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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
AIT icon
126
Applied Industrial Technologies
AIT
$11.6B
$2.44M 0.22%
7,213
-10,549
-59% -$3.24M
BCC icon
127
Boise Cascade
BCC
$2.63B
$2.44M 0.22%
31,404
-29,588
-49% -$2.19M
TMDX icon
128
Transmedics
TMDX
$3.04B
$2.42M 0.22%
+36,501
New +$3.09M
ETD icon
129
Ethan Allen Interiors
ETD
$545M
$2.42M 0.21%
+108,129
New +$2.29M
SM icon
130
SM Energy
SM
$9.08B
$2.4M 0.21%
91,811
-97,319
-51% -$2.92M
TXNM
131
TXNM Energy Inc
TXNM
$6.03B
$2.39M 0.21%
+42,034
New +$2.47M
JHG
132
DELISTED
Janus Henderson
JHG
$2.38M 0.21%
+45,857
New +$2.37M
SO icon
133
Southern Company
SO
$99.2B
$2.38M 0.21%
+24,820
New +$2.34M
PEG icon
134
Public Service Enterprise Group
PEG
$35.1B
$2.35M 0.21%
+29,008
New +$2.32M
BRK.B icon
135
Berkshire Hathaway Class B
BRK.B
$1.11T
$2.35M 0.21%
+4,702
New +$2.26M
WTTR icon
136
Select Water Solutions
WTTR
$2.62B
$2.33M 0.21%
116,415
-347,885
-75% -$6.09M
DFTX
137
Definium Therapeutics
DFTX
$5.09B
$2.33M 0.21%
+49,436
New +$1.22M
HCI icon
138
HCI Group
HCI
$2.34B
$2.32M 0.21%
13,252
+10,364
+359% +$1.63M
ABVX
139
Abivax
ABVX
$8.92B
$2.32M 0.21%
+17,379
New +$1.97M
ENVA icon
140
Enova International
ENVA
$4.29B
$2.29M 0.2%
9,515
-12,352
-56% -$2.13M
ANAB icon
141
AnaptysBio
ANAB
$1.61B
$2.29M 0.2%
+33,917
New +$2.06M
MELI icon
142
Mercado Libre
MELI
$93.3B
$2.27M 0.2%
1,339
-624
-32% -$1.07M
TFSL icon
143
TFS Financial
TFSL
$4.71B
$2.26M 0.2%
127,365
+15,100
+13% +$235K
MMM icon
144
3M
MMM
$83.9B
$2.25M 0.2%
13,924
+6,577
+90% +$997K
AVLN
145
Avalyn Pharma
AVLN
$1.54B
$2.25M 0.2%
+68,254
New +$1.97M
PLXS icon
146
Plexus
PLXS
$6.46B
$2.24M 0.2%
+7,456
New +$1.94M
CRS icon
147
Carpenter Technology
CRS
$20.4B
$2.24M 0.2%
3,634
-1,436
-28% -$676K
CNA icon
148
CNA Financial
CNA
$13B
$2.24M 0.2%
+46,080
New +$2.1M
ADC icon
149
Agree Realty
ADC
$8.52B
$2.24M 0.2%
29,535
+7,890
+36% +$598K
AHCO icon
150
AdaptHealth
AHCO
$788M
$2.23M 0.2%
+214,137
New +$2.39M
4 5
6
7 8

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.