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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 41 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 PNC Pnc Financial Services Group Inc Financial Services 45.0 $9K 0.00% NEW $208.09 +6.1%
802 VNQ Vanguard Reit Index ETF 104.0 $9K 0.00% $88.69 +8.5%
803 EBAY Ebay Inc Consumer Cyclical 99.0 $9K 0.00% $91.01 +20.9%
804 AMD Advanced Micro Devices Inc Technology 43.0 $9K 0.00% $203.42 +149.7%
805 BAC Bank of America Corp Financial Services 175.0 $9K 0.00% $48.75 +5.1%
806 IMO Imperial Oil Ltd Energy 64.0 $8K 0.00% $130.81 -7.9%
807 Boliden Ab 1,473.0 $8K 0.00% $5.66
808 Q Qnity Electronics Inc Technology 71.0 $8K 0.00% NEW $115.37 +34.3%
809 TDY Teledyne Technologies Inc Technology 13.0 $8K 0.00% $605.00 +3.4%
810 AGG iShares Core US Aggregate Bond ETF 79.0 $8K 0.00% NEW $99.27 -0.2%
811 DAR Darling Ingredients Inc Consumer Defensive 126.0 $8K 0.00% NEW $61.85 -3.1%
812 WPC W P Carey Inc Real Estate 112.0 $8K 0.00% $67.96 +9.4%
813 Amerityre Corp 200,000.0 $8K 0.00% $0.04
814 WM Waste Management Inc Industrials 33.0 $8K 0.00% +28.0 +560.0% $229.79 -6.7%
815 CNXC Concentrix Corp Technology 275.0 $8K 0.00% -87.0 -24.0% $27.36 -1.0%
816 KC Kingsoft Cloud Hldgs Ltd Adr Technology 560.0 $7K 0.00% $13.36 -9.1%
817 NTR Nutrien Ltd Basic Materials 98.0 $7K 0.00% $75.46 -8.4%
818 AMP Ameriprise Financial Financial Services 16.0 $7K 0.00% $444.38 +0.1%
819 ARVN Arvinas Inc Healthcare 655.0 $7K 0.00% $10.60 -17.2%
820 BSX Boston Scientific Corp Healthcare 110.0 $7K 0.00% $62.75 -21.6%
Page 41 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%