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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 32 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 ON On Semiconductor Corp Technology 922.0 $57K 0.01% +73.0 +8.6% $61.92 +95.8%
622 NOV National Oilwell Varco Inc Energy 3,018.0 $57K 0.01% +742.0 +32.6% $18.81 +7.6%
623 PAYX Paychex Inc Industrials 610.0 $56K 0.01% +597.0 +4592.3% $92.12 +4.7%
624 FSLR First Solar Inc Energy 284.0 $56K 0.01% -1K -83.5% $197.26 +52.3%
625 DD Ei Du Pont De Nemours Co Basic Materials 1,219.0 $56K 0.01% +286.0 +30.6% $45.80 +4.0%
626 Xiaomi Corp 2,690.0 $56K 0.01% $20.70
627 Nordea Bank ABP- Spon Adr 3,220.0 $56K 0.01% $17.28
628 CC Chemours Co Basic Materials 2,518.0 $55K 0.01% +271.0 +12.1% $22.03 +2.7%
629 FMX Fomento Economico Mexicano Sab De Cv Consumer Defensive 499.0 $55K 0.01% $111.06 +8.7%
630 Deutsche Wohnen Ag Ord 2,520.0 $55K 0.01% $21.93
631 INGR Ingredion Inc Com Consumer Defensive 479.0 $54K 0.01% -404.0 -45.8% $112.66 -8.6%
632 BN Brookfield Asset Manage-Cl A Financial Services 1,312.0 $53K 0.01% NEW $40.47 +14.2%
633 CIEN Ciena Corp Technology 135.0 $52K 0.01% -163.0 -54.7% $388.23 +40.6%
634 FNF Fidelity National Financial Inc Financial Services 1,124.0 $52K 0.01% $46.38 +2.9%
635 Byd Co Ltd 3,810.0 $52K 0.01% $13.63
636 ADI Analog Devices Inc Technology 163.0 $52K 0.01% $318.13 +29.1%
637 Natwest Group Adr Rep 2 Ord 3,439.0 $51K 0.01% +241.0 +7.5% $14.90
638 AEP American Electric Power Co Inc Utilities 389.0 $51K 0.01% +62.0 +19.0% $131.08 -2.8%
639 SHW Sherwin-Williams Co Basic Materials 159.0 $51K 0.01% NEW $320.55 -4.6%
640 ASR Grupo Aeroportuario Del Surest - Adr Industrials 151.0 $51K 0.01% $336.13 -11.2%
Page 32 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%