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Atom Investors Portfolio holdings

AUM $1.12B
1-Year Est. Return 38.14%
This Fund
S&P 500
This Quarter Est. Return
+6.76%
1 Year Est. Return
+38.14%
3 Year Est. Return
+83.37%
5 Year Est. Return
+69.22%
10 Year Est. Return
–
AUM
$1.32B
AUM Growth
+$191M
Cap. Flow
+$138M
Cap. Flow %
10.48%
Top 10 Hldgs %
23.78%
Holding
871
New
284
Increased
149
Reduced
136
Closed
287

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$56.2M
2
IWM icon
iShares Russell 2000 ETF
IWM
+$20.6M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$15.1M
4
MIDD icon
Middleby
MIDD
+$10.2M
5
VNOM icon
Viper Energy
VNOM
+$10.2M

Top Sells

Rank Stock Value
1
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$11.2M
2
AWK icon
American Water Works
AWK
+$9.69M
3
CVX icon
Chevron
CVX
+$9.09M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$8.75M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.45M

Sector Composition

Rank Sector Weight
1 Miscellaneous 31.56%
2 Industrials 10.71%
3 Healthcare 10.21%
4 Technology 9.97%
5 Consumer Discretionary 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DT icon
251
Dynatrace
DT
$16B
$1.01M 0.08%
+20,769
New +$1.05M
NPK icon
252
National Presto Industries
NPK
$1.09B
$986K 0.07%
8,791
+5,328
+154% +$566K
OPCH icon
253
Option Care Health
OPCH
$3.67B
$978K 0.07%
+35,215
New +$1.02M
CNP icon
254
CenterPoint Energy
CNP
$25.2B
$975K 0.07%
25,139
-48,054
-66% -$1.82M
XHR
255
Xenia Hotels & Resorts
XHR
$1.62B
$973K 0.07%
70,913
+54,559
+334% +$741K
WMT icon
256
Walmart Inc
WMT
$853B
$970K 0.07%
9,413
-3,669
-28% -$365K
KO icon
257
Coca-Cola
KO
$378B
$969K 0.07%
14,608
– –
TENB icon
258
Tenable Holdings
TENB
$4.01B
$961K 0.07%
+32,973
New +$1.03M
RHLD
259
Resolute Holdings Management
RHLD
$937M
$954K 0.07%
13,221
– –
ED icon
260
Consolidated Edison
ED
$39B
$950K 0.07%
9,449
+6,767
+252% +$679K
LINC icon
261
Lincoln Educational Services
LINC
$798M
$943K 0.07%
+40,138
New +$860K
TMUS icon
262
T-Mobile US
TMUS
$189B
$940K 0.07%
3,926
-94
-2% -$22.8K
FHI icon
263
Federated Hermes
FHI
$4.23B
$920K 0.07%
+17,715
New +$898K
CRMT icon
264
America's Car Mart
CRMT
$15.1M
$916K 0.07%
31,352
-8,045
-20% -$364K
ARI
265
Apollo Commercial Real Estate
ARI
$836M
$912K 0.07%
89,998
+78,425
+678% +$799K
MORN icon
266
Morningstar
MORN
$7.6B
$896K 0.07%
+3,863
New +$1.03M
BRK.B icon
267
Berkshire Hathaway Class B
BRK.B
$1.11T
$891K 0.07%
1,773
– –
LMT icon
268
Lockheed Martin
LMT
$124B
$889K 0.07%
1,781
-5,350
-75% -$2.43M
SPG icon
269
Simon Property Group
SPG
$65.7B
$888K 0.07%
+4,731
New +$817K
SITE icon
270
SiteOne Landscape Supply
SITE
$3.86B
$884K 0.07%
+6,865
New +$931K
SEM
271
DELISTED
Select Medical
SEM
$880K 0.07%
+68,508
New +$913K
KMB icon
272
Kimberly-Clark
KMB
$32.6B
$879K 0.07%
7,071
+5,414
+327% +$700K
GEF icon
273
Greif
GEF
$4.71B
$879K 0.07%
14,705
+3,748
+34% +$242K
CTSH icon
274
Cognizant
CTSH
$27.9B
$868K 0.07%
12,946
+2,848
+28% +$206K
PSX icon
275
Phillips 66
PSX
$106B
$867K 0.07%
+6,377
New +$817K
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 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 Miscellaneous at 32% of assets, up from 26% a quarter earlier, followed by Industrials and Healthcare.

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.