We are live on ! Find out more
AI

Atom Investors Portfolio holdings

AUM $1.4B
1-Year Est. Return 23.77%
This Fund
S&P 500
This Quarter Est. Return
+4.25%
1 Year Est. Return
+23.77%
3 Year Est. Return
+63.44%
5 Year Est. Return
+52.26%
10 Year Est. Return
–
AUM
$1.4B
AUM Growth
+$137M
Cap. Flow
+$161M
Cap. Flow %
11.55%
Top 10 Hldgs %
9.94%
Holding
887
New
331
Increased
164
Reduced
139
Closed
246

Top Buys

Rank Stock Value
1
EQIX icon
Equinix
EQIX
+$10.6M
2
AVGO icon
Broadcom
AVGO
+$9.87M
3
RS icon
Reliance Steel & Aluminium
RS
+$9.27M
4
WEX icon
WEX
WEX
+$8.9M
5
CDE icon
Coeur Mining
CDE
+$8.89M

Top Sells

Rank Stock Value
1
SITE icon
SiteOne Landscape Supply
SITE
+$14.9M
2
CRM icon
Salesforce
CRM
+$14M
3
LBRT icon
Liberty Energy
LBRT
+$12.5M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$11.4M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$11.2M

Sector Composition

Rank Sector Weight
1 Industrials 15.79%
2 Consumer Discretionary 14.8%
3 Healthcare 14.72%
4 Technology 13.48%
5 Financials 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACN icon
501
Accenture
ACN
$102B
$428K 0.03%
+2,159
New +$503K
SWK icon
502
Stanley Black & Decker
SWK
$14.3B
$424K 0.03%
+5,961
New +$479K
WWD icon
503
Woodward
WWD
$21.3B
$420K 0.03%
+1,174
New +$423K
WDC icon
504
Western Digital
WDC
$188B
$418K 0.03%
1,545
-7,358
-83% -$1.92M
ANGI icon
505
Angi Inc
ANGI
$229M
$418K 0.03%
+60,957
New +$611K
PCAR icon
506
PACCAR
PCAR
$69.8B
$417K 0.03%
+3,607
New +$436K
T icon
507
AT&T
T
$159B
$414K 0.03%
+14,268
New +$381K
GBX icon
508
The Greenbrier Companies
GBX
$1.52B
$408K 0.03%
+7,747
New +$409K
DAL icon
509
Delta Air Lines
DAL
$57.5B
$406K 0.03%
+6,114
New +$412K
UHT
510
Universal Health Realty Income Trust
UHT
$603M
$401K 0.03%
+9,903
New +$411K
EMBC icon
511
Embecta
EMBC
$216M
$399K 0.03%
+45,190
New +$471K
PRCT icon
512
Procept Biorobotics
PRCT
$1.06B
$395K 0.03%
15,807
+4,222
+36% +$119K
SNN icon
513
Smith & Nephew
SNN
$13.3B
$392K 0.03%
12,339
– –
ARES icon
514
Ares Management
ARES
$28.9B
$386K 0.03%
+3,541
New +$470K
DG icon
515
Dollar General
DG
$28B
$385K 0.03%
+3,240
New +$462K
RHI icon
516
Robert Half
RHI
$3.87B
$385K 0.03%
15,140
+44
+0.3% +$1.16K
HOLX
517
DELISTED
Hologic
HOLX
$382K 0.03%
+5,054
New +$380K
TBCH
518
Turtle Beach Corp
TBCH
$243M
$379K 0.03%
37,333
-775
-2% -$9.63K
ASB icon
519
Associated Banc-Corp
ASB
$5.83B
$378K 0.03%
+14,616
New +$388K
UPST icon
520
Upstart Holdings
UPST
$2.63B
$373K 0.03%
14,546
-38,148
-72% -$1.34M
JHX icon
521
James Hardie Industries
JHX
$15.3B
$368K 0.03%
19,427
-213,732
-92% -$4.81M
HTGC icon
522
Hercules Capital
HTGC
$3.07B
$368K 0.03%
+24,882
New +$407K
WCN
523
Waste Connections
WCN
$42.2B
$365K 0.03%
+2,246
New +$374K
CRMT icon
524
America's Car Mart
CRMT
$26.6M
$358K 0.03%
28,132
-942
-3% -$20.1K
AXON
525
Axon Enterprise
AXON
$42.5B
$358K 0.03%
843
-2,304
-73% -$1.2M
19 20
21
22 23

Similar funds

SP
Steelhead Partners Seattle, Washington $1.39B AUM 0.01% 1-Year Est. Return
ELC
Edgar Lomax Company Kingstowne, Virginia $1.4B AUM 20.67% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
SRAIM
Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada $1.39B AUM 49.24% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
TCC
Trans-Canada Capital Montreal, Quebec, Canada $1.39B AUM 16.61% 1-Year Est. Return
FCP
Fidelis Capital Partners Tampa, Florida $1.4B AUM 31.16% 1-Year Est. Return
SC
Sagefield Capital Dallas, Texas $1.39B AUM 60.14% 1-Year Est. Return

Atom Investors's Q1 2026 Portfolio in Review

As of Q1 2026, Atom Investors held 887 positions worth $1.4B, up 11% from $1.26B the previous quarter. Its ten largest holdings account for 9.9% of the portfolio.

Atom Investors deployed $161M of net new capital in Q1 2026, opening 331 new positions and adding to 164 existing holdings. Its largest new stake was Equinix: 11,954 shares worth $11.7M.

By sector, the portfolio is most concentrated in Industrials at 16% of assets, down from 18% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was SiteOne Landscape Supply, an estimated $14.9M trimmed.

  • Atom Investors's largest Q1 2026 buy was Equinix: 11,954 shares worth $11.7M.
  • Atom Investors added most to Broadcom in Q1 2026, an estimated $9.87M increase.
  • Atom Investors's biggest Q1 2026 reduction was SiteOne Landscape Supply, cutting an estimated $14.9M.
  • Atom Investors fully exited Salesforce in Q1 2026, selling an estimated $14M.
  • Atom Investors's ten largest holdings make up 9.9% of its $1.4B portfolio in Q1 2026.
  • Atom Investors opened 331 new positions and closed 246 in Q1 2026.
  • Atom Investors's portfolio value rose 11% quarter-over-quarter to $1.4B.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.