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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
+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
ACGL icon
551
Arch Capital
ACGL
$34.3B
$292K 0.02%
3,047
-876
-22% -$83.9K
OTIS icon
552
Otis Worldwide
OTIS
$27.4B
$290K 0.02%
3,768
-724
-16% -$63.3K
NTLA icon
553
Intellia Therapeutics
NTLA
$1.49B
$290K 0.02%
22,653
-69,887
-76% -$890K
UNP icon
554
Union Pacific
UNP
$174B
$290K 0.02%
+1,196
New +$293K
NUS icon
555
Nu Skin
NUS
$252M
$288K 0.02%
39,530
+14,861
+60% +$135K
SGU icon
556
Star Group
SGU
$412M
$287K 0.02%
23,368
+2,782
+14% +$35.2K
SHOE
557
Shoe Station Group
SHOE
$413M
$287K 0.02%
18,387
+369
+2% +$7.01K
SXC icon
558
SunCoke Energy
SXC
$720M
$285K 0.02%
+43,739
New +$309K
PARR icon
559
Par Pacific Holdings
PARR
$4.31B
$282K 0.02%
4,498
-20,948
-82% -$938K
CBSH icon
560
Commerce Bancshares
CBSH
$8.53B
$278K 0.02%
5,660
-23,027
-80% -$1.2M
XYZ
561
Block Inc
XYZ
$48.4B
$278K 0.02%
+4,618
New +$281K
HOMB icon
562
Home BancShares
HOMB
$6.23B
$277K 0.02%
+10,285
New +$290K
SYBT icon
563
Stock Yards Bancorp
SYBT
$2.64B
$276K 0.02%
4,165
-78
-2% -$5.2K
AMN icon
564
AMN Healthcare
AMN
$1.3B
$272K 0.02%
+14,849
New +$282K
CPRT icon
565
Copart
CPRT
$27B
$272K 0.02%
+8,180
New +$307K
ENPH icon
566
Enphase Energy
ENPH
$4.96B
$271K 0.02%
+7,176
New +$298K
UNM icon
567
Unum
UNM
$13.6B
$268K 0.02%
+3,672
New +$274K
CMPS
568
Compass Pathways
CMPS
$1.53B
$266K 0.02%
+48,060
New +$323K
VLTO icon
569
Veralto
VLTO
$23B
$262K 0.02%
+2,964
New +$282K
CHD icon
570
Church & Dwight Co
CHD
$23.4B
$261K 0.02%
+2,796
New +$269K
GAMB
571
DELISTED
Gambling.com
GAMB
$261K 0.02%
+67,237
New +$302K
NWBI icon
572
Northwest Bancshares
NWBI
$2.3B
$257K 0.02%
+20,259
New +$255K
PHVS icon
573
Pharvaris
PHVS
$2.28B
$257K 0.02%
+9,100
New +$243K
CPB icon
574
Campbell Soup
CPB
$6.55B
$256K 0.02%
11,500
-100,179
-90% -$2.57M
AIG icon
575
American International
AIG
$41.7B
$256K 0.02%
+3,402
New +$260K
21 22
23
24 25

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.