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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 37 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 HLT Hilton Worldwide Holdings Inc Consumer Cyclical 92.0 $28K 0.00% NEW $304.08 +10.2%
722 DDS Dillard s Inc Consumer Cyclical 48.0 $27K 0.00% $572.10 +4.6%
723 VOYA Voya Financial Inc Financial Services 396.0 $27K 0.00% +15.0 +3.9% $68.32 +19.9%
724 TJX Tjx Cos Inc Consumer Cyclical 168.0 $27K 0.00% +141.0 +522.2% $159.70 -2.7%
725 TXG 10X Genomics Inc Healthcare 1,234.0 $26K 0.00% $21.23 +30.9%
726 MRSH Marsh Mclennan Cos Inc Financial Services 151.0 $26K 0.00% $173.44 -8.1%
727 EOG Eog Resources Inc Energy 180.0 $26K 0.00% $144.57 -7.2%
728 VSNT Versant Media Group Industrials 682.0 $25K 0.00% NEW $37.02 +16.1%
729 MCD Mcdonald'S Corp Consumer Cyclical 81.0 $25K 0.00% NEW $310.78 -9.9%
730 SYK Stryker Corp Healthcare 76.0 $25K 0.00% -1.0 -1.3% $328.58 -6.1%
731 Allianz Se - Unsp Adr 593.0 $25K 0.00% -2K -78.0% $42.04
732 EVRG Evergy Inc Utilities 300.0 $25K 0.00% $81.92 +0.7%
733 TECK Teck Resources Ltd-Cls B Basic Materials 473.0 $24K 0.00% $51.75 +26.4%
734 SLB Schlumberger Ltd Energy 467.0 $24K 0.00% +373.0 +396.8% $51.39 +7.2%
735 Goldman Sachs Series D Pref 1,250.0 $24K 0.00% -3K -68.8% $19.06
736 DLR Digital Realty Trust Inc Real Estate 131.0 $24K 0.00% NEW $180.21 +6.1%
737 NOK Nokia Corp-Spon Adr Technology 2,932.0 $24K 0.00% -20K -87.2% $8.04 +81.3%
738 VFMO Vanguard US Momentum Factor ETF 116.0 $23K 0.00% $197.09 +17.4%
739 JPM 4.200 Perp Preferred Mm 1,300.0 $23K 0.00% $17.50
740 MFG Mizuho Financial Group Inc Financial Services 2,852.0 $23K 0.00% $7.94 +13.3%
Page 37 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%