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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 6 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GM General Motors Co Consumer Cyclical 23,922.0 $1.8M 0.20% -5K -15.9% $74.50 +13.4%
102 FDX Fedex Corp Industrials 4,986.0 $1.8M 0.20% +5K +1107.3% $356.18 +15.3%
103 IPAC iShares Core MSCI Pacific ETF 23,142.0 $1.8M 0.20% $76.51 +8.1%
104 SCHA Schwab US Small-Cap ETF 60,858.0 $1.8M 0.20% +335.0 +0.6% $29.08 +17.5%
105 VXUS Vanguard Total Intl Stock ETF 22,701.0 $1.8M 0.20% +173.0 +0.8% $77.11 +11.4%
106 IBM International Business Machines Corp Technology 7,135.0 $1.7M 0.20% -5K -39.7% $242.39 +8.8%
107 H Hyatt Hotels Corp Consumer Cyclical 11,949.0 $1.7M 0.20% $143.79 +28.5%
108 FUTY Fidelity MSCI Utilities ETF 28,919.0 $1.7M 0.20% +6K +26.2% $59.07 -2.2%
109 PXF Powershares FTSE RAFI Dev ETF 24,243.0 $1.7M 0.19% $69.90 +10.9%
110 ASML Hldgs NV Ord 1,285.0 $1.7M 0.19% $1293.13
111 PANW Palo Alto Networks Inc Technology 10,340.0 $1.7M 0.19% +10K +2282.5% $160.32 +60.8%
112 MAR Marriott International Inc Consumer Cyclical 5,061.0 $1.7M 0.19% $327.07 +17.8%
113 PH Parker Hannifin Corp Industrials 1,809.0 $1.6M 0.18% $895.24 -5.0%
114 ABT Abbott Laboratories Healthcare 15,583.0 $1.6M 0.18% +670.0 +4.5% $102.67 -16.3%
115 TMUS T-Mobile US Inc Communication Services 7,554.0 $1.6M 0.18% $210.03 -10.3%
116 ARHS ArhaUS Inc Consumer Cyclical 223,512.0 $1.5M 0.17% $6.78 +1.0%
117 JNJ Johnson Johnson Healthcare 6,129.0 $1.5M 0.17% +360.0 +6.2% $244.44 -5.6%
118 IDMO Invesco S P International Momentum ETF 26,450.0 $1.5M 0.17% -294.0 -1.1% $54.84 +9.9%
119 THC Tenet Healthcare Corp Healthcare 7,625.0 $1.4M 0.16% -700.0 -8.4% $188.71 -8.1%
120 MKSI MKS Instruments Inc Technology 6,009.0 $1.4M 0.16% +38.0 +0.6% $229.81 +41.3%
Page 6 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%