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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
PRU icon
301
Prudential Financial
PRU
$40.4B
$1.2M 0.11%
+11,115
New +$1.13M
EVR icon
302
Evercore
EVR
$10.1B
$1.2M 0.11%
+3,502
New +$1.2M
MAIN icon
303
Main Street Capital
MAIN
$5.26B
$1.19M 0.11%
+22,891
New +$1.21M
REAL icon
304
The RealReal
REAL
$1.15B
$1.19M 0.11%
+100,669
New +$1.07M
SSB icon
305
SouthState Bank Corp
SSB
$10.1B
$1.19M 0.11%
11,872
-11,839
-50% -$1.14M
LNG icon
306
Cheniere Energy
LNG
$55.3B
$1.18M 0.11%
4,944
+696
+16% +$173K
VRSK icon
307
Verisk Analytics
VRSK
$23.7B
$1.18M 0.1%
6,562
+3,440
+110% +$606K
ALAB icon
308
Astera Labs
ALAB
$46.7B
$1.18M 0.1%
+2,437
New +$647K
CERT icon
309
Certara
CERT
$1.24B
$1.16M 0.1%
177,281
+36,300
+26% +$205K
BC icon
310
Brunswick
BC
$4.39B
$1.16M 0.1%
13,777
-68,178
-83% -$5.47M
XRN
311
Chiron Real Estate Inc
XRN
$472M
$1.16M 0.1%
+30,869
New +$1.09M
PHIN icon
312
Phinia Inc
PHIN
$2.24B
$1.16M 0.1%
14,027
-18,305
-57% -$1.4M
OKTA icon
313
Okta
OKTA
$32.9B
$1.15M 0.1%
8,420
+5,462
+185% +$514K
OTIS icon
314
Otis Worldwide
OTIS
$26.4B
$1.15M 0.1%
16,001
+12,233
+325% +$914K
SAM icon
315
Boston Beer
SAM
$1.75B
$1.15M 0.1%
+6,470
New +$1.31M
TWLO icon
316
Twilio
TWLO
$36.7B
$1.14M 0.1%
+5,549
New +$984K
CPB icon
317
Campbell Soup
CPB
$6.38B
$1.14M 0.1%
51,319
+39,819
+346% +$840K
SOLV icon
318
Solventum
SOLV
$15.1B
$1.14M 0.1%
14,771
-34,939
-70% -$2.55M
EQBK icon
319
Equity Bancshares
EQBK
$1.01B
$1.13M 0.1%
23,088
+21
+0.1% +$969
APC
320
ARKO Petroleum
APC
$885M
$1.13M 0.1%
59,999
+18,414
+44% +$353K
CART icon
321
Maplebear
CART
$10.8B
$1.13M 0.1%
23,826
-5,638
-19% -$236K
CVCO icon
322
Cavco Industries
CVCO
$4.13B
$1.13M 0.1%
1,835
-4,104
-69% -$2.18M
SFBS
323
ServisFirst Bancshares
SFBS
$4.51B
$1.12M 0.1%
+25,772
New +$1.02M
ALL icon
324
Allstate
ALL
$64.4B
$1.12M 0.1%
4,691
+1,509
+47% +$328K
VICI icon
325
VICI Properties
VICI
$27B
$1.11M 0.1%
+41,849
New +$1.17M
11 12
13
14 15

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.