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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
+6.76%
1 Year Est. Return
+23.77%
3 Year Est. Return
+63.44%
5 Year Est. Return
+52.26%
10 Year Est. Return
–
AUM
$1.32B
AUM Growth
+$191M
(+17%)
Cap. Flow
+$138M
Cap. Flow
% of AUM
10.48%
Top 10 Holdings %
Top 10 Hldgs %
23.78%
Holding
871
New
284
Increased
149
Reduced
136
Closed
287
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$56.2M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$20.6M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$15.1M |
| 4 |
Middleby
MIDD
|
+$10.2M |
| 5 |
Viper Energy
VNOM
|
+$10.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$11.2M |
| 2 |
American Water Works
AWK
|
+$9.69M |
| 3 |
Chevron
CVX
|
+$9.09M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
+$8.75M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$7.45M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 10.76% |
| 2 | Healthcare | 10.22% |
| 3 | Technology | 9.97% |
| 4 | Consumer Discretionary | 8.96% |
| 5 | Financials | 7.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Otter Tail
OTTR
$3.71B
| $1.19M | 0.09% |
14,470
-1,261
| -8% | -$102K |
|
|
SCHW
227
Charles Schwab
SCHW
$183B
| $1.18M | 0.09% |
+12,383
| New | +$1.18M |
|
228
Essential Properties Realty Trust
EPRT
$6.77B
| $1.18M | 0.09% |
+39,556
| New | +$1.21M |
|
229
Arrow Electronics
ARW
$11.1B
| $1.16M | 0.09% |
9,611
-92
| -0.9% | -$11.6K |
|
230
Birkenstock
BIRK
$7.12B
| $1.16M | 0.09% |
25,532
+3,789
| +17% | +$185K |
|
231
American Homes 4 Rent
AMH
$12B
| $1.15M | 0.09% |
+34,654
| New | +$1.21M |
|
232
PENN Entertainment
PENN
$2.75B
| $1.15M | 0.09% |
59,481
-4,604
| -7% | -$86.4K |
|
233
ExxonMobil
XOM
$644B
| $1.13M | 0.09% |
10,050
+1,779
| +22% | +$198K |
|
234
Owens Corning
OC
$11.2B
| $1.12M | 0.09% |
7,936
-73
| -0.9% | -$10.7K |
|
235
HCA Healthcare
HCA
$87.2B
| $1.12M | 0.09% |
2,633
-296
| -10% | -$115K |
|
236
TJX Companies
TJX
$174B
| $1.12M | 0.09% |
7,760
+22
| +0.3% | +$2.92K |
|
237
iShares US Home Construction ETF
ITB
$2.26B
| $1.11M | 0.08% |
10,379
-53,354
| -84% | -$5.62M |
|
238
Resideo Technologies
REZI
$5.19B
| $1.11M | 0.08% |
+25,711
| New | +$803K |
|
239
Home Depot
HD
$331B
| $1.11M | 0.08% |
2,739
+866
| +46% | +$341K |
|
|
OPLN
240
Openlane
OPLN
$4.21B
| $1.1M | 0.08% |
38,324
+20,461
| +115% | +$558K |
|
241
Haemonetics
HAE
$3.89B
| $1.1M | 0.08% |
22,521
-23,454
| -51% | -$1.45M |
|
242
US Foods
USFD
$22.2B
| $1.1M | 0.08% |
+14,321
| New | +$1.14M |
|
243
C3.ai
AI
$1.43B
| $1.08M | 0.08% |
62,558
+38,400
| +159% | +$802K |
|
244
Credicorp
BAP
$31.8B
| $1.05M | 0.08% |
3,942
+2,247
| +133% | +$556K |
|
245
Dropbox
DBX
$7.6B
| $1.03M | 0.08% |
34,202
+25,415
| +289% | +$727K |
|
246
Sabra Healthcare REIT
SBRA
$5.34B
| $1.03M | 0.08% |
55,157
+3,008
| +6% | +$56.2K |
|
247
Caterpillar
CAT
$375B
| $1.02M | 0.08% |
+2,146
| New | +$916K |
|
248
Freeport-McMoran
FCX
$90B
| $1.02M | 0.08% |
25,905
+16,172
| +166% | +$702K |
|
249
Alaska Air
ALK
$5.29B
| $1.01M | 0.08% |
20,340
-14,290
| -41% | -$795K |
|
250
Radian Group
RDN
$5.18B
| $1.01M | 0.08% |
27,946
+17,284
| +162% | +$602K |
|
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Atom Investors's Q3 2025 Portfolio in Review
As of Q3 2025, Atom Investors held 871 positions worth $1.32B, up 17% from $1.13B the previous quarter. Its ten largest holdings account for 24% of the portfolio.
Atom Investors deployed $138M of net new capital in Q3 2025, opening 284 new positions and adding to 149 existing holdings. Its largest new stake was Invesco QQQ Trust: 26,313 shares worth $15.8M.
By sector, the portfolio is most concentrated in Industrials at 11% of assets, up from 8.8% a quarter earlier, followed by Healthcare and Technology.
On the sell side, the largest reduction was State Street Financial Select Sector SPDR ETF, an estimated $11.2M trimmed.
- Atom Investors's largest Q3 2025 buy was Invesco QQQ Trust: 26,313 shares worth $15.8M.
- Atom Investors added most to State Street SPDR S&P 500 ETF Trust in Q3 2025, an estimated $56.2M increase.
- Atom Investors's biggest Q3 2025 reduction was State Street Financial Select Sector SPDR ETF, cutting an estimated $11.2M.
- Atom Investors fully exited Chevron in Q3 2025, selling an estimated $9.09M.
- Atom Investors's ten largest holdings make up 24% of its $1.32B portfolio in Q3 2025.
- Atom Investors opened 284 new positions and closed 287 in Q3 2025.
- Atom Investors's portfolio value rose 17% quarter-over-quarter to $1.32B.
Based on Atom Investors's 13F filing for Q3 2025, filed 14 Nov 2025.