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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
DAN icon
626
Dana Inc
DAN
$3.22B
$386K 0.03%
14,188
-60,075
-81% -$2.05M
INSW icon
627
International Seaways
INSW
$5.42B
$384K 0.03%
+5,015
New +$406K
ORCL icon
628
Oracle
ORCL
$433B
$384K 0.03%
+2,619
New +$475K
POWL icon
629
Powell Industries
POWL
$6.47B
$383K 0.03%
+1,339
New +$363K
BLD
630
DELISTED
TopBuild
BLD
$383K 0.03%
+1,080
New +$445K
PFBC icon
631
Preferred Bank
PFBC
$1.26B
$382K 0.03%
+3,597
New +$345K
TROX icon
632
Tronox
TROX
$685M
$379K 0.03%
+60,156
New +$510K
ULTA icon
633
Ulta Beauty
ULTA
$22.7B
$378K 0.03%
838
-61
-7% -$31K
EXPE icon
634
Expedia Group
EXPE
$34.4B
$377K 0.03%
+1,473
New +$350K
OLN icon
635
Olin
OLN
$1.94B
$375K 0.03%
+18,939
New +$495K
FULT icon
636
Fulton Financial
FULT
$4.48B
$373K 0.03%
+15,429
New +$338K
RPC
637
Ridgepost Capital
RPC
$872M
$372K 0.03%
+47,224
New +$376K
APO icon
638
Apollo Global Management
APO
$73.5B
$370K 0.03%
3,128
-54,065
-95% -$6.8M
TALK
639
DELISTED
Talkspace
TALK
$368K 0.03%
+70,820
New +$368K
NIQ
640
NIQ Global Intelligence PLC
NIQ
$5.26B
$368K 0.03%
39,357
-67,765
-63% -$655K
HSY icon
641
Hershey
HSY
$34.3B
$366K 0.03%
+2,085
New +$393K
SN icon
642
SharkNinja
SN
$24B
$365K 0.03%
2,400
-6,062
-72% -$726K
GWW icon
643
W.W. Grainger
GWW
$59.3B
$365K 0.03%
268
-2,720
-91% -$3.35M
PICS
644
PicS N.V.
PICS
$1.26B
$363K 0.03%
34,158
-24,070
-41% -$273K
V icon
645
Visa
V
$693B
$360K 0.03%
1,049
-5,702
-84% -$1.83M
NVAX icon
646
Novavax
NVAX
$1.54B
$360K 0.03%
38,175
+26,024
+214% +$233K
BF.B icon
647
Brown-Forman Class B
BF.B
$11.8B
$359K 0.03%
+13,486
New +$363K
YUMC icon
648
Yum China
YUMC
$14B
$359K 0.03%
+8,779
New +$402K
WTRG icon
649
Essential Utilities
WTRG
$11.7B
$358K 0.03%
+9,350
New +$357K
ACRE
650
Ares Commercial Real Estate
ACRE
$240M
$357K 0.03%
+79,416
New +$392K
24 25
26
27 28

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.