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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 42 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 Carlsberg As 274.0 $7K 0.00% $25.15
822 NTNX Nutanix Inc Technology 177.0 $7K 0.00% $38.01 +35.9%
823 AFL Aflac Inc Financial Services 60.0 $7K 0.00% $109.70 +3.2%
824 AFG American Financial Group Inc Financial Services 50.0 $6K 0.00% $127.70 +3.2%
825 SONY FINANCIAL GROUP INC. ADR CMN 1,400.0 $6K 0.00% $4.51
826 LYV Live Nation Entertainment Inc Communication Services 41.0 $6K 0.00% +9.0 +28.1% $152.49 +10.0%
827 Didi Global Inc SPON ADS EA REP 0.25 A ORD 1,470.0 $6K 0.00% -7K -82.1% $4.11
828 SO Southern Company Utilities 62.0 $6K 0.00% +15.0 +31.9% $96.52 -5.0%
829 IWF iShares Russell 1000 Growth ETF 14.0 $6K 0.00% -12.0 -46.1% $426.36 -70.0%
830 EWU iShares MSCI United Kingdom ETF 126.0 $6K 0.00% -2.0 -1.6% $45.56 +3.4%
831 HON Honeywell International Inc Industrials 25.0 $6K 0.00% $226.00 +3.4%
832 CRWD Crowdstrike Holdings Inc Technology 14.0 $5K 0.00% +11.0 +366.7% $390.36 +82.7%
833 MCHI iShares MSCI China ETF 97.0 $5K 0.00% -51.0 -34.5% $56.18 -1.8%
834 Iberdrola Sa 227.0 $5K 0.00% +3.0 +1.3% $22.81
835 LYFT Lyft Inc Technology 381.0 $5K 0.00% $13.30 +4.2%
836 DAVE EQY WARRANTS 16,399.0 $5K 0.00% $0.30
837 CHRW Ch Robinson Worldwide Inc Industrials 29.0 $5K 0.00% $166.07 +5.3%
838 EWY iShares MSCI South Korea ETF 39.0 $5K 0.00% +4.0 +11.4% $123.00 +67.7%
839 ADSK Autodesk Inc Technology 20.0 $5K 0.00% $239.40 -6.0%
840 EWL iShares MSCI Switzerland ETF 76.0 $4K 0.00% +7.0 +10.1% $58.80 +7.8%
Page 42 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%