MondegarAI
Atlatl Advisers LLC

Q2 2025 · 13F-HR

Atlatl Advisers LLCholdings as filed

Filed 2025-07-31 · accession 0002023168-25-000006

$211.5M
Reported value
138
Positions
2025-06-30
Period end
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The Brief · Atlatl Advisers LLC · Q2 2025

AI · grounded in 13F

Atlatl Advisers LLC established a new position in the iShares Bitcoin ETF IBIT valued at $17.9M. The fund also initiated new stakes in the Vanguard S&P 500 ETF VOO for $16.8M and the Invesco QQQ Trust QQQ for $9.9M. Additional new positions include the SPDR S&P 500 ETF SPY, Vanguard FTSE Developed VEA, and iShares Core Total USD IUSB.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46438F101IBITISHARES BITCOIN ETF$17.9M8.48%293,047CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$16.8M7.95%29,612CommonSOLE
46090E103QQQINVESCO QQQ TRUST$9.9M4.69%17,967CommonSOLE
78462F103SPYSPDR S&P 500 ETF$9.7M4.58%15,684CommonSOLE
921943858VEAVANGUARD FTSE DEVELOPED$9.0M4.25%157,479CommonSOLE
46434V613IUSBISHARES CORE TOTAL USD$8.9M4.19%191,650CommonSOLE
464288414MUBISHARES NATIONAL MUNI$6.6M3.14%63,513CommonSOLE
594918104MSFTMICROSOFT CORP$4.1M1.95%8,300CommonSOLE
037833100AAPLAPPLE INC$3.8M1.81%18,627CommonSOLE
023135106AMZNAMAZON.COM INC$3.5M1.66%15,978CommonSOLE
464288653TLHISHARES 10-20 YEAR TSURY$3.5M1.64%34,112CommonSOLE
92203J407BNDXVANGUARD TOTAL$3.3M1.58%67,568CommonSOLE
922042858VWOVANGUARD FTSE EMERGING$3.3M1.56%66,886CommonSOLE
921937827BSVVANGUARD SHORT-TERM BOND$3.2M1.51%40,460CommonSOLE
464288588MBBISHARES MBS ETF$3.0M1.43%32,185CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES IN$3.0M1.40%21,690CommonSOLE
67066G104NVDANVIDIA CORP$2.6M1.24%16,572CommonSOLE
443201108HWMHOWMET AEROSPACE INC$2.5M1.19%13,466CommonSOLE
922908652VXFVANGUARD EXTENDED MARKET$2.4M1.14%12,498CommonSOLE
092528603BINCISHARES FLEXIBLE INCME$2.3M1.08%43,366CommonSOLE
11135F101AVGOBROADCOM INC$2.2M1.05%8,067CommonSOLE
68389X105ORCLORACLE CORP$2.1M1.01%9,758CommonSOLE
64110L106NFLXNETFLIX INC$2.1M1.00%1,586CommonSOLE
369604301GEGE AEROSPACE$2.0M0.96%7,863CommonSOLE
09259K401BLACKSTONE REAL ESTATE$2.0M0.92%141,625CommonSOLE
466313103JBLJABIL INC$1.9M0.92%8,926CommonSOLE
09261H305BLPRCRIBLACKSTONE PRIVATE CREDI$1.9M0.90%75,106CommonSOLE
85208R101CEFSPROTT PHYSICAL GLD SLVR$1.9M0.89%62,255CommonSOLE
25809K105DASHDOORDASH INC$1.8M0.84%7,241CommonSOLE
46435G672IAGGISHARES INTERNTINL$1.7M0.82%33,852CommonSOLE
032095101APHAMPHENOL CORP NEW$1.6M0.76%16,201CommonSOLE
92206C771VMBSVANGUARD MORTGAGE BACKED$1.6M0.75%34,238CommonSOLE
98980G102ZSZSCALER INC$1.6M0.75%5,037CommonSOLE
46429B747STIPISHARES 0-5 YEAR TIPS$1.6M0.74%15,220CommonSOLE
921937819BIVVANGUARD INTERMEDIATE$1.5M0.73%20,026CommonSOLE
921937793BLVVANGUARD LONG-TERM BOND$1.5M0.72%22,036CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROU F$1.5M0.72%4,892CommonSOLE
464287200IVVISHARES CORE S&P 500$1.5M0.71%2,432CommonSOLE
46432F339QUALISHARES MSCI USA QLTY$1.5M0.69%7,997CommonSOLE
464287309IVWISHARES S&P 500 GROWTH$1.4M0.67%12,925CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY H F$1.4M0.67%9,753CommonSOLE
92826C839VVISA INC$1.4M0.66%3,946CommonSOLE
09290C103DYNFISHS US EQTY FACTR$1.4M0.65%25,271CommonSOLE
464288877EFVISHARES MSCI EAFE VALUE$1.3M0.63%21,059CommonSOLE
03831W108APPAPPLOVIN CORP$1.3M0.61%3,670CommonSOLE
05464C101AXONAXON ENTERPRISE INC$1.3M0.60%1,534CommonSOLE
30303M102METAMETA PLATFORMS INC$1.2M0.58%1,652CommonSOLE
81762P102NOWSERVICENOW INC$1.2M0.57%1,168CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A F$1.2M0.56%1,557CommonSOLE
02079K305GOOGLALPHABET INC$1.2M0.56%6,739CommonSOLE
46429B267GOVTISHARES US TREASURY BOND$1.2M0.55%50,766CommonSOLE
36828A101GEVGE VERNOVA INC$1.2M0.55%2,196CommonSOLE
21037T109CEGCONSTELLATION ENERGY COR$1.2M0.54%3,567CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.1M0.53%2,063CommonSOLE
629377508NRGNRG ENERGY INC$1.1M0.51%6,729CommonSOLE
92840M102VSTVISTRA CORP$1.0M0.48%5,254CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$1.0M0.47%2,863CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR M F$997,6880.47%4,405CommonSOLE
464287408IVEISHARES S&P 500 VALUE$969,6740.46%4,962CommonSOLE
46434G103IEMGISHARES CORE MSCI$920,8600.44%15,340CommonSOLE
594972408MSTRMICROSTRATEGY INC$895,3690.42%2,215CommonSOLE
G54950103LINLINDE PLC F$857,1920.41%1,827CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$803,8800.38%4,785CommonSOLE
464288281EMBISHARES JPMORGAN USD MTS$803,2010.38%8,672CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$775,2190.37%2,674CommonSOLE
464285204IAUISHARES GOLD ETF$772,0790.37%12,381CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$735,4680.35%4,015CommonSOLE
74347R206QLDPROSHARES ULTRA QQQ ETF$709,0850.34%6,024CommonSOLE
91917A207WGMICOINSHRS VLKYR BITCOIN$701,5970.33%30,853CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANG$693,1500.33%3,778CommonSOLE
464288158SUBISHARES SHORT TERM NTNL$682,2770.32%6,416CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$678,0790.32%6,313CommonSOLE
464288885EFGISHARES MSCI EAFE GROWTH$665,6160.31%5,943CommonSOLE
18915M107NETCLOUDFLARE INC$618,8230.29%3,160CommonSOLE
78409V104SPGIS&P GLOBAL INC$612,1840.29%1,161CommonSOLE
G51502105JCIJOHNSON CONTROLS INT F$584,5010.28%5,534CommonSOLE
09290C806THROISHARES US THMATIC$581,4130.27%16,341CommonSOLE
12572Q105CMECME GROUP INC$575,4950.27%2,088CommonSOLE
79466L302CRMSALESFORCE INC$575,3760.27%2,110CommonSOLE
74347R107SSOPROSHARES ULTRA S&P 500$575,0820.27%5,885CommonSOLE
62482R10707WAMR COOPER GROUP INC$571,0270.27%3,827CommonSOLE
171779309CIENCIENA CORP$567,3580.27%6,976CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC F$542,3190.26%5,849CommonSOLE
74435K204PUKPRUDENTIAL PLC F$539,8320.26%21,576CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS$527,8500.25%6,375CommonSOLE
46435G102ICVTISHARES CONVERTIBLE BOND$511,8580.24%5,681CommonSOLE
009279100EADSYAIRBUS SE F$497,9440.24%9,510CommonSOLE
464287721IYWISHARES US TECHNOLOGY$496,4190.23%2,865CommonSOLE
464287101OEFISHARES S&P 100 ETF$484,8300.23%1,593CommonSOLE
092528843HIMUISHARES HIGH YIELD MUNI$480,7560.23%9,886CommonSOLE
35473P504INCEFRANKLIN INCOME EQUITY$475,3890.22%8,272CommonSOLE
N07059210ASMLASML HLDG N V F$468,0120.22%584CommonSOLE
835699307SONYSONY GROUP CORP F$448,0020.21%17,211CommonSOLE
02079K107GOOGALPHABET INC$441,1690.21%2,487CommonSOLE
G25508105CRHCRH PUBLIC LIMITED CO F$438,7120.21%4,779CommonSOLE
92537N108VRTVERTIV HLDGS CO$434,0260.21%3,380CommonSOLE
009158106APDAIR PRODS & CHEMS INC$419,7050.20%1,488CommonSOLE
80687P106SBGSYSCHNEIDER ELEC SA F$394,6380.19%7,393CommonSOLE
405552100HLNHALEON PLC F$394,2360.19%38,017CommonSOLE
46435G250HYDBISHARES HIGH YIELD SYS$371,3500.18%7,822CommonSOLE
595112103MUMICRON TECHNOLOGY INC$353,1110.17%2,865CommonSOLE
46432F396MTUMISHARES MSCI USA MOMNTUM$350,1460.17%1,457CommonSOLE
036752103ELVELEVANCE HEALTH INC$338,0060.16%869CommonSOLE
57636Q104MAMASTERCARD INC$334,9160.16%596CommonSOLE
58733R102MELIMERCADOLIBRE INC$334,5450.16%128CommonSOLE
87256C101TKOTKO GROUP HLDGS INC$329,6930.16%1,812CommonSOLE
904767704UNILEVER PLC F$326,0360.15%5,330CommonSOLE
046353108AZNNASTRAZENECA PLC F$321,7280.15%4,604CommonSOLE
007903107AMDADVANCED MICRO DEVIC$321,2620.15%2,264CommonSOLE
808524102SCHBSCHWAB US BROAD MARKET$318,6550.15%13,372CommonSOLE
46429B663HDVISHARES CORE HIGH$313,7810.15%2,678CommonSOLE
949746101WMT2WELLS FARGO & CO$311,1860.15%3,884CommonSOLE
422806208HEI/AHEICO CORP NEW$307,9130.15%1,190CommonSOLE
278865100ECLECOLAB INC$291,5340.14%1,082CommonSOLE
441593100HLIHOULIHAN LOKEY INC$286,6600.14%1,593CommonSOLE
G93A5A101VIKVIKING HLDGS LTD F$285,3680.13%5,355CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY$276,8890.13%570CommonSOLE
031100100AMEAMETEK INC NEW$272,3450.13%1,505CommonSOLE
87422Q109TLNTALEN ENERGY CORP NEW$264,6010.13%910CommonSOLE
444859102HUMHUMANA INC$260,3710.12%1,065CommonSOLE
G0450A105ACGLARCH CAPITAL GROUP LTD F$260,0390.12%2,856CommonSOLE
464288760ITAISHARES US AEROSPACE$259,3800.12%1,375CommonSOLE
548661107LOWLOWES COS INC$249,8260.12%1,126CommonSOLE
13646K108CPCANADIAN PACIFIC KAN F$242,1700.11%3,055CommonSOLE
09290C780BAIISHARES AI INVATN AND$236,9160.11%8,212CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES IN$236,6870.11%462CommonSOLE
929740108WABWABTEC$236,5660.11%1,130CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$234,2830.11%460CommonSOLE
808513105SCHWCHARLES SCHWAB CORP$218,7940.10%2,398CommonSOLE
888787108TOSTTOAST INC$217,6850.10%4,915CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$217,2200.10%297CommonSOLE
921946406VYMVANGUARD HIGH DIVIDEND$212,3630.10%1,593CommonSOLE
922908629VOVANGUARD MID CAP ETF$208,7530.10%746CommonSOLE
882508104TXNTEXAS INSTRS INC$207,8280.10%1,001CommonSOLE
319390100FBIZFIRST BUSINESS FINL SVCS$207,7060.10%4,100CommonSOLE
294429105EFXEQUIFAX INC$203,3460.10%784CommonSOLE
67090S108NCDLNUVEEN CHURCHILL DIRECT$172,9250.08%10,681CommonSOLE
69120V309BLUE OWL CREDIT INCOME C$169,6350.08%17,913CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.