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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
CPF icon
776
Central Pacific Financial
CPF
$967M
$202K 0.02%
+5,282
New +$184K
GOOGL icon
777
Alphabet (Google) Class A
GOOGL
$4.19T
$200K 0.02%
+561
New +$202K
DFH icon
778
Dream Finders Homes
DFH
$1.09B
$187K 0.02%
+10,862
New +$160K
CMRC
779
Commerce.com Inc Series 1
CMRC
$284M
$185K 0.02%
62,462
+51,498
+470% +$148K
ARLO icon
780
Arlo Technologies
ARLO
$1.44B
$185K 0.02%
+13,690
New +$185K
LZ icon
781
LegalZoom.com
LZ
$1.04B
$184K 0.02%
+29,987
New +$184K
LENZ
782
LENZ Therapeutics
LENZ
$130M
$181K 0.02%
+31,826
New +$257K
XRX icon
783
Xerox
XRX
$457M
$178K 0.02%
56,936
-506,706
-90% -$1.27M
IBIO icon
784
iBio
IBIO
$75.9M
$178K 0.02%
+101,557
New +$182K
NFBK
785
DELISTED
Northfield Bancorp
NFBK
$173K 0.02%
+11,776
New +$167K
VIPS icon
786
Vipshop
VIPS
$5.82B
$169K 0.02%
+12,781
New +$183K
AZ icon
787
A2Z Smart Technologies
AZ
$247M
$168K 0.01%
+28,838
New +$197K
GDYN icon
788
Grid Dynamics Holdings
GDYN
$651M
$167K 0.01%
29,384
+17,277
+143% +$107K
BLND icon
789
Blend Labs
BLND
$315M
$159K 0.01%
+92,709
New +$148K
RKT icon
790
Rocket Companies
RKT
$36.7B
$158K 0.01%
10,063
-178,247
-95% -$2.57M
ABEO icon
791
Abeona Therapeutics
ABEO
$307M
$154K 0.01%
+24,870
New +$137K
FLO icon
792
Flowers Foods
FLO
$1.3B
$153K 0.01%
19,419
-10,773
-36% -$86.2K
SERV
793
Serve Robotics
SERV
$372M
$152K 0.01%
+23,116
New +$193K
GSBD icon
794
Goldman Sachs BDC
GSBD
$1.1B
$152K 0.01%
+15,985
New +$148K
METC icon
795
Ramaco Resources Class A
METC
$628M
$147K 0.01%
+11,089
New +$162K
ACIC icon
796
American Coastal Insurance
ACIC
$434M
$144K 0.01%
+13,011
New +$144K
NUS icon
797
Nu Skin
NUS
$223M
$140K 0.01%
26,530
-13,000
-33% -$83.1K
ORC
798
Orchid Island Capital
ORC
$1.19B
$137K 0.01%
19,691
-5,105
-21% -$35.2K
HNST icon
799
The Honest Company
HNST
$573M
$126K 0.01%
34,389
-180,675
-84% -$609K
CAL icon
800
Caleres
CAL
$415M
$125K 0.01%
+10,134
New +$131K
30 31
32
33 34

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.