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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
+4.81%
1 Year Est. Return
+23.77%
3 Year Est. Return
+63.44%
5 Year Est. Return
+52.26%
10 Year Est. Return
–
AUM
$1.26B
AUM Growth
-$59.7M
(-4.5%)
Cap. Flow
-$53.1M
Cap. Flow
% of AUM
-4.22%
Top 10 Holdings %
Top 10 Hldgs %
13.02%
Holding
858
New
274
Increased
136
Reduced
131
Closed
302
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$41.7M |
| 2 |
Bio-Techne
TECH
|
+$21.4M |
| 3 |
SiteOne Landscape Supply
SITE
|
+$15.1M |
| 4 |
Casella Waste Systems
CWST
|
+$11.4M |
| 5 |
F5
FFIV
|
+$10.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 2000 ETF
IWM
|
+$97.9M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$67.3M |
| 3 |
iShares Russell 2000 Value ETF
IWN
|
+$40.2M |
| 4 |
State Street SPDR S&P Retail ETF
XRT
|
+$19.5M |
| 5 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$17.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 17.84% |
| 2 | Healthcare | 17.1% |
| 3 | Consumer Discretionary | 15.33% |
| 4 | Technology | 13% |
| 5 | Financials | 7.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
US Bancorp
USB
$98.2B
| $420K | 0.03% |
7,870
-23
| -0.3% | -$1.13K |
|
402
Viridian Therapeutics
VRDN
$2.09B
| $419K | 0.03% |
+13,470
| New | +$369K |
|
403
Bentley Systems
BSY
$10.8B
| $416K | 0.03% |
+10,888
| New | +$496K |
|
404
Compass Therapeutics
CMPX
$344M
| $415K | 0.03% |
77,281
-29,393
| -28% | -$136K |
|
405
Robert Half
RHI
$3.87B
| $410K | 0.03% |
+15,096
| New | +$431K |
|
|
BBBY
406
Bed Bath & Beyond
BBBY
$481M
| $408K | 0.03% |
74,771
+45,382
| +154% | +$329K |
|
407
Smith & Nephew
SNN
$13.3B
| $405K | 0.03% |
12,339
| – | – |
|
408
BigBear.ai
BBAI
$1.34B
| $398K | 0.03% |
+73,613
| New | +$481K |
|
409
Medtronic
MDT
$109B
| $396K | 0.03% |
4,119
+1,774
| +76% | +$172K |
|
410
Microvast
MVST
$269M
| $393K | 0.03% |
140,298
+125,753
| +865% | +$525K |
|
411
Otis Worldwide
OTIS
$27.4B
| $392K | 0.03% |
4,492
-18,416
| -80% | -$1.65M |
|
412
State Street SPDR S&P Homebuilders ETF
XHB
$1.6B
| $387K | 0.03% |
3,759
-138,150
| -97% | -$14.7M |
|
413
Recursion Pharmaceuticals
RXRX
$1.59B
| $386K | 0.03% |
+94,287
| New | +$467K |
|
414
Janux Therapeutics
JANX
$925M
| $386K | 0.03% |
+27,942
| New | +$657K |
|
415
SiriusXM
SIRI
$9.98B
| $383K | 0.03% |
+19,173
| New | +$412K |
|
|
416
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
| $380K | 0.03% |
6,940
-328,203
| -98% | -$17.5M |
|
417
Arch Capital
ACGL
$34.3B
| $376K | 0.03% |
3,923
-113
| -3% | -$10.3K |
|
418
Progressive
PGR
$123B
| $374K | 0.03% |
1,643
-26,477
| -94% | -$5.98M |
|
419
Solventum
SOLV
$14.8B
| $374K | 0.03% |
+4,716
| New | +$361K |
|
420
Welltower
WELL
$169B
| $372K | 0.03% |
+2,005
| New | +$374K |
|
421
C.H. Robinson
CHRW
$17.4B
| $369K | 0.03% |
+2,298
| New | +$339K |
|
422
Exelon
EXC
$47.2B
| $369K | 0.03% |
8,472
-2,369
| -22% | -$108K |
|
423
DTE Energy
DTE
$29.5B
| $367K | 0.03% |
2,843
+1,115
| +65% | +$151K |
|
424
Procept Biorobotics
PRCT
$1.06B
| $364K | 0.03% |
11,585
-11,171
| -49% | -$370K |
|
425
Zillow
Z
$7.79B
| $363K | 0.03% |
5,324
-17,303
| -76% | -$1.25M |
|
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FCP
SC
Atom Investors's Q4 2025 Portfolio in Review
As of Q4 2025, Atom Investors held 858 positions worth $1.26B, down 4.5% from $1.32B the previous quarter. Its ten largest holdings account for 13% of the portfolio.
Atom Investors withdrew a net $53.1M in Q4 2025, closing 302 positions and reducing 131 holdings. Its most notable exit was iShares Russell 2000 ETF, an estimated $97.9M position sold in full.
By sector, the portfolio is most concentrated in Industrials at 18% of assets, up from 11% a quarter earlier, followed by Healthcare and Consumer Discretionary.
Against the trend, Atom Investors opened a new position in Vanguard S&P 500 ETF worth $42M.
- Atom Investors's largest Q4 2025 buy was Vanguard S&P 500 ETF: 67,041 shares worth $42M.
- Atom Investors added most to SiteOne Landscape Supply in Q4 2025, an estimated $15.1M increase.
- Atom Investors's biggest Q4 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $67.3M.
- Atom Investors fully exited iShares Russell 2000 ETF in Q4 2025, selling an estimated $97.9M.
- Atom Investors's ten largest holdings make up 13% of its $1.26B portfolio in Q4 2025.
- Atom Investors opened 274 new positions and closed 302 in Q4 2025.
- Atom Investors's portfolio value fell 4.5% quarter-over-quarter to $1.26B.
Based on Atom Investors's 13F filing for Q4 2025, filed 17 Feb 2026.