We are live on ! Find out more
AI

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
PLMR icon
476
Palomar
PLMR
$3.71B
$672K 0.06%
5,314
-1,630
-23% -$192K
NDAQ icon
477
Nasdaq
NDAQ
$49.6B
$671K 0.06%
8,509
-32,758
-79% -$2.87M
UPS icon
478
United Parcel Service
UPS
$84B
$669K 0.06%
6,220
-1,447
-19% -$150K
HCKT icon
479
Hackett Group
HCKT
$273M
$667K 0.06%
+61,973
New +$724K
FAC
480
Factorial Energy Inc
FAC
$535M
$665K 0.06%
+59,931
New +$693K
AKR icon
481
Acadia Realty Trust
AKR
$2.67B
$665K 0.06%
+31,785
New +$680K
LEU icon
482
Centrus Energy
LEU
$2.84B
$660K 0.06%
+3,933
New +$735K
NXST icon
483
Nexstar Media Group
NXST
$5.04B
$660K 0.06%
3,694
-2,526
-41% -$473K
MED icon
484
Medifast
MED
$134M
$659K 0.06%
62,119
+1,044
+2% +$12K
TEM
485
Tempus AI
TEM
$12.7B
$655K 0.06%
11,308
+5,864
+108% +$294K
WDC icon
486
Western Digital
WDC
$150B
$655K 0.06%
1,025
-520
-34% -$253K
WABC icon
487
Westamerica Bancorp
WABC
$1.38B
$654K 0.06%
+11,147
New +$617K
HTGC icon
488
Hercules Capital
HTGC
$3.29B
$650K 0.06%
41,230
+16,348
+66% +$254K
BNTC icon
489
Benitec Biopharma
BNTC
$385M
$650K 0.06%
48,591
-3,872
-7% -$45.9K
CGEN icon
490
Compugen
CGEN
$228M
$650K 0.06%
303,526
+258,155
+569% +$647K
AMTB icon
491
Amerant Bancorp
AMTB
$1.15B
$646K 0.06%
+25,316
New +$589K
BKSY icon
492
BlackSky Technology
BKSY
$881M
$645K 0.06%
+23,088
New +$834K
CLOV icon
493
Clover Health Investments
CLOV
$2.42B
$644K 0.06%
122,871
-132,088
-52% -$448K
MWH
494
SOLV Energy Inc
MWH
$5.26B
$638K 0.06%
18,743
-65,037
-78% -$2.36M
VGNT
495
Versigent PLC
VGNT
$3.22B
$636K 0.06%
+15,141
New +$603K
ST icon
496
Sensata Technologies
ST
$6.1B
$636K 0.06%
13,321
-25,565
-66% -$1.16M
SSTK icon
497
Shutterstock
SSTK
$183M
$636K 0.06%
45,580
-45,513
-50% -$717K
UL icon
498
Unilever
UL
$134B
$631K 0.06%
+10,497
New +$607K
AMRZ
499
Amrize Ltd
AMRZ
$21B
$629K 0.06%
+11,797
New +$639K
ATRO icon
500
Astronics
ATRO
$2.85B
$626K 0.06%
+7,705
New +$526K
18 19
20
21 22

Similar funds

KIA
Knollwood Investment Advisory Hunt Valley, Maryland $1.12B AUM 41.02% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
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.