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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 23 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 QS QUANTUMSCAPE CORP COM CL A Consumer Cyclical 200.0 $2K NEW $7.56 -24.1%
442 SYY SYSCO CORP COM Consumer Defensive 18.0 $2K NEW $83.56 -0.3%
443 VOD VODAFONE GROUP PLC SPONSORED ADR Communication Services 110.0 $1K NEW $13.23 +20.5%
444 FG F&G ANNUITIES & LIFE INC COMMON STOCK Financial Services 52.0 $1K NEW $26.60 -11.9%
445 STT STATE STR CORP COM Financial Services 7.0 $1K NEW $169.57 +14.2%
446 ETSY INC COM 15.0 $1K NEW $75.33
447 TRP TC ENERGY CORP COM Energy 15.0 $994.0 NEW $66.27 -5.1%
448 CG CARLYLE GROUP INC COM Financial Services 23.0 $969.0 NEW $42.13 +16.3%
449 PIPR PIPER SANDLER COMPANIES COM NEW Financial Services 12.0 $868.0 NEW $72.33 +2.9%
450 ORI OLD REP INTL CORP COM Financial Services 19.0 $777.0 NEW $40.89 +3.8%
451 LITHIUM AMERS CORP NEW COM SHS 175.0 $674.0 NEW $3.85
452 UP WHEELS UP EXPERIENCE INC COM CL A Industrials 70.0 $628.0 NEW $8.97 -43.6%
453 HERTZ GLOBAL HLDGS INC WT EXP 063051 387.0 $422.0 NEW $1.09
454 XPLR INFRASTRUCTURE LP COM UNIT PART IN 35.0 $413.0 NEW $11.80
455 NFE NEW FORTRESS ENERGY INC COM CL A Utilities 1,023.0 $371.0 NEW $0.36 -20.3%
456 LCID LUCID GROUP INC COM NEW Consumer Cyclical 47.0 $314.0 NEW $6.68 -25.9%
457 PYPL PAYPAL HLDGS INC COM Financial Services 6.0 $259.0 NEW $43.17 +43.2%
458 SOLV SOLVENTUM CORP COM SHS Healthcare 3.0 $231.0 NEW $77.00 +18.9%
459 TXMD THERAPEUTICSMD INC COM NEW Healthcare 40.0 $88.0 NEW $2.20 +3.6%
Page 23 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%