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Latest ATTICUS WEALTH MANAGEMENT, LLC Stock Portfolio

$451Million | No. of Holdings #185

ATTICUS WEALTH MANAGEMENT, LLC Performance

2026 Q3+1.19%
YTD-3.30%
2025+13.65%

About ATTICUS WEALTH MANAGEMENT, LLC and 13F Hedge Fund Stock Holdings

ATTICUS WEALTH MANAGEMENT, LLC is a hedge fund based in North Palm Beach, FL. On 2026-10-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, ATTICUS WEALTH MANAGEMENT, LLC reported an equity portfolio of $451.7 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of ATTICUS WEALTH MANAGEMENT, LLC are SPY, KOCG, BALT. The fund has invested 21.9% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 11% of portfolio in NEOS ETF TRUST. <br><br> The fund managers got completely rid off HARTFORD FDS EXCHANGE TRADED (HCOM), VANGUARD SCOTTSDALE FDS (BNDW) and INNOVATOR ETFS TRUST (BALT) stocks. They significantly reduced their stock positions in SPDR GOLD TR (GLD), EA SERIES TRUST (BOB) and SPDR SERIES TRUST (BIL). ATTICUS WEALTH MANAGEMENT, LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP, ISHARES TR (AGT) and ISHARES GOLD TRUST MICRO (IAUM). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), NEOS ETF TRUST (KOCG) and AMPHENOL CORP (APH).
ATTICUS WEALTH MANAGEMENT, LLC Equity Portfolio Value
Last Reported on: 20 Oct, 2026
$451Million
  as of Oct 20, 2026

ATTICUS WEALTH MANAGEMENT, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that ATTICUS WEALTH MANAGEMENT, LLC made a return of 1.19% in the last quarter. In trailing 12 months, it's portfolio return was -1.19%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp1,102,070
ishares tr641,400
ishares gold trust micro621,300
neos etf trust449,254
select sector spdr tr411,256
crowdstrike hldgs inc389,712
space exploration techn corp378,357
micron technology inc352,596
New stocks bought by ATTICUS WEALTH MANAGEMENT, LLC

Additions

Ticker% Inc.
ishares tr141
neos etf trust130
amphenol corp116
invesco exchange traded fd t95.14
walmart inc84.44
invesco exch traded fd tr ii79.82
vanguard index fds52.84
chevron corporation44.53
Additions to existing portfolio by ATTICUS WEALTH MANAGEMENT, LLC

Reductions

Ticker% Reduced
spdr gold tr-90.5
ea series trust-71.68
spdr series trust-33.4
j p morgan exchange traded f-28.5
j p morgan exchange traded f-26.36
j p morgan exchange traded f-21.96
j p morgan exchange traded f-21.35
public svc enterprise group-21.09
ATTICUS WEALTH MANAGEMENT, LLC reduced stake in above stock

Sold off

Ticker$ Sold
hartford fds exchange traded-17,127,600
vanguard scottsdale fds-436,026
innovator etfs trust-213,956
proshares tr ii-201,646
select sector spdr tr-204,794
corteva inc-202,171
ishares tr-203,444
ATTICUS WEALTH MANAGEMENT, LLC got rid off the above stocks

Sector Distribution

ATTICUS WEALTH MANAGEMENT, LLC has about 74.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Consumer Defensive
  • Consumer Cyclical
  • Communication Services
  • Industrials
  • Healthcare
Sector%
Others74.2
Technology11.5
Financial Services2.6
Consumer Defensive2.5
Consumer Cyclical2.3
Communication Services2.3
Industrials1.4
Healthcare1.4

Market Cap. Distribution

ATTICUS WEALTH MANAGEMENT, LLC has about 25.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED74.2
MEGA-CAP19.9
LARGE-CAP5.7

Stocks belong to which Index?

About 23.9% of the stocks held by ATTICUS WEALTH MANAGEMENT, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others75.7
S&P 50023.9
Top 5 Winners (%)%
PLTR
palantir technologies inc
59.8 %
MPC
marathon pete corp
53.4 %
PSX
phillips 66
50.7 %
VLO
valero energy corp
48.8 %
MSFT
microsoft corp
35.5 %
Top 5 Winners ($)$
AAPL
apple inc
2.2 M
MSFT
microsoft corp
2.2 M
SPY
state str spdr s&p 500 etf t
2.0 M
PLTR
palantir technologies inc
1.3 M
NVDA
nvidia corporation
0.6 M
Top 5 Losers (%)%
APH
amphenol corp
-44.4 %
AMAT
applied matls inc
-28.5 %
VRT
vertiv holdings co
-27.9 %
CMI
cummins inc
-27.2 %
LRCX
lam research corp
-23.4 %
Top 5 Losers ($)$
AMAT
applied matls inc
-0.9 M
TPR
tapestry inc
-0.4 M
APH
amphenol corp
-0.4 M
TSLA
tesla inc
-0.4 M
HD
home depot inc
-0.3 M

ATTICUS WEALTH MANAGEMENT, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of ATTICUS WEALTH MANAGEMENT, LLC

ATTICUS WEALTH MANAGEMENT, LLC has 185 stocks in it's portfolio. About 57.8% of the portfolio is in top 10 stocks. AMAT proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for ATTICUS WEALTH MANAGEMENT, LLC last quarter.

$451.67MTotal Value
192Positions
20 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of ATTICUS WEALTH MANAGEMENT, LLC, last reported on 20 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ATTICUS WEALTH MANAGEMENT, LLC's holding in Ishares Tr over time
0.79%32,267
$3.56M
0.79%
increased 5.38 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
ATTICUS WEALTH MANAGEMENT, LLC's holding in Etf Ser Solutions over time
0.57%17,060
$2.59M
0.57%
increased 1.28 percentadded
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
ATTICUS WEALTH MANAGEMENT, LLC's holding in Agnico Eagle Mines Ltd over time
0.08%2,027
$371.5K
0.08%
decreased 8.86 percentreduced
AGGP
Nylim Etf Tr

Nylim Etf Tr

AGGP
ATTICUS WEALTH MANAGEMENT, LLC's holding in Nylim Etf Tr over time
0.3%37,016
$1.38M
0.3%
increased 30.04 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
ATTICUS WEALTH MANAGEMENT, LLC's holding in Global X Fds over time
0.27%18,773
$1.22M
0.27%
increased 4.17 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
ATTICUS WEALTH MANAGEMENT, LLC's holding in Global X Fds over time
0.07%17,850
$331.1K
0.07%
decreased 4.89 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
ATTICUS WEALTH MANAGEMENT, LLC's holding in Ishares Tr over time
0.14%7,500
$641.4K
0.14%
new position
AGT
Ishares Tr

Ishares Tr

AGT
ATTICUS WEALTH MANAGEMENT, LLC's holding in Ishares Tr over time
0.07%1,862
$310.6K
0.07%
increased 0.22 percentadded