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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
+4.81%
1 Year Est. Return
+23.77%
3 Year Est. Return
+63.44%
5 Year Est. Return
+52.26%
10 Year Est. Return
–
AUM
$1.26B
AUM Growth
-$59.7M
(-4.5%)
Cap. Flow
-$53.1M
Cap. Flow
% of AUM
-4.22%
Top 10 Holdings %
Top 10 Hldgs %
13.02%
Holding
858
New
274
Increased
136
Reduced
131
Closed
302
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$41.7M |
| 2 |
Bio-Techne
TECH
|
+$21.4M |
| 3 |
SiteOne Landscape Supply
SITE
|
+$15.1M |
| 4 |
Casella Waste Systems
CWST
|
+$11.4M |
| 5 |
F5
FFIV
|
+$10.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 2000 ETF
IWM
|
+$97.9M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$67.3M |
| 3 |
iShares Russell 2000 Value ETF
IWN
|
+$40.2M |
| 4 |
State Street SPDR S&P Retail ETF
XRT
|
+$19.5M |
| 5 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$17.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 17.84% |
| 2 | Healthcare | 17.1% |
| 3 | Consumer Discretionary | 15.33% |
| 4 | Technology | 13% |
| 5 | Financials | 7.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Silgan Holdings
SLGN
$4.23B
| $1.2M | 0.1% |
+29,644
| New | +$1.2M |
|
277
Prestige Consumer Healthcare
PBH
$2.38B
| $1.18M | 0.09% |
+19,148
| New | +$1.17M |
|
|
HTO
278
H2O America
HTO
$2.57B
| $1.15M | 0.09% |
23,425
-36,719
| -61% | -$1.76M |
|
|
Q
279
Qnity Electronics Inc
Q
$27.5B
| $1.15M | 0.09% |
+14,033
| New | +$1.19M |
|
280
TeraWulf
WULF
$8.75B
| $1.13M | 0.09% |
+98,639
| New | +$1.32M |
|
|
DCH
281
Dauch Corp
DCH
$1.34B
| $1.13M | 0.09% |
+176,409
| New | +$1.1M |
|
282
Trupanion
TRUP
$1.07B
| $1.11M | 0.09% |
29,617
-3,137
| -10% | -$123K |
|
283
Alight
ALIT
$447M
| $1.09M | 0.09% |
28,027
+20,006
| +249% | +$997K |
|
|
BULL
284
Webull Corp
BULL
$3.75B
| $1.09M | 0.09% |
+139,917
| New | +$1.41M |
|
285
Evolent Health
EVH
$348M
| $1.08M | 0.09% |
+269,200
| New | +$1.5M |
|
286
Vertiv
VRT
$93B
| $1.06M | 0.08% |
+6,536
| New | +$1.13M |
|
287
Cullen/Frost Bankers
CFR
$10.4B
| $1.06M | 0.08% |
8,344
-1,207
| -13% | -$151K |
|
288
FirstEnergy
FE
$28B
| $1.05M | 0.08% |
+23,448
| New | +$1.08M |
|
289
Walmart Inc
WMT
$885B
| $1.05M | 0.08% |
9,413
| – | – |
|
290
S&P Global
SPGI
$121B
| $1.05M | 0.08% |
+2,000
| New | +$990K |
|
291
GCM Grosvenor
GCMG
$754M
| $1.04M | 0.08% |
92,166
+58,110
| +171% | +$664K |
|
292
IDEX
IEX
$17B
| $1.04M | 0.08% |
5,823
+3,525
| +153% | +$602K |
|
293
Kennametal
KMT
$2.59B
| $1.03M | 0.08% |
36,268
-27
| -0.1% | -$690 |
|
294
Coca-Cola
KO
$377B
| $1.02M | 0.08% |
14,608
| – | – |
|
|
295
State Street SPDR S&P 500 ETF Trust
SPY
$790B
| $1.02M | 0.08% |
1,493
-99,546
| -99% | -$67.3M |
|
296
Greif
GEF
$4.92B
| $995K | 0.08% |
14,704
-1
| -0% | -$63 |
|
|
297
iShares Russell 2000 Value ETF
IWN
$14.3B
| $990K | 0.08% |
5,461
-223,908
| -98% | -$40.2M |
|
298
PagerDuty
PD
$816M
| $974K | 0.08% |
74,259
-21,298
| -22% | -$311K |
|
299
IES Holdings
IESC
$14.8B
| $962K | 0.08% |
2,472
+1,960
| +383% | +$788K |
|
300
UWM Holdings
UWMC
$617M
| $961K | 0.08% |
+219,313
| New | +$1.18M |
|
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HRES
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PMG
TCC
FCP
SC
Atom Investors's Q4 2025 Portfolio in Review
As of Q4 2025, Atom Investors held 858 positions worth $1.26B, down 4.5% from $1.32B the previous quarter. Its ten largest holdings account for 13% of the portfolio.
Atom Investors withdrew a net $53.1M in Q4 2025, closing 302 positions and reducing 131 holdings. Its most notable exit was iShares Russell 2000 ETF, an estimated $97.9M position sold in full.
By sector, the portfolio is most concentrated in Industrials at 18% of assets, up from 11% a quarter earlier, followed by Healthcare and Consumer Discretionary.
Against the trend, Atom Investors opened a new position in Vanguard S&P 500 ETF worth $42M.
- Atom Investors's largest Q4 2025 buy was Vanguard S&P 500 ETF: 67,041 shares worth $42M.
- Atom Investors added most to SiteOne Landscape Supply in Q4 2025, an estimated $15.1M increase.
- Atom Investors's biggest Q4 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $67.3M.
- Atom Investors fully exited iShares Russell 2000 ETF in Q4 2025, selling an estimated $97.9M.
- Atom Investors's ten largest holdings make up 13% of its $1.26B portfolio in Q4 2025.
- Atom Investors opened 274 new positions and closed 302 in Q4 2025.
- Atom Investors's portfolio value fell 4.5% quarter-over-quarter to $1.26B.
Based on Atom Investors's 13F filing for Q4 2025, filed 17 Feb 2026.