We are live on
!
Find out more
AI
Atom Investors Portfolio holdings
AUM
$1.4B
1-Year Est. Return
23.77%
This Fund
S&P 500
This Quarter
Est. Return
+6.11%
1 Year Est. Return
+23.77%
3 Year Est. Return
+63.44%
5 Year Est. Return
+52.26%
10 Year Est. Return
–
AUM
$1.13B
AUM Growth
+$316M
(+39%)
Cap. Flow
+$268M
Cap. Flow
% of AUM
23.73%
Top 10 Holdings %
Top 10 Hldgs %
21.28%
Holding
808
New
320
Increased
136
Reduced
119
Closed
221
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 2000 ETF
IWM
|
+$60.7M |
| 2 |
State Street SPDR S&P Retail ETF
XRT
|
+$11.6M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$10.5M |
| 4 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$10.1M |
| 5 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$9.37M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
IDEX
IEX
|
+$11.6M |
| 2 |
W.W. Grainger
GWW
|
+$11.4M |
| 3 |
RPM International
RPM
|
+$9.37M |
| 4 |
Regions Financial
RF
|
+$7.44M |
| 5 |
Masco
MAS
|
+$7.39M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 11.38% |
| 2 | Technology | 10.49% |
| 3 | Healthcare | 9.62% |
| 4 | Financials | 9.12% |
| 5 | Industrials | 8.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
News Corp Class B
NWS
$16.9B
| $606K | 0.05% |
+17,660
| New | +$560K |
|
327
eHealth
EHTH
$42.2M
| $600K | 0.05% |
138,013
+31,146
| +29% | +$156K |
|
328
SoundHound AI
SOUN
$2.67B
| $599K | 0.05% |
55,805
+45,394
| +436% | +$428K |
|
329
Becton Dickinson
BDX
$45.6B
| $595K | 0.05% |
+3,456
| New | +$633K |
|
330
C3.ai
AI
$1.43B
| $594K | 0.05% |
+24,158
| New | +$552K |
|
331
Camping World
CWH
$639M
| $589K | 0.05% |
34,250
-168,074
| -83% | -$2.62M |
|
332
Compugen
CGEN
$222M
| $587K | 0.05% |
329,519
+143
| +0% | +$212 |
|
333
Darling Ingredients
DAR
$9.64B
| $580K | 0.05% |
+15,293
| New | +$503K |
|
334
A.O. Smith
AOS
$8.17B
| $571K | 0.05% |
+8,715
| New | +$570K |
|
335
Trump Media & Technology Group
DJT
$2.73B
| $571K | 0.05% |
31,673
+21,613
| +215% | +$470K |
|
336
Cigna
CI
$73.7B
| $568K | 0.05% |
1,719
| – | – |
|
337
DigitalBridge
DBRG
$2.93B
| $561K | 0.05% |
+54,158
| New | +$517K |
|
|
BNY
338
Bank of New York Mellon
BNY
$106B
| $560K | 0.05% |
6,147
| – | – |
|
|
PSTL
339
Postal Realty Trust
PSTL
$694M
| $546K | 0.05% |
+37,087
| New | +$509K |
|
|
TXNM
340
TXNM Energy Inc
TXNM
$6.41B
| $546K | 0.05% |
+9,686
| New | +$527K |
|
341
First Solar
FSLR
$22.7B
| $545K | 0.05% |
+3,290
| New | +$486K |
|
342
York Water
YORW
$502M
| $541K | 0.05% |
17,130
+6,095
| +55% | +$204K |
|
343
Mondelez International
MDLZ
$79.5B
| $541K | 0.05% |
+8,025
| New | +$535K |
|
344
InterDigital
IDCC
$7.87B
| $539K | 0.05% |
+2,406
| New | +$510K |
|
345
Travere Therapeutics
TVTX
$5.2B
| $538K | 0.05% |
36,367
-3,444
| -9% | -$57.1K |
|
346
UnitedHealth
UNH
$376B
| $521K | 0.05% |
1,671
+701
| +72% | +$268K |
|
347
Viatris
VTRS
$20.4B
| $515K | 0.05% |
57,726
+11,559
| +25% | +$97.7K |
|
348
Pentair
PNR
$10.4B
| $513K | 0.05% |
5,001
-6,384
| -56% | -$596K |
|
349
Unifirst Corp
UNF
$5.3B
| $512K | 0.05% |
+2,722
| New | +$494K |
|
|
BCAX
350
Bicara Therapeutics
BCAX
$1.78B
| $512K | 0.05% |
+55,141
| New | +$657K |
|
Similar funds
SP
ELC
HRES
SRAIM
PMG
TCC
FCP
SC
Atom Investors's Q2 2025 Portfolio in Review
As of Q2 2025, Atom Investors held 808 positions worth $1.13B, up 39% from $813M the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Atom Investors deployed $268M of net new capital in Q2 2025, opening 320 new positions and adding to 136 existing holdings. Its largest new stake was Invesco S&P 500 Equal Weight ETF: 60,792 shares worth $11M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 11% of assets, down from 12% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was IDEX, an estimated $11.6M trimmed.
- Atom Investors's largest Q2 2025 buy was Invesco S&P 500 Equal Weight ETF: 60,792 shares worth $11M.
- Atom Investors added most to iShares Russell 2000 ETF in Q2 2025, an estimated $60.7M increase.
- Atom Investors's biggest Q2 2025 reduction was IDEX, cutting an estimated $11.6M.
- Atom Investors fully exited W.W. Grainger in Q2 2025, selling an estimated $11.4M.
- Atom Investors's ten largest holdings make up 21% of its $1.13B portfolio in Q2 2025.
- Atom Investors opened 320 new positions and closed 221 in Q2 2025.
- Atom Investors's portfolio value rose 39% quarter-over-quarter to $1.13B.
Based on Atom Investors's 13F filing for Q2 2025, filed 14 Aug 2025.