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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
SHOP icon
751
Shopify
SHOP
$167B
$227K 0.02%
+1,989
New +$227K
INVH icon
752
Invitation Homes
INVH
$16.1B
$227K 0.02%
+7,512
New +$212K
CURI icon
753
CuriosityStream
CURI
$166M
$227K 0.02%
+85,297
New +$252K
HXL icon
754
Hexcel
HXL
$6.89B
$226K 0.02%
+2,261
New +$205K
SBH icon
755
Sally Beauty Holdings
SBH
$1.5B
$224K 0.02%
+15,869
New +$214K
ASTE icon
756
Astec Industries
ASTE
$942M
$223K 0.02%
+3,649
New +$201K
NDSN icon
757
Nordson
NDSN
$17.2B
$223K 0.02%
738
-10,240
-93% -$2.9M
ARTV
758
Artiva Biotherapeutics
ARTV
$420M
$222K 0.02%
+22,854
New +$208K
GEVO icon
759
Gevo
GEVO
$376M
$220K 0.02%
+146,690
New +$259K
BGS icon
760
B&G Foods
BGS
$255M
$218K 0.02%
54,775
-46,758
-46% -$217K
JPM icon
761
JPMorgan Chase
JPM
$927B
$213K 0.02%
652
-6,635
-91% -$2.06M
AVO icon
762
Mission Produce
AVO
$1.09B
$212K 0.02%
+18,016
New +$228K
IRT icon
763
Independence Realty Trust
IRT
$3.52B
$212K 0.02%
+12,711
New +$206K
EFC
764
Ellington Financial
EFC
$1.63B
$211K 0.02%
+15,490
New +$205K
RLI icon
765
RLI Corp
RLI
$5.56B
$210K 0.02%
+3,559
New +$191K
UIS icon
766
Unisys
UIS
$179M
$210K 0.02%
57,242
-54,022
-49% -$169K
KREF
767
KKR Real Estate Finance Trust
KREF
$449M
$209K 0.02%
30,613
-57,984
-65% -$384K
LINE
768
Lineage Inc
LINE
$8.64B
$209K 0.02%
4,838
-31,681
-87% -$1.25M
SIGA icon
769
SIGA Technologies
SIGA
$223M
$209K 0.02%
+57,464
New +$257K
ARCO icon
770
Arcos Dorados Holdings
ARCO
$1.62B
$208K 0.02%
25,843
-137,005
-84% -$1.18M
OPRA
771
Opera Ltd
OPRA
$1.64B
$208K 0.02%
+10,468
New +$185K
UDR icon
772
UDR
UDR
$11.1B
$207K 0.02%
5,186
-15,232
-75% -$563K
OKE icon
773
Oneok
OKE
$58.4B
$205K 0.02%
+2,358
New +$208K
GTLS
774
DELISTED
Chart Industries
GTLS
$205K 0.02%
+980
New +$204K
AES icon
775
AES
AES
$10.6B
$204K 0.02%
+13,895
New +$202K
29 30
31
32 33

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.