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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
BHRB icon
676
Burke & Herbert Financial Services Corp
BHRB
$1.42B
$318K 0.03%
+4,427
New +$286K
WSC icon
677
WillScot Mobile Mini Holdings
WSC
$3.27B
$317K 0.03%
+10,987
New +$266K
PPL
678
PPL Corp
PPL
$25.1B
$315K 0.03%
8,679
-168,403
-95% -$6.22M
BLKB icon
679
Blackbaud
BLKB
$2.03B
$315K 0.03%
10,643
-3,918
-27% -$129K
GLW icon
680
Corning
GLW
$124B
$315K 0.03%
1,232
-4,451
-78% -$810K
NBHC icon
681
National Bank Holdings
NBHC
$1.84B
$314K 0.03%
+7,071
New +$299K
FFBC icon
682
First Financial Bancorp
FFBC
$3.38B
$312K 0.03%
+9,232
New +$282K
TMHC
683
DELISTED
Taylor Morrison
TMHC
$307K 0.03%
4,283
-1,079
-20% -$68.5K
HUBS icon
684
HubSpot
HUBS
$11.8B
$304K 0.03%
1,668
-22,417
-93% -$4.69M
VRNS icon
685
Varonis Systems
VRNS
$5.37B
$304K 0.03%
+7,252
New +$213K
SCSC icon
686
Scansource
SCSC
$1.14B
$303K 0.03%
5,824
-29,973
-84% -$1.31M
MKTX icon
687
MarketAxess Holdings
MKTX
$5.75B
$303K 0.03%
+2,669
New +$380K
HURN icon
688
Huron Consulting
HURN
$2.45B
$300K 0.03%
3,330
-18,642
-85% -$2.14M
IBOC icon
689
International Bancshares
IBOC
$4.41B
$297K 0.03%
+3,912
New +$284K
EQT icon
690
EQT Corp
EQT
$31.5B
$296K 0.03%
+5,564
New +$312K
GLNG icon
691
Golar LNG
GLNG
$5.14B
$291K 0.03%
5,844
-25,322
-81% -$1.34M
ADNT icon
692
Adient
ADNT
$1.41B
$290K 0.03%
15,783
-59,052
-79% -$1.26M
TRST
693
Trustco Bank Corp NY
TRST
$977M
$289K 0.03%
+5,266
New +$261K
SPNT icon
694
SiriusPoint
SPNT
$2.84B
$286K 0.03%
+11,902
New +$273K
BLK icon
695
Blackrock
BLK
$161B
$286K 0.03%
+297
New +$307K
RKLB icon
696
Rocket Lab Corp
RKLB
$40.7B
$280K 0.02%
+2,756
New +$275K
IE icon
697
Ivanhoe Electric
IE
$1.43B
$273K 0.02%
+28,377
New +$358K
NFG icon
698
National Fuel Gas
NFG
$7.64B
$272K 0.02%
+3,527
New +$292K
HROW icon
699
Harrow
HROW
$1.28B
$272K 0.02%
+6,398
New +$238K
WYNN icon
700
Wynn Resorts
WYNN
$8.67B
$272K 0.02%
2,797
-2,706
-49% -$279K
26 27
28
29 30

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.