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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 13 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 IWF ISHARES RUSSELL 1000 GROWTH ETF 320.0 $40K 0.01% NEW $124.17 -0.2%
242 EVEREST GROUP LTD COM 111.0 $40K 0.01% NEW $357.23
243 RKT ROCKET COS INC COM CL A Financial Services 2,515.0 $40K 0.01% NEW $15.75 -9.6%
244 STWD STARWOOD PPTY TR INC COM Real Estate 2,402.0 $39K 0.01% NEW $16.38 -2.7%
245 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 316.0 $39K 0.01% NEW $123.11 +31.0%
246 PWR QUANTA SVCS INC COM Industrials 54.0 $39K 0.01% NEW $720.04 -13.6%
247 CCEP COCA-COLA EUROPACIFIC PARTNERS SHS Consumer Defensive 388.0 $39K 0.01% NEW $100.07 +7.2%
248 PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR Financial Services 1,285.0 $39K 0.01% NEW $30.17 +16.0%
249 BLV VANGUARD LONG-TERM BOND ETF 558.0 $38K 0.01% NEW $68.93 -3.3%
250 NOC NORTHROP GRUMMAN CORP COM Industrials 75.0 $38K 0.01% NEW $509.31 +7.0%
251 AMGN AMGEN INC COM Healthcare 105.0 $38K 0.01% NEW $362.12 +20.7%
252 VICI VICI PPTYS INC COM Real Estate 1,430.0 $38K 0.01% NEW $26.55 -2.9%
253 CRH PLC ORD 344.0 $37K 0.01% NEW $107.00
254 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 163.0 $37K 0.01% NEW $223.95 +27.1%
255 AZN ASTRAZENECA PLC ORD Healthcare 191.0 $36K 0.01% NEW $189.62 -13.2%
256 EOG EOG RES INC COM Energy 278.0 $36K 0.01% NEW $129.73 +11.4%
257 ODFL OLD DOMINION FREIGHT LINE INC COM Industrials 166.0 $36K 0.01% NEW $216.60 -7.6%
258 ADBE ADOBE INC COM Technology 173.0 $35K 0.01% NEW $205.02 +41.0%
259 NRG NRG ENERGY INC COM NEW Utilities 235.0 $34K 0.01% NEW $146.06 -21.7%
260 NTAP NETAPP INC COM Technology 219.0 $34K 0.01% NEW $154.76 +23.2%
Page 13 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%