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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
OTTR icon
376
Otter Tail
OTTR
$3.74B
$933K 0.08%
10,370
-42
-0.4% -$3.71K
COF icon
377
Capital One
COF
$125B
$931K 0.08%
4,643
-1,504
-24% -$288K
CODI icon
378
Compass Diversified
CODI
$828M
$929K 0.08%
87,118
-8,382
-9% -$91.5K
NBIS
379
Nebius Group N.V.
NBIS
$56.9B
$927K 0.08%
+3,357
New +$665K
CME icon
380
CME Group
CME
$98B
$924K 0.08%
+4,184
New +$1.16M
NU icon
381
Nu Holdings
NU
$66.7B
$923K 0.08%
69,054
-375,129
-84% -$5.06M
GRAB icon
382
Grab
GRAB
$11.7B
$922K 0.08%
244,541
-464,909
-66% -$1.69M
LBTYA icon
383
Liberty Global Class A
LBTYA
$3.55B
$916K 0.08%
+80,553
New +$963K
YUM icon
384
Yum! Brands
YUM
$37.6B
$915K 0.08%
+5,724
New +$887K
MPC icon
385
Marathon Petroleum
MPC
$116B
$912K 0.08%
+3,566
New +$875K
IBCP icon
386
Independent Bank Corp
IBCP
$810M
$910K 0.08%
+25,236
New +$863K
PSTL
387
Postal Realty Trust
PSTL
$726M
$909K 0.08%
+36,878
New +$823K
VECO icon
388
Veeco
VECO
$2.51B
$906K 0.08%
+11,948
New +$681K
UCB
389
United Community Banks
UCB
$4.2B
$898K 0.08%
+25,591
New +$855K
WRB icon
390
W.R. Berkley
WRB
$26B
$892K 0.08%
+12,641
New +$847K
FSK icon
391
FS KKR Capital
FSK
$3.19B
$885K 0.08%
84,249
-56,108
-40% -$603K
CTRI icon
392
Centuri Holdings
CTRI
$1.93B
$881K 0.08%
+29,145
New +$941K
HON icon
393
Honeywell
HON
$65.8B
$877K 0.08%
3,916
-19,109
-83% -$4.26M
AHR icon
394
American Healthcare REIT
AHR
$11.6B
$877K 0.08%
16,811
-27,217
-62% -$1.34M
DOX icon
395
Amdocs
DOX
$6.41B
$876K 0.08%
+17,332
New +$1.06M
MBWM icon
396
Mercantile Bank Corp
MBWM
$1.05B
$870K 0.08%
+15,145
New +$799K
WLTH
397
Wealthfront Corp
WLTH
$1.59B
$869K 0.08%
97,238
+12,692
+15% +$132K
WMT icon
398
Walmart Inc
WMT
$853B
$867K 0.08%
7,651
+1,328
+21% +$165K
FFIN icon
399
First Financial Bankshares
FFIN
$4.78B
$866K 0.08%
+25,034
New +$809K
OWL icon
400
Blue Owl Capital
OWL
$6.92B
$849K 0.08%
97,068
-377,993
-80% -$3.59M
14 15
16
17 18

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.