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Institutional

ATLAS CAPITAL ADVISORS INC.

CIK 0001434165
$874.8M
Reported AUM
989
Positions
Q1 2026
Period
2026-05-11
Filed

The Brief · ATLAS CAPITAL ADVISORS INC. · Q1 2026

AI · grounded in 13F

ATLAS CAPITAL ADVISORS INC. increased its position in PANW by 2282.49%. The fund also accumulated shares of FDX by 1107.26% and EMXC by 33.82%. On the sell side, the fund closed its positions in CYBR, reducing exposure by $2.54M, and HOOD, reducing exposure by $1.72M.

Portfolio · Q1 2026

PGVGKPLMRAAPLSPEMOther$637.7MAI

Top holdings· first 500 of 989

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1PGProcter Gamble Co$146.544.09%-8.09%17.02%$39.2M4.49%507−0.2%
2VGKVanguard European Stock ETF$87.13-1.98%15.78%48.09%$38.8M4.43%+7,392+1.6%
3PLMRPalomar Holdings Inc$108.515.07%-34.63%33.26%$21.7M2.48%HELD
4AAPLApple Inc$307.34-1.25%51.31%116.17%$17.1M1.96%+2,821+4.4%
5SPEMSPDR Emerging Market ETF$50.53-4.04%23.98%35.82%$16.8M1.92%24,050−6.3%
6XLKSPDR S P Info Technology ETF$180.30-6.66%52.15%143.77%$15.3M1.75%10,327−8.2%
7EMXCiShares MSCI Emerging Mkts Ex China ETF$93.90-7.65%58.86%72.47%$14.2M1.63%+45,770+33.8%
8IMTMiShares Edge MSCI Intl ETF$51.70-3.58%19.44%56.64%$12.3M1.41%+4,402+1.7%
9MSFTMicrosoft Corp$416.67-2.66%-10.71%52.39%$11.6M1.33%+721+2.4%
10GOOGLAlphabet Inc A$368.53-0.98%112.92%175.80%$11.4M1.30%+1,000+2.6%
11BBAXJP Morgan Betabuilders Dev Asia Ex-Jpn ETF$59.28-3.39%14.18%27.89%$11.0M1.26%+8,978+5.1%
12VPLVanguard Ftse Pacific ETF$109.51-6.10%41.84%56.90%$10.9M1.24%+1,081+1.0%
13VSSVanguard Ftse All-Wld Ex-US Small Cap ETF$154.39-3.51%22.81%29.86%$10.9M1.24%11,940−13.8%
14IVLUiShares Edge MSCI Intl Value Factor ETF$42.04-2.48%32.04%97.28%$10.7M1.23%3,272−1.2%
15VOEVanguard Mid-Cap Value ETF$195.39-0.90%22.75%53.99%$10.6M1.21%3,508−5.8%
16BBCAJP Morgan Betabuilders Canada ETF$99.83-2.18%28.30%72.44%$10.4M1.19%2,041−1.8%
17AMZNAmazon Com Inc$246.03-3.06%15.20%47.87%$9.6M1.09%+683+1.5%
18VGTVanguard Information Technology ETF$115.28-6.14%47.86%130.97%$9.3M1.06%1,243−8.5%
19XLISPDR S P Industrials ETF$174.18-1.12%21.80%81.29%$9.1M1.04%+1,178+2.1%
20XLCSPDR Communications Services ETF$111.67-1.27%9.01%42.30%$9.1M1.04%7,052−7.9%
21XLFSPDR S P Financial ETF$52.300.21%3.56%55.63%$9.1M1.04%11,287−5.8%
22GOOGAlphabet Inc C$365.76-0.95%109.82%172.71%$9.1M1.04%+623+2.0%
23SPDWSPDR Developed World Ex-US ETF$49.33-3.71%26.64%54.23%$9.1M1.04%+2,994+1.5%
24FTECFidelity MSCI Information Tech ETF$275.32-6.17%48.34%133.49%$9.0M1.03%1,843−4.1%
25SCHCSchwab Intl Small-Cap Equity ETF$48.61-3.23%23.18%32.65%$9.0M1.03%7,413−3.7%
26VBRVanguard Small Cap Value ETF$234.32-1.10%24.65%51.77%$8.8M1.00%974−2.4%
27VHTVanguard Health Care ETF$284.130.26%16.76%18.87%$8.7M0.99%+2,524+8.6%
28SPYSPDR S P 500 ETF$737.55-2.58%24.51%79.50%$8.0M0.91%3−0.0%
29VTIPVanguard Short-Term Tips ETF$50.31-0.20%4.64%17.27%$7.9M0.90%+17,171+12.2%
30EFViShares MSCI EAFE Value ETF$76.90-1.91%25.29%81.64%$7.6M0.87%+1,470+1.5%
31VTVanguard Total World Stock ETF$153.68-3.07%$7.6M0.87%+55+0.1%
32VOXVanguard Communications Services ETF$188.53-1.87%$7.3M0.83%2,606−6.0%
33VVisa Inc$323.571.06%$7.3M0.83%+651+2.8%
34VFHVanguard Financials ETF$128.080.14%$7.3M0.83%4,281−6.7%
35BILSPDR Blmbg Barclays 1-3 Mth T-Bill ETF$91.450.04%$7.1M0.82%+6,342+8.8%
36FLJPFranklin Ftse Japan ETF$38.86-3.24%$7.0M0.81%+4,724+2.5%
37VGITVanguard Intermediate Treasury ETF$58.56-0.41%$6.8M0.78%11,650−9.3%
38RSPTInvesco SP500 EqlWt Tech ETF$61.66-6.72%$6.5M0.75%44,925−23.8%
39MTUMiShares MSCI US Momentum ETF$306.47-5.95%$6.2M0.71%HELD
40REGNRegeneron Pharmaceuticals Inc$635.451.07%$6.0M0.69%HELD
41VTIVanguard Total Stock Market ETF$363.38-2.68%$5.9M0.68%+63+0.3%
42VTVVanguard Value ETF$212.02-1.36%$5.9M0.67%+325+1.1%
43IVViShares S P 500 ETF$740.91-2.62%$5.8M0.66%+337+4.0%
44COSTCostco Wholesale Corp$971.87-0.05%$5.5M0.63%+13+0.2%
45VWOVanguard Emerging Markets ETF$58.03-3.78%$5.4M0.62%5,262−5.0%
46BRK/BBerkshire Hathaway Inc$5.3M0.61%+33+0.3%
47FSTAFidelity MSCI Consumer Staples ETF$52.571.68%$4.6M0.52%+26,151+42.6%
48VOOVanguard S P 500 ETF$678.00-2.59%$4.4M0.51%+28+0.4%
49MUMicron Technology Inc$864.01-13.25%$4.4M0.51%7,827−37.4%
50FDISFidelity MSCI Consumer Discretionary ETF$99.59-2.01%$4.4M0.50%9,368−16.5%
51AMATApplied Materials Inc$453.01-9.71%$4.3M0.49%2,628−17.3%
52WDCWestern Digital Corp$511.72-11.08%$4.2M0.48%1,206−7.2%
53MCKMckesson Corp$775.662.47%$4.0M0.46%+25+0.5%
54XLVSPDR S P Health Care ETF$153.010.61%$4.0M0.46%+4,244+18.5%
55IEURiShares Core MSCI Europe ETF$74.36-2.00%$3.9M0.45%4,360−7.2%
56DEDeere Co$583.44-1.40%$3.9M0.45%+11+0.2%
57VZVerizon Communications Inc$45.371.11%$3.9M0.44%4,149−5.1%
58SCHBSchwab US Broad Market ETF$28.45-2.70%$3.7M0.42%515−0.4%
59JPMJP Morgan Chase Co$312.370.48%$3.6M0.42%+199+1.6%
60VCRVanguard Consumer Discretionary ETF$383.54-1.98%$3.6M0.41%1,423−12.5%
61NVDANvidia Corp$205.10-6.20%$3.6M0.41%+3,525+20.7%
62FCOMFidelity MSCI Communication Services ETF$71.17-1.97%$3.6M0.41%+955+1.9%
63LRCXLam Research Corp$303.28-9.85%$3.6M0.41%3,474−17.2%
64IEMGiShares MSCI Core EM ETF$78.63-6.40%$3.5M0.40%612−1.2%
65KLACKla-Tencor Corp$1929.20-9.47%$3.5M0.39%686−22.6%
66SCHMSchwab US Mid-Cap ETF$34.83-2.63%$3.4M0.39%25,635−18.8%
67VDEVanguard Energy ETF$162.36-2.11%$3.3M0.38%+1,029+5.7%
68FIDUFidelity MSCI Industrials ETF$94.11-1.52%$3.3M0.38%+2,040+5.6%
69LLYEli Lilly Co$1131.420.55%$3.2M0.37%106−2.9%
70VEUVanguard Ftse All-World Ex-US ETF$81.13-3.76%$3.2M0.37%3,133−6.8%
71QUREQuanta Services Inc$26.45-5.50%$3.1M0.36%428−7.0%
72XLYSPDR S P Consumer Discretionary ETF$114.86-2.05%$3.1M0.35%9,027−24.1%
73TATandT Inc$22.75-0.09%$3.1M0.35%10,943−9.3%
74CSCOCisco Systems Inc$121.64-6.43%$3.0M0.35%4,683−10.7%
75IUSViShares Core Russell US ETF$109.66-1.15%$3.0M0.35%+630+2.2%
76FHLCFidelity MSCI Health Care ETF$73.440.25%$2.9M0.33%+2,661+6.9%
77STXSeagate Technology$847.47-8.48%$2.8M0.32%457−6.1%
78JBLJabil Inc$353.24-5.51%$2.7M0.31%1,018−9.1%
79CVSCvs Caremark Corp$95.931.17%$2.6M0.29%1,412−3.8%
80HCAHca Holdings Inc$372.132.85%$2.6M0.29%+36+0.7%
81DELLDell Technologies Inc$394.39-6.55%$2.5M0.28%1,366−8.3%
82TXNTexas Instruments Inc$285.06-6.65%$2.4M0.27%+493+4.2%
83AMGNAmgen Inc$349.581.15%$2.4M0.27%HELD
84IWNiShares Russell 2000 Value ETF$209.44-2.60%$2.3M0.27%2,877−18.9%
85METAMeta Platforms Inc Class A$593.00-5.51%$2.3M0.27%113−2.7%
86VDCVanguard Consumer Staples ETF$225.751.73%$2.3M0.26%+4,007+66.0%
87BBEUJP Morgan Betabuilders Europe ETF$76.40-1.99%$2.2M0.25%2,439−7.4%
88FLEXFlex Ltd$151.92-4.76%$2.2M0.25%3,939−10.6%
89BRK/ABerkshire Hathaway Inc A$2.2M0.25%HELD
90XLUSPDR S P Utilities ETF$44.350.93%$2.1M0.25%+7,389+18.7%
91FLCHFranklin Ftse China ETF$21.67-2.52%$2.1M0.24%48,121−33.6%
92SCZiShares MSCI EAFE Small Cap ETF$83.52-2.53%$2.0M0.23%57−0.2%
93ETNEaton Corp$395.94-5.42%$2.0M0.23%+147+2.7%
94CAHCardinal Health Inc$205.711.97%$2.0M0.23%+332+3.7%
95GLWCorning Inc$177.58-10.18%$2.0M0.23%6,288−30.3%
96VOVanguard Mid-Cap ETF$78.53-2.06%$1.9M0.22%35−0.5%
97XLBSPDR S P Materials ETF$50.63-1.92%$1.9M0.22%+19,851+106.1%
98TELTe Connectivity Ltd$212.65-3.67%$1.9M0.22%682−6.9%
99WMTWal-Mart Stores Inc$118.880.97%$1.9M0.21%+220+1.5%
100XLESPDR S P Energy ETF$57.67-1.84%$1.8M0.21%+2,386+8.6%
101GMGeneral Motors Co$1.8M0.20%4,518−15.9%
102FDXFedex Corp$1.8M0.20%+4,573+1107.3%
103IPACiShares Core MSCI Pacific ETF$1.8M0.20%22−0.1%
104SCHASchwab US Small-Cap ETF$1.8M0.20%+335+0.6%
105VXUSVanguard Total Intl Stock ETF$1.8M0.20%+173+0.8%
106IBMInternational Business Machines Corp$1.7M0.20%4,706−39.7%
107HHyatt Hotels Corp$1.7M0.20%HELD
108FUTYFidelity MSCI Utilities ETF$1.7M0.20%+6,009+26.2%
109PXFPowershares FTSE RAFI Dev ETF$1.7M0.19%HELD
110ASMLFASML Hldgs NV Ord$1.7M0.19%HELD
111PANWPalo Alto Networks Inc$1.7M0.19%+9,906+2282.5%
112MARMarriott International Inc$1.7M0.19%HELD
113PHParker Hannifin Corp$1.6M0.19%HELD
114ABTAbbott Laboratories$1.6M0.18%+670+4.5%
115TMUST-Mobile US Inc$1.6M0.18%10−0.1%
116ARHSArhaUS Inc$1.5M0.17%HELD
117JNJJohnson Johnson$1.5M0.17%+360+6.2%
118IDMOInvesco S P International Momentum ETF$1.5M0.17%294−1.1%
119THCTenet Healthcare Corp$1.4M0.16%700−8.4%
120MKSIMKS Instruments Inc$1.4M0.16%+38+0.6%
121ABBVAbbvie$1.4M0.16%+39+0.6%
122VAWVanguard Materials ETF$1.3M0.15%+1,363+31.7%
123APAApache Corp$1.3M0.15%+8,180+37.5%
124KRKroger Co$1.3M0.14%536−3.0%
125XLPSPDR S P Consumer Staples ETF$1.3M0.14%+6,710+78.5%
126PEPPepsico Inc$1.2M0.14%100−1.3%
127ALSNAllison Transmission Holdings Inc$1.2M0.13%1,171−10.5%
128GILDGilead Sciences Inc$1.1M0.13%21−0.3%
129AMKRAmkor Technology Inc$1.1M0.13%+101+0.4%
130CMCSAComcast Corp$1.1M0.13%+9,979+35.0%
131FNCLFidelity MSCI Financials ETF$1.1M0.13%+1,590+11.3%
132DISWalt Disney Co$1.1M0.13%449−3.8%
133SYFSynchrony Financial$1.1M0.13%1,895−10.5%
134BCSBarclays Plc - Adr$1.1M0.12%14,111−21.5%
135BMYBristol-Myers Squibb Co$1.1M0.12%+12,860+264.1%
136HIGHartford Financial Services Group Inc$1.1M0.12%+31+0.4%
137PPure Storage Inc$1.1M0.12%HELD
138CICHYChina Construction Bank Corp$1.1M0.12%11,093−18.6%
139HPEHewlett Packard Ente$1.1M0.12%11,809−21.1%
140RTXRaytheon Technologies Ord$1.0M0.12%+186+3.6%
141ORLYO Reilly Automotive Inc New Com$1.0M0.12%+675+6.4%
142RRyder System Inc$1.0M0.12%+549+12.3%
143ELVElevance Health$1.0M0.12%HELD
144BBHMarket Vectors Biotech ETF$1.0M0.12%250−4.4%
145LHLaboratory Corp of America Holdings$1.0M0.12%HELD
146FOXATwenty-First Century Fox-A$1.0M0.12%2,803−13.8%
147SANBanco Santander Sa$1.0M0.12%9,380−9.5%
148GLDSPDR Gold Shares ETF$1.0M0.12%+150+6.8%
149MITSYMitsui And Co Ltd$1.0M0.11%HELD
150AXSAxis Capital Holdings Ltd$1.0M0.11%1,134−10.3%
151FFord Motor Co$990K0.11%13,588−13.7%
152CORAmerisourceBergen Corp$987K0.11%+320+11.3%
153PHMPulte Group Inc$982K0.11%35−0.4%
154VSTVistra Energy Corp$978K0.11%56−0.9%
155DGXQuest Diagnostics Inc$970K0.11%HELD
156WSMWilliams-Sonoma Inc$965K0.11%1,140−17.7%
157JAZZJazz Pharmaceuticals PLC$959K0.11%+1,967+63.3%
158EAElectronic Arts Inc$952K0.11%HELD
159VBVanguard Small Cap ETF$948K0.11%46−1.3%
160BWABorgwarner Inc$944K0.11%+89+0.5%
161VTRSViatris Inc$943K0.11%+32,135+85.3%
162TRVTravelers Cos Inc$940K0.11%+25+0.8%
163UALUnited Contl Hldgs$935K0.11%+13+0.1%
164RNRRenaissancere Holdings Ltd$929K0.11%+579+22.7%
165SNXSynnex Corp$925K0.11%1,658−23.2%
166TSMTsmc$901K0.10%713−21.1%
167IEUSiShares MSCI Europe Small-Cap ETF$891K0.10%HELD
168DFIVDimensional International Val ETF$888K0.10%+214+1.3%
169UNMUnum Group$874K0.10%2,661−18.2%
170URIUnited Rentals Inc$850K0.10%410−26.0%
171LIILennox Intl Inc$826K0.09%HELD
172MRKMerck Co Inc$818K0.09%+805+13.4%
173OMCOmnicom Group Inc$814K0.09%+90+0.8%
174TOLToll Brothers Inc$812K0.09%976−14.1%
175UBSUbs Ag$809K0.09%5,599−21.3%
176BHPBhp Billiton Ltd$801K0.09%+643+6.2%
177EMREmerson Electric Co$799K0.09%+300+5.2%
178FCXFreeport-Mcmoran Inc$796K0.09%+416+3.2%
179OSKOshkosh Corp$792K0.09%+64+1.2%
180COPConocoPhillips$787K0.09%+750+14.4%
181SCHXSchwab US Large Cap ETF$784K0.09%+30,591NEW
182CMFiShares S P CA AMT-Free Municipal Bond ETF$778K0.09%+13,688NEW
183CPACopa Holdings Sa Cl A$777K0.09%545−7.4%
184NOCNorthrop Grumman Corp$771K0.09%HELD
185MPCMarathon Petroleum Corp$768K0.09%11−0.3%
186SIRISiriUS Xm Holdings Inc$768K0.09%2,329−6.5%
187AESAes Corp$765K0.09%+50,648+1383.1%
188QQQInvesco QQQ Trust ETF$750K0.09%+99+8.3%
189AAAlcoa Corporation$740K0.08%+7,592+213.4%
190PFGPrincipal Financial Group Inc$737K0.08%+6,531+395.8%
191TIGOMillicom International Cellular SA$729K0.08%3,506−26.5%
192TEVATeva Pharmaceutical Industries Ltd$722K0.08%7,970−24.9%
193SPMDSPDR S P1000 Midcap ETF$722K0.08%48−0.4%
194ALLAllstate Corp$720K0.08%+30+0.9%
195STIPiShares 0-5 Year Tips Bond ETF$714K0.08%+1,876+37.3%
196GLGlobe Life Inc$714K0.08%657−11.4%
197STTState Street Corp$708K0.08%+5,554+12622.7%
198ORANYOrange SA$700K0.08%14,321−29.5%
199ORCLOracle Corp$699K0.08%376−7.3%
200BBVABanco Bilbao Argen$696K0.08%13,651−29.8%
201NXSTNexstar Media Group Inc$694K0.08%346−8.3%
202VISVanguard Industrials ETF$693K0.08%80−3.5%
203CIBBancolombia Sa$690K0.08%2,976−23.9%
204WABWabtec Corp$688K0.08%HELD
205KGCKinross Gold Corp$688K0.08%6,027−21.1%
206DBDeutsche Bank Ag-Registered$679K0.08%HELD
207MUFGMitsubishi UFJ Finl-Spon Adr$675K0.08%14,843−27.2%
208SCHHSchwab US Reit ETF$674K0.08%9,897−24.0%
209VCITVanguard Inter-Term Corp Bond ETF$674K0.08%+8,141NEW
210IJSiShares S P Smallcap 600 Value ETF$663K0.08%HELD
211ADRNYKoninklijke Ahold Nv$660K0.08%1,779−11.1%
212EIXEdison International$660K0.08%+9,014NEW
213ENGIYEngie ADR$659K0.08%HELD
214KBKB Financial Group Inc$654K0.07%2,748−29.5%
215NVSNovartis Ag$646K0.07%300−6.6%
216PNGAYPing An Insurance (Group) Co. of China Ltd$643K0.07%14,032−25.3%
217MOAltria Group Inc$638K0.07%4,281−30.7%
218BABPowershares Build America Bond ETF$635K0.07%+1,786+8.2%
219AVGOAvago Technologies Ltd$633K0.07%895−30.4%
220VLOValero Energy Corp$630K0.07%1,651−39.3%
221VISTVista Oil And Gas Sab De Cv$625K0.07%HELD
222MMM3M Co$623K0.07%+173+4.2%
223SEBSeaboard Corp$622K0.07%+110NEW
224EWCiShares MSCI Canada ETF$620K0.07%+2,095+22.7%
225HTHIYHitachi Ltd -Adr$611K0.07%9,450−31.0%
226VNTVontier Corp$609K0.07%2,269−11.7%
227CTSHCognizant Technology Solutions Corp$607K0.07%2,805−22.1%
228INTCIntel Corp$603K0.07%406−2.9%
229SCHVSchwab US Large-Cap Value ETF$602K0.07%HELD
230FFIVF5 Networks Inc$599K0.07%924−30.9%
231FRFHFFairfax Financial Holdings Ltd$593K0.07%147−29.7%
232DHIDr Horton Inc$590K0.07%512−10.6%
233OVVOvintiv Ord$585K0.07%+6,857+228.1%
234VIRTVirtu Financial Inc A$583K0.07%1,654−11.1%
235SYYSysco Corp$573K0.07%+37+0.5%
236UNHUnitedhealth Group Inc$569K0.07%+324+18.2%
237THGThe Hanover Insurance Group Inc$567K0.06%HELD
238CODYYCompagnie de Saint-Gobain SA$564K0.06%3,430−9.1%
239NRGNrg Energy Inc$564K0.06%1,034−21.1%
240ICAGYInternational Consolidated Airlines Group SA$563K0.06%+3,235+5.8%
241MLPXGlobal X Mlp And Energy Infrastructure ETF$562K0.06%HELD
242FENYFidelity MSCI Energy ETF$555K0.06%+308+1.9%
243AVTAvnet Inc$544K0.06%2,086−19.1%
244BIIBBiogen Inc$542K0.06%+114+4.0%
245OMFOnemain Hldgs Inc$538K0.06%2,715−21.3%
246COFCapital One Financial Corp$532K0.06%2,857−49.5%
247CRUSCirrUS Logic Inc$531K0.06%+32+0.9%
248RGAReinsurance Group of America Inc$530K0.06%516−16.6%
249IJRiShares Core S P Small-Cap ETF$527K0.06%886−17.3%
250CBChubb Corp$526K0.06%HELD
251ACGLArch Capital Group Ltd$526K0.06%1,600−22.6%
252VEAVanguard Ftse Developed Markets ETF$522K0.06%+1,534+23.2%
253ALAir Lease Corp Class A$519K0.06%1,078−11.9%
254RYCEYRolls Royce Holdings Spon Adr Each Rep 1$518K0.06%21,359−38.9%
255UHSUniversal Hlth Svcs$512K0.06%94−3.2%
256HMYHarmony Gold Mining Co Ltd$510K0.06%11,680−26.0%
257ADMArcher-Daniels-Mid$510K0.06%+6,190+754.0%
258CNQCanadian Natural Resources$501K0.06%HELD
259YPFY P F Sociedad Anoni$496K0.06%HELD
260TNLTravel And Leisure Co$496K0.06%+57+0.8%
261LLYVKLiberty Media Corp - C$490K0.06%4,281−45.1%
262DVNDevon Energy Corp$489K0.06%+111+1.2%
263TDCTeradata Corp$482K0.06%3,041−13.9%
264SONSonoco Products Co$480K0.05%+8,834+23247.4%
265USFDUS Food Holding Corp$478K0.05%1,630−23.9%
266VPUVanguard Utilities ETF$478K0.05%+575+31.3%
267SHGShinhan Financial Group Co Ltd$475K0.05%1,694−17.9%
268AZNAstrazeneca Plc-Spons Adr Astrazeneca Plc - Adr$474K0.05%1,629−40.4%
269UGIUGI Corp$473K0.05%617−4.5%
270EMBJEmbraer S A Sponsored Adr Repstg Pfd Shs$472K0.05%1,485−15.7%
271KEPKorea Electric Power Corp$470K0.05%8,176−19.9%
272TGTTarget Corporation$467K0.05%+2,092+118.9%
273WUWestern Union Co$467K0.05%+48,787+1046.7%
274AERAercap Holdings Nv$465K0.05%1,532−31.1%
275PRPermian Resources Corp$463K0.05%+2,740+14.4%
276CBRECBRE Group Inc$453K0.05%353−9.5%
277REPYYRepsol SA$452K0.05%+1,561+10.8%
278ERICTelefonaktiebolaget Lm Ericsson$451K0.05%4,400−9.9%
279BDXBecton Dickinson And Co$450K0.05%HELD
280APHAmphenol Corp$447K0.05%+197+5.9%
281PEGAPegasystems Inc$445K0.05%1,643−13.6%
282UNCRYUnicredit Spa$445K0.05%132−1.1%
283FANGDiamondback Energy Inc$436K0.05%HELD
284AMLPAlerian Mlp ETF$429K0.05%HELD
285HDLMYHeidelberg Metals AG$428K0.05%10,969−51.9%
286TSNTyson Foods Inc$424K0.05%+73+1.1%
287BXBlackstone Group Lp$418K0.05%+32+0.9%
288ANAutonation Inc$416K0.05%1,005−32.1%
289BAYRYBayer Ag$408K0.05%+5,566+18.6%
290CLColgate-Palmolive Co$406K0.05%+11+0.2%
291TSLATesla Motors Inc$403K0.05%+135+14.2%
292LENLennar Corp-A$399K0.05%1,420−23.6%
293AMAntero Midstream Corp$398K0.05%HELD
294AVYAvery Dennison Corp$397K0.05%HELD
295PCGPg E Corp$396K0.05%+22,558NEW
296STLDSteel Dynamics Inc Com$395K0.05%866−28.3%
297SCHESchwab Emerging Markets Equity ETF$394K0.05%1,947−14.0%
298NTRSNorthern Trust Corp$394K0.05%HELD
299CVXChevron Corp$393K0.04%+386+25.5%
300ENLAYEnel Un Spon Adr Ea Repr 1 Ord Shs$393K0.04%9,794−21.3%
301NEMNewmont Mining Corp$391K0.04%+462+14.7%
302GRFSGrifols SA$387K0.04%HELD
303LOWLowe'S Cos Inc$385K0.04%+657+67.5%
304UNPUnion Pacific Corp$385K0.04%+79+5.2%
305VWAPYVolkswagen Ag$378K0.04%+7,444+24.7%
306BNPQYBNP Paribas-Adr$375K0.04%+3,849+95.4%
307GWREGuidewire Software Inc$368K0.04%HELD
308OMV Ag$366K0.04%+76+1.5%
309IRMIron Mountain Inc$365K0.04%1,167−24.6%
310ETREntergy Corp$362K0.04%1,227−27.6%
311IAUiShares Gold Trust ETF$361K0.04%233−5.4%
312BAPCredicorp Ltd$361K0.04%516−32.7%
313IMBBYImperial Brands Plc American Depositary Receipts S$361K0.04%3,550−28.7%
314HSBCHSBC Holdings Plc-Spons Adr$360K0.04%3,119−41.6%
315SKMSk Telecom Co Ltd$357K0.04%+11,052+968.6%
316RNMBYRheinmetall Ag$354K0.04%HELD
317PSOPearson Plc$353K0.04%HELD
318KTKt Corp$352K0.04%+736+4.7%
319SCIService Corp International$351K0.04%HELD
320RYAAYRyanair Holdings Plc$350K0.04%+233+4.0%
321ACNAccenture Plc$346K0.04%574−24.8%
322OKTAOkta Inc$341K0.04%+227+5.5%
323Engie$339K0.04%HELD
324VCSHVanguard Short-Term Corporate Bond ETF$334K0.04%+4,213NEW
325EPREPR Properties$328K0.04%HELD
326WDSWoodside Petroleum Ltd$328K0.04%HELD
327SONYSony Group Corp$328K0.04%HELD
328MURGYMunchener Ruckversicherungs-Gesellschaft Ag Adr$328K0.04%4,350−14.3%
329BVNCia De Minas Buenaventura Sa$324K0.04%+1,908+26.9%
330EEni Spa$322K0.04%311−5.2%
331SHELShell Adr Each Rep 2 Ord Wi$314K0.04%HELD
332TXTTextron Incorporated$314K0.04%HELD
333AUAnglogold Ashanti Ltd$313K0.04%HELD
334MFCManulife Financial$312K0.04%6,686−42.5%
335MUBiShares S P National AMT-Free Municipal Bond ETF$311K0.04%+1,058+56.5%
336MSMorgan Stanley$309K0.04%HELD
337DKSDick S Sporting Goods Inc$308K0.04%552−26.2%
338RBLXRoblox Corp Com Cl A$306K0.04%+5,418NEW
339EGEverest Re Group Ltd$299K0.03%HELD
340PSXPhillips 66$298K0.03%946−36.6%
341HIIHuntington Ingalls Industries Inc$298K0.03%+12+1.6%
342BMOBank of Montreal$298K0.03%1,441−39.5%
343FINMFLeonardo Spa$296K0.03%HELD
344Rwe Ag$294K0.03%HELD
345BTIBritish American Tob-Sp Adr$293K0.03%HELD
346IVWiShares S P 500 Growth ETF$292K0.03%+2,584NEW
347GNTXGentex Corp$291K0.03%HELD
348Imperial Brands Plc$287K0.03%HELD
349MBGYYMercedes-Benz Group Ag$286K0.03%HELD
350NKENike Inc$286K0.03%29−0.5%
351MLPAGlobal X Mlp ETF$285K0.03%+50+1.0%
352Ipsen$285K0.03%HELD
353FMSFreseniUS Medical Care Ag Co Kgaa$284K0.03%5,713−31.2%
354CARAvis Budget Group Inc$283K0.03%241−11.1%
355IWMiShares Russell 2000 ETF$282K0.03%6−0.5%
356BLDRBuilders Firstsource Inc$281K0.03%1,837−35.0%
357ITOCYItochu Corp$281K0.03%+19,836+900.0%
358Ca Inc$281K0.03%HELD
359HSICHenry Schein Inc$281K0.03%HELD
360GSKGlaxosmithkline Plc Adr$280K0.03%+740+17.1%
361Eiffage$280K0.03%HELD
362BBarrick Mining Corp$279K0.03%HELD
363IXOrix Corporation Spon Adr Each Rep 5 Ord$277K0.03%+8,259+853.2%
364RPRXRoyalty Pharma PLC Class A$275K0.03%HELD
365HWMHowmet Aerospace Inc$273K0.03%HELD
366AAGIYAIA Group Ltd$271K0.03%+759+14.2%
367MMacy'S Inc$271K0.03%3,289−18.0%
368AAIGFAia Group Ltd Ord$269K0.03%HELD
369LLoews Corp$268K0.03%+38+1.5%
370QCOMQualcomm Inc$268K0.03%1,192−36.4%
371ZBHZimmer Biomet Hldgs$263K0.03%HELD
372LTMLan Airlines Sa$261K0.03%571−9.8%
373FNFabrinet$260K0.03%HELD
374CXCemex Sab De Cv$258K0.03%+346+1.6%
375VOLVFVolvo Ab-B Shs$253K0.03%HELD
376ASXAse Technology Holding -Adr$253K0.03%4,666−28.6%
377BDCBelden Inc$248K0.03%1,094−33.6%
378CKHUYCk Hutchison Holdin-Unsp Adr$248K0.03%HELD
379ITUBItau Unibanco Holding Sa$248K0.03%375−1.3%
380SWSDFSwiss Life Holding Ag-Reg$246K0.03%HELD
381AVBAvalonbay Communities Inc$241K0.03%HELD
382ECEcopetrol S A Sponsored Adr$239K0.03%+465+3.0%
383EQNREquinor Asa$239K0.03%HELD
384GDGeneral Dynamics Corp$239K0.03%+165+31.1%
385LTPZPimco 15plus Year US Tips ETF$236K0.03%+75+1.7%
386SSLSasol Ltd$235K0.03%+12,716+233.3%
387ALVAutoliv Inc$235K0.03%75−3.3%
388TMOThermo Fisher Scientific Inc$230K0.03%+130+38.6%
389JPMJPM 4.625 Perp Preferred L$312.370.48%$229K0.03%HELD
390PBR/APetroleo Brasileiro Sa$229K0.03%HELD
391FNMAFannie Mae$227K0.03%HELD
392TDToronto-Dominion Bank$224K0.03%HELD
393BSACBANCO SANTANDER CHILE$223K0.03%HELD
394SMFGSumitomo Mitsui-Spons Adr$223K0.03%15,734−58.2%
395AXAHYAxa Sa$221K0.03%HELD
396AGNCAGNC Investment Corp$220K0.03%+21,888NEW
397ANETArista Networks Inc$218K0.02%+300+20.3%
398TSCDYTesco Plc - Adr$217K0.02%+1,889+19.8%
399KOCoca-Cola Co$215K0.02%+197+7.5%
400SCBFYStandard Chartered PLC$213K0.02%+1,259+32.9%
401JOYYJOYY INC ADS$213K0.02%2,410−39.8%
402Western Digital Corp Put $260 06/18/2026$212K0.02%+10,400NEW
403ZNGAZoom Video Communications-A$212K0.02%2,169−45.1%
404FSUGYFortescue Ltd$209K0.02%+5,803+375.8%
405BLKBlackrock Inc$209K0.02%+95+77.9%
406CRMSalesforce Com Inc$208K0.02%+718+180.9%
407TMToyota Motor Corp$207K0.02%1,293−56.3%
408SUSuncor Energy Inc$207K0.02%HELD
409NTTYYNippon Telegraph Telephone Corp$205K0.02%373−4.3%
410AKAMAkamai Technologies Inc$204K0.02%+45+2.6%
411CIXPFCaixabank Sa$203K0.02%HELD
412Infineon Technologies Ag$202K0.02%HELD
413SNASnap-On Inc$202K0.02%+140+33.6%
414CEGConstellation Energy Ord Wi$201K0.02%+607+542.0%
415MSADYMS and AD Insurance Group Holdings Inc$199K0.02%5,410−41.3%
416STZConstellation Brands Inc$198K0.02%HELD
417GAPThe GAP Inc$195K0.02%+157+2.0%
418MCOMoody'S Corp$195K0.02%+330+279.7%
419PAGPenske Automotive Group Inc$193K0.02%305−19.1%
420STMStmicroelectronics Nv$192K0.02%HELD
421BPBP Plc$191K0.02%HELD
422CRHCRH Plc$191K0.02%92−4.8%
423LEN/BNon Taxable Spinoff Lennar$189K0.02%308−12.0%
424AHTAshtead Group Plc$189K0.02%HELD
425NATLNCR ATLEOS ORD WI$189K0.02%1,438−24.9%
426NONOFNovo-Nordisk A-S Ord$186K0.02%HELD
427PKXPosco$184K0.02%+2,805+825.0%
428TTTrane Technologies Plc$184K0.02%HELD
429INTUIntuit Com$182K0.02%+404+2244.4%
430NXTNext Plc$181K0.02%HELD
431ASAZFAssa Abloy Ab Ord$179K0.02%HELD
432CCKCrown Holdings Inc$179K0.02%HELD
433HPQHewlett-Packard Co$179K0.02%9,296−50.0%
434CSXCsx Corp$177K0.02%HELD
435JLLJones Lang Lasalle Inc$177K0.02%+17+3.0%
436ASMLASML Holding NV$177K0.02%HELD
437KSSKohls Corp$177K0.02%866−5.9%
438ARWArrow Electronics Inc$176K0.02%855−41.0%
439RACEFerrari Nv$175K0.02%142−21.5%
440BGBunge Ltd$175K0.02%+586+74.5%
441XOMExxon Mobil Corp$174K0.02%+900+714.3%
442ORIOld Republic International Corp$173K0.02%HELD
443JBSJBS NV CL A EXC1$171K0.02%HELD
444MTArcelormittal$171K0.02%+1,263+62.4%
445NWSANews Corp - Class A$171K0.02%HELD
446KOFCoca-Cola Femsa Sab De Cv$169K0.02%HELD
447TCEHYTencent Holdings Limited Unsp Adr Each R$168K0.02%HELD
448DGDollar General Corp$167K0.02%+269+23.7%
449METMetlife Inc$166K0.02%50−2.1%
450CMICummins Inc$166K0.02%+5+1.7%
451PRIPrimerica Inc$165K0.02%HELD
452SJMJm Smucker Co$162K0.02%HELD
453VUGVanguard Growth ETF$161K0.02%+348+1740.0%
454NBISNebius Group NV$160K0.02%HELD
455FRELFidelity Real Estate ETF$160K0.02%103−1.7%
456MOMOMomo Inc$160K0.02%3,113−10.1%
457NSCNorfolk Southern Corp$158K0.02%+304+123.6%
458CCEPCoca-Cola European Partners Plc$157K0.02%1,654−48.8%
459MAMastercard Inc$157K0.02%+308+4400.0%
460DVADavita Inc$157K0.02%200−16.4%
461CHTRCharter Communications$155K0.02%+19+2.7%
462CARRCarrier Global Corp-Wi$154K0.02%HELD
463AGCOAgco Corp$153K0.02%+127+10.7%
464BMWKYBayerische Motoren Werke AG$149K0.02%HELD
465HMCHonda Motor Co Ltd$149K0.02%HELD
466LINLinde Plc$149K0.02%HELD
467ESLOFEssilor Luxottica Intl Ord$148K0.02%HELD
468SFTBFSoftbank Corp Ord$147K0.02%HELD
469WCCWesco International Inc$146K0.02%402−42.9%
470SPYDSPDR Portfolio S P 500 High Div ETF$146K0.02%HELD
471BBWIBath Body Works Inc$145K0.02%HELD
472PFEPfizer Inc$143K0.02%+3,455+209.6%
473CCLCarnival Corp$142K0.02%+5,486NEW
474HDHome Depot Inc$141K0.02%+127+42.1%
475FLGFlagstar Financial$138K0.02%HELD
476XLREReal Estate Select Sctr$138K0.02%+101+3.1%
477PGRProgressive Corp$138K0.02%+698NEW
478PFFDGlobal X US Preferred ETF$137K0.02%HELD
479FASTFastenal Co$137K0.02%+2,945NEW
480NFLXNETFlix Inc$136K0.02%+1,130+403.6%
481MDYSPDR S P Midcap 400 ETF$134K0.02%+217NEW
482SPSBSPDR Short Term Corporate Bond ETF$133K0.02%+4,432NEW
483WBWeibo Corp Sponsored Adr$133K0.02%609−3.9%
484VALEVale Sa$132K0.02%+186+2.3%
485PSLVSprott Physical Silver Trust CEF$132K0.02%12,600−70.0%
486BLBlackline Inc$130K0.01%1,135−24.4%
487BCHBanco De Chile$130K0.01%3,304−48.6%
488PMPhilip Morris International$130K0.01%+709+945.3%
489DHRDanaher Corp$128K0.01%HELD
490TCOMTrip Com Group Ltd$128K0.01%756−22.8%
491GFIGold Fields Ltd$127K0.01%HELD
492HALHalliburton Co$125K0.01%+1,298+68.3%
493SNYSanofi-Aventis Sa$124K0.01%HELD
494MCHPMicrochip Technology Inc$124K0.01%4,000−67.6%
495ABBNYAbb Ltd$123K0.01%HELD
496BAESYBae Systems Plc$122K0.01%HELD
497ISNPYIntesa Sanpaolo$120K0.01%3,051−48.2%
498USFRWisdomtree Floating Rate Treasury ETF$120K0.01%HELD
499UCBUcb Sa$119K0.01%HELD
500DTEGYDeutsche Telekom Ag Adr$117K0.01%145−4.4%

Source: SEC EDGAR · accession 0001434165-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.