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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
+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
DD icon
276
DuPont de Nemours
DD
$17.2B
$1.32M 0.12%
+9,705
New +$1.38M
RVTY icon
277
Revvity
RVTY
$16.3B
$1.31M 0.12%
11,804
-71,488
-86% -$6.89M
MSIF
278
MSC Income Fund Inc
MSIF
$560M
$1.3M 0.12%
112,619
+95,912
+574% +$1.17M
ECHO
279
EchoStar
ECHO
$27.1B
$1.3M 0.12%
+12,780
New +$1.56M
ECL icon
280
Ecolab
ECL
$76.8B
$1.29M 0.12%
+4,644
New +$1.22M
CDP icon
281
COPT Defense Properties
CDP
$3.89B
$1.29M 0.12%
35,519
+20,060
+130% +$652K
SPT icon
282
Sprout Social
SPT
$683M
$1.29M 0.11%
170,948
-64,194
-27% -$418K
KBH icon
283
KB Home
KBH
$2.98B
$1.29M 0.11%
20,555
-20,032
-49% -$1.04M
SKWD icon
284
Skyward Specialty Insurance
SKWD
$2.54B
$1.28M 0.11%
21,922
+9,775
+80% +$461K
ICE icon
285
Intercontinental Exchange
ICE
$86.5B
$1.28M 0.11%
10,373
+4,542
+78% +$682K
ACGL icon
286
Arch Capital
ACGL
$33.1B
$1.26M 0.11%
13,012
+9,965
+327% +$940K
NWBI icon
287
Northwest Bancshares
NWBI
$2.26B
$1.25M 0.11%
82,675
+62,416
+308% +$870K
WBD icon
288
Warner Bros
WBD
$70.4B
$1.25M 0.11%
46,736
-62,391
-57% -$1.69M
VLTO icon
289
Veralto
VLTO
$23.3B
$1.25M 0.11%
14,048
+11,084
+374% +$963K
BKU icon
290
Bankunited
BKU
$3.17B
$1.24M 0.11%
+25,599
New +$1.2M
NOC icon
291
Northrop Grumman
NOC
$75.4B
$1.24M 0.11%
2,429
-1,625
-40% -$937K
EZPW icon
292
Ezcorp Inc
EZPW
$1.89B
$1.23M 0.11%
+35,676
New +$1.13M
FIVE icon
293
Five Below
FIVE
$13.1B
$1.23M 0.11%
6,846
+3,203
+88% +$690K
TRV icon
294
Travelers Companies
TRV
$79B
$1.23M 0.11%
+3,716
New +$1.13M
INTU icon
295
Intuit
INTU
$85B
$1.23M 0.11%
4,696
+2,464
+110% +$858K
PWP icon
296
Perella Weinberg Partners
PWP
$986M
$1.23M 0.11%
+76,787
New +$1.4M
FRT icon
297
Federal Realty Investment Trust
FRT
$9.77B
$1.22M 0.11%
9,854
-33,076
-77% -$3.85M
APAM icon
298
Artisan Partners
APAM
$2.58B
$1.22M 0.11%
+35,188
New +$1.29M
DUK icon
299
Duke Energy
DUK
$91.8B
$1.21M 0.11%
+9,595
New +$1.21M
RPD icon
300
Rapid7
RPD
$840M
$1.21M 0.11%
149,572
-231,668
-61% -$1.54M
10 11
12
13 14

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.