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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 14 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SHEL SHELL PLC SPON ADS Energy 432.0 $33K 0.01% NEW $77.54 +17.0%
262 FIDELITY ENHANCED EMERGING MARKETS ETF 785.0 $33K 0.01% NEW $42.58
263 MTZ MASTEC INC COM Industrials 80.0 $33K 0.01% NEW $416.06 -39.6%
264 DTE DTE ENERGY CO COM Utilities 216.0 $33K 0.01% NEW $152.37 -10.6%
265 PSX PHILLIPS 66 COM Energy 186.0 $31K 0.01% NEW $169.05 +41.9%
266 VGSH VANGUARD SHORT-TERM TREASURY ETF 536.0 $31K 0.01% NEW $58.20 -0.1%
267 PEP PEPSICO INC COM Consumer Defensive 229.0 $31K 0.01% NEW $135.40 +3.2%
268 CINF CINCINNATI FINL CORP COM Financial Services 166.0 $31K 0.01% NEW $185.14 -6.8%
269 AGM FEDERAL AGRIC MTG CORP CL C Financial Services 153.0 $30K 0.01% NEW $199.27 +11.7%
270 EVR EVERCORE INC CLASS A Financial Services 84.0 $29K 0.01% NEW $341.44 -14.4%
271 SCCO SOUTHERN COPPER CORP COM Basic Materials 164.0 $29K 0.01% NEW $174.26 +24.1%
272 WAB WABTEC COM Industrials 106.0 $29K 0.01% NEW $269.60 +10.3%
273 CAG CONAGRA BRANDS INC COM Consumer Defensive 2,116.0 $28K 0.01% NEW $13.46 +19.0%
274 MS MORGAN STANLEY COM NEW Financial Services 136.0 $28K 0.01% NEW $209.04 +2.8%
275 CI THE CIGNA GROUP COM Healthcare 103.0 $28K 0.01% NEW $275.68 +0.7%
276 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 489.0 $28K 0.01% NEW $57.84 +7.9%
277 BBY BEST BUY INC COM Consumer Cyclical 371.0 $28K 0.01% NEW $75.88 +10.1%
278 DVY ISHARES SELECT DIVIDEND ETF 178.0 $28K 0.01% NEW $156.30 +4.8%
279 EQNR EQUINOR ASA SPONSORED ADR Energy 883.0 $28K 0.01% NEW $31.40 +32.3%
280 MPWR MONOLITHIC PWR SYS INC COM Technology 20.0 $28K 0.01% NEW $1382.35 -5.2%
Page 14 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%