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Latest ATTICUS WEALTH MANAGEMENT, LLC Stock Portfolio

$420Million | No. of Holdings #177

ATTICUS WEALTH MANAGEMENT, LLC Performance

2026 Q2-1.61%
YTD-4.43%
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 2026-07-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, ATTICUS WEALTH MANAGEMENT, LLC reported an equity portfolio of $420.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of ATTICUS WEALTH MANAGEMENT, LLC are SPY, IJR, BALT. The fund has invested 22.7% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 6% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), BERKSHIRE HATHAWAY INC DEL and J P MORGAN EXCHANGE TRADED F (BBAX) stocks. They significantly reduced their stock positions in INVESCO EXCH TRADED FD TR II (CGW), INVESCO EXCHANGE TRADED FD T (CSD) and SPDR SERIES TRUST (BIL). ATTICUS WEALTH MANAGEMENT, LLC opened new stock positions in TEXAS INSTRS INC (TXN), INTEL CORP (INTC) and CADENCE DESIGN SYSTEM INC (CDNS). The fund showed a lot of confidence in some stocks as they added substantially to INNOVATOR ETFS TRUST (BALT), VANGUARD WORLD FD (VAW) and INVESCO EXCH TRADED FD TR II (BAB).
ATTICUS WEALTH MANAGEMENT, LLC Equity Portfolio Value
Last Reported on: 15 Jul, 2026
$420Million
  as of Jul 15, 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 -1.61% in the last quarter. In trailing 12 months, it's portfolio return was 4.23%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
texas instrs inc514,941
intel corp384,542
cadence design system inc233,074
ishares tr227,092
innovator etfs trust213,956
schwab strategic tr212,407
ishares tr203,444
corteva inc202,171
New stocks bought by ATTICUS WEALTH MANAGEMENT, LLC

Additions

Ticker% Inc.
innovator etfs trust3,459
vanguard world fd705
invesco exch traded fd tr ii600
vanguard index fds500
ishares tr302
international business machs135
new york life investments et99.04
palantir technologies inc69.91
Additions to existing portfolio by ATTICUS WEALTH MANAGEMENT, LLC

Reductions

Ticker% Reduced
invesco exch traded fd tr ii-96.08
invesco exchange traded fd t-74.19
spdr series trust-69.81
j p morgan exchange traded f-64.9
innovator etfs trust-43.69
rbb fd inc-36.19
abbott laboratories-27.39
ishares tr-19.38
ATTICUS WEALTH MANAGEMENT, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ea series trust-232,972
exxon mobil corp-1,023,550
j p morgan exchange traded f-418,611
tractor supply co-203,864
boston scientific corp-256,397
ishares tr-263,316
servicenow inc-247,889
wec energy group inc-272,049
ATTICUS WEALTH MANAGEMENT, LLC got rid off the above stocks

Sector Distribution

ATTICUS WEALTH MANAGEMENT, LLC has about 74.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Consumer Cyclical
  • Consumer Defensive
  • Communication Services
  • Industrials
  • Healthcare
Sector%
Others74.8
Technology10.2
Financial Services2.7
Consumer Cyclical2.7
Consumer Defensive2.5
Communication Services2.2
Industrials1.7
Healthcare1.3

Market Cap. Distribution

ATTICUS WEALTH MANAGEMENT, LLC has about 24.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED74.8
MEGA-CAP18.5
LARGE-CAP6.1

Stocks belong to which Index?

About 23.2% of the stocks held by ATTICUS WEALTH MANAGEMENT, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others76.3
S&P 50023.2
Top 5 Winners (%)%
AMD
advanced micro devices inc
148.3 %
AMAT
applied matls inc
111.5 %
PANW
palo alto networks inc
109.0 %
LRCX
lam research corp
102.5 %
FTNT
fortinet inc
88.0 %
Top 5 Winners ($)$
SPY
state str spdr s&p 500 etf t
12.5 M
AAPL
apple inc
1.7 M
QQQ
invesco qqq tr
1.7 M
AMAT
applied matls inc
1.6 M
XLB
select sector spdr tr
1.5 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-70.4 %
IJR
ishares tr
-60.3 %
NOC
northrop grumman corp
-25.3 %
NFLX
netflix inc.
-24.7 %
Top 5 Losers ($)$
IJR
ishares tr
-38.6 M
VAW
vanguard world fd
-8.0 M
VB
vanguard index fds
-0.9 M
GLD
spdr gold tr
-0.8 M
PLTR
palantir technologies inc
-0.4 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 177 stocks in it's portfolio. About 54.8% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for ATTICUS WEALTH MANAGEMENT, LLC last quarter.

$420.12MTotal Value
190Positions
15 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of ATTICUS WEALTH MANAGEMENT, LLC, last reported on 15 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ATTICUS WEALTH MANAGEMENT, LLC's holding in Ishares Tr over time
0.8%30,619
$3.38M
0.8%
increased 69.62 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
ATTICUS WEALTH MANAGEMENT, LLC's holding in Etf Ser Solutions over time
0.66%16,845
$2.79M
0.66%
increased 32.18 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%2,224
$345.0K
0.08%
decreased 1.98 percentreduced
AGGP
New York Life Investments Et

New York Life Investments Et

AGGP
ATTICUS WEALTH MANAGEMENT, LLC's holding in New York Life Investments Et over time
0.26%28,466
$1.08M
0.26%
increased 99.04 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
ATTICUS WEALTH MANAGEMENT, LLC's holding in Global X Fds over time
0.28%18,022
$1.18M
0.28%
decreased 16.94 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
ATTICUS WEALTH MANAGEMENT, LLC's holding in Global X Fds over time
0.08%18,767
$345.9K
0.08%
increased 68.97 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
ATTICUS WEALTH MANAGEMENT, LLC's holding in Ishares Tr over time
0.07%1,858
$304.1K
0.07%
decreased 8.02 percentreduced