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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 7 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ABBV Abbvie Healthcare 6,303.0 $1.4M 0.16% +39.0 +0.6% $217.49 +0.5%
122 VAW Vanguard Materials ETF 5,665.0 $1.3M 0.15% +1K +31.7% $225.34 +3.6%
123 APA Apache Corp Energy 29,982.0 $1.3M 0.14% +8K +37.5% $42.44 -13.9%
124 KR Kroger Co Consumer Defensive 17,492.0 $1.3M 0.14% -536.0 -3.0% $72.36 -12.0%
125 XLP SPDR S P Consumer Staples ETF 15,255.0 $1.3M 0.14% +7K +78.5% $81.98 +3.0%
126 PEP Pepsico Inc Consumer Defensive 7,752.0 $1.2M 0.14% -100.0 -1.3% $155.29 -5.8%
127 ALSN Allison Transmission Holdings Inc Consumer Cyclical 10,028.0 $1.2M 0.13% -1K -10.5% $117.06 -3.0%
128 GILD Gilead Sciences Inc Healthcare 8,213.0 $1.1M 0.13% $139.37 -2.3%
129 AMKR Amkor Technology Inc Technology 24,572.0 $1.1M 0.13% $45.03 +56.7%
130 CMCSA Comcast Corp Communication Services 38,483.0 $1.1M 0.13% +10K +35.0% $28.71 -12.4%
131 FNCL Fidelity MSCI Financials ETF 15,723.0 $1.1M 0.13% +2K +11.2% $70.20 +4.2%
132 DIS Walt Disney Co Communication Services 11,439.0 $1.1M 0.13% -449.0 -3.8% $96.38 +7.7%
133 SYF Synchrony Financial Financial Services 16,159.0 $1.1M 0.13% -2K -10.5% $68.02 +5.1%
134 BCS Barclays Plc - Adr Financial Services 51,653.0 $1.1M 0.12% -14K -21.5% $21.16 +15.0%
135 BMY Bristol-Myers Squibb Co Healthcare 17,729.0 $1.1M 0.12% +13K +264.1% $60.65 -6.2%
136 HIG Hartford Financial Services Group Inc Financial Services 7,931.0 $1.1M 0.12% $135.23 -4.6%
137 PSTG Pure Storage Inc Technology 17,973.0 $1.1M 0.12% $59.04 +46.0%
138 China Construction Bank Corp 48,587.0 $1.1M 0.12% -11K -18.6% $21.79
139 HPE Hewlett Packard Ente Technology 44,247.0 $1.1M 0.12% -12K -21.1% $23.81 +60.5%
140 RTX Raytheon Technologies Ord Industrials 5,381.0 $1.0M 0.12% +186.0 +3.6% $192.90 -7.2%
Page 7 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%