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Atom Investors Portfolio holdings
AUM
$1.4B
1-Year Est. Return
23.77%
This Fund
S&P 500
This Quarter
Est. Return
+6.11%
1 Year Est. Return
+23.77%
3 Year Est. Return
+63.44%
5 Year Est. Return
+52.26%
10 Year Est. Return
–
AUM
$1.13B
AUM Growth
+$316M
(+39%)
Cap. Flow
+$268M
Cap. Flow
% of AUM
23.73%
Top 10 Holdings %
Top 10 Hldgs %
21.28%
Holding
808
New
320
Increased
136
Reduced
119
Closed
221
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 2000 ETF
IWM
|
+$60.7M |
| 2 |
State Street SPDR S&P Retail ETF
XRT
|
+$11.6M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$10.5M |
| 4 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$10.1M |
| 5 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$9.37M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
IDEX
IEX
|
+$11.6M |
| 2 |
W.W. Grainger
GWW
|
+$11.4M |
| 3 |
RPM International
RPM
|
+$9.37M |
| 4 |
Regions Financial
RF
|
+$7.44M |
| 5 |
Masco
MAS
|
+$7.39M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 11.38% |
| 2 | Technology | 10.49% |
| 3 | Healthcare | 9.62% |
| 4 | Financials | 9.12% |
| 5 | Industrials | 8.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
JAMF
701
DELISTED
Jamf
JAMF
| – | – |
-38,367
| Closed | -$466K |
|
702
Johnson Controls International
JCI
$88.8B
| – | – |
-5,978
| Closed | -$479K |
|
703
US Global Jets ETF
JETS
$776M
| – | – |
-55,618
| Closed | -$1.16M |
|
704
Kadant
KAI
$3.63B
| – | – |
-1,388
| Closed | -$468K |
|
705
Keysight
KEYS
$54.5B
| – | – |
-10,140
| Closed | -$1.52M |
|
706
Kimco Realty
KIM
$17.2B
| – | – |
-27,397
| Closed | -$582K |
|
707
KKR & Co
KKR
$91.1B
| – | – |
-7,126
| Closed | -$824K |
|
708
Kroger
KR
$35.4B
| – | – |
-10,569
| Closed | -$715K |
|
|
LAC
709
Lithium Americas
LAC
$1.01B
| – | – |
-58,357
| Closed | -$158K |
|
|
LADR
710
Ladder Capital
LADR
$1.21B
| – | – |
-66,223
| Closed | -$756K |
|
711
Lowe's Companies
LOW
$117B
| – | – |
-1,416
| Closed | -$330K |
|
712
lululemon athletica
LULU
$13.5B
| – | – |
-913
| Closed | -$258K |
|
713
Southwest Airlines
LUV
$22B
| – | – |
-50,742
| Closed | -$1.7M |
|
714
Las Vegas Sands
LVS
$31.7B
| – | – |
-137,948
| Closed | -$5.33M |
|
715
Lamb Weston
LW
$7.22B
| – | – |
-49,919
| Closed | -$2.66M |
|
716
LegalZoom.com
LZ
$1.35B
| – | – |
-146,497
| Closed | -$1.26M |
|
717
Lifezone Metals
LZM
$305M
| – | – |
-10,580
| Closed | -$44.2K |
|
718
Mama's Creations
MAMA
$857M
| – | – |
-28,092
| Closed | -$183K |
|
|
ONT
719
Onterris Inc
ONT
$759M
| – | – |
-46,591
| Closed | -$664K |
|
|
CD
720
Chaince Digital Holdings
CD
$222M
| – | – |
-19,419
| Closed | -$104K |
|
721
Mohawk Industries
MHK
$7.5B
| – | – |
-5,037
| Closed | -$575K |
|
722
Mueller Industries
MLI
$14.7B
| – | – |
-7,536
| Closed | -$287K |
|
723
Monster Beverage
MNST
$94.3B
| – | – |
-6,903
| Closed | -$404K |
|
724
Altria Group
MO
$114B
| – | – |
-29,152
| Closed | -$1.75M |
|
|
MODV
725
DELISTED
ModivCare
MODV
| – | – |
-30,126
| Closed | -$39.6K |
|
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Atom Investors's Q2 2025 Portfolio in Review
As of Q2 2025, Atom Investors held 808 positions worth $1.13B, up 39% from $813M the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Atom Investors deployed $268M of net new capital in Q2 2025, opening 320 new positions and adding to 136 existing holdings. Its largest new stake was Invesco S&P 500 Equal Weight ETF: 60,792 shares worth $11M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 11% of assets, down from 12% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was IDEX, an estimated $11.6M trimmed.
- Atom Investors's largest Q2 2025 buy was Invesco S&P 500 Equal Weight ETF: 60,792 shares worth $11M.
- Atom Investors added most to iShares Russell 2000 ETF in Q2 2025, an estimated $60.7M increase.
- Atom Investors's biggest Q2 2025 reduction was IDEX, cutting an estimated $11.6M.
- Atom Investors fully exited W.W. Grainger in Q2 2025, selling an estimated $11.4M.
- Atom Investors's ten largest holdings make up 21% of its $1.13B portfolio in Q2 2025.
- Atom Investors opened 320 new positions and closed 221 in Q2 2025.
- Atom Investors's portfolio value rose 39% quarter-over-quarter to $1.13B.
Based on Atom Investors's 13F filing for Q2 2025, filed 14 Aug 2025.