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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 | |
|---|---|---|---|---|---|---|
251
Sabra Healthcare REIT
SBRA
$5.34B
| $962K | 0.09% |
+52,149
| New | +$925K |
|
252
T-Mobile US
TMUS
$185B
| $958K | 0.08% |
4,020
+94
| +2% | +$22.9K |
|
253
TJX Companies
TJX
$174B
| $956K | 0.08% |
7,738
-22
| -0.3% | -$2.79K |
|
|
MPT
254
Medical Properties Trust
MPT
$2.77B
| $955K | 0.08% |
+221,509
| New | +$1.09M |
|
255
Citizens Financial Group
CFG
$30.3B
| $952K | 0.08% |
21,266
-52,256
| -71% | -$2.06M |
|
|
256
IDEX
IEX
$17B
| $942K | 0.08% |
5,364
-65,484
| -92% | -$11.6M |
|
257
Rhythm Pharmaceuticals
RYTM
$6.81B
| $939K | 0.08% |
14,866
-96
| -0.6% | -$5.88K |
|
|
TIXT
258
DELISTED
TELUS International
TIXT
| $922K | 0.08% |
254,077
-10,765
| -4% | -$30.6K |
|
259
Gossamer Bio
GOSS
$82.9M
| $898K | 0.08% |
730,357
+28,382
| +4% | +$31K |
|
260
VF Corp
VFC
$5.63B
| $893K | 0.08% |
+75,967
| New | +$941K |
|
261
ExxonMobil
XOM
$644B
| $892K | 0.08% |
+8,271
| New | +$884K |
|
262
General Mills
GIS
$19.1B
| $889K | 0.08% |
17,156
-6,737
| -28% | -$372K |
|
263
Toll Brothers
TOL
$13.6B
| $882K | 0.08% |
+7,731
| New | +$802K |
|
|
NTST
264
NETSTREIT Corp
NTST
$2.09B
| $880K | 0.08% |
+51,967
| New | +$832K |
|
265
Morgan Stanley
MS
$331B
| $878K | 0.08% |
+6,234
| New | +$766K |
|
266
Range Resources
RRC
$9.38B
| $878K | 0.08% |
+21,579
| New | +$813K |
|
267
iShares China Large-Cap ETF
FXI
$4.35B
| $875K | 0.08% |
23,802
+8,094
| +52% | +$283K |
|
268
LXP Industrial Trust
LXP
$3.57B
| $872K | 0.08% |
+21,103
| New | +$868K |
|
269
Cognex
CGNX
$10.9B
| $870K | 0.08% |
+27,422
| New | +$786K |
|
270
UGI
UGI
$7.74B
| $867K | 0.08% |
23,808
-12,532
| -34% | -$431K |
|
271
Berkshire Hathaway Class B
BRK.B
$1.1T
| $861K | 0.08% |
+1,773
| New | +$900K |
|
272
Infosys
INFY
$48.7B
| $861K | 0.08% |
+46,455
| New | +$830K |
|
273
Graco
GGG
$12.9B
| $835K | 0.07% |
9,707
-5,855
| -38% | -$485K |
|
|
FITB
274
Fifth Third Bancorp
FITB
$51.2B
| $833K | 0.07% |
20,262
-27,101
| -57% | -$1.02M |
|
275
Bank of America
BAC
$435B
| $822K | 0.07% |
17,369
-2,539
| -13% | -$107K |
|
Similar funds
SP
ELC
HRES
SRAIM
PMG
TCC
FCP
SC
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.