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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 | |
|---|---|---|---|---|---|---|
726
Morningstar
MORN
$7.22B
| – | – |
-3,960
| Closed | -$1.19M |
|
727
Meritage Homes
MTH
$4.58B
| – | – |
-17,577
| Closed | -$1.25M |
|
728
MasTec
MTZ
$21.1B
| – | – |
-29,188
| Closed | -$3.41M |
|
729
Murphy Oil
MUR
$5.7B
| – | – |
-11,438
| Closed | -$325K |
|
730
Mueller Water Products
MWA
$3.95B
| – | – |
-63,948
| Closed | -$1.63M |
|
731
N-able
NABL
$882M
| – | – |
-17,796
| Closed | -$126K |
|
732
nCino
NCNO
$2.02B
| – | – |
-30,625
| Closed | -$841K |
|
733
Netflix
NFLX
$299B
| – | – |
-4,580
| Closed | -$427K |
|
734
NOV
NOV
$6.93B
| – | – |
-94,483
| Closed | -$1.44M |
|
735
Nerdy
NRDY
$106M
| – | – |
-10,300
| Closed | -$14.6K |
|
736
Quanex
NX
$819M
| – | – |
-20,071
| Closed | -$373K |
|
737
NXP Semiconductors
NXPI
$57.8B
| – | – |
-6,292
| Closed | -$1.2M |
|
738
Old Dominion Freight Line
ODFL
$44.1B
| – | – |
-4,159
| Closed | -$688K |
|
739
Organon & Co
OGN
$3.56B
| – | – |
-45,919
| Closed | -$684K |
|
740
Olema Pharmaceuticals
OLMA
$1B
| – | – |
-13,499
| Closed | -$50.8K |
|
741
OppFi
OPFI
$800M
| – | – |
-15,376
| Closed | -$143K |
|
742
Ormat Technologies
ORA
$6B
| – | – |
-12,666
| Closed | -$896K |
|
743
Pebblebrook Hotel Trust
PEB
$2.15B
| – | – |
-121,949
| Closed | -$1.24M |
|
744
Procter & Gamble
PG
$336B
| – | – |
-16,403
| Closed | -$2.8M |
|
745
Phathom Pharmaceuticals
PHAT
$708M
| – | – |
-10,394
| Closed | -$65.2K |
|
746
Dave & Buster's
PLAY
$377M
| – | – |
-10,506
| Closed | -$185K |
|
747
Pennant Group
PNTG
$1.4B
| – | – |
-99,454
| Closed | -$2.5M |
|
748
Powell Industries
POWL
$7.6B
| – | – |
-8,928
| Closed | -$507K |
|
749
Praxis Precision Medicines
PRAX
$8.58B
| – | – |
-19,779
| Closed | -$749K |
|
750
Public Storage
PSA
$60.5B
| – | – |
-11,023
| Closed | -$3.3M |
|
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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.