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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 15 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 HSBC HSBC HLDGS PLC SPON ADR NEW Financial Services 284.0 $27K 0.01% NEW $95.09 +8.2%
282 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 272.0 $27K 0.01% NEW $98.98 -1.1%
283 VIG VANGUARD DIVIDEND APPRECIATION ETF 113.0 $27K 0.01% NEW $236.62 +2.9%
284 NXST NEXSTAR MEDIA GROUP INC COMMON STOCK Communication Services 148.0 $26K 0.01% NEW $178.59 +1.8%
285 OZK BANK OZK LITTLE ROCK ARK COM Financial Services 505.0 $26K 0.01% NEW $52.09 -6.0%
286 DLB DOLBY LABORATORIES INC COM CL A Technology 490.0 $26K 0.01% NEW $52.58 +22.0%
287 NVS NOVARTIS AG SPONSORED ADR Healthcare 164.0 $26K 0.01% NEW $156.72 -0.9%
288 BWXT BWX TECHNOLOGIES INC COM Industrials 132.0 $26K 0.01% NEW $194.65 -19.7%
289 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 308.0 $25K 0.01% NEW $82.65 -1.4%
290 VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 431.0 $25K 0.01% NEW $58.98 -0.8%
291 LYV LIVE NATION ENTERTAINMENT INC COM Communication Services 133.0 $24K 0.01% NEW $183.11 -0.5%
292 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 83.0 $24K 0.01% NEW $290.59 -9.9%
293 GD GENERAL DYNAMICS CORP COM Industrials 68.0 $24K 0.01% NEW $354.24 +7.2%
294 C CITIGROUP INC COM NEW Financial Services 172.0 $24K 0.01% NEW $139.96 -5.2%
295 QCOM QUALCOMM INC COM Technology 129.0 $24K 0.01% NEW $184.79 -11.0%
296 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 261.0 $24K 0.01% NEW $91.20 -18.2%
297 ACHR ARCHER AVIATION INC COM CL A Industrials 5,000.0 $24K 0.01% NEW $4.73 +25.8%
298 HSIC SCHEIN HENRY INC COM Healthcare 273.0 $23K 0.01% NEW $83.52 +8.6%
299 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 68.0 $22K 0.01% NEW $330.46 -0.8%
300 ABNB AIRBNB INC COM CL A Consumer Cyclical 156.0 $22K 0.01% NEW $143.10 +30.6%
Page 15 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%