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Portfolio (Quarterly) Guide ↗

ATLAS CAPITAL ADVISORS INC.

· CIK 0001434165
13F Portfolio $914M AUM 1,054 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 137 New 344 Added 235 Reduced 77 Exited
Page 7 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PFG Principal Financial Group Inc Financial Services 12,278.0 $1.3M 0.14% +4K +50.1% $107.78 +6.5%
122 URI United Rentals Inc Industrials 1,167.0 $1.3M 0.14% — — $1132.89 -7.6%
123 VAW Vanguard Materials ETF — 5,728.0 $1.3M 0.14% +63.0 +1.1% $228.79 -2.3%
124 XLP SPDR S P Consumer Staples ETF — 15,724.0 $1.3M 0.14% +469.0 +3.1% $83.07 -1.2%
125 FUTY Fidelity MSCI Utilities ETF — 22,271.0 $1.3M 0.14% -7K -23.0% $58.42 -12.4%
126 SYF Synchrony Financial Financial Services 17,003.0 $1.3M 0.14% +844.0 +5.2% $76.05 -4.1%
127 TMUS T-Mobile US Inc Communication Services 7,578.0 $1.3M 0.14% — — $167.73 -1.4%
128 F Ford Motor Co Consumer Cyclical 90,532.0 $1.3M 0.14% +5K +5.5% $13.90 -8.6%
129 UAL United Contl Hldgs Industrials 9,179.0 $1.2M 0.14% -977.0 -9.6% $135.99 -16.2%
130 BWA Borgwarner Inc Consumer Cyclical 18,744.0 $1.2M 0.14% +1K +7.7% $66.40 -7.7%
131 WSM Williams-Sonoma Inc Consumer Cyclical 5,290.0 $1.2M 0.14% — — $233.10 -0.5%
132 MTCH Match Group Inc Communication Services 31,887.0 $1.2M 0.13% +28K +829.1% $38.05 +6.6%
133 ALSN Allison Transmission Holdings Inc Consumer Cyclical 10,752.0 $1.2M 0.13% +724.0 +7.2% $112.74 +1.0%
134 FNCL Fidelity MSCI Financials ETF — 15,723.0 $1.2M 0.13% — — $76.56 +1.5%
135 JAZZ Jazz Pharmaceuticals PLC Healthcare 4,983.0 $1.2M 0.13% -91.0 -1.8% $240.97 -1.3%
136 ORLY O Reilly Automotive Inc New Com Consumer Cyclical 12,450.0 $1.1M 0.12% +1K +11.6% $92.09 -6.5%
137 PHM Pulte Group Inc Consumer Cyclical 8,309.0 $1.1M 0.12% -44.0 -0.5% $137.21 -12.7%
138 KR Kroger Co Consumer Defensive 20,485.0 $1.1M 0.12% +3K +17.1% $55.53 +5.8%
139 UBS UBS Ag Financial Services 22,796.0 $1.1M 0.12% +2K +10.1% $49.56 +0.2%
140 AVGO Avago Technologies Ltd Technology 2,984.0 $1.1M 0.12% +938.0 +45.9% $377.75 -6.6%
Page 7 of 53  ·  1,049 positions

① 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 36.5%
Financial Services 16.2%
Healthcare 9.4%
Industrials 8.9%
Consumer Cyclical 8.7%
Communication Services 8.5%
Energy 3.6%
Consumer Defensive 3.4%
Basic Materials 2.3%
Utilities 1.7%