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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
SLDB icon
701
Solid Biosciences
SLDB
$935M
$272K 0.02%
+27,182
New +$206K
KRMN
702
Karman Holdings
KRMN
$4.9B
$271K 0.02%
+5,433
New +$351K
NATH icon
703
Nathan's Famous
NATH
$404M
$271K 0.02%
+2,663
New +$269K
SXC icon
704
SunCoke Energy
SXC
$816M
$271K 0.02%
33,605
-10,134
-23% -$78.3K
FHB icon
705
First Hawaiian
FHB
$3.12B
$270K 0.02%
+9,201
New +$250K
PR
706
Permian Resources
PR
$19.2B
$267K 0.02%
14,502
-99,472
-87% -$2M
GPK icon
707
Graphic Packaging
GPK
$2.86B
$267K 0.02%
25,254
-27,180
-52% -$277K
IFS icon
708
Intercorp Financial Services
IFS
$6.05B
$265K 0.02%
+4,661
New +$231K
BOBS
709
Bobs Discount Furniture
BOBS
$1.91B
$265K 0.02%
+16,770
New +$208K
ADAM
710
Adamas Trust
ADAM
$806M
$265K 0.02%
+28,264
New +$243K
YORW icon
711
York Water
YORW
$535M
$264K 0.02%
+8,607
New +$258K
GBCI icon
712
Glacier Bancorp
GBCI
$5.85B
$264K 0.02%
+5,114
New +$246K
BMRC icon
713
Bank of Marin Bancorp
BMRC
$450M
$263K 0.02%
+9,502
New +$248K
VC icon
714
Visteon
VC
$2.6B
$263K 0.02%
+2,651
New +$290K
MTG icon
715
MGIC Investment
MTG
$6.05B
$263K 0.02%
+9,316
New +$248K
TJX icon
716
TJX Companies
TJX
$135B
$261K 0.02%
1,724
-7,137
-81% -$1.13M
BKH icon
717
Black Hills Corp
BKH
$5.38B
$259K 0.02%
+3,483
New +$257K
UHS icon
718
Universal Health Services
UHS
$10.7B
$258K 0.02%
1,737
-4,025
-70% -$654K
LPLA icon
719
LPL Financial
LPLA
$26.2B
$258K 0.02%
+916
New +$275K
GFL icon
720
GFL Environmental
GFL
$17.9B
$255K 0.02%
+6,936
New +$262K
CLH icon
721
Clean Harbors
CLH
$16.8B
$251K 0.02%
+840
New +$248K
GRPN icon
722
Groupon
GRPN
$786M
$251K 0.02%
+10,426
New +$172K
HIFS icon
723
Hingham Institution for Saving
HIFS
$661M
$251K 0.02%
+816
New +$235K
CPNG icon
724
Coupang
CPNG
$25.9B
$250K 0.02%
14,407
-95,693
-87% -$1.73M
LHX icon
725
L3Harris
LHX
$46.7B
$250K 0.02%
861
-437
-34% -$139K
27 28
29
30 31

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.