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
FELE icon
76
Franklin Electric
FELE
$4.25B
$3.05M 0.27%
28,478
-1,978
-6% -$199K
BMRN icon
77
BioMarin Pharmaceuticals
BMRN
$12.5B
$3.03M 0.27%
52,916
+12,890
+32% +$706K
AFG icon
78
American Financial Group
AFG
$11.9B
$3.02M 0.27%
21,555
-2,533
-11% -$336K
KOD icon
79
Kodiak Sciences
KOD
$2.06B
$2.99M 0.27%
76,843
-113,930
-60% -$4.43M
AEBI
80
Aebi Schmidt Holding AG
AEBI
$930M
$2.99M 0.27%
238,015
+12,166
+5% +$144K
CWST icon
81
Casella Waste Systems
CWST
$5.73B
$2.98M 0.27%
30,778
-21,581
-41% -$1.84M
UHT
82
Universal Health Realty Income Trust
UHT
$567M
$2.95M 0.26%
67,302
+57,399
+580% +$2.36M
STX icon
83
Seagate
STX
$178B
$2.94M 0.26%
+3,050
New +$2.33M
ERAS icon
84
Erasca
ERAS
$5.37B
$2.93M 0.26%
159,811
-185,776
-54% -$2.66M
KR icon
85
Kroger
KR
$36.4B
$2.89M 0.26%
+52,123
New +$3.4M
APEI icon
86
American Public Education
APEI
$813M
$2.88M 0.26%
53,680
-14,071
-21% -$773K
PG icon
87
Procter & Gamble
PG
$341B
$2.87M 0.26%
+19,581
New +$2.85M
APG icon
88
APi Group
APG
$15.9B
$2.87M 0.26%
+67,799
New +$2.96M
IMVT icon
89
Immunovant
IMVT
$7.51B
$2.86M 0.25%
+74,171
New +$2.26M
HBNC icon
90
Horizon Bancorp
HBNC
$1B
$2.85M 0.25%
142,466
-12,258
-8% -$226K
ADI icon
91
Analog Devices
ADI
$175B
$2.84M 0.25%
7,163
+1,774
+33% +$702K
HBAN icon
92
Huntington Bancshares
HBAN
$32B
$2.84M 0.25%
160,318
-318,167
-66% -$5.25M
PHM icon
93
Pultegroup
PHM
$22.4B
$2.83M 0.25%
20,621
+13,685
+197% +$1.66M
APP icon
94
Applovin
APP
$109B
$2.83M 0.25%
+5,491
New +$2.65M
NKTR icon
95
Nektar Therapeutics
NKTR
$2.3B
$2.83M 0.25%
40,519
-2,708
-6% -$198K
FRME icon
96
First Merchants
FRME
$2.58B
$2.81M 0.25%
64,208
+4,804
+8% +$195K
INBX icon
97
Inhibrx
INBX
$1.5B
$2.8M 0.25%
29,594
+3,089
+12% +$310K
CXT icon
98
Crane NXT
CXT
$2.72B
$2.8M 0.25%
54,701
-8,314
-13% -$355K
DINO icon
99
HF Sinclair
DINO
$20.3B
$2.77M 0.25%
39,746
+21,244
+115% +$1.41M
ITT icon
100
ITT
ITT
$17.4B
$2.76M 0.25%
+13,949
New +$2.82M
2 3
4
5 6

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.