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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
+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
(+39%)
Cap. Flow
+$268M
Cap. Flow
% of AUM
23.73%
Top 10 Holdings %
Top 10 Hldgs %
21.28%
Holding
808
New
320
Increased
136
Reduced
119
Closed
221
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 2000 ETF
IWM
|
+$60.7M |
| 2 |
State Street SPDR S&P Retail ETF
XRT
|
+$11.6M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$10.5M |
| 4 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$10.1M |
| 5 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$9.37M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
IDEX
IEX
|
+$11.6M |
| 2 |
W.W. Grainger
GWW
|
+$11.4M |
| 3 |
RPM International
RPM
|
+$9.37M |
| 4 |
Regions Financial
RF
|
+$7.44M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
401
Exelon
EXC
$47.1B
| $369K | 0.03% |
8,501
-240
| -3% | -$10.7K |
|
402
Liberty Broadband Class C
LBRDK
$4.99B
| $369K | 0.03% |
+3,750
| New | +$336K |
|
403
Targa Resources
TRGP
$57.1B
| $365K | 0.03% |
2,096
+355
| +20% | +$59.6K |
|
|
REFI
404
Chicago Atlantic Real Estate Finance
REFI
$253M
| $360K | 0.03% |
25,764
+2,734
| +12% | +$39.3K |
|
405
Tarsus Pharmaceuticals
TARS
$2.72B
| $356K | 0.03% |
+8,788
| New | +$395K |
|
406
Aramark
ARMK
$15B
| $353K | 0.03% |
+8,433
| New | +$313K |
|
407
Welltower
WELL
$170B
| $353K | 0.03% |
2,294
-19
| -0.8% | -$2.84K |
|
408
UWM Holdings
UWMC
$655M
| $352K | 0.03% |
+85,067
| New | +$374K |
|
409
Joby Aviation
JOBY
$7.3B
| $350K | 0.03% |
+33,128
| New | +$240K |
|
410
Invesco
IVZ
$13.4B
| $348K | 0.03% |
+22,069
| New | +$317K |
|
411
Central Garden & Pet Co
CENT
$2.72B
| $347K | 0.03% |
+9,874
| New | +$349K |
|
412
Progressive
PGR
$123B
| $344K | 0.03% |
1,290
-108
| -8% | -$29.6K |
|
413
Norfolk Southern
NSC
$75.4B
| $344K | 0.03% |
+1,343
| New | +$317K |
|
414
Fulgent Genetics
FLGT
$499M
| $343K | 0.03% |
17,257
+3,087
| +22% | +$60.2K |
|
415
Chesapeake Utilities
CPK
$3.23B
| $342K | 0.03% |
2,841
-78
| -3% | -$9.81K |
|
416
Skyworks Solutions
SWKS
$9.15B
| $340K | 0.03% |
+4,561
| New | +$304K |
|
417
National Presto Industries
NPK
$980M
| $339K | 0.03% |
3,463
+1,083
| +46% | +$94.6K |
|
418
Eagle Bancorp
EGBN
$844M
| $337K | 0.03% |
+17,311
| New | +$321K |
|
419
Kearny Financial
KRNY
$609M
| $337K | 0.03% |
+52,138
| New | +$321K |
|
420
Vale
VALE
$61.9B
| $333K | 0.03% |
+34,306
| New | +$323K |
|
421
CoreCivic
CXW
$3.02B
| $332K | 0.03% |
+15,756
| New | +$340K |
|
422
Peloton Interactive
PTON
$2.81B
| $330K | 0.03% |
+47,584
| New | +$309K |
|
423
Opendoor
OPEN
$3.86B
| $329K | 0.03% |
+637,790
| New | +$461K |
|
|
NESR
424
National Energy Services Reunited Corp
NESR
$2.78B
| $328K | 0.03% |
54,527
+42
| +0.1% | +$260 |
|
425
Vera Therapeutics
VERA
$2.3B
| $325K | 0.03% |
+13,789
| New | +$310K |
|
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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.