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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
+4.25%
1 Year Est. Return
+23.77%
3 Year Est. Return
+63.44%
5 Year Est. Return
+52.26%
10 Year Est. Return
–
AUM
$1.4B
AUM Growth
+$137M
Cap. Flow
+$161M
Cap. Flow %
11.55%
Top 10 Hldgs %
9.94%
Holding
887
New
331
Increased
164
Reduced
139
Closed
246

Top Buys

Rank Stock Value
1
EQIX icon
Equinix
EQIX
+$10.6M
2
AVGO icon
Broadcom
AVGO
+$9.87M
3
RS icon
Reliance Steel & Aluminium
RS
+$9.27M
4
WEX icon
WEX
WEX
+$8.9M
5
CDE icon
Coeur Mining
CDE
+$8.89M

Top Sells

Rank Stock Value
1
SITE icon
SiteOne Landscape Supply
SITE
+$14.9M
2
CRM icon
Salesforce
CRM
+$14M
3
LBRT icon
Liberty Energy
LBRT
+$12.5M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$11.4M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$11.2M

Sector Composition

Rank Sector Weight
1 Industrials 15.79%
2 Consumer Discretionary 14.8%
3 Healthcare 14.72%
4 Technology 13.48%
5 Financials 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTR icon
401
Ventas
VTR
$48B
$779K 0.06%
9,522
+4,949
+108% +$405K
IRON icon
402
Disc Medicine
IRON
$2.96B
$778K 0.06%
+12,162
New +$844K
GLW icon
403
Corning
GLW
$119B
$773K 0.06%
+5,683
New +$685K
AS icon
404
Amer Sports
AS
$20.7B
$771K 0.06%
+23,412
New +$855K
UPS icon
405
United Parcel Service
UPS
$88.6B
$754K 0.05%
+7,667
New +$822K
APH icon
406
Amphenol
APH
$198B
$754K 0.05%
5,969
-484
-8% -$68.1K
ROCK icon
407
Gibraltar Industries
ROCK
$1.25B
$753K 0.05%
+18,875
New +$912K
SKT icon
408
Tanger
SKT
$4.67B
$751K 0.05%
+22,108
New +$760K
CODI icon
409
Compass Diversified
CODI
$758M
$751K 0.05%
95,500
-4,478
-4% -$28.5K
APC
410
ARKO Petroleum
APC
$966M
$744K 0.05%
+41,585
New +$770K
SSNC icon
411
SS&C Technologies
SSNC
$18.1B
$736K 0.05%
+10,899
New +$838K
UNH icon
412
UnitedHealth
UNH
$376B
$730K 0.05%
2,699
-9,829
-78% -$2.93M
ASO icon
413
Academy Sports + Outdoors
ASO
$2.94B
$728K 0.05%
+12,900
New +$735K
XRX icon
414
Xerox
XRX
$387M
$727K 0.05%
563,642
-3,618
-0.6% -$7.15K
VYX icon
415
NCR Voyix
VYX
$1.14B
$720K 0.05%
113,666
+35,352
+45% +$312K
O icon
416
Realty Income
O
$59.6B
$711K 0.05%
+11,619
New +$727K
ROKU icon
417
Roku
ROKU
$21.5B
$700K 0.05%
+7,395
New +$720K
CUBE icon
418
CubeSmart
CUBE
$9.39B
$699K 0.05%
+19,083
New +$732K
DOCS icon
419
Doximity
DOCS
$3.76B
$695K 0.05%
+29,813
New +$929K
ALRM icon
420
Alarm.com
ALRM
$2.71B
$694K 0.05%
+16,073
New +$767K
WRBY icon
421
Warby Parker
WRBY
$3.28B
$694K 0.05%
32,927
-61,121
-65% -$1.52M
UDR icon
422
UDR
UDR
$12.3B
$690K 0.05%
+20,418
New +$750K
EVH icon
423
Evolent Health
EVH
$348M
$689K 0.05%
302,406
+33,206
+12% +$105K
MCK icon
424
McKesson
MCK
$100B
$669K 0.05%
773
-9,732
-93% -$8.69M
ALL icon
425
Allstate
ALL
$68B
$660K 0.05%
3,182
+1,734
+120% +$355K
15 16
17
18 19

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 Q1 2026 Portfolio in Review

As of Q1 2026, Atom Investors held 887 positions worth $1.4B, up 11% from $1.26B the previous quarter. Its ten largest holdings account for 9.9% of the portfolio.

Atom Investors deployed $161M of net new capital in Q1 2026, opening 331 new positions and adding to 164 existing holdings. Its largest new stake was Equinix: 11,954 shares worth $11.7M.

By sector, the portfolio is most concentrated in Industrials at 16% of assets, down from 18% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was SiteOne Landscape Supply, an estimated $14.9M trimmed.

  • Atom Investors's largest Q1 2026 buy was Equinix: 11,954 shares worth $11.7M.
  • Atom Investors added most to Broadcom in Q1 2026, an estimated $9.87M increase.
  • Atom Investors's biggest Q1 2026 reduction was SiteOne Landscape Supply, cutting an estimated $14.9M.
  • Atom Investors fully exited Salesforce in Q1 2026, selling an estimated $14M.
  • Atom Investors's ten largest holdings make up 9.9% of its $1.4B portfolio in Q1 2026.
  • Atom Investors opened 331 new positions and closed 246 in Q1 2026.
  • Atom Investors's portfolio value rose 11% quarter-over-quarter to $1.4B.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.