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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 | |
|---|---|---|---|---|---|---|
326
Mineralys Therapeutics
MLYS
$2.25B
| $810K | 0.06% |
+22,330
| New | +$895K |
|
327
Kearny Financial
KRNY
$604M
| $810K | 0.06% |
109,310
-15,651
| -13% | -$108K |
|
328
Tenable Holdings
TENB
$3.6B
| $808K | 0.06% |
34,325
+1,352
| +4% | +$36.9K |
|
329
Strategy Inc
MSTR
$34.1B
| $806K | 0.06% |
+5,302
| New | +$1.22M |
|
330
Fox Class A
FOXA
$24.5B
| $803K | 0.06% |
+10,989
| New | +$718K |
|
331
NCR Voyix
VYX
$1.14B
| $799K | 0.06% |
+78,314
| New | +$851K |
|
332
LoveSac
LOVE
$236M
| $794K | 0.06% |
+53,834
| New | +$761K |
|
333
NuScale Power
SMR
$2.91B
| $786K | 0.06% |
+55,447
| New | +$1.59M |
|
334
eBay
EBAY
$50.6B
| $785K | 0.06% |
9,017
+4,045
| +81% | +$350K |
|
335
T-Mobile US
TMUS
$185B
| $771K | 0.06% |
3,796
-130
| -3% | -$27.6K |
|
336
NVR
NVR
$16.5B
| $766K | 0.06% |
105
-1
| -0.9% | -$7.48K |
|
337
Boot Barn
BOOT
$4.51B
| $763K | 0.06% |
+4,322
| New | +$806K |
|
338
Archer Daniels Midland
ADM
$38.2B
| $762K | 0.06% |
+13,259
| New | +$792K |
|
339
Shoals Technologies Group
SHLS
$1.47B
| $754K | 0.06% |
+88,696
| New | +$797K |
|
340
Warner Music
WMG
$13.5B
| $749K | 0.06% |
+24,427
| New | +$746K |
|
341
Johnson Controls International
JCI
$88.8B
| $745K | 0.06% |
6,225
+1,625
| +35% | +$187K |
|
342
Edgewell Personal Care
EPC
$1.25B
| $745K | 0.06% |
+43,713
| New | +$808K |
|
343
Graphic Packaging
GPK
$3.17B
| $740K | 0.06% |
+49,132
| New | +$808K |
|
344
Camping World
CWH
$393M
| $739K | 0.06% |
+75,939
| New | +$941K |
|
345
Wells Fargo
WFC
$261B
| $736K | 0.06% |
7,901
+748
| +10% | +$64.9K |
|
346
America's Car Mart
CRMT
$26.6M
| $734K | 0.06% |
29,074
-2,278
| -7% | -$54.8K |
|
347
Novavax
NVAX
$1.2B
| $727K | 0.06% |
+108,168
| New | +$815K |
|
348
Idacorp
IDA
$7.92B
| $726K | 0.06% |
+5,737
| New | +$746K |
|
349
Peloton Interactive
PTON
$2.77B
| $723K | 0.06% |
+117,404
| New | +$826K |
|
350
ThredUp
TDUP
$746M
| $716K | 0.06% |
+112,065
| New | +$907K |
|
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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.