Atticus Wealth Management, LLC

Atticus Wealth Management, LLC reported 177 holdings worth US$420M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 15, 2026

Atticus Wealth Management, LLC reported 177 holdings worth US$420M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Coca-cola Company (the). Filed Jul 15, 2026 (Form 13F).

Holdings
177
Value as reported
US$420M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc48,843US$14.1M3.4%
Alphabet Inc (google) Class C18,107US$6.47M1.5%
Coca-cola Company (the)70,278US$5.71M1.4%
Microsoft Corp.14,907US$5.56M1.3%
Nvidia Corporation17,881US$3.58M0.85%
Broadcom Inc.9,085US$3.43M0.82%
Amazon.com, Inc.13,466US$3.21M0.76%
Applied Materials, Inc.4,159US$3.01M0.72%
Costco Wholesale Corporation2,971US$2.78M0.66%
Jp Morgan Chase & Co.7,354US$2.41M0.57%
Tesla, Inc.5,350US$2.25M0.54%
Tapestry, Inc.14,718US$2.15M0.51%
Palantir Technologies Inc.17,856US$2.08M0.50%
Eli Lilly And Company1,664US$2M0.48%
Home Depot, Inc. (the)5,330US$1.88M0.45%
Nextera Energy, Inc.20,645US$1.81M0.43%
Visa Inc.4,892US$1.68M0.40%
Morgan Stanley7,031US$1.47M0.35%
Meta Platforms, Inc.2,605US$1.47M0.35%
Advanced Micro Devices Inc2,182US$1.27M0.30%
Cisco Systems, Inc.10,446US$1.23M0.29%
Fortinet, Inc.7,955US$1.22M0.29%
Ge Vernova Inc.966US$1.13M0.27%
Analog Devices, Inc.2,814US$1.12M0.27%
Cummins Inc.1,431US$1.02M0.24%
Vertiv Holdings, Llc2,829US$947K0.23%
Public Service Enterprise Group Incorporated11,643US$945K0.22%
Procter & Gamble Company (the)6,395US$938K0.22%
Asml Holding Nv450US$895K0.21%
Palo Alto Networks, Inc.2,536US$865K0.21%
Mastercard Incorporated1,645US$845K0.20%
Abbvie Inc.3,183US$801K0.19%
Chevron Corporation4,799US$796K0.19%
Oracle Corporation5,388US$790K0.19%
Truist Financial Corporation15,634US$779K0.19%
Merck & Company, Inc.5,756US$740K0.18%
Old Republic International Corporation17,452US$714K0.17%
Johnson & Johnson2,698US$685K0.16%
Walmart Inc.5,829US$660K0.16%
Lamar Advertising Company4,203US$656K0.16%
International Business Machines Corporation2,304US$648K0.15%
Netflix, Inc.8,841US$631K0.15%
Northrop Grumman Corporation1,122US$572K0.14%
Verizon Communications Inc.13,498US$571K0.14%
Marathon Petroleum Corporation2,166US$554K0.13%
Phillips 663,271US$553K0.13%
Mcdonald's Corporation1,993US$539K0.13%
Goldman Sachs Group, Inc. (the)530US$536K0.13%
Lam Research Corporation1,225US$531K0.13%
Texas Instruments Incorporated1,728US$515K0.12%
Rtx Corporation2,644US$502K0.12%
Graham Holdings Company438US$500K0.12%
Valero Energy Corporation1,863US$485K0.12%
Amphenol Corporation2,734US$482K0.11%
Toll Brothers, Inc.2,918US$481K0.11%
Intuitive Surgical, Inc.1,177US$468K0.11%
Landbridge Company Llc5,819US$461K0.11%
The Travelers Companies, Inc.1,391US$459K0.11%
Ares Management Corporation4,068US$453K0.11%
Taiwan Semiconductor Manufacturing Co., Ltd.917US$438K0.10%
Interactive Brokers Group, Inc.4,829US$420K0.10%
W.r. Berkley Corporation5,933US$418K0.10%
Caterpillar, Inc.376US$400K0.10%
Green Brick Partners, Inc.4,964US$397K0.09%
Allstate Corporation (the)1,670US$397K0.09%
Lockheed Martin Corporation776US$395K0.09%
Intel Corporation2,754US$385K0.09%
Autozone, Inc.120US$384K0.09%
L3harris Technologies, Inc.1,315US$382K0.09%
Agnico Eagle Mines Limited2,224US$345K0.08%
Arista Networks, Inc.2,023US$344K0.08%
Quanta Services, Inc.477US$343K0.08%
United Parcel Service, Inc.3,102US$333K0.08%
General Dynamics Corporation930US$329K0.08%
Union Pacific Corporation1,187US$323K0.08%
Microchip Technology Incorporated3,218US$293K0.07%
Parker-hannifin Corporation291US$285K0.07%
Citigroup, Inc.1,994US$279K0.07%
Public Storage856US$273K0.06%
Markel Group Inc.134US$262K0.06%
Abbott Laboratories2,850US$259K0.06%
O'reilly Automotive, Inc.2,794US$257K0.06%
Motorola Solutions, Inc.610US$254K0.06%
Unilever Plc4,136US$249K0.06%
Cadence Design Systems, Inc.621US$233K0.06%
Corteva, Inc.2,387US$202K0.05%
Exxon Mobil Corporation0US$00.00%
Intercontinental Exchange Inc.0US$00.00%
Salesforce, Inc.0US$00.00%
Servicenow, Inc.0US$00.00%
Tractor Supply Company0US$00.00%
Wec Energy Group, Inc.0US$00.00%
Autodesk, Inc.0US$00.00%
Berkshire Hathaway Inc.0US$00.00%
Boston Scientific Corporation0US$00.00%
Cme Group Inc.0US$00.00%

Source

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