Latest ATTICUS WEALTH MANAGEMENT, LLC Stock Portfolio

ATTICUS WEALTH MANAGEMENT, LLC Performance:

2025 Q4: -0.98%YTD: 9.17%2024: 8.82%

Performance for 2025 Q4 is -0.98%, and YTD is 9.17%, and 2024 is 8.82%.

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 2026-02-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, ATTICUS WEALTH MANAGEMENT, LLC reported an equity portfolio of $404.9 Millions as of 31 Dec, 2025.

The top stock holdings of ATTICUS WEALTH MANAGEMENT, LLC are SPY, IJR, KOCG. The fund has invested 23.6% of it's portfolio in SPDR S&P 500 ETF TR and 5.8% of portfolio in ISHARES TR.

The fund managers got completely rid off BROOKFIELD REAL ASSETS INCOM, AIR PRODS & CHEMS INC (APD) and CADENCE DESIGN SYSTEM INC (CDNS) stocks. They significantly reduced their stock positions in PACER FDS TR (AFTY), RBB FD INC (EERN) and COMCAST CORP NEW (CMCSA). ATTICUS WEALTH MANAGEMENT, LLC opened new stock positions in BERKSHIRE HATHAWAY INC DEL, INNOVATOR ETFS TRUST (BALT) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SERVICENOW INC (NOW) and SELECT SECTOR SPDR TR (XLB).

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

Our best estimate is that ATTICUS WEALTH MANAGEMENT, LLC made a return of -0.98% in the last quarter. In trailing 12 months, it's portfolio return was 9.17%.

Performance
S&P 500

New Buys

Ticker	$ Bought
berkshire hathaway inc del	1,509,600
innovator etfs trust	392,191
unilever plc	313,070
schwab strategic tr	285,691
danaher corporation	229,381
invesco exch traded fd tr ii	227,168
amphenol corp new	217,085
vanguard world fd	212,726

New stocks bought by ATTICUS WEALTH MANAGEMENT, LLC

Additions

Ticker	% Inc.
netflix inc	877
servicenow inc	389
select sector spdr tr	97.27
select sector spdr tr	95.91
select sector spdr tr	84.98
ishares tr	61.52
sprott asset management lp	53.55
etf ser solutions	31.69

Additions to existing portfolio by ATTICUS WEALTH MANAGEMENT, LLC

Reductions

Ticker	% Reduced
pacer fds tr	-52.03
rbb fd inc	-46.29
comcast corp new	-38.19
diamondback energy inc	-36.52
conocophillips	-33.72
realty income corp	-26.3
microchip technology inc.	-23.53
vanguard specialized funds	-21.21

ATTICUS WEALTH MANAGEMENT, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
brookfield real assets incom	-332,294
unilever plc	-318,281
vanguard intl equity index f	-201,301
air prods & chems inc	-331,150
pool corp	-251,628
cadence design system inc	-253,610
synopsys inc	-206,238

ATTICUS WEALTH MANAGEMENT, LLC got rid off the above stocks

Sector Distribution

ATTICUS WEALTH MANAGEMENT, LLC has about 73.7% of it's holdings in Others sector.

Sector	%
Others	73.7
Technology	9.8
Consumer Cyclical	3.1
Financial Services	3
Consumer Defensive	2.7
Communication Services	2.3
Healthcare	1.6
Industrials	1.5

Market Cap. Distribution

ATTICUS WEALTH MANAGEMENT, LLC has about 25% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	73.7
MEGA-CAP	16.8
LARGE-CAP	8.2

Stocks belong to which Index?

About 24.3% of the stocks held by ATTICUS WEALTH MANAGEMENT, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	75.1
S&P 500	24.3

Top 5 Winners (%)		%
LLY	eli lilly & co	40.8 %
AMD	advanced micro devices inc	32.0 %
COKE	coca cola cons inc	30.9 %
GOOG	alphabet inc	28.4 %
GOOG	alphabet inc	28.0 %

Top 5 Winners ($)		$
SPY	spdr s&p 500 etf tr	2.2 M
GOOG	alphabet inc	1.0 M
AAPL	apple inc	0.9 M
GLD	spdr gold tr	0.6 M
LLY	eli lilly & co	0.5 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.7 %
NOW	servicenow inc	-75.1 %
TNYA	tenaya therapeutics inc	-55.1 %
XLB	select sector spdr tr	-44.0 %
XLB	select sector spdr tr	-43.7 %

Top 5 Losers ($)		$
NFLX	netflix inc	-5.9 M
XLB	select sector spdr tr	-3.0 M
XLB	select sector spdr tr	-1.3 M
NOW	servicenow inc	-1.1 M
MSFT	microsoft corp	-0.6 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 204 stocks in it's portfolio. About 53.9% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for ATTICUS WEALTH MANAGEMENT, LLC last quarter.

Last Reported on: 09 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.37	50,162	13,637,100	reduced	-2.04

AAXJ	ishares tr	0.63	23,143	2,549,150	reduced	-8.9

ABBV	abbvie inc	0.20	3,609	824,725	reduced	-3.04

ABT	abbott labs	0.14	4,528	567,254	added	0.29

ACIO	etf ser solutions	0.21	7,600	833,363	added	31.69

ADBE	adobe inc	0.09	1,019	356,640	reduced	-2.95

ADI	analog devices inc	0.21	3,199	867,565	added	11.15

ADSK	autodesk inc	0.07	987	292,162	added	11.27

AFTY	pacer fds tr	0.08	5,125	308,399	reduced	-52.03

AGGP	new york life investments et	0.12	14,291	463,741	added	8.69

AGNG	global x fds	0.28	22,577	1,148,260	reduced	-1.72

AGNG	global x fds	0.05	11,863	209,622	added	9.53

AGT	ishares tr	0.07	2,015	300,137	added	0.35

ALL	allstate corp	0.09	1,677	349,068	added	0.3

AMAT	applied matls inc	0.28	4,406	1,132,220	added	0.05

AMD	advanced micro devices inc	0.10	1,826	391,057	reduced	-2.35

AMPS	ishares tr	0.28	20,593	1,113,020	added	0.44

AMZN	amazon com inc	0.84	14,725	3,398,820	reduced	-2.31

ANET	arista networks inc	0.09	2,714	355,616	reduced	-5.01

APD	air prods & chems inc	0.00	0.00	0.00	sold off	-100