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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
Cap. Flow
+$138M
Cap. Flow %
10.48%
Top 10 Hldgs %
23.78%
Holding
871
New
284
Increased
149
Reduced
136
Closed
287

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$56.2M
2
IWM icon
iShares Russell 2000 ETF
IWM
+$20.6M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$15.1M
4
MIDD icon
Middleby
MIDD
+$10.2M
5
VNOM icon
Viper Energy
VNOM
+$10.2M

Top Sells

Rank Stock Value
1
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$11.2M
2
AWK icon
American Water Works
AWK
+$9.69M
3
CVX icon
Chevron
CVX
+$9.09M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$8.75M
5
GOOGL icon
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
RDUS
776
DELISTED
Radius Recycling
RDUS
– –
-12,790
Closed -$380K
REAL icon
777
The RealReal
REAL
$1.46B
– –
-41,290
Closed -$198K
REFI
778
Chicago Atlantic Real Estate Finance
REFI
$248M
– –
-25,764
Closed -$360K
RF icon
779
Regions Financial
RF
$26.4B
– –
-166,624
Closed -$3.92M
RITM icon
780
Rithm Capital
RITM
$5.52B
– –
-10,524
Closed -$119K
ROG icon
781
Rogers Corp
ROG
$2.21B
– –
-15,106
Closed -$1.03M
ROOT icon
782
Root
ROOT
$857M
– –
-2,389
Closed -$306K
RRC icon
783
Range Resources
RRC
$9.38B
– –
-21,579
Closed -$878K
RUN icon
784
Sunrun
RUN
$2.34B
– –
-32,410
Closed -$265K
RYTM icon
785
Rhythm Pharmaceuticals
RYTM
$6.81B
– –
-14,866
Closed -$939K
S icon
786
SentinelOne
S
$6.53B
– –
-11,292
Closed -$206K
SCS
787
DELISTED
Steelcase
SCS
– –
-15,569
Closed -$162K
SGMT icon
788
Sagimet Biosciences
SGMT
$439M
– –
-20,393
Closed -$155K
SHEL icon
789
Shell
SHEL
$254B
– –
-48,776
Closed -$3.43M
SKT icon
790
Tanger
SKT
$4.67B
– –
-34,485
Closed -$1.05M
SKY icon
791
Champion Homes
SKY
$4.37B
– –
-56,768
Closed -$3.55M
SKYT icon
792
SkyWater Technology
SKYT
$1.6B
– –
-14,652
Closed -$144K
SLNO
793
DELISTED
Soleno Therapeutics
SLNO
– –
-11,777
Closed -$987K
SLQT icon
794
SelectQuote
SLQT
$132M
– –
-20,529
Closed -$48.9K
SLS icon
795
SELLAS Life Sciences
SLS
$1.97B
– –
-54,624
Closed -$120K
SMG icon
796
ScottsMiracle-Gro
SMG
$3.82B
– –
-6,315
Closed -$417K
SN icon
797
SharkNinja
SN
$22.9B
– –
-7,830
Closed -$775K
SNBR
798
DELISTED
Sleep Number
SNBR
– –
-91,070
Closed -$615K
SNDX icon
799
Syndax Pharmaceuticals
SNDX
$1.69B
– –
-13,104
Closed -$123K
SNPS icon
800
Synopsys
SNPS
$74.4B
– –
-1,205
Closed -$618K
30 31
32
33 34

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 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.