ATLAS CAPITAL ADVISORS INC.

CIK

1434165

Location

JACKSON, WY

Portfolio Value

Small $393,568,362

Diversification

Diversified

Filing Date

Global Rank

#2,991 / 8,622 ▼ 7 · as of Mar 2026

Top Industry

Household & Personal Products 10.4%

3Y Alpha vs SPY

+0.1%

Period ended 4 months ago

Filed May 11, 2026 · 3mo

24 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+72.8%

SPY

+67.9%

Annualised alpha

+1.2%

Max drawdown

−15.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.

Portfolio Concentration

707 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.0%

+0.4 pts

Top 5

25.7%

−0.8 pts

Top 10

34.9%

−1.2 pts

HHI

211

Diversified−3

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.2%	$95,103,621	120
Financial Services	17.0%	$67,072,901	120
Consumer Defensive	14.0%	$55,264,957	44
Healthcare	11.4%	$44,737,061	62
Communication Services	8.4%	$32,988,341	40
Consumer Cyclical	8.1%	$31,770,569	81
Industrials	7.8%	$30,576,918	99
Energy	2.7%	$10,792,026	42
Unclassified	2.6%	$10,325,685	10
Basic Materials	1.8%	$7,211,308	36
Utilities	1.4%	$5,418,570	30
Real Estate	0.6%	$2,306,405	23

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AES	Aes Corp	+50,648	54,310	$765,227
WU	Western Union CO	+48,787	53,448	$466,601
VTRS	Viatris Inc	+32,135	69,787	$942,822
BMY	Bristol Myers Squibb Co	+12,860	17,729	$1,075,263
SSL	Sasol Ltd	+12,716	18,166	$235,431
SKM	Sk Telecom Co Ltd	+11,052	12,193	$357,132
CMCSA	Comcast Corp	+9,979	38,483	$1,104,846
PANW	Palo Alto Networks Inc	+9,906	10,340	$1,657,708
SON	Sonoco Products Co	+8,834	8,872	$479,886
IX	Orix Corp	+8,259	9,227	$276,717
APA	APA Corp	+8,180	29,982	$1,272,436
AA	Alcoa Corp	+7,592	11,149	$739,513
OVV	Ovintiv Inc.	+6,857	9,863	$585,467
PFG	Principal Financial Group Inc	+6,531	8,181	$737,189
ADM	Archer-Daniels-Midland Co	+6,190	7,011	$509,629
STT	State Street Corp	+5,554	5,598	$708,482
FDX	Fedex Corp	+4,573	4,986	$1,775,913
NVDA	Nvidia Corp	+3,525	20,539	$3,582,001
PFE	Pfizer Inc	+3,455	5,103	$143,292
HST	Host Hotels & Resorts, Inc.	+2,866	5,385	$103,176
IVZ	Invesco Ltd.	+2,860	4,615	$112,098
AAPL	Apple Inc.	+2,821	67,432	$17,113,566
PKX	Posco Holdings Inc.	+2,805	3,145	$183,951
PR	Permian Resources Corp	+2,740	21,740	$463,496
SUZ	Suzano S.A.	+2,371	4,712	$47,167
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ADT	ADT Inc.	−52,011	12,184	$80,048
MLCO	Melco Resorts & Entertainment LTD	−23,203	13,057	$74,163
NOK	Nokia Corp	−19,883	2,932	$23,573
PSKY	Paramount Skydance Corp	−17,937	88	$793
SMFG	Sumitomo Mitsui Financial Group, Inc.	−15,734	11,280	$222,780
GEN	Gen Digital Inc.	−14,966	4,322	$81,383
MUFG	Mitsubishi Ufj Financial Group Inc	−14,843	39,801	$675,422
BCS	Barclays PLC	−14,111	51,653	$1,092,977
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	−13,651	32,123	$695,784
F	Ford Motor Co	−13,588	85,802	$990,155
PSLV	Sprott Physical Silver Trust	−12,600	5,400	$131,706
HPE	Hewlett Packard Enterprise Co	−11,809	44,247	$1,053,521
HMY	Harmony Gold Mining Co Ltd	−11,680	33,200	$510,284
DXC	DXC Technology Co	−10,978	2,453	$30,834
T	At&T Inc.	−10,943	106,611	$3,090,652
JD	JD.com, Inc.	−10,726	3,863	$114,228
ALLY	Ally Financial Inc.	−9,673	1,801	$70,653
HTHIY	Hitachi Ltd	−9,450	20,986	$610,902
SAN	Banco Santander, S.A.	−9,380	89,386	$1,008,274
HPQ	Hp Inc	−9,296	9,300	$178,653
MTCH	Match Group, Inc.	−8,673	3,432	$105,396
PPLI	People Inc	−8,505	2,776	$111,123
KEP	Korea Electric Power Corp	−8,176	32,999	$470,235
TEVA	Teva Pharmaceutical Industries Ltd	−7,970	23,974	$722,096
MU	Micron Technology Inc	−7,827	13,085	$4,420,636
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
EIX	Edison International	9,014	$659,644
SEB	Seaboard Corp /De/	110	$621,942
PCG	PG&E Corp	22,558	$396,344
RBLX	Roblox Corp	5,418	$306,442
AGNC	AGNC Investment Corp.	21,888	$219,536
PGR	Progressive Corp/Oh/	698	$138,371
FAST	Fastenal Co	2,945	$136,648
MDY	Spdr S&P Midcap 400 ETF Trust	217	$133,836
WAT	Waters Corp /De/	386	$114,950
SCHW	Schwab Charles Corp	1,117	$104,975
SFD	Smithfield Foods Inc	2,737	$76,553
APD	Air Products & Chemicals, Inc.	245	$71,170
VRT	Vertiv Holdings Co	250	$62,645
TKR	Timken Co	591	$59,436
BN	BROOKFIELD Corp /ON/	1,312	$53,096
SHW	Sherwin Williams Co	159	$50,967
ADP	Automatic Data Processing Inc	236	$47,950
UGP	Ultrapar Holdings Inc	8,648	$47,650
CSGP	Costar Group, Inc.	1,032	$41,630
BBD	Bank Bradesco	11,317	$41,307
FITB	Fifth Third Bancorp	754	$35,030
SBUX	Starbucks Corp	369	$33,058
HLT	Hilton Worldwide Holdings Inc.	92	$27,975
VSNT	Versant Media Group, Inc.	682	$25,247
MCD	Mcdonalds Corp	81	$25,173
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
HOOD	Robinhood Markets, Inc.	15,231	$1,722,626
XYZ	Block, Inc.	5,487	$357,148
CCL	Carnival Corp Ltd.	5,354	$163,511
BHF	Brighthouse Financial, Inc.	1,478	$95,759
RHLD	Resolute Holdings Management, Inc.	416	$85,874
SRAD	Sportradar Group AG	2,660	$63,228
TRIP	TripAdvisor, Inc.	3,961	$57,672
NTES	NetEase, Inc.	338	$46,515
GBCI	Glacier Bancorp, Inc.	1,048	$46,164
HHH	Howard Hughes Holdings Inc.	537	$42,836
PATH	UiPath, Inc.	2,250	$36,877
MAT	Mattel Inc /De/	1,801	$35,731
BBY	Best Buy Co Inc	473	$31,657
TME	Tencent Music Entertainment Group	981	$17,196
AMG	Affiliated Managers Group, Inc.	59	$17,008
KRC	Kilroy Realty Corp	349	$13,042
LEG	Leggett & Platt Inc	975	$10,725
GTM	ZoomInfo Technologies Inc.	923	$9,386
CHT	Chunghwa Telecom Co Ltd	199	$8,300
ZBRA	Zebra Technologies Corp	33	$8,013
HRB	H&R Block Inc	135	$5,883
TS	Tenaris SA	108	$4,152
FROG	JFrog Ltd	55	$3,435
FG	F&G Annuities & Life, Inc.	67	$2,066
EXAS	EXACT SCIENCES CORP	14	$1,421
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

707 positions · $393,568,362 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 707 positions by value · page 1 of 15

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	271,681	-507	$39,241,603	+0.6%	9.97%
PLMR	Palomar Holdings, Inc. Financial Services	Held	181,634	0	$21,705,263	−11.3%	5.51%
AAPL	Apple Inc. Technology	Added	67,432	+2,821	$17,113,566	−2.6%	4.35%
MSFT	Microsoft Corp Technology	Added	31,368	+721	$11,611,492	−21.7%	2.95%
GOOGL	Alphabet Inc. Communication Services	Added	39,584	+1,000	$11,382,775	−5.7%	2.89%
AMZN	Amazon Com Inc Consumer Cyclical	Added	45,913	+683	$9,562,300	−8.4%	2.43%
SPY	Spdr S&P 500 ETF Trust	Reduced	12,307	-3	$8,003,734	−4.7%	2.03%
V	Visa Inc. Financial Services	Added	24,126	+651	$7,291,842	−11.4%	1.85%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Held	7,758	0	$5,994,140	+0.1%	1.52%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	5,567	+13	$5,547,125	+15.8%	1.41%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	11,056	+33	$5,298,035	−4.4%	1.35%
MU	Micron Technology Inc Technology	Reduced	13,085	-7,827	$4,420,636	−25.9%	1.12%
AMAT	Applied Materials Inc /De Technology	Reduced	12,541	-2,628	$4,286,388	+10.0%	1.09%
WDC	Western Digital Corp Technology	Reduced	15,433	-1,206	$4,174,472	+45.6%	1.06%
MCK	Mckesson Corp Healthcare	Added	4,670	+25	$4,041,231	+6.1%	1.03%
DE	Deere & Co Industrials	Added	6,942	+11	$3,910,428	+21.2%	0.99%
VZ	Verizon Communications Inc Communication Services	Reduced	76,893	-4,149	$3,860,028	+16.9%	0.98%
JPM	Jpmorgan Chase & Co Financial Services	Added	12,400	+199	$3,647,583	−7.2%	0.93%
NVDA	Nvidia Corp Technology	Added	20,539	+3,525	$3,582,001	+12.9%	0.91%
LRCX	Lam Research Corp Technology	Reduced	16,730	-3,474	$3,574,531	+3.4%	0.91%
KLAC	Kla Corp Technology	Reduced	2,346	-686	$3,454,273	−6.2%	0.88%
LLY	ELI LILLY & Co Healthcare	Reduced	3,522	-106	$3,239,429	−16.9%	0.82%
PWR	Quanta Services, Inc. Industrials	Reduced	5,706	-428	$3,132,708	+21.0%	0.80%
T	At&T Inc. Communication Services	Reduced	106,611	-10,943	$3,090,652	+5.8%	0.79%
CSCO	Cisco Systems, Inc. Technology	Reduced	38,938	-4,683	$3,021,199	−10.1%	0.77%
STX	Seagate Technology Holdings plc Technology	Reduced	7,088	-457	$2,776,794	+33.6%	0.71%
JBL	Jabil Inc Technology	Reduced	10,153	-1,018	$2,696,941	+5.9%	0.69%
CVS	CVS HEALTH Corp Healthcare	Reduced	35,819	-1,412	$2,572,520	−12.9%	0.65%
HCA	HCA Healthcare, Inc. Healthcare	Added	5,414	+36	$2,562,121	+2.0%	0.65%
DELL	Dell Technologies Inc. Technology	Reduced	15,016	-1,366	$2,464,576	+19.5%	0.63%
TXN	Texas Instruments Inc Technology	Added	12,322	+493	$2,392,193	+16.6%	0.61%
AMGN	Amgen Inc Healthcare	Held	6,725	0	$2,366,191	+7.5%	0.60%
META	Meta Platforms, Inc. Communication Services	Reduced	4,063	-113	$2,324,564	−15.7%	0.59%
FLEX	Flex Ltd. Technology	Reduced	33,124	-3,939	$2,168,297	−3.2%	0.55%
ETN	Eaton Corp plc Industrials	Added	5,569	+147	$1,991,864	+15.3%	0.51%
CAH	Cardinal Health Inc Healthcare	Added	9,352	+332	$1,976,171	+6.6%	0.50%
GLW	Corning Inc /Ny Technology	Reduced	14,479	-6,288	$1,968,709	+8.3%	0.50%
TEL	TE Connectivity plc Technology	Reduced	9,215	-682	$1,926,119	−14.5%	0.49%
WMT	Walmart Inc. Consumer Defensive	Added	15,081	+220	$1,874,266	+13.2%	0.48%
GM	General Motors Co Consumer Cyclical	Reduced	23,922	-4,518	$1,782,189	−22.9%	0.45%
FDX	Fedex Corp Industrials	Added	4,986	+4,573	$1,775,913	+1388.6%	0.45%
IBM	International Business Machines Corp Technology	Reduced	7,135	-4,706	$1,729,452	−50.7%	0.44%
H	Hyatt Hotels Corp Consumer Cyclical	Held	11,949	0	$1,718,146	−10.3%	0.44%
PANW	Palo Alto Networks Inc Technology	Added	10,340	+9,906	$1,657,708	+1973.6%	0.42%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	5,061	0	$1,655,301	+5.4%	0.42%
PH	Parker-Hannifin Corp Industrials	Held	1,809	0	$1,619,489	+1.9%	0.41%
ABT	Abbott Laboratories Healthcare	Added	15,583	+670	$1,599,906	−14.4%	0.41%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	7,554	-10	$1,586,566	+3.3%	0.40%
ARHS	Arhaus, Inc. Consumer Cyclical	Held	223,512	0	$1,515,411	−39.5%	0.39%
JNJ	Johnson & Johnson Healthcare	Added	6,129	+360	$1,498,172	+25.5%	0.38%