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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
BOX icon
201
Box
BOX
$4.76B
$1.73M 0.15%
65,208
-27,783
-30% -$693K
PTEN icon
202
Patterson-UTI
PTEN
$4.59B
$1.72M 0.15%
187,743
-426,469
-69% -$4.76M
URGN icon
203
UroGen Pharma
URGN
$2.13B
$1.72M 0.15%
46,664
-98,678
-68% -$2.67M
WFC icon
204
Wells Fargo
WFC
$263B
$1.71M 0.15%
20,744
-58,835
-74% -$4.73M
CFR icon
205
Cullen/Frost Bankers
CFR
$9.91B
$1.71M 0.15%
11,044
+5,017
+83% +$712K
HOMB icon
206
Home BancShares
HOMB
$5.95B
$1.71M 0.15%
59,743
+49,458
+481% +$1.34M
BJ icon
207
BJs Wholesale Club
BJ
$11.7B
$1.7M 0.15%
+19,544
New +$1.79M
UAL icon
208
United Airlines
UAL
$34.5B
$1.7M 0.15%
12,519
-19,766
-61% -$2.05M
CCCC icon
209
C4 Therapeutics
CCCC
$424M
$1.7M 0.15%
364,351
+228,304
+168% +$781K
IVR icon
210
Invesco Mortgage Capital
IVR
$695M
$1.69M 0.15%
+213,771
New +$1.72M
DIN icon
211
Dine Brands
DIN
$348M
$1.69M 0.15%
47,034
-1,458
-3% -$43.6K
ROCK icon
212
Gibraltar Industries
ROCK
$1.33B
$1.69M 0.15%
37,434
+18,559
+98% +$727K
PNFP icon
213
Pinnacle Financial Partners Inc
PNFP
$14.5B
$1.68M 0.15%
16,619
-25,369
-60% -$2.43M
THRM icon
214
Gentherm
THRM
$1.17B
$1.67M 0.15%
+49,097
New +$1.58M
FLR icon
215
Fluor
FLR
$7.09B
$1.67M 0.15%
+31,939
New +$1.56M
MANE
216
Veradermics Inc
MANE
$4.28B
$1.66M 0.15%
+13,532
New +$1.27M
GH icon
217
Guardant Health
GH
$23.5B
$1.66M 0.15%
11,084
-12,473
-53% -$1.36M
CACI icon
218
CACI
CACI
$13.9B
$1.66M 0.15%
+3,584
New +$1.83M
XZO
219
Exzeo Group
XZO
$1.48B
$1.65M 0.15%
98,058
-62,138
-39% -$914K
MP icon
220
MP Materials
MP
$8.73B
$1.65M 0.15%
+29,476
New +$1.79M
VTS icon
221
Vitesse Energy
VTS
$738M
$1.64M 0.15%
103,947
+30,594
+42% +$542K
EMBC icon
222
Embecta
EMBC
$291M
$1.63M 0.15%
500,470
+455,280
+1,007% +$2.48M
PATK icon
223
Patrick Industries
PATK
$2.26B
$1.63M 0.14%
18,120
-36,813
-67% -$3.51M
TFC icon
224
Truist Financial
TFC
$59.2B
$1.62M 0.14%
32,591
-36,440
-53% -$1.79M
FIS icon
225
Fidelity National Information Services
FIS
$19B
$1.62M 0.14%
+41,735
New +$1.81M
7 8
9
10 11

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.