StockDriftsStockDriftsTop 50 Atlatl Advisers LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TRUST SERIES I | 12.98% | 74.3K | $54.7M | +12174.05%(+73.65K) | $646.44(+11.51%) | 2026-06-30 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 10.49% | 59.1K | $44.2M | new | $659.00(+17.38%) | 2026-06-30 | |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 6.66% | 260.8K | $28.1M | +0.01%(+19) | $106.79(-0.79%) | 2026-06-30 | |
| SNDK | SANDISK CORP COM | 4.12% | 7.6K | $17.3M | new | $1423.11(-10.90%) | 2026-06-30 | |
| VOO | VANGUARD S&P 500 ETF | 3.44% | 21.1K | $14.5M | +86.80%(+9.80K) | $584.31(+21.69%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC COM | 3.04% | 11.1K | $12.8M | +837.39%(+9.90K) | $673.50(+27.99%) | 2026-06-30 | |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | 2.73% | 248.9K | $11.5M | -6.93%(-18.53K) | $46.25(-1.72%) | 2026-06-30 | |
| WDC | WESTERN DIGITAL CORP COM | 2.11% | 13.9K | $8.9M | +938.21%(+12.57K) | $411.31(+8.54%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC COM | 1.86% | 13.5K | $7.8M | new | $347.15(+34.25%) | 2026-06-30 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 1.82% | 8.0K | $7.7M | new | $119.64(+580.85%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.40% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.02% |
Atlatl Advisers LLC reports $421.15M in US-listed equity holdings across 459 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (13.0%), SPY (10.5%) and MUB (6.7%). The top 20 holdings account for 64.5% of reported assets. Its disclosed equity book has returned +5.40% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Atlatl Advisers LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2023168). View Atlatl Advisers LLC’s 13F filings on SEC