Atticus-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "PKST",
  "FLEX",
  "MTCH",
  "MEG",
  "TRU",
  null,
  "TROW",
  "BEP",
  "STRL",
  "HUM",
  "MP",
  "BEPC",
  null,
  "ATR",
  "ARM",
  "SNOW",
  "ACN",
  "KBR",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "APD",
  "BABA",
  "JEF",
  "MTSI",
  "ALL",
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  "VDE",
  null,
  "RUSHA",
  null,
  "AXP",
  "JQC",
  null,
  "SCHH",
  "ARHS",
  "ASML",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  "BDJ",
  "ACLS",
  "ROCK",
  "BTZ",
  "FLNC",
  "HTZ",
  "CCI",
  "LEN-B",
  "CMI",
  null,
  "MSGE",
  "DUK",
  "JRI",
  "D",
  "EFT",
  null,
  "PII",
  "ECG",
  null,
  "FRT",
  null,
  null,
  null,
  "GOGL",
  "CION",
  null,
  null,
  "TSHA",
  "GD",
  "NGNE",
  "AOD",
  "AVK",
  "GIS",
  "BCAT",
  "ECAT",
  "HON",
  "HD",
  "MCD",
  "INTU",
  null,
  null,
  "UNP",
  "TE",
  "QCOM",
  null,
  "ISRG",
  null,
  null,
  null,
  "EMXC",
  null,
  null,
  "LEN",
  "ITW",
  null,
  null,
  "AMAT",
  null,
  "RIVN",
  "EMR",
  "BKNG",
  null,
  null,
  null,
  null,
  null,
  null,
  "ICE",
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HZO",
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  "TNYA",
  null,
  null,
  "LAC.TO",
  null,
  "BOE",
  null,
  null,
  null,
  "LHX",
  "LRCX",
  "IWS",
  "LIN",
  null,
  "RKDA",
  null,
  null,
  "SLF",
  null,
  "PWR",
  "MRVL",
  "GDO",
  null,
  "MA",
  null,
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "DUOL",
  "ENPH",
  "EQT",
  "ETSY",
  "FTV",
  null,
  "GPC",
  "ORLY",
  "PCAR",
  "ZIM",
  "BX",
  "DG",
  "IJR",
  "ANET",
  "KKR",
  "IWD",
  "ORCL",
  "NOC",
  "PAYX",
  "VHT",
  null,
  null,
  null,
  "EEM",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  null,
  "VGSH",
  null,
  "PGR",
  "IEMG",
  "IJK",
  null,
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "MKC",
  "MDB",
  "MPW",
  "AMGN",
  "KVUE",
  "ORA",
  "PPG",
  null,
  "IEFA",
  "SPGI",
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SGML",
  "ROP",
  "O",
  "ROST",
  "RTX",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  null,
  "SPYG",
  null,
  "AMT",
  null,
  null,
  null,
  "IBM",
  "STLD",
  "SYK",
  "SBUX",
  "TKO",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "UBER",
  "UL",
  "UPS",
  "VO",
  "AA",
  "LAZR",
  "DTM",
  "VXF",
  "VV",
  null,
  "VOE",
  "OGE",
  "HOMB",
  "SCHW",
  "HUT",
  "PCT",
  "MDU",
  "AB",
  null,
  "VWO",
  "PGNY",
  null,
  "NJR",
  null,
  null,
  null,
  null,
  "VIG",
  "OLPX",
  "RAVE",
  "MMT",
  "TSCO",
  "NXT",
  "IWO",
  "XLB",
  "IWN",
  null,
  "SNY",
  null,
  "TSM",
  null,
  null,
  "CHPT",
  null,
  "FSK",
  "VYM",
  "AHR",
  "VRTX",
  null,
  "VRT",
  "HASI",
  "ATO",
  "ALGN",
  "HAL",
  "AFL",
  "AXON",
  "APH",
  "AMD",
  "VFC",
  "SDY",
  "CPAY",
  "WAB",
  "DLTR",
  "WEC",
  "WM",
  "FSLR",
  "FTNT",
  "IWP",
  "IWR",
  "AEP",
  null,
  "ES",
  "FTRE",
  "KNF",
  null,
  "PEG",
  "FDS",
  "NVO",
  "VIGI",
  "AMZN",
  null,
  "CMS",
  "IVE",
  "SIRI",
  "LUV",
  null,
  null,
  "ESGD",
  "AMC",
  null,
  "KD",
  null,
  null,
  null,
  "VEU",
  "VPL",
  "VGT",
  null,
  "VUG",
  "VEA",
  "VYMI",
  null,
  "VBR",
  "VOT",
  "VB",
  "VOO",
  null,
  "VLTO",
  "VTV",
  "VTRS",
  "V",
  null,
  "WBD",
  "WMT",
  "WFC",
  null,
  null,
  "XEL",
  "WDAY",
  "XYL",
  "ZBRA",
  "SOLV",
  "ADC",
  null,
  "DTE",
  "NXST",
  "ET",
  null,
  "SCHA",
  "JKHY",
  "LVS",
  "EIX",
  "NSC",
  "INFY",
  "NXPI",
  "LH",
  "MGM",
  "EMBC",
  null,
  "TER",
  "SO",
  "TTD",
  "SJM",
  "OTIS",
  "ONL",
  "PSX",
  "CRM",
  "SNAP",
  null,
  "SYY",
  null,
  null,
  "GEV",
  "MELI",
  "ZM",
  "NVT",
  null,
  "SPCE",
  "SPYV",
  "GWW",
  "ESGU",
  "PSA",
  "ALLY",
  "MSGE",
  "KMB",
  "ADP",
  "AXTA",
  "BALL",
  "BAC",
  "BBWI",
  "BDX",
  "BNTX",
  "BILL",
  "BA",
  null,
  "BMY",
  "BF-B",
  "BR",
  "CHRW",
  "AI",
  "CLMT",
  "CG",
  "CARR",
  "CBRE",
  "IGR",
  "CHGG",
  "CVX",
  "LNG",
  "CIEN",
  "CB",
  "CMG",
  "CHD",
  "CSCO",
  "CLH",
  "C",
  "CLX",
  "CLNE",
  "CHCO",
  "COKE",
  "KO",
  "CBSH",
  "CMCSA",
  "CTSH",
  "CL",
  "COP",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "DHR",
  "DDOG",
  "DAR",
  "DE",
  "DB",
  "DVN",
  "DFS",
  "DLR",
  "DPZ",
  "RSP",
  "EWJ",
  "IJT",
  null,
  "EFA",
  "ADI",
  "MCO",
  "TTEK",
  "USMV",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 513
Total Value: 306133858
Accession Number: 0001085146-25-002231
Form Type: 13F-HR
CIK: atticus-wealth-management
Manager Name: Atticus-Wealth-Management

Data Enrichment

77% identified

395 identified118 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

513 positions • $306.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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MDU RESOURCES GROUP INC

MDU|552690109

Shares:80

Value:$1.4K

% of Portfolio:0.0% ($1.4K/$306.1M)

92189F676

Shares:6

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$306.1M)

464288414

MUB|464288414

Shares:12

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$306.1M)

BILL Holdings, Inc.

BILL|090043100

Shares:24

Value:$1.1K

% of Portfolio:0.0% ($1.1K/$306.1M)

464287432

Shares:11

Value:$1.0K

% of Portfolio:0.0% ($1.0K/$306.1M)

H5012F103

Shares:445

Value:$953

% of Portfolio:0.0% ($953/$306.1M)

Arhaus, Inc.

ARHS|04035M102

Shares:105

Value:$914

% of Portfolio:0.0% ($914/$306.1M)

Arcadia Biosciences, Inc.

RKDA|039014303

Shares:272

Value:$808

% of Portfolio:0.0% ($808/$306.1M)

Everus Construction Group, Inc.

ECG|300426103

Shares:20

Value:$742

% of Portfolio:0.0% ($742/$306.1M)

Sigma Lithium Corp

SGML|826599102

Shares:69

Value:$718

% of Portfolio:0.0% ($718/$306.1M)

AXCELIS TECHNOLOGIES INC

ACLS|054540208

Shares:14

Value:$696

% of Portfolio:0.0% ($696/$306.1M)

MEDICAL PROPERTIES TRUST INC

MPW|58463J304

Shares:115

Value:$694

% of Portfolio:0.0% ($694/$306.1M)

LITHIUM AMERICAS CORP.

LAC.TO|53681J103

Shares:245

Value:$664

% of Portfolio:0.0% ($664/$306.1M)

74347G234

Shares:17

Value:$663

% of Portfolio:0.0% ($663/$306.1M)

88636J154

Shares:23

Value:$600

% of Portfolio:0.0% ($600/$306.1M)

092528843

Shares:12

Value:$596

% of Portfolio:0.0% ($596/$306.1M)

T1 Energy Inc.

TE|35834F104

Shares:460

Value:$580

% of Portfolio:0.0% ($580/$306.1M)

AMC ENTERTAINMENT HOLDINGS, INC.

AMC|00165C302

Shares:200

Value:$574

% of Portfolio:0.0% ($574/$306.1M)

WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

WAB|929740108

Shares:3

Value:$545

% of Portfolio:0.0% ($545/$306.1M)

MGM Resorts International

MGM|552953101

Shares:18

Value:$534

% of Portfolio:0.0% ($534/$306.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MDU RESOURCES GROUP INC(MDUcusip552690109)	80	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.4K	0.0% ($1.4K/$306.1M)	QoQ -6.17% (-$89) YoY -32.88% (-$663)
(cusip92189F676)✕	6	QoQ 0.00% (-0) YoY NEW(+6)	All Managers (Combined)	$1.3K	0.0% ($1.3K/$306.1M)	QoQ -12.72% (-$185) YoY NEW(+$1.3K)
(MUBcusip464288414)	12	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.3K	0.0% ($1.3K/$306.1M)	QoQ -1.01% (-$13) YoY -2.01% (-$26)
BILL Holdings, Inc.(BILLcusip090043100)	24	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.1K	0.0% ($1.1K/$306.1M)	QoQ -45.82% (-$932) YoY -33.21% (-$548)
(cusip464287432)✕	11	QoQ 0.00% (+0) YoY -94.81% (-201)	All Managers (Combined)	$1.0K	0.0% ($1.0K/$306.1M)	QoQ +4.26% (+$41) YoY -95.00% (-$19.1K)
(cusipH5012F103)✕	445	QoQ NEW(+445) YoY NEW(+445)	All Managers (Combined)	$953	0.0% ($953/$306.1M)	QoQ NEW(+$953) YoY NEW(+$953)
Arhaus, Inc.(ARHScusip04035M102)	105	QoQ 0.00% (-0) YoY -53.33% (-120)	All Managers (Combined)	$914	0.0% ($914/$306.1M)	QoQ -7.39% (-$73) YoY -73.60% (-$2.5K)
Arcadia Biosciences, Inc.(RKDAcusip039014303)	272	QoQ 0.00% (-0) YoY NEW(+272)	All Managers (Combined)	$808	0.0% ($808/$306.1M)	QoQ -49.84% (-$803) YoY NEW(+$808)
Everus Construction Group, Inc.(ECGcusip300426103)	20	QoQ 0.00% (-0) YoY NEW(+20)	All Managers (Combined)	$742	0.0% ($742/$306.1M)	QoQ -43.57% (-$573) YoY NEW(+$742)
Sigma Lithium Corp(SGMLcusip826599102)	69	QoQ 0.00% (-0) YoY NEW(+69)	All Managers (Combined)	$718	0.0% ($718/$306.1M)	QoQ -7.35% (-$57) YoY NEW(+$718)
AXCELIS TECHNOLOGIES INC(ACLScusip054540208)	14	QoQ 0.00% (-0) YoY +27.27% (-3)	All Managers (Combined)	$696	0.0% ($696/$306.1M)	QoQ -28.90% (-$283) YoY -43.27% (-$531)
MEDICAL PROPERTIES TRUST INC(MPWcusip58463J304)	115	QoQ -98.83% (-9.8K) YoY -99.36% (-18.1K)	All Managers (Combined)	$694	0.0% ($694/$306.1M)	QoQ -98.22% (-$38.4K) YoY -99.19% (-$85.1K)
LITHIUM AMERICAS CORP.(LAC.TOcusip53681J103)	245	QoQ 0.00% (-0) YoY -44.94% (-200)	All Managers (Combined)	$664	0.0% ($664/$306.1M)	QoQ -8.79% (-$64) YoY -77.80% (-$2.3K)
(cusip74347G234)✕	17	QoQ -96.66% (-493) YoY NEW(+17)	All Managers (Combined)	$663	0.0% ($663/$306.1M)	QoQ -96.95% (-$21.1K) YoY NEW(+$663)
(cusip88636J154)✕	23	QoQ +15.00% (-3) YoY NEW(+23)	All Managers (Combined)	$600	0.0% ($600/$306.1M)	QoQ -5.21% (-$33) YoY NEW(+$600)
(cusip092528843)✕	12	QoQ NEW(+12) YoY NEW(+12)	All Managers (Combined)	$596	0.0% ($596/$306.1M)	QoQ NEW(+$596) YoY NEW(+$596)
T1 Energy Inc.(TEcusip35834F104)	460	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$580	0.0% ($580/$306.1M)	QoQ -51.13% (-$607) YoY -24.96% (-$193)
AMC ENTERTAINMENT HOLDINGS, INC.(AMCcusip00165C302)	200	QoQ 0.00% (-0) YoY NEW(+200)	All Managers (Combined)	$574	0.0% ($574/$306.1M)	QoQ -27.88% (-$222) YoY NEW(+$574)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP(WABcusip929740108)	3	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$545	0.0% ($545/$306.1M)	QoQ -4.21% (-$24) YoY +24.42% (+$107)
MGM Resorts International(MGMcusip552953101)	18	QoQ 0.00% (-0) YoY -98.11% (-937)	All Managers (Combined)	$534	0.0% ($534/$306.1M)	QoQ -14.42% (-$90) YoY -98.81% (-$44.6K)