% $55.81 +17.0%
579 NMR Nomura Holdings Inc Financial Services 9,775.0 $77K 0.01% -1K -10.6% $7.89 +3.5%
580 Smithfield Foods Inc 2,737.0 $77K 0.01% NEW $27.97
Page 29 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%