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Atom Investors Portfolio holdings

AUM $1.12B
1-Year Est. Return 38.14%
This Fund
S&P 500
This Quarter Est. Return
+18.43%
1 Year Est. Return
+38.14%
3 Year Est. Return
+83.37%
5 Year Est. Return
+69.22%
10 Year Est. Return
–
AUM
$1.12B
AUM Growth
-$272M
Cap. Flow
-$373M
Cap. Flow %
-33.15%
Top 10 Hldgs %
11.01%
Holding
1,057
New
416
Increased
145
Reduced
254
Closed
239

Top Buys

Rank Stock Value
1
VTRS icon
Viatris
VTRS
+$9.28M
2
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$8.77M
3
HPE icon
Hewlett Packard
HPE
+$7.77M
4
AAPL icon
Apple
AAPL
+$6.24M
5
GGG icon
Graco
GGG
+$5.92M

Top Sells

Rank Stock Value
1
TECH icon
Bio-Techne
TECH
+$16.7M
2
SMG icon
ScottsMiracle-Gro
SMG
+$10.5M
3
CSL icon
Carlisle Companies
CSL
+$9.14M
4
WEX icon
WEX
WEX
+$8.72M
5
HRB icon
H&R Block
HRB
+$8.68M

Sector Composition

Rank Sector Weight
1 Industrials 17.05%
2 Technology 16.83%
3 Healthcare 15.72%
4 Financials 13.03%
5 Consumer Discretionary 11.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AIZ icon
226
Assurant
AIZ
$14B
$1.62M 0.14%
+6,034
New +$1.47M
TMUS icon
227
T-Mobile US
TMUS
$189B
$1.62M 0.14%
9,648
+1,804
+23% +$342K
VG
228
Venture Global Inc
VG
$36.6B
$1.61M 0.14%
+144,790
New +$1.83M
SSNC icon
229
SS&C Technologies
SSNC
$18.9B
$1.61M 0.14%
25,936
+15,037
+138% +$1.02M
DXPE icon
230
DXP Enterprises
DXPE
$2.85B
$1.58M 0.14%
+9,370
New +$1.48M
CAT icon
231
Caterpillar
CAT
$360B
$1.58M 0.14%
+1,483
New +$1.3M
SOUN icon
232
SoundHound AI
SOUN
$2.63B
$1.58M 0.14%
+244,049
New +$1.89M
BOOT icon
233
Boot Barn
BOOT
$3.72B
$1.57M 0.14%
9,586
+2,486
+35% +$403K
WBS
234
DELISTED
Webster Financial
WBS
$1.57M 0.14%
20,546
+7,596
+59% +$552K
EWJ icon
235
iShares MSCI Japan ETF
EWJ
$23.3B
$1.56M 0.14%
+16,705
New +$1.52M
CRM icon
236
Salesforce
CRM
$206B
$1.54M 0.14%
+9,809
New +$1.72M
AI icon
237
C3.ai
AI
$1.7B
$1.53M 0.14%
168,770
-12,470
-7% -$118K
PRTH icon
238
Priority Technology Holdings
PRTH
$486M
$1.53M 0.14%
228,780
-19,755
-8% -$114K
UNH icon
239
UnitedHealth
UNH
$337B
$1.51M 0.13%
3,624
+925
+34% +$343K
CENX icon
240
Century Aluminum
CENX
$3.94B
$1.5M 0.13%
+32,581
New +$1.96M
BNL icon
241
Broadstone Net Lease
BNL
$3.73B
$1.5M 0.13%
72,367
-94,714
-57% -$1.91M
ALLE icon
242
Allegion
ALLE
$13B
$1.49M 0.13%
+10,630
New +$1.44M
NXT icon
243
Nextpower Inc. Common Stock
NXT
$11.8B
$1.49M 0.13%
12,531
-26,970
-68% -$3.33M
KRNT icon
244
Kornit Digital
KRNT
$656M
$1.48M 0.13%
91,135
-72,506
-44% -$1.15M
ORKA
245
Oruka Therapeutics
ORKA
$6.19B
$1.48M 0.13%
+15,521
New +$1.03M
CXM icon
246
Sprinklr
CXM
$1.3B
$1.48M 0.13%
286,097
+184,490
+182% +$981K
OMCL icon
247
Omnicell
OMCL
$1.48B
$1.47M 0.13%
+35,410
New +$1.43M
MSM icon
248
MSC Industrial Direct
MSM
$6.73B
$1.46M 0.13%
12,286
-16,165
-57% -$1.72M
TROW icon
249
T. Rowe Price
TROW
$21.8B
$1.46M 0.13%
+12,843
New +$1.31M
KMT icon
250
Kennametal
KMT
$2.27B
$1.46M 0.13%
41,530
-48,559
-54% -$1.77M
8 9
10
11 12

Similar funds

KIA
Knollwood Investment Advisory Hunt Valley, Maryland $1.12B AUM 41.02% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
HWCM
Hudson Way Capital Management Dallas, Texas $1.12B AUM 10.35% 1-Year Est. Return
WFA
Wedbush Fund Advisers Pasadena, California $1.13B AUM
VAS
VR Advisory Services Camana Bay, Grand Cayman, Cayman Islands $1.13B AUM 38.97% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Atom Investors's Q2 2026 Portfolio in Review

As of Q2 2026, Atom Investors held 1,057 positions worth $1.12B, down 20% from $1.4B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Atom Investors withdrew a net $373M in Q2 2026, closing 239 positions and reducing 254 holdings. Its most notable exit was Bio-Techne, an estimated $16.7M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 17% of assets, up from 16% a quarter earlier, followed by Technology and Healthcare.

Against the trend, Atom Investors opened a new position in iShares MSCI Brazil ETF worth $8.1M.

  • Atom Investors's largest Q2 2026 buy was iShares MSCI Brazil ETF: 234,771 shares worth $8.1M.
  • Atom Investors added most to Viatris in Q2 2026, an estimated $9.28M increase.
  • Atom Investors's biggest Q2 2026 reduction was Carlisle Companies, cutting an estimated $9.14M.
  • Atom Investors fully exited Bio-Techne in Q2 2026, selling an estimated $16.7M.
  • Atom Investors's ten largest holdings make up 11% of its $1.12B portfolio in Q2 2026.
  • Atom Investors opened 416 new positions and closed 239 in Q2 2026.
  • Atom Investors's portfolio value fell 20% quarter-over-quarter to $1.12B.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.