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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 41 of 49  ·  971 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 EMB iShares JP Morgan EM Bond ETF 50.0 $5K 0.00% NEW $96.28 -0.8%
802 Constellation Software Inc 2.0 $5K 0.00% NEW $2405.50
803 CHRW Ch Robinson Worldwide Inc Industrials 29.0 $5K 0.00% NEW $160.76 +29.7%
804 JOBY Joby Aviation Inc Industrials 350.0 $5K 0.00% NEW $13.20 -45.2%
805 LYV Live Nation Entertainment Inc Communication Services 32.0 $5K 0.00% NEW $142.50 +26.5%
806 Isuzu Motors Ltd 291.0 $5K 0.00% NEW $15.50
807 MICC The Magnum Ice Cream Co NV Consumer Defensive 273.0 $4K NEW $15.85 +18.0%
808 TS Tenaris Sa Energy 108.0 $4K NEW $38.44 +48.7%
809 TJX Tjx Cos Inc Consumer Cyclical 27.0 $4K NEW $153.59 +0.5%
810 EWL iShares MSCI Switzerland ETF 69.0 $4K NEW $59.96 +5.4%
811 SO Southern Company Utilities 47.0 $4K NEW $87.19 +9.3%
812 EVR Evercore Inc Financial Services 12.0 $4K NEW $340.25 +0.4%
813 BFAM Bright Horizons Family Solutions Inc Consumer Cyclical 40.0 $4K NEW $101.40 -24.5%
814 XPEV Xpeng Inc Consumer Cyclical 200.0 $4K NEW $20.28 -33.3%
815 MA Mastercard Inc Financial Services 7.0 $4K NEW $570.86 -4.8%
816 BRO Brown Brown Inc Financial Services 50.0 $4K NEW $79.70 -13.0%
817 Schneider Electric SE 71.0 $4K NEW $54.93
818 FRONTIER COMMUNICATIONS PARENT ORD 97.0 $4K NEW $38.06
819 BROS Dutch Bros Inc Consumer Cyclical 59.0 $4K NEW $61.20 +11.7%
820 PDP Powershares DWA Momentum ETF 31.0 $4K NEW $116.39 +16.0%
Page 41 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%