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Portfolio (Quarterly) Guide ↗

Atlatl Advisers LLC

· CIK 0002023168
13F Portfolio $421M AUM 459 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 459 New
Page 10 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ASTS AST SPACEMOBILE INC COM CL A Technology 1,000.0 $89K 0.02% NEW $88.86 -30.9%
182 KO COCA COLA CO COM Consumer Defensive 1,062.0 $86K 0.02% NEW $81.24 +9.6%
183 CB CHUBB LIMITED COM Financial Services 253.0 $86K 0.02% NEW $340.74 -0.7%
184 NEE NEXTERA ENERGY INC COM Utilities 967.0 $85K 0.02% NEW $87.77 -4.9%
185 NUE NUCOR CORP COM Basic Materials 379.0 $84K 0.02% NEW $222.75 +13.3%
186 UFO PROCURE SPACE ETF 1,558.0 $79K 0.02% NEW $50.67 -11.5%
187 COP CONOCOPHILLIPS COM Energy 753.0 $78K 0.02% NEW $103.96 +24.6%
188 ABT ABBOTT LABORATORIES COM Healthcare 859.0 $78K 0.02% NEW $90.74 +22.9%
189 PEGA PEGASYSTEMS INC COM Technology 2,592.0 $78K 0.02% NEW $29.97 +19.8%
190 JOBY JOBY AVIATION INC COMMON STOCK Industrials 8,450.0 $75K 0.02% NEW $8.92 -19.8%
191 IBIT ISHARES BITCOIN TRUST ETF Financial Services 2,232.0 $74K 0.02% NEW $33.29 +36.0%
192 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 212.0 $74K 0.02% NEW $350.07 -6.9%
193 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 1,503.0 $73K 0.02% NEW $48.43 -1.5%
194 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 872.0 $71K 0.02% NEW $81.94 +2.8%
195 PUK PRUDENTIAL PLC ADR Financial Services 2,603.0 $70K 0.02% NEW $26.81 +3.4%
196 IDT IDT CORP CL B NEW Communication Services 1,150.0 $67K 0.02% NEW $58.16 +18.4%
197 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 375.0 $67K 0.02% NEW $178.24 +13.6%
198 APP APPLOVIN CORP COM CL A Technology 123.0 $63K 0.01% NEW $515.23 -39.3%
199 T AT&T INC COM Communication Services 3,032.0 $63K 0.01% NEW $20.70 +22.9%
200 PGR PROGRESSIVE CORP COM Financial Services 285.0 $62K 0.01% NEW $218.45 -0.4%
Page 10 of 23  ·  459 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 52.9%
Financial Services 37.8%
Industrials 3.8%
Consumer Cyclical 1.8%
Healthcare 1.0%
Utilities 0.9%
Communication Services 0.8%
Consumer Defensive 0.4%
Energy 0.4%
Basic Materials 0.2%