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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
DEO icon
601
Diageo
DEO
$48.3B
$433K 0.04%
+5,387
New +$435K
LEN icon
602
Lennar Class A
LEN
$18.9B
$431K 0.04%
+4,762
New +$426K
PCOR icon
603
Procore
PCOR
$7.9B
$430K 0.04%
10,598
-11,032
-51% -$545K
LTBR icon
604
Lightbridge
LTBR
$228M
$430K 0.04%
+48,975
New +$552K
ANF icon
605
Abercrombie & Fitch
ANF
$5.94B
$429K 0.04%
+4,767
New +$404K
TASK icon
606
TaskUs
TASK
$748M
$427K 0.04%
91,224
-26,614
-23% -$161K
EFX icon
607
Equifax
EFX
$19.2B
$426K 0.04%
+2,686
New +$458K
LMT icon
608
Lockheed Martin
LMT
$124B
$425K 0.04%
835
-10,271
-92% -$5.55M
ATEX icon
609
Anterix
ATEX
$1.49B
$425K 0.04%
4,124
-80,055
-95% -$4.7M
FLGT icon
610
Fulgent Genetics
FLGT
$595M
$421K 0.04%
+20,529
New +$348K
EXE
611
Expand Energy Corp
EXE
$20.5B
$420K 0.04%
4,603
-20,067
-81% -$1.91M
DEA
612
Easterly Government Properties
DEA
$1.1B
$414K 0.04%
+16,625
New +$390K
CARR icon
613
Carrier Global
CARR
$44.7B
$413K 0.04%
+5,637
New +$368K
INGR icon
614
Ingredion
INGR
$6.21B
$405K 0.04%
+4,281
New +$452K
BKNG icon
615
Booking.com
BKNG
$129B
$405K 0.04%
2,271
-16,179
-88% -$2.76M
LOVE
616
LoveSac
LOVE
$211M
$403K 0.04%
24,162
+3,894
+19% +$61.6K
KNX icon
617
Knight Transportation
KNX
$10.7B
$401K 0.04%
+5,146
New +$357K
LDOS icon
618
Leidos
LDOS
$16.2B
$401K 0.04%
+3,890
New +$517K
PTC icon
619
PTC
PTC
$14.2B
$400K 0.04%
+3,521
New +$475K
LKFN icon
620
Lakeland Financial Corp
LKFN
$1.49B
$400K 0.04%
+6,481
New +$391K
CVNA icon
621
Carvana
CVNA
$47.1B
$394K 0.04%
+5,989
New +$424K
SHOE
622
Shoe Station Group
SHOE
$351M
$389K 0.03%
26,262
+7,875
+43% +$134K
L icon
623
Loews
L
$22.2B
$387K 0.03%
+3,421
New +$371K
AGNT
624
AGNT Inc
AGNT
$652M
$386K 0.03%
+71,388
New +$394K
ALRM icon
625
Alarm.com
ALRM
$2.72B
$386K 0.03%
8,266
-7,807
-49% -$350K
23 24
25
26 27

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.