We are live on ! Find out more
AI

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
WM icon
326
Waste Management
WM
$85.5B
$1.11M 0.1%
4,980
-1,242
-20% -$276K
SYRE icon
327
Spyre Therapeutics
SYRE
$8.04B
$1.11M 0.1%
+12,457
New +$909K
DCH
328
Dauch Corp
DCH
$1.43B
$1.1M 0.1%
203,297
-372,428
-65% -$2.26M
MNDY icon
329
monday.com
MNDY
$3.98B
$1.1M 0.1%
+15,155
New +$1.11M
SBAC icon
330
SBA Communications
SBAC
$19.1B
$1.09M 0.1%
6,204
-17,261
-74% -$3.56M
WMG icon
331
Warner Music
WMG
$14.8B
$1.09M 0.1%
40,440
-22,494
-36% -$669K
LCII icon
332
LCI Industries
LCII
$2.12B
$1.09M 0.1%
10,335
+288
+3% +$31.7K
BE icon
333
Bloom Energy
BE
$79.5B
$1.09M 0.1%
3,607
-345
-9% -$88.4K
AFL icon
334
Aflac
AFL
$58.6B
$1.09M 0.1%
+9,256
New +$1.07M
CCL icon
335
Carnival Corporation Ltd
CCL
$30.6B
$1.08M 0.1%
37,862
+29,913
+376% +$817K
ICFI icon
336
ICF International
ICFI
$1.57B
$1.08M 0.1%
14,821
-14,944
-50% -$1.03M
MHK icon
337
Mohawk Industries
MHK
$8.65B
$1.07M 0.09%
8,793
-8,974
-51% -$944K
PAR icon
338
PAR Technology
PAR
$666M
$1.06M 0.09%
+61,029
New +$880K
BR icon
339
Broadridge
BR
$19.1B
$1.06M 0.09%
7,739
+6,397
+477% +$966K
UGI icon
340
UGI
UGI
$8.19B
$1.04M 0.09%
30,190
-58,450
-66% -$2.07M
WU icon
341
Western Union
WU
$2.04B
$1.04M 0.09%
+134,681
New +$1.13M
EXPD icon
342
Expeditors International
EXPD
$24.6B
$1.03M 0.09%
+6,338
New +$980K
NSC icon
343
Norfolk Southern
NSC
$71.2B
$1.03M 0.09%
3,283
-2,572
-44% -$793K
BAC icon
344
Bank of America
BAC
$405B
$1.02M 0.09%
17,963
-34,679
-66% -$1.84M
RC
345
Ready Capital
RC
$261M
$1.02M 0.09%
581,559
-124,037
-18% -$218K
AMT icon
346
American Tower
AMT
$82.2B
$1M 0.09%
+6,124
New +$1.1M
DRI icon
347
Darden Restaurants
DRI
$23.6B
$998K 0.09%
+4,845
New +$971K
PCG icon
348
PG&E
PCG
$29.4B
$996K 0.09%
59,193
-360,721
-86% -$6.07M
DTE icon
349
DTE Energy
DTE
$27.2B
$995K 0.09%
6,528
-7,455
-53% -$1.09M
JACK icon
350
Jack in the Box
JACK
$253M
$992K 0.09%
62,737
-29,059
-32% -$358K
12 13
14
15 16

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.