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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 | |
|---|---|---|---|---|---|---|
26
Dycom Industries
DY
$12B
| $7.12M | 0.63% |
29,144
-6,808
| -19% | -$1.34M |
|
27
Hercules Capital
HTGC
$3.07B
| $7.1M | 0.63% |
388,483
+331,585
| +583% | +$5.87M |
|
28
State Street SPDR S&P Biotech ETF
XBI
$9.95B
| $6.97M | 0.62% |
84,064
+21,580
| +35% | +$1.72M |
|
29
Lumentum
LITE
$55.5B
| $6.91M | 0.61% |
72,652
-39,439
| -35% | -$2.8M |
|
30
STMicroelectronics
STM
$46.7B
| $6.79M | 0.6% |
223,373
+24,196
| +12% | +$600K |
|
31
Elevance Health
ELV
$81.5B
| $6.65M | 0.59% |
17,105
+4,008
| +31% | +$1.61M |
|
32
Zebra Technologies
ZBRA
$14B
| $6.28M | 0.56% |
+20,353
| New | +$5.53M |
|
33
Stride
LRN
$3.41B
| $6.24M | 0.55% |
+43,002
| New | +$6.22M |
|
|
LINE
34
Lineage Inc
LINE
$9.65B
| $6.17M | 0.55% |
141,711
+43,267
| +44% | +$2.09M |
|
35
iShares US Home Construction ETF
ITB
$2.26B
| $5.94M | 0.53% |
+63,733
| New | +$5.82M |
|
36
TriMas Corp
TRS
$1.43B
| $5.91M | 0.52% |
206,606
+9,792
| +5% | +$240K |
|
37
Pinnacle West Capital
PNW
$12.2B
| $5.74M | 0.51% |
64,169
+36,883
| +135% | +$3.37M |
|
38
State Street Energy Select Sector SPDR ETF
XLE
$39.6B
| $5.73M | 0.51% |
135,024
+26,468
| +24% | +$1.1M |
|
39
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.65B
| $5.69M | 0.5% |
45,217
+33,536
| +287% | +$4.02M |
|
40
Perrigo
PRGO
$1.4B
| $5.66M | 0.5% |
211,769
+161,139
| +318% | +$4.22M |
|
41
ABM Industries
ABM
$2.81B
| $5.56M | 0.49% |
+117,869
| New | +$5.7M |
|
42
DexCom
DXCM
$31.5B
| $5.55M | 0.49% |
+63,582
| New | +$4.98M |
|
43
Essential Utilities
WTRG
$11.3B
| $5.49M | 0.49% |
147,774
+4,043
| +3% | +$157K |
|
44
OSI Systems
OSIS
$3.65B
| $5.46M | 0.48% |
24,295
-13,984
| -37% | -$2.98M |
|
45
VanEck Oil Services ETF
OIH
$2.06B
| $5.37M | 0.48% |
23,301
+10,285
| +79% | +$2.31M |
|
46
Phinia Inc
PHIN
$2.7B
| $5.27M | 0.47% |
118,499
+20,110
| +20% | +$848K |
|
47
Ventas
VTR
$48B
| $5.27M | 0.47% |
+83,473
| New | +$5.45M |
|
48
Air Products & Chemicals
APD
$65.7B
| $5.08M | 0.45% |
+17,996
| New | +$4.92M |
|
49
S&P Global
SPGI
$121B
| $5M | 0.44% |
9,477
-477
| -5% | -$238K |
|
50
Cedar Fair
FUN
$1.77B
| $4.99M | 0.44% |
164,141
-10,964
| -6% | -$367K |
|
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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.