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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
+4.25%
1 Year Est. Return
+23.77%
3 Year Est. Return
+63.44%
5 Year Est. Return
+52.26%
10 Year Est. Return
–
AUM
$1.4B
AUM Growth
+$137M
Cap. Flow
+$161M
Cap. Flow %
11.55%
Top 10 Hldgs %
9.94%
Holding
887
New
331
Increased
164
Reduced
139
Closed
246

Top Buys

Rank Stock Value
1
EQIX icon
Equinix
EQIX
+$10.6M
2
AVGO icon
Broadcom
AVGO
+$9.87M
3
RS icon
Reliance Steel & Aluminium
RS
+$9.27M
4
WEX icon
WEX
WEX
+$8.9M
5
CDE icon
Coeur Mining
CDE
+$8.89M

Top Sells

Rank Stock Value
1
SITE icon
SiteOne Landscape Supply
SITE
+$14.9M
2
CRM icon
Salesforce
CRM
+$14M
3
LBRT icon
Liberty Energy
LBRT
+$12.5M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$11.4M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$11.2M

Sector Composition

Rank Sector Weight
1 Industrials 15.79%
2 Consumer Discretionary 14.8%
3 Healthcare 14.72%
4 Technology 13.48%
5 Financials 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KHC icon
751
Kraft Heinz
KHC
$30.7B
– –
-57,550
Closed -$1.4M
KLIC icon
752
Kulicke & Soffa
KLIC
$4.67B
– –
-13,369
Closed -$609K
KOS icon
753
Kosmos Energy
KOS
$1.6B
– –
-231,275
Closed -$210K
KR icon
754
Kroger
KR
$35.4B
– –
-9,167
Closed -$573K
KRE icon
755
State Street SPDR S&P Regional Banking ETF
KRE
$4.5B
– –
-4,279
Closed -$277K
KULR icon
756
KULR Technology Group
KULR
$123M
– –
-43,026
Closed -$127K
LAD icon
757
Lithia Motors
LAD
$8.47B
– –
-5,541
Closed -$1.84M
LAZ icon
758
Lazard
LAZ
$4.13B
– –
-17,437
Closed -$847K
LBTYA icon
759
Liberty Global Class A
LBTYA
$3.62B
– –
-111,458
Closed -$1.24M
LCID icon
760
Lucid Motors
LCID
$2.88B
– –
-155,113
Closed -$1.64M
LH icon
761
Labcorp
LH
$25.4B
– –
-4,969
Closed -$1.25M
LOPE icon
762
Grand Canyon Education
LOPE
$3.85B
– –
-26,451
Closed -$4.4M
LUMN icon
763
Lumen
LUMN
$6.57B
– –
-29,892
Closed -$232K
LXEO icon
764
Lexeo Therapeutics
LXEO
$324M
– –
-68,491
Closed -$680K
MBLY icon
765
Mobileye
MBLY
$2B
– –
-23,819
Closed -$249K
MCHP icon
766
Microchip Technology
MCHP
$40.3B
– –
-55,855
Closed -$3.56M
MDT icon
767
Medtronic
MDT
$109B
– –
-4,119
Closed -$396K
MEI icon
768
Methode Electronics
MEI
$496M
– –
-23,106
Closed -$153K
MLM icon
769
Martin Marietta Materials
MLM
$31.5B
– –
-373
Closed -$232K
MLYS icon
770
Mineralys Therapeutics
MLYS
$2.25B
– –
-22,330
Closed -$810K
MO icon
771
Altria Group
MO
$114B
– –
-14,528
Closed -$838K
MP icon
772
MP Materials
MP
$7.36B
– –
-31,672
Closed -$1.6M
MPC icon
773
Marathon Petroleum
MPC
$92.4B
– –
-1,745
Closed -$284K
MRK icon
774
Merck
MRK
$322B
– –
-2,147
Closed -$226K
MRTN icon
775
Marten Transport
MRTN
$1.21B
– –
-19,013
Closed -$216K
29 30
31
32 33

Similar funds

SP
Steelhead Partners Seattle, Washington $1.39B AUM 0.01% 1-Year Est. Return
ELC
Edgar Lomax Company Kingstowne, Virginia $1.4B AUM 20.67% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
SRAIM
Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada $1.39B AUM 49.24% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
TCC
Trans-Canada Capital Montreal, Quebec, Canada $1.39B AUM 16.61% 1-Year Est. Return
FCP
Fidelis Capital Partners Tampa, Florida $1.4B AUM 31.16% 1-Year Est. Return
SC
Sagefield Capital Dallas, Texas $1.39B AUM 60.14% 1-Year Est. Return

Atom Investors's Q1 2026 Portfolio in Review

As of Q1 2026, Atom Investors held 887 positions worth $1.4B, up 11% from $1.26B the previous quarter. Its ten largest holdings account for 9.9% of the portfolio.

Atom Investors deployed $161M of net new capital in Q1 2026, opening 331 new positions and adding to 164 existing holdings. Its largest new stake was Equinix: 11,954 shares worth $11.7M.

By sector, the portfolio is most concentrated in Industrials at 16% of assets, down from 18% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was SiteOne Landscape Supply, an estimated $14.9M trimmed.

  • Atom Investors's largest Q1 2026 buy was Equinix: 11,954 shares worth $11.7M.
  • Atom Investors added most to Broadcom in Q1 2026, an estimated $9.87M increase.
  • Atom Investors's biggest Q1 2026 reduction was SiteOne Landscape Supply, cutting an estimated $14.9M.
  • Atom Investors fully exited Salesforce in Q1 2026, selling an estimated $14M.
  • Atom Investors's ten largest holdings make up 9.9% of its $1.4B portfolio in Q1 2026.
  • Atom Investors opened 331 new positions and closed 246 in Q1 2026.
  • Atom Investors's portfolio value rose 11% quarter-over-quarter to $1.4B.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.