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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 35 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 GRMN Garmin Ltd Technology 175.0 $41K 0.01% +6.0 +3.5% $232.01 +3.3%
682 NOW Servicenow Inc Technology 385.0 $40K 0.01% +375.0 +3750.0% $104.55 +17.0%
683 ZION Zions Bancorporation Financial Services 686.0 $40K 0.01% +68.0 +11.0% $57.62 +8.7%
684 DGS Wisdomtree Emerging Mkts Small Cap Div ETF 651.0 $39K 0.00% $60.10 +9.4%
685 WBS Webster Financial Corp Financial Services 563.0 $39K 0.00% +64.0 +12.8% $69.42 +4.9%
686 LNC Lincoln National Co Financial Services 1,098.0 $39K 0.00% -2K -62.7% $35.50 +0.1%
687 PRU Prudential Financial Financial Services 397.0 $39K 0.00% -847.0 -68.1% $97.69 +3.9%
688 Valterra Platinum 473.0 $39K 0.00% $81.47
689 MKL Markel Corp Financial Services 20.0 $38K 0.00% $1914.05 -3.1%
690 ROBO Robo Global Robotics Automation ETF 556.0 $38K 0.00% $68.43 +29.1%
691 TX Ternium Sa Basic Materials 940.0 $38K 0.00% $40.15 +21.6%
692 Vinci SA 1,003.0 $38K 0.00% -2K -63.4% $37.53
693 TAP Molson Coors Brewing Co Consumer Defensive 872.0 $38K 0.00% +92.0 +11.8% $43.06 -7.0%
694 SWKS Skyworks Solutions Inc Technology 701.0 $38K 0.00% -61.0 -8.0% $53.55 +49.0%
695 STLA Stellantis Nv Consumer Cyclical 5,263.0 $37K 0.00% -6K -51.5% $7.09 +13.3%
696 MSI Motorola Solutions Technology 85.0 $37K 0.00% $433.96 -6.2%
697 CORT Corcept Therapeutics Inc Healthcare 905.0 $36K 0.00% $40.31 +70.7%
698 QRVO Qorvo Inc Technology 469.0 $36K 0.00% -4K -90.2% $77.40 +35.1%
699 Ap Moller-Maersk 2,835.0 $35K 0.00% $12.43
700 FITB Fifth Third Bancorp Financial Services 754.0 $35K 0.00% NEW $46.46 +7.5%
Page 35 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%