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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
NTST
176
NETSTREIT Corp
NTST
$1.85B
$1.98M 0.18%
93,740
-137,703
-59% -$2.79M
RYZ
177
Ryerson Holding Corp
RYZ
$1.26B
$1.98M 0.18%
80,434
+28,976
+56% +$765K
JJSF icon
178
J&J Snack Foods
JJSF
$1.51B
$1.97M 0.18%
+26,855
New +$2.09M
SYBT icon
179
Stock Yards Bancorp
SYBT
$2.46B
$1.95M 0.17%
25,558
+21,393
+514% +$1.54M
LNT icon
180
Alliant Energy
LNT
$17.1B
$1.95M 0.17%
25,569
-92,824
-78% -$6.76M
AEE icon
181
Ameren
AEE
$28.5B
$1.94M 0.17%
17,202
-63,648
-79% -$7.03M
ITW icon
182
Illinois Tool Works
ITW
$76.1B
$1.92M 0.17%
+7,111
New +$1.85M
GEF icon
183
Greif
GEF
$4.71B
$1.9M 0.17%
25,502
+3,723
+17% +$250K
FLEX icon
184
Flex
FLEX
$39.9B
$1.88M 0.17%
+11,587
New +$1.41M
WMB icon
185
Williams Companies
WMB
$86.7B
$1.85M 0.16%
24,903
-58,830
-70% -$4.33M
CP icon
186
Canadian Pacific Kansas City
CP
$77.1B
$1.85M 0.16%
+21,356
New +$1.83M
OCTV
187
Octave Intelligence
OCTV
$4.9B
$1.85M 0.16%
+113,456
New +$2.08M
ZTS icon
188
Zoetis
ZTS
$30.2B
$1.83M 0.16%
+25,494
New +$2.4M
HTO
189
H2O America
HTO
$2.64B
$1.83M 0.16%
+30,036
New +$1.74M
URBN icon
190
Urban Outfitters
URBN
$6.6B
$1.82M 0.16%
25,733
+204
+0.8% +$14.5K
RHLD
191
Resolute Holdings Management
RHLD
$937M
$1.82M 0.16%
12,611
-16,370
-56% -$2.13M
PRSU
192
Pursuit Attractions and Hospitality Inc
PRSU
$1.33B
$1.82M 0.16%
32,517
-27,284
-46% -$1.21M
APH icon
193
Amphenol
APH
$191B
$1.81M 0.16%
20,486
+8,548
+72% +$616K
QCOM icon
194
Qualcomm
QCOM
$197B
$1.8M 0.16%
+9,755
New +$1.82M
FCX icon
195
Freeport-McMoran
FCX
$99.4B
$1.8M 0.16%
28,544
-37,137
-57% -$2.39M
HLIO icon
196
Helios Technologies
HLIO
$2.21B
$1.79M 0.16%
20,091
-10,430
-34% -$801K
ORLY icon
197
O'Reilly Automotive
ORLY
$67.7B
$1.77M 0.16%
+19,186
New +$1.75M
PSX icon
198
Phillips 66
PSX
$106B
$1.76M 0.16%
10,400
+976
+10% +$168K
VZ icon
199
Verizon
VZ
$207B
$1.74M 0.15%
41,083
+13,192
+47% +$619K
GMRS
200
GMR Solutions Inc
GMRS
$701M
$1.73M 0.15%
+112,082
New +$1.4M
6 7
8
9 10

Similar funds

KIA
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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.