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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 30 of 49  ·  971 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 CIEN Ciena Corp Technology 298.0 $70K 0.01% NEW $233.87 +74.8%
582 AXP American Express Co Financial Services 188.0 $70K 0.01% NEW $369.95 -5.2%
583 TPR Tapestry Inc Consumer Cyclical 539.0 $69K 0.01% NEW $127.77 +11.2%
584 WELL Welltower Inc Com Real Estate 366.0 $68K 0.01% NEW $185.61 +32.8%
585 Xiaomi Corp 2,690.0 $68K 0.01% NEW $25.19
586 MGA Magna International Inc Consumer Cyclical 1,262.0 $67K 0.01% NEW $53.30 +27.4%
587 PCAR Paccar Inc Industrials 597.0 $65K 0.01% NEW $109.51 +15.3%
588 AZO Autozone Inc Consumer Cyclical 19.0 $64K 0.01% NEW $3391.47 -11.2%
589 LKQ Lkq Corp Consumer Cyclical 2,128.0 $64K 0.01% NEW $30.20 -17.5%
590 CFG Citizens Financial Group Financial Services 1,095.0 $64K 0.01% NEW $58.41 +23.2%
591 EWT iShares MSCI Taiwan ETF 1,004.0 $64K 0.01% NEW $63.53 +58.3%
592 EWW iShares MSCI Mexico ETF 920.0 $64K 0.01% NEW $69.33 +9.4%
593 SRAD Sportradar Group AG Technology 2,660.0 $63K 0.01% NEW $23.77 -38.1%
594 IJH iShares Core S P Mid-Cap ETF 935.0 $62K 0.01% NEW $66.00 +14.7%
595 LUV Southwest Airlines Co Industrials 1,486.0 $61K 0.01% NEW $41.33 +17.7%
596 FNF Fidelity National Financial Inc Financial Services 1,124.0 $61K 0.01% NEW $54.59 -7.0%
597 Nordea Bank ABP- Spon Adr 3,220.0 $61K 0.01% NEW $18.93
598 TMDX TransMedics Group Inc Healthcare 500.0 $61K 0.01% NEW $121.65 -39.0%
599 OMAB Grupo Aeroportuario Del Centro Norte Sab De Cv Industrials 559.0 $61K 0.01% NEW $108.77 -4.4%
600 OCUL Ocular Therapeutix Inc Healthcare 5,000.0 $61K 0.01% NEW $12.14 -26.4%
Page 30 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%