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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
+4.25%
1 Year Est. Return
+23.77%
3 Year Est. Return
+63.44%
5 Year Est. Return
+52.26%
10 Year Est. Return
–
AUM
$1.4B
AUM Growth
+$137M
Cap. Flow
+$161M
Cap. Flow %
11.55%
Top 10 Hldgs %
9.94%
Holding
887
New
331
Increased
164
Reduced
139
Closed
246

Top Buys

Rank Stock Value
1
EQIX icon
Equinix
EQIX
+$10.6M
2
AVGO icon
Broadcom
AVGO
+$9.87M
3
RS icon
Reliance Steel & Aluminium
RS
+$9.27M
4
WEX icon
WEX
WEX
+$8.9M
5
CDE icon
Coeur Mining
CDE
+$8.89M

Top Sells

Rank Stock Value
1
SITE icon
SiteOne Landscape Supply
SITE
+$14.9M
2
CRM icon
Salesforce
CRM
+$14M
3
LBRT icon
Liberty Energy
LBRT
+$12.5M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$11.4M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$11.2M

Sector Composition

Rank Sector Weight
1 Industrials 15.79%
2 Consumer Discretionary 14.8%
3 Healthcare 14.72%
4 Technology 13.48%
5 Financials 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RARE icon
251
Ultragenyx Pharmaceutical
RARE
$2.45B
$1.96M 0.14%
+93,622
New +$2.11M
ICFI icon
252
ICF International
ICFI
$1.46B
$1.94M 0.14%
+29,765
New +$2.42M
ADM icon
253
Archer Daniels Midland
ADM
$38.2B
$1.91M 0.14%
26,210
+12,951
+98% +$875K
ONB icon
254
Old National Bancorp
ONB
$10.2B
$1.86M 0.13%
+84,363
New +$1.97M
AVY icon
255
Avery Dennison
AVY
$13B
$1.84M 0.13%
+10,679
New +$1.96M
GE icon
256
GE Aerospace
GE
$374B
$1.84M 0.13%
+6,477
New +$2.04M
SNDK
257
Sandisk
SNDK
$180B
$1.83M 0.13%
2,873
-6,595
-70% -$3.73M
CMPX icon
258
Compass Therapeutics
CMPX
$344M
$1.82M 0.13%
344,933
+267,652
+346% +$1.54M
PM icon
259
Philip Morris
PM
$297B
$1.82M 0.13%
10,996
+6,873
+167% +$1.19M
RAL
260
Ralliant Corp
RAL
$7.32B
$1.81M 0.13%
+43,544
New +$2.05M
OSK icon
261
Oshkosh
OSK
$8.79B
$1.81M 0.13%
+12,264
New +$1.91M
FIVN icon
262
FIVE9
FIVN
$2.11B
$1.8M 0.13%
118,622
-16,091
-12% -$280K
WFRD icon
263
Weatherford International
WFRD
$6.29B
$1.79M 0.13%
+18,876
New +$1.78M
INBX icon
264
Inhibrx
INBX
$1.2B
$1.78M 0.13%
+26,505
New +$1.97M
WMS icon
265
Advanced Drainage Systems
WMS
$10.6B
$1.77M 0.13%
12,940
-7,399
-36% -$1.14M
SPB icon
266
Spectrum Brands
SPB
$2.04B
$1.77M 0.13%
+24,060
New +$1.71M
ACI icon
267
Albertsons Companies
ACI
$5.62B
$1.76M 0.13%
103,386
+22,731
+28% +$395K
MHK icon
268
Mohawk Industries
MHK
$7.5B
$1.75M 0.13%
+17,767
New +$2.07M
GGAL icon
269
Galicia Financial Group
GGAL
$7.99B
$1.73M 0.12%
+37,116
New +$1.8M
PSX icon
270
Phillips 66
PSX
$84.9B
$1.72M 0.12%
9,424
+4,258
+82% +$667K
TT icon
271
Trane Technologies
TT
$101B
$1.72M 0.12%
4,119
+2,409
+141% +$1.02M
ADI icon
272
Analog Devices
ADI
$179B
$1.71M 0.12%
+5,389
New +$1.71M
GLNG icon
273
Golar LNG
GLNG
$5B
$1.69M 0.12%
31,166
-251,139
-89% -$11.1M
NSC icon
274
Norfolk Southern
NSC
$75.4B
$1.68M 0.12%
5,855
-2,475
-30% -$736K
OVV icon
275
Ovintiv
OVV
$17.3B
$1.68M 0.12%
+28,276
New +$1.36M
9 10
11
12 13

Similar funds

SP
Steelhead Partners Seattle, Washington $1.39B AUM 0.01% 1-Year Est. Return
ELC
Edgar Lomax Company Kingstowne, Virginia $1.4B AUM 20.67% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
SRAIM
Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada $1.39B AUM 49.24% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
TCC
Trans-Canada Capital Montreal, Quebec, Canada $1.39B AUM 16.61% 1-Year Est. Return
FCP
Fidelis Capital Partners Tampa, Florida $1.4B AUM 31.16% 1-Year Est. Return
SC
Sagefield Capital Dallas, Texas $1.39B AUM 60.14% 1-Year Est. Return

Atom Investors's Q1 2026 Portfolio in Review

As of Q1 2026, Atom Investors held 887 positions worth $1.4B, up 11% from $1.26B the previous quarter. Its ten largest holdings account for 9.9% of the portfolio.

Atom Investors deployed $161M of net new capital in Q1 2026, opening 331 new positions and adding to 164 existing holdings. Its largest new stake was Equinix: 11,954 shares worth $11.7M.

By sector, the portfolio is most concentrated in Industrials at 16% of assets, down from 18% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was SiteOne Landscape Supply, an estimated $14.9M trimmed.

  • Atom Investors's largest Q1 2026 buy was Equinix: 11,954 shares worth $11.7M.
  • Atom Investors added most to Broadcom in Q1 2026, an estimated $9.87M increase.
  • Atom Investors's biggest Q1 2026 reduction was SiteOne Landscape Supply, cutting an estimated $14.9M.
  • Atom Investors fully exited Salesforce in Q1 2026, selling an estimated $14M.
  • Atom Investors's ten largest holdings make up 9.9% of its $1.4B portfolio in Q1 2026.
  • Atom Investors opened 331 new positions and closed 246 in Q1 2026.
  • Atom Investors's portfolio value rose 11% quarter-over-quarter to $1.4B.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.