ATLAS CAPITAL ADVISORS INC.

CIK

1434165

Location

JACKSON, WY

Portfolio Value

Micro $7,211,308

Diversification

Diversified

Filing Date

Global Rank

#2,683 / 8,232 ▲ 86

Top Industry

Household & Personal Products 10.4%

3Y Alpha vs SPY

-0.2%

Period ended 2 months ago

Filed May 11, 2026 · 34d

24 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+75.6%

SPY

+76.3%

Annualised alpha

-0.2%

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, 2025

Top 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	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%	$31,753,071	80
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
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
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

36 positions · $7,211,308 total · Basic Materials 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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BHP	BHP Group Ltd Basic Materials	Added	11,013	+643	$801,085	+28.0%	11.11%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	13,538	+416	$795,763	+19.4%	11.03%
AA	Alcoa Corp Basic Materials	Added	11,149	+7,592	$739,513	+291.2%	10.25%
KGC	Kinross Gold Corp Basic Materials	Reduced	22,531	-6,027	$687,646	−14.5%	9.54%
HMY	Harmony Gold Mining Co Ltd Basic Materials	Reduced	33,200	-11,680	$510,284	−42.9%	7.08%
STLD	Steel Dynamics Inc Basic Materials	Reduced	2,197	-866	$395,460	−23.8%	5.48%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	3,614	+462	$391,215	+24.3%	5.43%
BVN	Buenaventura Mining Co Inc Basic Materials	Added	8,989	+1,908	$323,963	+64.4%	4.49%
AU	AngloGold Ashanti PLC Basic Materials	Held	3,219	0	$313,401	+14.2%	4.35%
B	Barrick Mining Corp Basic Materials	Held	6,835	0	$278,799	−6.3%	3.87%
CX	Cemex Sab De CV Basic Materials	Added	22,551	+346	$257,983	+1.1%	3.58%
SSL	Sasol Ltd Basic Materials	Added	18,166	+12,716	$235,431	+563.6%	3.26%
CRH	Crh Public Ltd Co Basic Materials	Reduced	1,815	-92	$190,792	−19.8%	2.65%
PKX	Posco Holdings Inc. Basic Materials	Added	3,145	+2,805	$183,951	+916.8%	2.55%
MT	ArcelorMittal Basic Materials	Added	3,288	+1,263	$170,910	+85.2%	2.37%
LIN	Linde PLC Basic Materials	Held	300	0	$148,728	+16.3%	2.06%
VALE	Vale S.A. Basic Materials	Added	8,320	+186	$132,371	+24.9%	1.84%
GFI	Gold Fields Ltd Basic Materials	Held	2,790	0	$126,666	+4.0%	1.76%
SBSW	Sibanye Stillwater Ltd Basic Materials	Held	8,832	0	$108,810	−13.5%	1.51%
APD	Air Products & Chemicals, Inc. Basic Materials	NEW	245	NEW	$71,170	NEW	0.99%
DD	DuPont de Nemours, Inc. Basic Materials	Added	1,219	+286	$55,830	+48.9%	0.77%
CC	Chemours Co Basic Materials	Added	2,518	+271	$55,471	+109.4%	0.77%
SHW	Sherwin Williams Co Basic Materials	NEW	159	NEW	$50,967	NEW	0.71%
SUZ	Suzano S.A. Basic Materials	Added	4,712	+2,371	$47,167	+115.7%	0.65%
RS	Reliance, Inc. Basic Materials	Held	137	0	$41,637	+5.2%	0.58%
TX	Ternium S.A. Basic Materials	Held	940	0	$37,741	+5.1%	0.52%
TECK	Teck Resources Ltd Basic Materials	Held	473	0	$24,477	+8.1%	0.34%
NUE	Nucor Corp Basic Materials	Held	88	0	$14,880	+3.7%	0.21%
NTR	Nutrien Ltd. Basic Materials	Held	98	0	$7,395	+22.3%	0.10%
RDEXF	RPX Gold Inc. Basic Materials	NEW	29,660	NEW	$3,962	NEW	0.05%
CF	CF Industries Holdings, Inc. Basic Materials	Held	25	0	$3,246	+67.9%	0.05%
WLK	Westlake Corp Basic Materials	NEW	14	NEW	$1,635	NEW	0.02%
IFF	International Flavors & Fragrances Inc Basic Materials	NEW	21	NEW	$1,523	NEW	0.02%
PPTA	Perpetua Resources Corp. Basic Materials	Held	20	0	$562	+16.1%	0.01%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Held	6	0	$456	+56.7%	0.01%
CTVA	Corteva, Inc. Basic Materials	Held	5	0	$418	+24.8%	0.01%