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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
+6.11%
1 Year Est. Return
+23.77%
3 Year Est. Return
+63.44%
5 Year Est. Return
+52.26%
10 Year Est. Return
–
AUM
$1.13B
AUM Growth
+$316M
(+39%)
Cap. Flow
+$268M
Cap. Flow
% of AUM
23.73%
Top 10 Holdings %
Top 10 Hldgs %
21.28%
Holding
808
New
320
Increased
136
Reduced
119
Closed
221
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 2000 ETF
IWM
|
+$60.7M |
| 2 |
State Street SPDR S&P Retail ETF
XRT
|
+$11.6M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$10.5M |
| 4 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$10.1M |
| 5 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$9.37M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
IDEX
IEX
|
+$11.6M |
| 2 |
W.W. Grainger
GWW
|
+$11.4M |
| 3 |
RPM International
RPM
|
+$9.37M |
| 4 |
Regions Financial
RF
|
+$7.44M |
| 5 |
Masco
MAS
|
+$7.39M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 11.38% |
| 2 | Technology | 10.49% |
| 3 | Healthcare | 9.62% |
| 4 | Financials | 9.12% |
| 5 | Industrials | 8.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Fortis
FTS
$29B
| $3.08M | 0.27% |
+64,507
| New | +$3.07M |
|
102
Etsy
ETSY
$7.75B
| $3.06M | 0.27% |
+60,976
| New | +$3.03M |
|
103
Latham Group
SWIM
$629M
| $3.05M | 0.27% |
478,571
+126,307
| +36% | +$734K |
|
104
AstraZeneca
AZN
$263B
| $3.04M | 0.27% |
+21,760
| New | +$3.05M |
|
105
GSK
GSK
$104B
| $3.04M | 0.27% |
+79,152
| New | +$3.02M |
|
106
Sanofi
SNY
$103B
| $3.03M | 0.27% |
+62,642
| New | +$3.2M |
|
107
Mativ Holdings
MATV
$481M
| $2.99M | 0.27% |
438,708
+169,455
| +63% | +$977K |
|
108
BHP
BHP
$215B
| $2.98M | 0.26% |
+62,040
| New | +$2.98M |
|
|
AMED
109
DELISTED
Amedisys
AMED
| $2.97M | 0.26% |
+30,136
| New | +$2.85M |
|
110
Doximity
DOCS
$3.76B
| $2.94M | 0.26% |
+47,974
| New | +$2.68M |
|
111
Fortune Brands Innovations
FBIN
$5.88B
| $2.93M | 0.26% |
56,922
+24,726
| +77% | +$1.29M |
|
112
CRH
CRH
$63.2B
| $2.92M | 0.26% |
+31,782
| New | +$2.9M |
|
113
Ollie's Bargain Outlet
OLLI
$4.44B
| $2.91M | 0.26% |
+22,064
| New | +$2.53M |
|
114
Golar LNG
GLNG
$5B
| $2.89M | 0.26% |
+70,157
| New | +$2.77M |
|
115
Viasat
VSAT
$10.6B
| $2.85M | 0.25% |
+195,239
| New | +$1.98M |
|
|
PINC
116
DELISTED
Premier
PINC
| $2.76M | 0.24% |
+126,035
| New | +$2.71M |
|
117
Church & Dwight Co
CHD
$23.4B
| $2.76M | 0.24% |
+28,730
| New | +$2.83M |
|
118
Pfizer
PFE
$143B
| $2.75M | 0.24% |
+113,344
| New | +$2.64M |
|
119
Tower Semiconductor
TSEM
$24.8B
| $2.74M | 0.24% |
+63,272
| New | +$2.43M |
|
120
Levi Strauss
LEVI
$9.44B
| $2.72M | 0.24% |
+147,137
| New | +$2.45M |
|
121
Amazon
AMZN
$2.92T
| $2.7M | 0.24% |
12,309
+1,578
| +15% | +$312K |
|
122
CenterPoint Energy
CNP
$27.7B
| $2.69M | 0.24% |
73,193
+7,046
| +11% | +$261K |
|
123
CAVA Group
CAVA
$7.6B
| $2.67M | 0.24% |
+31,689
| New | +$2.7M |
|
124
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
| $2.62M | 0.23% |
64,242
-28,310
| -31% | -$1.13M |
|
125
iShares MSCI India ETF
INDA
$6.89B
| $2.61M | 0.23% |
46,952
-1,132
| -2% | -$60.5K |
|
Similar funds
SP
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HRES
SRAIM
PMG
TCC
FCP
SC
Atom Investors's Q2 2025 Portfolio in Review
As of Q2 2025, Atom Investors held 808 positions worth $1.13B, up 39% from $813M the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Atom Investors deployed $268M of net new capital in Q2 2025, opening 320 new positions and adding to 136 existing holdings. Its largest new stake was Invesco S&P 500 Equal Weight ETF: 60,792 shares worth $11M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 11% of assets, down from 12% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was IDEX, an estimated $11.6M trimmed.
- Atom Investors's largest Q2 2025 buy was Invesco S&P 500 Equal Weight ETF: 60,792 shares worth $11M.
- Atom Investors added most to iShares Russell 2000 ETF in Q2 2025, an estimated $60.7M increase.
- Atom Investors's biggest Q2 2025 reduction was IDEX, cutting an estimated $11.6M.
- Atom Investors fully exited W.W. Grainger in Q2 2025, selling an estimated $11.4M.
- Atom Investors's ten largest holdings make up 21% of its $1.13B portfolio in Q2 2025.
- Atom Investors opened 320 new positions and closed 221 in Q2 2025.
- Atom Investors's portfolio value rose 39% quarter-over-quarter to $1.13B.
Based on Atom Investors's 13F filing for Q2 2025, filed 14 Aug 2025.