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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 36 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 SPYV SPDR S P 500 Value ETF 619.0 $35K 0.00% $56.58 +8.1%
702 Vestas Wind Systems-Unsp Adr 3,502.0 $35K 0.00% -3K -46.5% $9.97
703 GE General Electric Co Industrials 123.0 $35K 0.00% +119.0 +2975.0% $283.76 +11.9%
704 ATAT Atour Lifestyle Holdings Consumer Cyclical 944.0 $35K 0.00% $36.81 -7.1%
705 Tencent Holdings Ltd 556.0 $34K 0.00% NEW $61.74
706 Icici Bank Ltd - Adr 1,319.0 $34K 0.00% $25.90
707 EXPE Expedia Group Inc Consumer Cyclical 144.0 $33K 0.00% -155.0 -51.8% $230.89 -2.4%
708 SBUX Starbucks Corp Consumer Cyclical 369.0 $33K 0.00% NEW $89.59 +11.8%
709 INCY Incyte Corp Healthcare 351.0 $33K 0.00% $94.12 +3.8%
710 BEN Franklin Resources Inc Financial Services 1,335.0 $32K 0.00% $23.62 +32.2%
711 Veolia Environnement 1,646.0 $31K 0.00% -6K -79.0% $19.09
712 DXC D X C Technology Com Technology 2,453.0 $31K 0.00% -11K -81.7% $12.57 -24.5%
713 SCHK Schwab 1000 Index ETF 954.0 $30K 0.00% $31.33 +16.0%
714 Luckin Coffee Inc 920.0 $30K 0.00% $32.10
715 RCL Royal Caribbean Crui Consumer Cyclical 107.0 $29K 0.00% $275.18 +2.1%
716 Cie Generale des Etablissements Michelin SA ADR 1,723.0 $29K 0.00% +390.0 +29.3% $17.04
717 WFRD Weatherford International PLC Energy 309.0 $29K 0.00% +153.0 +98.1% $94.58 +9.0%
718 Aptiv Plc 419.0 $29K 0.00% -13.0 -3.0% $69.44
719 EFA iShares MSCI EAFE ETF 299.0 $29K 0.00% $97.13 +8.1%
720 CDW Cdw Corp Technology 235.0 $28K 0.00% $121.02 +1.5%
Page 36 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%