We are live on ! Find out more
AI

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
JBL icon
926
Jabil
JBL
$31.1B
– –
-1,887
Closed -$501K
JHX icon
927
James Hardie Industries
JHX
$15.6B
– –
-19,427
Closed -$368K
KALV
928
DELISTED
KalVista Pharmaceuticals
KALV
– –
-245,993
Closed -$4.95M
KMB icon
929
Kimberly-Clark
KMB
$32.6B
– –
-50,699
Closed -$4.89M
KNTK icon
930
Kinetik
KNTK
$4.33B
– –
-6,421
Closed -$311K
KO icon
931
Coca-Cola
KO
$378B
– –
-17,278
Closed -$1.31M
KVUE icon
932
Kenvue
KVUE
$34.2B
– –
-12,681
Closed -$219K
LEG
933
DELISTED
Leggett & Platt
LEG
– –
-25,550
Closed -$252K
LFMD icon
934
LifeMD
LFMD
$155M
– –
-16,642
Closed -$60.1K
LITE icon
935
Lumentum
LITE
$82.5B
– –
-5,013
Closed -$3.52M
MARA icon
936
Marathon Digital Holdings
MARA
$4.26B
– –
-77,755
Closed -$634K
MCD icon
937
McDonald's
MCD
$176B
– –
-12,308
Closed -$3.83M
MCO icon
938
Moody's
MCO
$80.6B
– –
-4,771
Closed -$2.08M
MCS icon
939
Marcus Corp
MCS
$849M
– –
-11,385
Closed -$195K
MDU icon
940
MDU Resources
MDU
$3.92B
– –
-105,403
Closed -$2.18M
META icon
941
Meta Platforms (Facebook)
META
$1.72T
– –
-7,161
Closed -$4.1M
MKC icon
942
McCormick & Company Non-Voting
MKC
$13.5B
– –
-10,699
Closed -$540K
MLKN icon
943
MillerKnoll
MLKN
$1.44B
– –
-86,651
Closed -$1.25M
MNST icon
944
Monster Beverage
MNST
$87.3B
– –
-30,216
Closed -$1.09M
MOH icon
945
Molina Healthcare
MOH
$10.6B
– –
-6,223
Closed -$830K
MS icon
946
Morgan Stanley
MS
$318B
– –
-8,150
Closed -$1.34M
MTCH icon
947
Match Group
MTCH
$10B
– –
-83,252
Closed -$2.56M
MTD icon
948
Mettler-Toledo International
MTD
$27.6B
– –
-673
Closed -$849K
MTSI icon
949
MACOM Technology Solutions
MTSI
$19.2B
– –
-5,201
Closed -$1.15M
MVIS icon
950
Microvision
MVIS
$49.9M
– –
-2,476
Closed -$23.8K
36 37
38
39 40

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.