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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
SKY icon
351
Champion Homes
SKY
$4.61B
$990K 0.09%
11,234
-52,448
-82% -$4.02M
CERS icon
352
Cerus
CERS
$510M
$987K 0.09%
338,018
-13,196
-4% -$32K
BXMT icon
353
Blackstone Mortgage Trust
BXMT
$2.24B
$987K 0.09%
58,212
-14,526
-20% -$271K
PEBO icon
354
Peoples Bancorp
PEBO
$1.42B
$984K 0.09%
+25,627
New +$893K
CTAS icon
355
Cintas
CTAS
$79.8B
$981K 0.09%
5,770
-9,335
-62% -$1.61M
GTX icon
356
Garrett Motion
GTX
$4.87B
$981K 0.09%
+27,072
New +$753K
ARI
357
Apollo Commercial Real Estate
ARI
$836M
$977K 0.09%
+91,444
New +$996K
DPZ icon
358
Domino's
DPZ
$9.97B
$971K 0.09%
3,281
-8,285
-72% -$2.73M
SFNC icon
359
Simmons First National
SFNC
$3.3B
$968K 0.09%
42,748
+16,820
+65% +$359K
AEIS icon
360
Advanced Energy
AEIS
$10.1B
$968K 0.09%
2,595
-12,597
-83% -$4.41M
URI icon
361
United Rentals
URI
$62.6B
$967K 0.09%
+854
New +$812K
LUNR icon
362
Intuitive Machines
LUNR
$2.23B
$964K 0.09%
+45,062
New +$1.27M
WT icon
363
WisdomTree
WT
$3.37B
$963K 0.09%
+56,857
New +$1.01M
SPOT icon
364
Spotify
SPOT
$113B
$963K 0.09%
+2,097
New +$1,000K
DYN icon
365
Dyne Therapeutics
DYN
$3.23B
$957K 0.09%
43,097
+19,019
+79% +$354K
AMSF icon
366
AMERISAFE
AMSF
$458M
$957K 0.09%
+28,292
New +$895K
KLAR
367
Klarna Group
KLAR
$5.31B
$946K 0.08%
+46,730
New +$736K
WEN icon
368
Wendy's
WEN
$1.34B
$944K 0.08%
113,922
-79,348
-41% -$567K
WFRD icon
369
Weatherford International
WFRD
$5.89B
$944K 0.08%
11,585
-7,291
-39% -$740K
ONTO icon
370
Onto Innovation
ONTO
$12B
$943K 0.08%
2,493
-15,059
-86% -$4.26M
ZBIO
371
Zenas BioPharma
ZBIO
$2.11B
$943K 0.08%
37,149
-69,867
-65% -$1.39M
WSBC icon
372
WesBanco
WSBC
$3.79B
$941K 0.08%
24,099
-48,853
-67% -$1.72M
APD icon
373
Air Products & Chemicals
APD
$63.9B
$939K 0.08%
+3,202
New +$931K
PRDO icon
374
Perdoceo Education
PRDO
$2.08B
$938K 0.08%
29,308
-43,285
-60% -$1.48M
GPRE icon
375
Green Plains
GPRE
$1.06B
$937K 0.08%
+60,923
New +$968K
13 14
15
16 17

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.