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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 19 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 OKLO OKLO INC COM CL A Utilities 175.0 $9K 0.00% NEW $52.33 -20.5%
362 GPC GENUINE PARTS CO COM Consumer Cyclical 77.0 $9K 0.00% NEW $117.97 +18.2%
363 TGT TARGET CORP COM Consumer Defensive 68.0 $9K 0.00% NEW $130.60 +25.6%
364 CMCSA COMCAST CORP NEW CL A Communication Services 356.0 $9K 0.00% NEW $24.55 +10.8%
365 BIPC BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A Utilities 226.0 $9K 0.00% NEW $38.50 +2.8%
366 URNM SPROTT URANIUM MINERS ETF 165.0 $9K 0.00% NEW $52.59 +16.1%
367 GEN GEN DIGITAL INC COM Technology 339.0 $8K 0.00% NEW $24.89 +19.1%
368 WRN WESTERN COPPER & GOLD CORP COM Basic Materials 3,654.0 $8K 0.00% NEW $2.24 +14.7%
369 IJH ISHARES CORE S&P MID-CAP ETF 104.0 $8K 0.00% NEW $77.11 -0.6%
370 MDLN MEDLINE INC COM CL A Healthcare 200.0 $8K 0.00% NEW $39.44 -12.3%
371 DXC DXC TECHNOLOGY CO COM Technology 875.0 $8K 0.00% NEW $8.85 +19.2%
372 DDOG DATADOG INC CL A COM Technology 28.0 $7K 0.00% NEW $260.36 -12.6%
373 PICK ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF 125.0 $7K 0.00% NEW $58.15 +14.2%
374 NORW GLOBAL X MSCI NORWAY ETF 225.0 $7K 0.00% NEW $31.93 +15.4%
375 BCE BCE INC COM NEW Communication Services 331.0 $7K 0.00% NEW $21.51 +9.2%
376 ADURO CLEAN TECHNOLOGIES INC COM NEW 441.0 $7K 0.00% NEW $15.76
377 ITW ILLINOIS TOOL WKS INC COM Industrials 25.0 $7K 0.00% NEW $270.48 +5.6%
378 SATS ECHOSTAR CORP CL A Technology 62.0 $6K 0.00% NEW $101.50 -14.3%
379 PALL ABRDN PHYSICAL PALLADIUM SHARES ETF Financial Services 283.0 $6K 0.00% NEW $22.08 +8.6%
380 ZETA ZETA GLOBAL HOLDINGS CORP CL A Technology 313.0 $6K 0.00% NEW $19.68 +43.4%
Page 19 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%