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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 | |
|---|---|---|---|---|---|---|
126
Bristow Group
VTOL
$1.34B
| $2.59M | 0.23% |
78,593
+5
| +0% | +$151 |
|
127
Campbell Soup
CPB
$6.55B
| $2.59M | 0.23% |
+84,467
| New | +$2.97M |
|
128
Oric Pharmaceuticals
ORIC
$1.15B
| $2.56M | 0.23% |
252,653
+41,947
| +20% | +$282K |
|
129
State Street Technology Select Sector SPDR ETF
XLK
$115B
| $2.56M | 0.23% |
+20,236
| New | +$2.25M |
|
130
OneMain Financial
OMF
$7.2B
| $2.54M | 0.23% |
44,598
-37,737
| -46% | -$1.88M |
|
|
PPBI
131
DELISTED
Pacific Premier Bancorp
PPBI
| $2.5M | 0.22% |
+118,712
| New | +$2.47M |
|
132
iShares Expanded Tech-Software Sector ETF
IGV
$12.7B
| $2.49M | 0.22% |
22,726
-17,987
| -44% | -$1.78M |
|
133
Jones Lang LaSalle
JLL
$16.3B
| $2.45M | 0.22% |
+9,585
| New | +$2.2M |
|
134
VanEck Semiconductor ETF
SMH
$65.2B
| $2.42M | 0.21% |
8,686
+4,099
| +89% | +$950K |
|
135
Bristol-Myers Squibb
BMY
$133B
| $2.42M | 0.21% |
+52,217
| New | +$2.56M |
|
136
KraneShares CSI China Internet ETF
KWEB
$5.64B
| $2.4M | 0.21% |
69,957
+13,530
| +24% | +$448K |
|
137
Cincinnati Financial
CINF
$27.3B
| $2.38M | 0.21% |
15,966
+10,187
| +176% | +$1.46M |
|
138
XPO
XPO
$23.5B
| $2.35M | 0.21% |
+18,645
| New | +$2.09M |
|
139
Cogent Communications
CCOI
$676M
| $2.35M | 0.21% |
48,756
+4,887
| +11% | +$248K |
|
140
Ascendis Pharma A/S
ASND
$16B
| $2.32M | 0.21% |
+13,438
| New | +$2.19M |
|
141
Texas Roadhouse
TXRH
$13.5B
| $2.3M | 0.2% |
+12,289
| New | +$2.2M |
|
142
General Dynamics
GD
$104B
| $2.28M | 0.2% |
+7,831
| New | +$2.16M |
|
143
American States Water
AWR
$3.36B
| $2.27M | 0.2% |
29,580
+9,506
| +47% | +$746K |
|
144
Arthur J. Gallagher & Co
AJG
$64.1B
| $2.24M | 0.2% |
+6,997
| New | +$2.31M |
|
|
EHAB
145
DELISTED
Enhabit
EHAB
| $2.24M | 0.2% |
232,172
+46,456
| +25% | +$429K |
|
146
Old National Bancorp
ONB
$10.2B
| $2.22M | 0.2% |
+103,910
| New | +$2.15M |
|
147
America's Car Mart
CRMT
$26.6M
| $2.21M | 0.2% |
39,397
+2,634
| +7% | +$130K |
|
148
Hims & Hers Health
HIMS
$6.43B
| $2.19M | 0.19% |
+43,867
| New | +$1.98M |
|
149
Berkshire Hathaway Class A
BRK.A
$1.1T
| $2.19M | 0.19% |
3
| – | – |
|
150
Select Water Solutions
WTTR
$2.3B
| $2.18M | 0.19% |
252,049
-8,892
| -3% | -$76.7K |
|
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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.