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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
+4.81%
1 Year Est. Return
+38.14%
3 Year Est. Return
+83.37%
5 Year Est. Return
+69.22%
10 Year Est. Return
–
AUM
$1.26B
AUM Growth
-$59.7M
Cap. Flow
-$53.1M
Cap. Flow %
-4.22%
Top 10 Hldgs %
13.02%
Holding
858
New
274
Increased
136
Reduced
131
Closed
302

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$41.7M
2
TECH icon
Bio-Techne
TECH
+$21.4M
3
SITE icon
SiteOne Landscape Supply
SITE
+$15.1M
4
CWST icon
Casella Waste Systems
CWST
+$11.4M
5
FFIV icon
F5
FFIV
+$10.8M

Top Sells

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$97.9M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$67.3M
3
IWN icon
iShares Russell 2000 Value ETF
IWN
+$40.2M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$19.5M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$17.5M

Sector Composition

Rank Sector Weight
1 Industrials 17.84%
2 Healthcare 17.1%
3 Consumer Discretionary 15.33%
4 Technology 13%
5 Miscellaneous 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GS icon
676
Goldman Sachs
GS
$273B
– –
-2,062
Closed -$1.64M
GTX icon
677
Garrett Motion
GTX
$4.87B
– –
-14,464
Closed -$197K
HAE icon
678
Haemonetics
HAE
$4.83B
– –
-22,521
Closed -$1.1M
HAIN icon
679
Hain Celestial
HAIN
$53.2M
– –
-136,110
Closed -$215K
HCAT icon
680
Health Catalyst
HCAT
$130M
– –
-22,296
Closed -$63.5K
HCA icon
681
HCA Healthcare
HCA
$93.2B
– –
-2,633
Closed -$1.12M
HD icon
682
Home Depot
HD
$302B
– –
-2,739
Closed -$1.11M
HLI icon
683
Houlihan Lokey
HLI
$9.11B
– –
-27,386
Closed -$5.62M
HROW icon
684
Harrow
HROW
$1.28B
– –
-8,373
Closed -$403K
HTGC icon
685
Hercules Capital
HTGC
$3.29B
– –
-385,594
Closed -$7.29M
HUBB icon
686
Hubbell
HUBB
$23.2B
– –
-20,305
Closed -$8.74M
HUN icon
687
Huntsman Corp
HUN
$1.61B
– –
-28,012
Closed -$252K
HUT
688
Hut 8
HUT
$11.1B
– –
-17,517
Closed -$610K
IBB icon
689
iShares Biotechnology ETF
IBB
$10.3B
– –
-33,539
Closed -$4.84M
IGV icon
690
iShares Expanded Tech-Software Sector ETF
IGV
$13.8B
– –
-66,735
Closed -$7.68M
IHRT icon
691
iHeartMedia
IHRT
$395M
– –
-31,956
Closed -$91.7K
INDA icon
692
iShares MSCI India ETF
INDA
$6.44B
– –
-42,413
Closed -$2.21M
INGN icon
693
Inogen
INGN
$136M
– –
-12,732
Closed -$104K
IOVA icon
694
Iovance Biotherapeutics
IOVA
$4.47B
– –
-113,921
Closed -$247K
IRDM icon
695
Iridium Communications
IRDM
$5.01B
– –
-20,035
Closed -$350K
ITB icon
696
iShares US Home Construction ETF
ITB
$2.11B
– –
-10,379
Closed -$1.11M
IVT icon
697
InvenTrust Properties
IVT
$2.4B
– –
-9,394
Closed -$269K
IWM icon
698
iShares Russell 2000 ETF
IWM
$76.5B
– –
-404,557
Closed -$97.9M
JAMF
699
DELISTED
Jamf
JAMF
– –
-31,538
Closed -$337K
JKS
700
JinkoSolar
JKS
$538M
– –
-8,792
Closed -$211K
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 Q4 2025 Portfolio in Review

As of Q4 2025, Atom Investors held 858 positions worth $1.26B, down 4.5% from $1.32B the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Atom Investors withdrew a net $53.1M in Q4 2025, closing 302 positions and reducing 131 holdings. Its most notable exit was iShares Russell 2000 ETF, an estimated $97.9M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 18% of assets, up from 11% a quarter earlier, followed by Healthcare and Consumer Discretionary.

Against the trend, Atom Investors opened a new position in Vanguard S&P 500 ETF worth $42M.

  • Atom Investors's largest Q4 2025 buy was Vanguard S&P 500 ETF: 67,041 shares worth $42M.
  • Atom Investors added most to SiteOne Landscape Supply in Q4 2025, an estimated $15.1M increase.
  • Atom Investors's biggest Q4 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $67.3M.
  • Atom Investors fully exited iShares Russell 2000 ETF in Q4 2025, selling an estimated $97.9M.
  • Atom Investors's ten largest holdings make up 13% of its $1.26B portfolio in Q4 2025.
  • Atom Investors opened 274 new positions and closed 302 in Q4 2025.
  • Atom Investors's portfolio value fell 4.5% quarter-over-quarter to $1.26B.

Based on Atom Investors's 13F filing for Q4 2025, filed 17 Feb 2026.