We are live on ! Find out more
AI

Atom Investors Portfolio holdings

AUM $1.4B
1-Year Est. Return 23.77%
This Fund
S&P 500
This Quarter Est. Return
+4.25%
1 Year Est. Return
+23.77%
3 Year Est. Return
+63.44%
5 Year Est. Return
+52.26%
10 Year Est. Return
–
AUM
$1.4B
AUM Growth
+$137M
Cap. Flow
+$161M
Cap. Flow %
11.55%
Top 10 Hldgs %
9.94%
Holding
887
New
331
Increased
164
Reduced
139
Closed
246

Top Buys

Rank Stock Value
1
EQIX icon
Equinix
EQIX
+$10.6M
2
AVGO icon
Broadcom
AVGO
+$9.87M
3
RS icon
Reliance Steel & Aluminium
RS
+$9.27M
4
WEX icon
WEX
WEX
+$8.9M
5
CDE icon
Coeur Mining
CDE
+$8.89M

Top Sells

Rank Stock Value
1
SITE icon
SiteOne Landscape Supply
SITE
+$14.9M
2
CRM icon
Salesforce
CRM
+$14M
3
LBRT icon
Liberty Energy
LBRT
+$12.5M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$11.4M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$11.2M

Sector Composition

Rank Sector Weight
1 Industrials 15.79%
2 Consumer Discretionary 14.8%
3 Healthcare 14.72%
4 Technology 13.48%
5 Financials 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$979B
$40.1M 2.87%
67,041
– –
TECH icon
2
Bio-Techne
TECH
$11.2B
$16.7M 1.19%
319,316
-32,357
-9% -$1.94M
EQIX icon
3
Equinix
EQIX
$101B
$11.7M 0.84%
+11,954
New +$10.6M
AVGO icon
4
Broadcom
AVGO
$1.85T
$11.5M 0.82%
37,170
+29,993
+418% +$9.87M
SMG icon
5
ScottsMiracle-Gro
SMG
$3.82B
$10.5M 0.75%
173,347
+59,358
+52% +$3.84M
AMZN icon
6
Amazon
AMZN
$2.92T
$10.2M 0.73%
49,094
+33,990
+225% +$7.48M
NVDA icon
7
NVIDIA
NVDA
$4.86T
$10M 0.72%
57,355
+25,922
+82% +$4.76M
LKQ icon
8
LKQ Corp
LKQ
$5.68B
$9.84M 0.7%
335,096
+134,133
+67% +$4.3M
CSL icon
9
Carlisle Companies
CSL
$14.3B
$9.24M 0.66%
27,688
+7,205
+35% +$2.62M
DNTH icon
10
Dianthus Therapeutics
DNTH
$5.84B
$9.04M 0.65%
107,753
-74,107
-41% -$4.29M
AEE icon
11
Ameren
AEE
$30.3B
$8.89M 0.64%
80,850
+56,053
+226% +$5.99M
RS icon
12
Reliance Steel & Aluminium
RS
$20.7B
$8.87M 0.64%
+29,194
New +$9.27M
WEX icon
13
WEX
WEX
$6.37B
$8.72M 0.62%
+56,949
New +$8.9M
CELC icon
14
Celcuity
CELC
$4.21B
$8.71M 0.62%
76,321
-9,262
-11% -$1.01M
HRB icon
15
H&R Block
HRB
$5.58B
$8.68M 0.62%
273,466
+101,928
+59% +$3.55M
LNT icon
16
Alliant Energy
LNT
$18.3B
$8.5M 0.61%
118,393
+33,396
+39% +$2.3M
ALK icon
17
Alaska Air
ALK
$5.29B
$8.43M 0.6%
229,238
+182,791
+394% +$8.81M
BLDR icon
18
Builders FirstSource
BLDR
$7.15B
$8.4M 0.6%
102,063
+50,902
+99% +$5.44M
WHD icon
19
Cactus
WHD
$5.21B
$7.76M 0.56%
163,868
+56,977
+53% +$2.99M
REZI icon
20
Resideo Technologies
REZI
$5.19B
$7.74M 0.55%
229,613
+94,056
+69% +$3.36M
CDE icon
21
Coeur Mining
CDE
$15.4B
$7.67M 0.55%
+408,502
New +$8.89M
BMY icon
22
Bristol-Myers Squibb
BMY
$133B
$7.55M 0.54%
+124,525
New +$7.26M
HBAN icon
23
Huntington Bancshares
HBAN
$34.4B
$7.49M 0.54%
+478,485
New +$8.17M
PCG icon
24
PG&E
PCG
$38.3B
$7.38M 0.53%
419,914
+127,997
+44% +$2.18M
CVX icon
25
Chevron
CVX
$392B
$7.35M 0.53%
+35,518
New +$6.48M
1
2 3 4 5

Similar funds

SP
Steelhead Partners Seattle, Washington $1.39B AUM 0.01% 1-Year Est. Return
ELC
Edgar Lomax Company Kingstowne, Virginia $1.4B AUM 20.67% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
SRAIM
Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada $1.39B AUM 49.24% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
TCC
Trans-Canada Capital Montreal, Quebec, Canada $1.39B AUM 16.61% 1-Year Est. Return
FCP
Fidelis Capital Partners Tampa, Florida $1.4B AUM 31.16% 1-Year Est. Return
SC
Sagefield Capital Dallas, Texas $1.39B AUM 60.14% 1-Year Est. Return

Atom Investors's Q1 2026 Portfolio in Review

As of Q1 2026, Atom Investors held 887 positions worth $1.4B, up 11% from $1.26B the previous quarter. Its ten largest holdings account for 9.9% of the portfolio.

Atom Investors deployed $161M of net new capital in Q1 2026, opening 331 new positions and adding to 164 existing holdings. Its largest new stake was Equinix: 11,954 shares worth $11.7M.

By sector, the portfolio is most concentrated in Industrials at 16% of assets, down from 18% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was SiteOne Landscape Supply, an estimated $14.9M trimmed.

  • Atom Investors's largest Q1 2026 buy was Equinix: 11,954 shares worth $11.7M.
  • Atom Investors added most to Broadcom in Q1 2026, an estimated $9.87M increase.
  • Atom Investors's biggest Q1 2026 reduction was SiteOne Landscape Supply, cutting an estimated $14.9M.
  • Atom Investors fully exited Salesforce in Q1 2026, selling an estimated $14M.
  • Atom Investors's ten largest holdings make up 9.9% of its $1.4B portfolio in Q1 2026.
  • Atom Investors opened 331 new positions and closed 246 in Q1 2026.
  • Atom Investors's portfolio value rose 11% quarter-over-quarter to $1.4B.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.