We are live on ! Find out more
AI

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
STRL icon
251
Sterling Infrastructure
STRL
$14.8B
$1.46M 0.13%
+1,734
New +$1.22M
BCO icon
252
Brink's
BCO
$4.47B
$1.45M 0.13%
15,355
-47,143
-75% -$4.91M
ATMU icon
253
Atmus Filtration Technologies
ATMU
$3.61B
$1.45M 0.13%
28,401
+12,147
+75% +$660K
MO icon
254
Altria Group
MO
$117B
$1.45M 0.13%
+20,117
New +$1.4M
HONA
255
Honeywell Aerospace
HONA
$52B
$1.44M 0.13%
+6,515
New +$1.44M
GIS icon
256
General Mills
GIS
$19.7B
$1.43M 0.13%
41,199
+35,578
+633% +$1.23M
WWW icon
257
Wolverine World Wide
WWW
$1.58B
$1.43M 0.13%
86,604
-306,135
-78% -$5.17M
MHO icon
258
M/I Homes
MHO
$3.55B
$1.43M 0.13%
+8,867
New +$1.19M
VCEL icon
259
Vericel Corp
VCEL
$2.06B
$1.42M 0.13%
+31,909
New +$1.15M
AIG icon
260
American International
AIG
$39.8B
$1.41M 0.13%
18,949
+15,547
+457% +$1.18M
CUBE icon
261
CubeSmart
CUBE
$8.94B
$1.41M 0.13%
35,478
+16,395
+86% +$653K
ORIC icon
262
Oric Pharmaceuticals
ORIC
$1.3B
$1.41M 0.13%
130,079
-96,725
-43% -$877K
DHI icon
263
D.R. Horton
DHI
$38.7B
$1.41M 0.13%
+8,644
New +$1.29M
ISRG icon
264
Intuitive Surgical
ISRG
$135B
$1.39M 0.12%
3,506
+950
+37% +$415K
CPRT icon
265
Copart
CPRT
$28.5B
$1.39M 0.12%
49,452
+41,272
+505% +$1.33M
SDRL icon
266
Seadrill
SDRL
$2.99B
$1.39M 0.12%
36,686
-38,210
-51% -$1.78M
PFE icon
267
Pfizer
PFE
$157B
$1.37M 0.12%
56,935
-119,320
-68% -$3.12M
AESI icon
268
Atlas Energy Solutions
AESI
$1.7B
$1.37M 0.12%
+82,414
New +$1.35M
TRIP icon
269
TripAdvisor
TRIP
$1.05B
$1.37M 0.12%
+99,618
New +$1.13M
PHVS icon
270
Pharvaris
PHVS
$2.64B
$1.37M 0.12%
39,482
+30,382
+334% +$919K
AR icon
271
Antero Resources
AR
$11B
$1.36M 0.12%
38,635
-38,559
-50% -$1.42M
MTUS icon
272
Metallus
MTUS
$799M
$1.34M 0.12%
71,903
+59,109
+462% +$1.11M
EAT icon
273
Brinker International
EAT
$8.8B
$1.33M 0.12%
+7,900
New +$1.17M
GWRE icon
274
Guidewire Software
GWRE
$12B
$1.32M 0.12%
+10,719
New +$1.43M
WDAY icon
275
Workday
WDAY
$45.3B
$1.32M 0.12%
+10,774
New +$1.36M
9 10
11
12 13

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.