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Atom Investors Portfolio holdings
AUM
$1.4B
1-Year Est. Return
23.77%
This Fund
S&P 500
This Quarter
Est. Return
+6.11%
1 Year Est. Return
+23.77%
3 Year Est. Return
+63.44%
5 Year Est. Return
+52.26%
10 Year Est. Return
–
AUM
$1.13B
AUM Growth
+$316M
(+39%)
Cap. Flow
+$268M
Cap. Flow
% of AUM
23.73%
Top 10 Holdings %
Top 10 Hldgs %
21.28%
Holding
808
New
320
Increased
136
Reduced
119
Closed
221
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 2000 ETF
IWM
|
+$60.7M |
| 2 |
State Street SPDR S&P Retail ETF
XRT
|
+$11.6M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$10.5M |
| 4 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$10.1M |
| 5 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$9.37M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
IDEX
IEX
|
+$11.6M |
| 2 |
W.W. Grainger
GWW
|
+$11.4M |
| 3 |
RPM International
RPM
|
+$9.37M |
| 4 |
Regions Financial
RF
|
+$7.44M |
| 5 |
Masco
MAS
|
+$7.39M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 11.38% |
| 2 | Technology | 10.49% |
| 3 | Healthcare | 9.62% |
| 4 | Financials | 9.12% |
| 5 | Industrials | 8.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
CME Group
CME
$96.3B
| $1.18M | 0.1% |
+4,295
| New | +$1.17M |
|
227
Albany International
AIN
$2.11B
| $1.18M | 0.1% |
+16,764
| New | +$1.11M |
|
228
Verisk Analytics
VRSK
$25.4B
| $1.15M | 0.1% |
+3,691
| New | +$1.12M |
|
229
Alibaba
BABA
$293B
| $1.15M | 0.1% |
+10,102
| New | +$1.2M |
|
230
PENN Entertainment
PENN
$2.75B
| $1.15M | 0.1% |
+64,085
| New | +$1.01M |
|
231
HCA Healthcare
HCA
$87.2B
| $1.12M | 0.1% |
+2,929
| New | +$1.06M |
|
232
PayPal
PYPL
$48.9B
| $1.12M | 0.1% |
15,025
+9,385
| +166% | +$643K |
|
233
Tetra Tech
TTEK
$8.49B
| $1.12M | 0.1% |
31,015
-93,685
| -75% | -$3.12M |
|
234
Owens Corning
OC
$11.2B
| $1.1M | 0.1% |
8,009
-206
| -3% | -$28.4K |
|
235
ServiceNow
NOW
$115B
| $1.09M | 0.1% |
+5,305
| New | +$1M |
|
236
RBC Bearings
RBC
$17.4B
| $1.08M | 0.1% |
2,819
-8,766
| -76% | -$3.09M |
|
237
Target
TGT
$65.6B
| $1.08M | 0.1% |
+10,940
| New | +$1.05M |
|
238
Birkenstock
BIRK
$7.12B
| $1.07M | 0.09% |
+21,743
| New | +$1.12M |
|
239
ON Semiconductor
ON
$31.8B
| $1.06M | 0.09% |
+20,307
| New | +$883K |
|
240
Tanger
SKT
$4.67B
| $1.05M | 0.09% |
34,485
+690
| +2% | +$21.2K |
|
241
Rogers Corp
ROG
$2.21B
| $1.03M | 0.09% |
+15,106
| New | +$974K |
|
242
Otis Worldwide
OTIS
$27.4B
| $1.03M | 0.09% |
+10,444
| New | +$1.01M |
|
243
Coca-Cola
KO
$377B
| $1.03M | 0.09% |
14,608
+6,178
| +73% | +$440K |
|
244
Federal Realty Investment Trust
FRT
$10.7B
| $1.03M | 0.09% |
+10,823
| New | +$1.02M |
|
245
Booking.com
BKNG
$149B
| $1.02M | 0.09% |
+4,400
| New | +$901K |
|
246
Huntsman Corp
HUN
$1.71B
| $997K | 0.09% |
95,681
-28,919
| -23% | -$352K |
|
247
Nasdaq
NDAQ
$52.7B
| $996K | 0.09% |
11,135
+7,547
| +210% | +$602K |
|
248
Waters Corp
WAT
$37B
| $990K | 0.09% |
+2,837
| New | +$975K |
|
|
SLNO
249
DELISTED
Soleno Therapeutics
SLNO
| $987K | 0.09% |
11,777
-2,524
| -18% | -$189K |
|
250
Yum! Brands
YUM
$41.8B
| $974K | 0.09% |
+6,575
| New | +$960K |
|
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Atom Investors's Q2 2025 Portfolio in Review
As of Q2 2025, Atom Investors held 808 positions worth $1.13B, up 39% from $813M the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Atom Investors deployed $268M of net new capital in Q2 2025, opening 320 new positions and adding to 136 existing holdings. Its largest new stake was Invesco S&P 500 Equal Weight ETF: 60,792 shares worth $11M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 11% of assets, down from 12% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was IDEX, an estimated $11.6M trimmed.
- Atom Investors's largest Q2 2025 buy was Invesco S&P 500 Equal Weight ETF: 60,792 shares worth $11M.
- Atom Investors added most to iShares Russell 2000 ETF in Q2 2025, an estimated $60.7M increase.
- Atom Investors's biggest Q2 2025 reduction was IDEX, cutting an estimated $11.6M.
- Atom Investors fully exited W.W. Grainger in Q2 2025, selling an estimated $11.4M.
- Atom Investors's ten largest holdings make up 21% of its $1.13B portfolio in Q2 2025.
- Atom Investors opened 320 new positions and closed 221 in Q2 2025.
- Atom Investors's portfolio value rose 39% quarter-over-quarter to $1.13B.
Based on Atom Investors's 13F filing for Q2 2025, filed 14 Aug 2025.