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
Cap. Flow
+$268M
Cap. Flow %
23.73%
Top 10 Hldgs %
21.28%
Holding
808
New
320
Increased
136
Reduced
119
Closed
221

Top Buys

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$60.7M
2
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$11.6M
3
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$10.5M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$10.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$9.37M

Top Sells

Rank Stock Value
1
IEX icon
IDEX
IEX
+$11.6M
2
GWW icon
W.W. Grainger
GWW
+$11.4M
3
RPM icon
RPM International
RPM
+$9.37M
4
RF icon
Regions Financial
RF
+$7.44M
5
MAS icon
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
CB icon
376
Chubb
CB
$134B
$426K 0.04%
+1,472
New +$424K
FL
377
DELISTED
Foot Locker
FL
$425K 0.04%
+17,364
New +$315K
FCX icon
378
Freeport-McMoran
FCX
$90.6B
$422K 0.04%
9,733
-58,320
-86% -$2.21M
RHLD
379
Resolute Holdings Management
RHLD
$1.07B
$421K 0.04%
13,221
+2
+0% +$61
W icon
380
Wayfair
W
$11.6B
$419K 0.04%
8,199
-7,874
-49% -$294K
WFRD icon
381
Weatherford International
WFRD
$6.29B
$418K 0.04%
+8,316
New +$386K
SMG icon
382
ScottsMiracle-Gro
SMG
$3.9B
$417K 0.04%
6,315
-30,677
-83% -$1.77M
ARTNA icon
383
Artesian Resources
ARTNA
$355M
$416K 0.04%
12,410
+1,669
+16% +$56.6K
OFIX icon
384
Orthofix Medical
OFIX
$498M
$412K 0.04%
+36,975
New +$458K
MPC icon
385
Marathon Petroleum
MPC
$92.3B
$411K 0.04%
+2,476
New +$371K
EWT icon
386
iShares MSCI Taiwan ETF
EWT
$10.1B
$406K 0.04%
7,074
-4,974
-41% -$254K
EBAY icon
387
eBay
EBAY
$48.3B
$406K 0.04%
5,447
+475
+10% +$33.7K
DLTR icon
388
Dollar Tree
DLTR
$24.9B
$399K 0.04%
+4,024
New +$347K
MRC
389
DELISTED
MRC Global
MRC
$395K 0.04%
+28,823
New +$348K
KLAC icon
390
KLA
KLAC
$235B
$392K 0.03%
4,380
– –
PWR icon
391
Quanta Services
PWR
$101B
$386K 0.03%
1,021
-2,196
-68% -$705K
BROS icon
392
Dutch Bros
BROS
$9.21B
$384K 0.03%
+5,623
New +$367K
RDN icon
393
Radian Group
RDN
$5.28B
$384K 0.03%
+10,662
New +$356K
RDUS
394
DELISTED
Radius Recycling
RDUS
$380K 0.03%
+12,790
New +$376K
VCYT icon
395
Veracyte
VCYT
$3.65B
$380K 0.03%
+14,043
New +$407K
RIG icon
396
Transocean
RIG
$5.76B
$379K 0.03%
+146,460
New +$378K
OSPN icon
397
OneSpan
OSPN
$587M
$379K 0.03%
22,713
-5,478
-19% -$85K
BAP icon
398
Credicorp
BAP
$31.6B
$379K 0.03%
+1,695
New +$344K
SNN icon
399
Smith & Nephew
SNN
$13.6B
$378K 0.03%
12,339
– –
PD icon
400
PagerDuty
PD
$844M
$377K 0.03%
24,696
-45,562
-65% -$708K
14 15
16
17 18

Similar funds

SP
Steelhead Partners Seattle, Washington $1.39B AUM 0.01% 1-Year Est. Return
ELC
Edgar Lomax Company Kingstowne, Virginia $1.4B AUM 20.67% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
SRAIM
Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada $1.39B AUM 49.24% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
TCC
Trans-Canada Capital Montreal, Quebec, Canada $1.39B AUM 16.61% 1-Year Est. Return
FCP
Fidelis Capital Partners Tampa, Florida $1.4B AUM 31.16% 1-Year Est. Return
SC
Sagefield Capital Dallas, Texas $1.39B AUM 60.14% 1-Year Est. Return

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.