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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
UBSI icon
451
United Bankshares
UBSI
$6.44B
$725K 0.06%
+15,813
New +$692K
DLB icon
452
Dolby
DLB
$5.5B
$723K 0.06%
13,748
+10,051
+272% +$576K
GABC icon
453
German American Bancorp
GABC
$1.85B
$723K 0.06%
15,225
-7,155
-32% -$315K
GEHC icon
454
GE HealthCare
GEHC
$28.7B
$719K 0.06%
+11,236
New +$739K
TALO icon
455
Talos Energy
TALO
$2.91B
$715K 0.06%
55,417
-310,771
-85% -$4.64M
COO icon
456
Cooper Companies
COO
$10.4B
$713K 0.06%
+9,940
New +$650K
VCYT icon
457
Veracyte
VCYT
$3.1B
$711K 0.06%
12,104
+5,254
+77% +$220K
DLX icon
458
Deluxe
DLX
$1.08B
$710K 0.06%
+29,739
New +$774K
SNPS icon
459
Synopsys
SNPS
$72.5B
$710K 0.06%
1,591
-4,451
-74% -$2.09M
ZM icon
460
Zoom
ZM
$26.8B
$708K 0.06%
8,198
-26,271
-76% -$2.48M
BHF icon
461
Brighthouse Financial
BHF
$2.81B
$706K 0.06%
11,146
+946
+9% +$58.8K
WGO icon
462
Winnebago Industries
WGO
$767M
$700K 0.06%
+22,411
New +$684K
WASH icon
463
Washington Trust Bancorp
WASH
$748M
$699K 0.06%
+19,148
New +$640K
SITC icon
464
SITE Centers
SITC
$153M
$697K 0.06%
+175,639
New +$915K
CURB
465
Curbline Properties
CURB
$3.3B
$696K 0.06%
22,887
-31,363
-58% -$895K
GNW icon
466
Genworth Financial
GNW
$3.81B
$693K 0.06%
+73,126
New +$650K
PBF icon
467
PBF Energy
PBF
$9B
$692K 0.06%
15,207
-17,583
-54% -$732K
GTY
468
Getty Realty Corp
GTY
$1.86B
$687K 0.06%
+20,590
New +$683K
TRTX
469
TPG RE Finance Trust
TRTX
$562M
$682K 0.06%
81,456
+50,019
+159% +$418K
CLF icon
470
Cleveland-Cliffs
CLF
$6.93B
$679K 0.06%
+72,327
New +$795K
DDD icon
471
3D Systems Corp
DDD
$522M
$678K 0.06%
+224,373
New +$611K
OVID icon
472
Ovid Therapeutics
OVID
$523M
$677K 0.06%
+251,836
New +$650K
SDGR icon
473
Schrodinger
SDGR
$1.79B
$677K 0.06%
41,688
-81,313
-66% -$1.09M
EG icon
474
Everest Group
EG
$14.5B
$674K 0.06%
1,887
-1,411
-43% -$483K
FTAI icon
475
FTAI Aviation
FTAI
$19.5B
$672K 0.06%
+2,484
New +$625K
17 18
19
20 21

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KIA
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PDM
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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.