ATLAS CAPITAL ADVISORS INC.
Filing Date
Global Rank
#2,989
/ 8,586
▼ 9
Top Industry
Household & Personal Products
10.4%
3Y Alpha vs SPY
-0.8%
Period ended 3 months ago
Filed May 11, 2026 · 36d
24 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+74.5%
SPY
+78.1%
Annualised alpha
-0.8%
Max drawdown
−15.3%
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
706 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.0%
+0.4 pts
Top 5
25.7%
−0.8 pts
Top 10
34.9%
−1.1 pts
HHI
211
Diversified−3
Portfolio Trend
24 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 24.2% | $95,103,621 |
| Financial Services | 17.0% | $67,072,901 |
| Consumer Defensive | 14.0% | $55,264,957 |
| Healthcare | 11.4% | $44,737,061 |
| Communication Services | 8.4% | $32,988,341 |
| Consumer Cyclical | 8.1% | $31,753,071 |
| Industrials | 7.8% | $30,576,918 |
| Energy | 2.7% | $10,792,026 |
| Unclassified | 2.6% | $10,325,685 |
| Basic Materials | 1.8% | $7,211,308 |
| Utilities | 1.4% | $5,418,570 |
| Real Estate | 0.6% | $2,306,405 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | |
| IAC | IAC 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
120 positions ·
$95,103,621 total
· Technology only
· 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 120 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| RAL |
Ralliant Corp
Technology
|
Held | 3 | $124 | 0.00% | |
| BILL |
BILL Holdings, Inc.
Technology
|
NEW | 9 | $344 | 0.00% | |
| RBRK |
Rubrik, Inc.
Technology
|
Held | 10 | $489 | 0.00% | |
| FTV |
Fortive Corp
Technology
|
Held | 9 | $497 | 0.00% | |
| MDB |
MongoDB, Inc.
Technology
|
Held | 3 | $734 | 0.00% | |
| SMCI |
Super Micro Computer, Inc.
Technology
|
Reduced | 46 | $1,047 | 0.00% | |
| GRAB |
Grab Holdings Ltd
Technology
|
Held | 300 | $1,098 | 0.00% | |
| TOST |
Toast, Inc.
Technology
|
Held | 48 | $1,272 | 0.00% | |
| ALGM |
Allegro Microsystems, Inc.
Technology
|
NEW | 54 | $1,702 | 0.00% | |
| LSCC |
Lattice Semiconductor Corp
Technology
|
Held | 20 | $1,855 | 0.00% | |
| SOUN |
Soundhound Ai, Inc.
Technology
|
Held | 300 | $2,061 | 0.00% | |
| ENTG |
Entegris Inc
Technology
|
Held | 18 | $2,110 | 0.00% | |
| ADSK |
Autodesk, Inc.
Technology
|
Held | 20 | $4,788 | 0.01% | |
| LYFT |
Lyft, Inc.
Technology
|
Held | 381 | $5,067 | 0.01% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 14 | $5,465 | 0.01% | |
| DIDIY |
DiDi Global Inc.
Technology
|
NEW | 1,470 | $6,041 | 0.01% | |
| NTNX |
Nutanix, Inc.
Technology
|
Held | 177 | $6,727 | 0.01% | |
| KC |
Kingsoft Cloud Holdings Ltd
Technology
|
Held | 560 | $7,481 | 0.01% | |
| CNXC |
Concentrix Corp
Technology
|
Reduced | 275 | $7,524 | 0.01% | |
| TDY |
Teledyne Technologies Inc
Technology
|
Held | 13 | $7,865 | 0.01% | |
| Q |
Qnity Electronics, Inc.
Technology
|
NEW | 71 | $8,191 | 0.01% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 43 | $8,747 | 0.01% | |
| FTNT |
Fortinet, Inc.
Technology
|
Held | 115 | $9,397 | 0.01% | |
| ZS |
Zscaler, Inc.
Technology
|
Held | 70 | $9,820 | 0.01% | |
| III |
Information Services Group Inc.
Technology
|
Held | 2,597 | $9,972 | 0.01% | |
| G |
Genpact LTD
Technology
|
Held | 407 | $15,160 | 0.02% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
NEW | 115 | $16,822 | 0.02% | |
| UI |
Ubiquiti Inc.
Technology
|
Held | 25 | $19,757 | 0.02% | |
| KD |
Kyndryl Holdings, Inc.
Technology
|
Reduced | 1,535 | $20,139 | 0.02% | |
| EPAM |
EPAM Systems, Inc.
Technology
|
Reduced | 159 | $21,528 | 0.02% | |
| NOK |
Nokia Corp
Technology
|
Reduced | 2,932 | $23,573 | 0.02% | |
| CDW |
CDW Corp
Technology
|
Held | 235 | $28,439 | 0.03% | |
| DXC |
DXC Technology Co
Technology
|
Reduced | 2,453 | $30,834 | 0.03% | |
| QRVO |
Qorvo, Inc.
Technology
|
Reduced | 469 | $36,300 | 0.04% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Held | 85 | $36,887 | 0.04% | |
| SWKS |
Skyworks Solutions, Inc.
Technology
|
Reduced | 701 | $37,538 | 0.04% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 385 | $40,251 | 0.04% | |
| GRMN |
Garmin Ltd
Technology
|
Added | 175 | $40,601 | 0.04% | |
| LFUS |
Littelfuse Inc /De
Technology
|
Added | 122 | $41,400 | 0.04% | |
| ST |
Sensata Technologies Holding plc
Technology
|
Added | 1,207 | $42,510 | 0.04% | |
| PAGS |
PagSeguro Digital Ltd.
Technology
|
Held | 4,661 | $46,703 | 0.05% | |
| ADP |
Automatic Data Processing Inc
Technology
|
NEW | 236 | $47,950 | 0.05% | |
| GFS |
GLOBALFOUNDRIES Inc.
Technology
|
Added | 1,124 | $49,995 | 0.05% | |
| ADI |
Analog Devices Inc
Technology
|
Held | 163 | $51,856 | 0.05% | |
| CIEN |
Ciena Corp
Technology
|
Reduced | 135 | $52,411 | 0.06% | |
| FSLR |
First Solar, Inc.
Technology
|
Reduced | 284 | $56,021 | 0.06% | |
| PAYX |
Paychex Inc
Technology
|
Added | 610 | $56,193 | 0.06% | |
| ON |
On Semiconductor Corp
Technology
|
Added | 922 | $57,090 | 0.06% | |
| NTAP |
NetApp, Inc.
Technology
|
Reduced | 635 | $65,017 | 0.07% | |
| DAVE |
Dave Inc./DE
Technology
|
Held | 379 | $65,980 | 0.07% |