ATLAS CAPITAL ADVISORS INC.

CIK

1434165

Location

JACKSON, WY

Portfolio Value

Small $390,079,425

Diversification

Diversified

Filing Date

Global Rank

#2,977 / 8,603 ▲ 4 · as of Mar 2026

Top Industry

Household & Personal Products 10.5%

3Y Alpha vs SPY

+0.2%

Period ended 3 months ago

Filed May 11, 2026 · 59d

24 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+76.7%

SPY

+76.0%

Annualised alpha

+0.2%

Max drawdown

−15.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

10.1%

+0.4 pts

Top 5

25.9%

−0.8 pts

Top 10

35.2%

−1.1 pts

HHI

213

Diversified−2

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	23.6%	$91,990,676	120
Financial Services	17.2%	$67,072,901	120
Consumer Defensive	14.2%	$55,264,957	44
Healthcare	11.5%	$44,737,061	62
Communication Services	8.5%	$32,988,341	40
Consumer Cyclical	8.1%	$31,739,090	81
Industrials	7.7%	$30,209,102	99
Energy	2.8%	$10,792,026	42
Unclassified	2.6%	$10,325,685	10
Basic Materials	1.9%	$7,322,968	36
Utilities	1.4%	$5,330,213	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	$1,431,034
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 · $390,079,425 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%	10.06%
PLMR	Palomar Holdings, Inc. Financial Services	Held	181,634	0	$21,705,263	−11.3%	5.56%
AAPL	Apple Inc. Technology	Added	67,432	+2,821	$17,113,566	−2.6%	4.39%
MSFT	Microsoft Corp Technology	Added	31,368	+721	$11,611,492	−21.7%	2.98%
GOOGL	Alphabet Inc. Communication Services	Added	39,584	+1,000	$11,382,775	−5.7%	2.92%
AMZN	Amazon Com Inc Consumer Cyclical	Added	45,913	+683	$9,562,300	−8.4%	2.45%
SPY	Spdr S&P 500 ETF Trust	Reduced	12,307	-3	$8,003,734	−4.7%	2.05%
V	Visa Inc. Financial Services	Added	24,126	+651	$7,291,842	−11.4%	1.87%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Held	7,758	0	$5,994,140	+0.1%	1.54%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	5,567	+13	$5,547,125	+15.8%	1.42%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	11,056	+33	$5,298,035	−4.4%	1.36%
MU	Micron Technology Inc Technology	Reduced	13,085	-7,827	$4,420,636	−25.9%	1.13%
AMAT	Applied Materials Inc /De Technology	Reduced	12,541	-2,628	$4,286,388	+10.0%	1.10%
WDC	Western Digital Corp Technology	Reduced	15,433	-1,206	$4,174,472	+45.6%	1.07%
MCK	Mckesson Corp Healthcare	Added	4,670	+25	$4,041,231	+6.1%	1.04%
DE	Deere & Co Industrials	Added	6,942	+11	$3,910,428	+21.2%	1.00%
VZ	Verizon Communications Inc Communication Services	Reduced	76,893	-4,149	$3,860,028	+16.9%	0.99%
JPM	Jpmorgan Chase & Co Financial Services	Added	12,400	+199	$3,647,583	−7.2%	0.94%
NVDA	Nvidia Corp Technology	Added	20,539	+3,525	$3,582,001	+12.9%	0.92%
LRCX	Lam Research Corp Technology	Reduced	16,730	-3,474	$3,574,531	+3.4%	0.92%
LLY	ELI LILLY & Co Healthcare	Reduced	3,522	-106	$3,239,429	−16.9%	0.83%
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%	0.66%
HCA	HCA Healthcare, Inc. Healthcare	Added	5,414	+36	$2,562,121	+2.0%	0.66%
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%	0.61%
META	Meta Platforms, Inc. Communication Services	Reduced	4,063	-113	$2,324,564	−15.7%	0.60%
FLEX	Flex Ltd. Technology	Reduced	33,124	-3,939	$2,168,297	−3.2%	0.56%
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%	0.51%
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%	0.46%
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%	0.42%
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%	0.41%
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%
THC	Tenet Healthcare Corp Healthcare	Reduced	7,625	-700	$1,438,913	−13.0%	0.37%
FDX	Fedex Corp Industrials	Added	4,986	+4,573	$1,431,034	+1388.6%	0.37%