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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
CSL icon
526
Carlisle Companies
CSL
$12.6B
$578K 0.05%
1,593
-26,095
-94% -$9.14M
HIW icon
527
Highwoods Properties
HIW
$3.39B
$578K 0.05%
+19,150
New +$496K
MET icon
528
MetLife
MET
$61.8B
$575K 0.05%
+6,792
New +$548K
WULF icon
529
TeraWulf
WULF
$7.68B
$571K 0.05%
+23,117
New +$532K
SU icon
530
Suncor Energy
SU
$80.6B
$571K 0.05%
10,632
-24,608
-70% -$1.56M
MDT icon
531
Medtronic
MDT
$118B
$568K 0.05%
+7,255
New +$585K
POR icon
532
Portland General Electric
POR
$5.63B
$567K 0.05%
10,930
-41,859
-79% -$2.12M
AYI icon
533
Acuity Brands
AYI
$8.89B
$559K 0.05%
+1,485
New +$440K
NI icon
534
NiSource
NI
$19.5B
$558K 0.05%
+11,735
New +$555K
CORZ icon
535
Core Scientific
CORZ
$5.42B
$555K 0.05%
21,696
+6,871
+46% +$162K
NVR icon
536
NVR
NVR
$16.5B
$552K 0.05%
81
-17
-17% -$108K
MCK icon
537
McKesson
MCK
$103B
$552K 0.05%
730
-43
-6% -$34.1K
MSEX icon
538
Middlesex Water
MSEX
$1.06B
$548K 0.05%
9,756
+3,838
+65% +$202K
PSNL icon
539
Personalis
PSNL
$1.72B
$546K 0.05%
+40,763
New +$332K
WHK
540
WhiteHawk Minerals Corp
WHK
$650M
$541K 0.05%
+19,460
New +$528K
HOPE icon
541
Hope Bancorp
HOPE
$1.78B
$540K 0.05%
+39,504
New +$495K
LBRT icon
542
Liberty Energy
LBRT
$3.14B
$540K 0.05%
20,602
-2,239
-10% -$67K
INTR icon
543
Inter&Co
INTR
$2.41B
$532K 0.05%
+97,889
New +$658K
GE icon
544
GE Aerospace
GE
$325B
$530K 0.05%
1,418
-5,059
-78% -$1.58M
AEP icon
545
American Electric Power
AEP
$65.7B
$528K 0.05%
+3,858
New +$508K
KMI icon
546
Kinder Morgan
KMI
$68.4B
$528K 0.05%
16,509
-110,366
-87% -$3.56M
NGVC icon
547
Vitamin Cottage Natural Grocers
NGVC
$672M
$527K 0.05%
+17,002
New +$489K
AMCX icon
548
AMC Global Media
AMCX
$501M
$526K 0.05%
52,724
-16,656
-24% -$148K
NTLA icon
549
Intellia Therapeutics
NTLA
$1.61B
$525K 0.05%
31,022
+8,369
+37% +$117K
FHN icon
550
First Horizon
FHN
$11.3B
$524K 0.05%
20,455
-129,245
-86% -$3.15M
20 21
22
23 24

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.