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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
+4.81%
1 Year Est. Return
+23.77%
3 Year Est. Return
+63.44%
5 Year Est. Return
+52.26%
10 Year Est. Return
–
AUM
$1.26B
AUM Growth
-$59.7M
(-4.5%)
Cap. Flow
-$53.1M
Cap. Flow
% of AUM
-4.22%
Top 10 Holdings %
Top 10 Hldgs %
13.02%
Holding
858
New
274
Increased
136
Reduced
131
Closed
302
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$41.7M |
| 2 |
Bio-Techne
TECH
|
+$21.4M |
| 3 |
SiteOne Landscape Supply
SITE
|
+$15.1M |
| 4 |
Casella Waste Systems
CWST
|
+$11.4M |
| 5 |
F5
FFIV
|
+$10.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 2000 ETF
IWM
|
+$97.9M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$67.3M |
| 3 |
iShares Russell 2000 Value ETF
IWN
|
+$40.2M |
| 4 |
State Street SPDR S&P Retail ETF
XRT
|
+$19.5M |
| 5 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$17.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 17.84% |
| 2 | Healthcare | 17.1% |
| 3 | Consumer Discretionary | 15.33% |
| 4 | Technology | 13% |
| 5 | Financials | 7.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
ABM Industries
ABM
$2.81B
| $1.71M | 0.14% |
40,324
-26,017
| -39% | -$1.14M |
|
|
PR
227
Permian Resources
PR
$17.8B
| $1.69M | 0.13% |
120,748
-210,591
| -64% | -$2.83M |
|
228
Driven Brands
DRVN
$2.35B
| $1.69M | 0.13% |
+113,782
| New | +$1.69M |
|
229
Amylyx Pharmaceuticals
AMLX
$2.26B
| $1.68M | 0.13% |
+139,422
| New | +$1.89M |
|
230
Moody's
MCO
$82.8B
| $1.68M | 0.13% |
3,294
+157
| +5% | +$76.6K |
|
231
Global Payments
GPN
$23B
| $1.67M | 0.13% |
+21,577
| New | +$1.74M |
|
232
Service Corp International
SCI
$11.8B
| $1.65M | 0.13% |
21,221
-4,257
| -17% | -$341K |
|
233
Lucid Motors
LCID
$2.88B
| $1.64M | 0.13% |
155,113
+140,121
| +935% | +$2.24M |
|
234
Perrigo
PRGO
$1.4B
| $1.64M | 0.13% |
117,466
-217,137
| -65% | -$3.62M |
|
235
Orion
OEC
$381M
| $1.62M | 0.13% |
307,366
+65,307
| +27% | +$354K |
|
236
MP Materials
MP
$7.36B
| $1.6M | 0.13% |
+31,672
| New | +$2.01M |
|
237
Priority Technology Holdings
PRTH
$535M
| $1.6M | 0.13% |
+293,313
| New | +$1.82M |
|
238
Aaon
AAON
$7.3B
| $1.58M | 0.13% |
20,715
-51,417
| -71% | -$4.75M |
|
|
PRSU
239
Pursuit Attractions and Hospitality Inc
PRSU
$1.39B
| $1.57M | 0.12% |
+46,718
| New | +$1.63M |
|
240
National Presto Industries
NPK
$870M
| $1.56M | 0.12% |
14,611
+5,820
| +66% | +$610K |
|
241
Owens Corning
OC
$11.2B
| $1.56M | 0.12% |
13,907
+5,971
| +75% | +$701K |
|
242
SoundHound AI
SOUN
$2.67B
| $1.55M | 0.12% |
+155,809
| New | +$2.24M |
|
243
Western Digital
WDC
$188B
| $1.53M | 0.12% |
+8,903
| New | +$1.35M |
|
244
Birkenstock
BIRK
$7.12B
| $1.53M | 0.12% |
37,412
+11,880
| +47% | +$503K |
|
245
Netflix
NFLX
$299B
| $1.53M | 0.12% |
+16,280
| New | +$1.76M |
|
246
Douglas Dynamics
PLOW
$1.02B
| $1.52M | 0.12% |
46,632
-2,025
| -4% | -$64.1K |
|
247
Commerce Bancshares
CBSH
$8.53B
| $1.5M | 0.12% |
28,687
-20,818
| -42% | -$1.09M |
|
248
Wendy's
WEN
$1.4B
| $1.48M | 0.12% |
177,565
+114,689
| +182% | +$990K |
|
249
Zions Bancorporation
ZION
$10.2B
| $1.47M | 0.12% |
25,186
-13,433
| -35% | -$732K |
|
250
ExxonMobil
XOM
$644B
| $1.47M | 0.12% |
12,189
+2,139
| +21% | +$248K |
|
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Atom Investors's Q4 2025 Portfolio in Review
As of Q4 2025, Atom Investors held 858 positions worth $1.26B, down 4.5% from $1.32B the previous quarter. Its ten largest holdings account for 13% of the portfolio.
Atom Investors withdrew a net $53.1M in Q4 2025, closing 302 positions and reducing 131 holdings. Its most notable exit was iShares Russell 2000 ETF, an estimated $97.9M position sold in full.
By sector, the portfolio is most concentrated in Industrials at 18% of assets, up from 11% a quarter earlier, followed by Healthcare and Consumer Discretionary.
Against the trend, Atom Investors opened a new position in Vanguard S&P 500 ETF worth $42M.
- Atom Investors's largest Q4 2025 buy was Vanguard S&P 500 ETF: 67,041 shares worth $42M.
- Atom Investors added most to SiteOne Landscape Supply in Q4 2025, an estimated $15.1M increase.
- Atom Investors's biggest Q4 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $67.3M.
- Atom Investors fully exited iShares Russell 2000 ETF in Q4 2025, selling an estimated $97.9M.
- Atom Investors's ten largest holdings make up 13% of its $1.26B portfolio in Q4 2025.
- Atom Investors opened 274 new positions and closed 302 in Q4 2025.
- Atom Investors's portfolio value fell 4.5% quarter-over-quarter to $1.26B.
Based on Atom Investors's 13F filing for Q4 2025, filed 17 Feb 2026.