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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
+6.76%
1 Year Est. Return
+23.77%
3 Year Est. Return
+63.44%
5 Year Est. Return
+52.26%
10 Year Est. Return
–
AUM
$1.32B
AUM Growth
+$191M
(+17%)
Cap. Flow
+$138M
Cap. Flow
% of AUM
10.48%
Top 10 Holdings %
Top 10 Hldgs %
23.78%
Holding
871
New
284
Increased
149
Reduced
136
Closed
287
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$56.2M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$20.6M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$15.1M |
| 4 |
Middleby
MIDD
|
+$10.2M |
| 5 |
Viper Energy
VNOM
|
+$10.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$11.2M |
| 2 |
American Water Works
AWK
|
+$9.69M |
| 3 |
Chevron
CVX
|
+$9.09M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
+$8.75M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$7.45M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 10.76% |
| 2 | Healthcare | 10.22% |
| 3 | Technology | 9.97% |
| 4 | Consumer Discretionary | 8.96% |
| 5 | Financials | 7.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
MZTI
726
The Marzetti Company
MZTI
$2.93B
| – | – |
-1,190
| Closed | -$206K |
|
|
LAND
727
Gladstone Land Corp
LAND
$350M
| – | – |
-61,303
| Closed | -$623K |
|
728
Leslie's
LESL
$8.9M
| – | – |
-77,854
| Closed | -$654K |
|
729
Labcorp
LH
$25.4B
| – | – |
-2,982
| Closed | -$783K |
|
730
L3Harris
LHX
$51.6B
| – | – |
-1,077
| Closed | -$270K |
|
731
Lennox International
LII
$14.4B
| – | – |
-1,126
| Closed | -$645K |
|
732
Eli Lilly
LLY
$1.02T
| – | – |
-324
| Closed | -$253K |
|
733
Lattice Semiconductor
LSCC
$17.6B
| – | – |
-74,129
| Closed | -$3.63M |
|
734
Lumen
LUMN
$6.57B
| – | – |
-13,857
| Closed | -$60.7K |
|
735
Pulmonx
LUNG
$68.8M
| – | – |
-18,191
| Closed | -$47.1K |
|
736
LXP Industrial Trust
LXP
$3.57B
| – | – |
-21,103
| Closed | -$872K |
|
737
Mastercard
MA
$506B
| – | – |
-786
| Closed | -$442K |
|
738
Manhattan Associates
MANH
$11.2B
| – | – |
-6,015
| Closed | -$1.19M |
|
739
Masco
MAS
$14.1B
| – | – |
-3,360
| Closed | -$216K |
|
740
Mativ Holdings
MATV
$481M
| – | – |
-438,708
| Closed | -$2.99M |
|
741
McDonald's
MCD
$192B
| – | – |
-1,601
| Closed | -$468K |
|
742
Mondelez International
MDLZ
$79.5B
| – | – |
-8,025
| Closed | -$541K |
|
743
Magna International
MGA
$18.7B
| – | – |
-56,385
| Closed | -$2.18M |
|
744
MarketAxess Holdings
MKTX
$5.71B
| – | – |
-19,261
| Closed | -$4.3M |
|
|
MPT
745
Medical Properties Trust
MPT
$2.77B
| – | – |
-221,509
| Closed | -$955K |
|
746
Marten Transport
MRTN
$1.21B
| – | – |
-15,404
| Closed | -$200K |
|
|
MRUS
747
DELISTED
Merus
MRUS
| – | – |
-73,789
| Closed | -$3.88M |
|
748
Morgan Stanley
MS
$331B
| – | – |
-6,234
| Closed | -$878K |
|
749
MSCI
MSCI
$41.6B
| – | – |
-3,492
| Closed | -$2.01M |
|
750
Match Group
MTCH
$9.19B
| – | – |
-15,884
| Closed | -$491K |
|
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Atom Investors's Q3 2025 Portfolio in Review
As of Q3 2025, Atom Investors held 871 positions worth $1.32B, up 17% from $1.13B the previous quarter. Its ten largest holdings account for 24% of the portfolio.
Atom Investors deployed $138M of net new capital in Q3 2025, opening 284 new positions and adding to 149 existing holdings. Its largest new stake was Invesco QQQ Trust: 26,313 shares worth $15.8M.
By sector, the portfolio is most concentrated in Industrials at 11% of assets, up from 8.8% a quarter earlier, followed by Healthcare and Technology.
On the sell side, the largest reduction was State Street Financial Select Sector SPDR ETF, an estimated $11.2M trimmed.
- Atom Investors's largest Q3 2025 buy was Invesco QQQ Trust: 26,313 shares worth $15.8M.
- Atom Investors added most to State Street SPDR S&P 500 ETF Trust in Q3 2025, an estimated $56.2M increase.
- Atom Investors's biggest Q3 2025 reduction was State Street Financial Select Sector SPDR ETF, cutting an estimated $11.2M.
- Atom Investors fully exited Chevron in Q3 2025, selling an estimated $9.09M.
- Atom Investors's ten largest holdings make up 24% of its $1.32B portfolio in Q3 2025.
- Atom Investors opened 284 new positions and closed 287 in Q3 2025.
- Atom Investors's portfolio value rose 17% quarter-over-quarter to $1.32B.
Based on Atom Investors's 13F filing for Q3 2025, filed 14 Nov 2025.