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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 16 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 TKO TKO GROUP HOLDINGS INC CL A Communication Services 109.0 $22K 0.01% NEW $201.31 -8.4%
302 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 53.0 $21K 0.01% NEW $397.68 -7.7%
303 BSX BOSTON SCIENTIFIC CORP COM Healthcare 492.0 $21K 0.01% NEW $42.68 +9.3%
304 AMLP ALERIAN MLP ETF 400.0 $21K 0.01% NEW $51.85 +6.7%
305 XEL XCEL ENERGY INC COM Utilities 258.0 $21K 0.01% NEW $80.30 -3.9%
306 BSOL BITWISE SOLANA STAKING ETF Financial Services 2,056.0 $21K 0.01% NEW $10.01 +50.1%
307 ORCL ORACLE CORP COM Technology 139.0 $20K 0.01% NEW $146.55 +3.7%
308 TDY TELEDYNE TECHNOLOGIES INC COM Technology 30.0 $20K 0.01% NEW $666.90 -6.1%
309 DKS DICKS SPORTING GOODS INC COM Consumer Cyclical 88.0 $20K 0.01% NEW $226.81 -41.9%
310 WEC WEC ENERGY GROUP INC COM Utilities 168.0 $20K 0.01% NEW $116.77 -9.0%
311 KR KROGER CO COM Consumer Defensive 346.0 $19K 0.01% NEW $55.53 +2.5%
312 SCHD SCHWAB US DIVIDEND EQUITY ETF 605.0 $19K 0.01% NEW $31.71 +9.8%
313 DUK DUKE ENERGY CORP NEW COM NEW Utilities 151.0 $19K 0.01% NEW $126.58 -4.5%
314 UPS UNITED PARCEL SVCS INC CL B Industrials 177.0 $19K 0.01% NEW $107.50 -1.7%
315 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 41.0 $19K 0.00% NEW $459.12 +14.8%
316 PAYX PAYCHEX INC COM Industrials 189.0 $19K 0.00% NEW $98.33 +28.6%
317 HEICO CORP NEW CL A 72.0 $19K 0.00% NEW $257.92
318 QSR RESTAURANT BRANDS INTL INC COM Consumer Cyclical 248.0 $18K 0.00% NEW $72.51 +7.7%
319 SLVR SPROTT SILVER MINERS & PHYSICAL SILVER ETF SILVER MINERS ETF 350.0 $18K 0.00% NEW $50.19 +31.6%
320 BHP BHP BILLITON LIMITED SPONSORED ADS Basic Materials 205.0 $17K 0.00% NEW $83.31 +15.7%
Page 16 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%