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Portfolio (Quarterly) Guide ↗

Atom Investors LP

· CIK 0001738902
13F Portfolio $1.3B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 556 New
Page 18 of 28  ·  556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 JCI JOHNSON CTLS INTL PLC Industrials 6,225.0 $745K 0.06% NEW $119.75 +15.5%
342 EPC EDGEWELL PERS CARE CO Consumer Defensive 43,713.0 $745K 0.06% NEW $17.05 +3.6%
343 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 49,132.0 $740K 0.06% NEW $15.06 -32.5%
344 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 75,939.0 $739K 0.06% NEW $9.73 -23.4%
345 WFC WELLS FARGO CO NEW Financial Services 7,901.0 $736K 0.06% NEW $93.20 -18.0%
346 CRMT AMERICAS CAR-MART INC Consumer Cyclical 29,074.0 $734K 0.06% NEW $25.26 -53.0%
347 NVAX NOVAVAX INC Healthcare 108,168.0 $727K 0.06% NEW $6.72 +37.1%
348 IDA IDACORP INC Utilities 5,737.0 $726K 0.06% NEW $126.56 +12.2%
349 PTON PELOTON INTERACTIVE INC Consumer Cyclical 117,404.0 $723K 0.06% NEW $6.16 -7.3%
350 TDUP THREDUP INC Consumer Cyclical 112,065.0 $716K 0.06% NEW $6.39 -32.9%
351 SN SHARKNINJA INC Consumer Cyclical 6,392.0 $715K 0.06% NEW $111.90 +0.1%
352 FULC FULCRUM THERAPEUTICS INC Healthcare 60,595.0 $685K 0.05% NEW $11.31 -41.9%
353 XPRO EXPRO GROUP HOLDINGS NV Energy 51,278.0 $685K 0.05% NEW $13.35 +19.3%
354 LXEO LEXEO THERAPEUTICS INC Healthcare 68,491.0 $680K 0.05% NEW $9.93 -48.5%
355 GDRX GOODRX HLDGS INC Healthcare 248,607.0 $674K 0.05% NEW $2.71 -2.2%
356 HON HONEYWELL INTL INC Industrials 3,417.0 $667K 0.05% NEW $195.09 +16.8%
357 PSX PHILLIPS 66 Energy 5,166.0 $667K 0.05% NEW $129.04 +37.7%
358 LITE LUMENTUM HLDGS INC Technology 1,806.0 $666K 0.05% NEW $368.59 +156.9%
359 TT TRANE TECHNOLOGIES PLC Industrials 1,710.0 $666K 0.05% NEW $389.20 +15.9%
360 PM PHILIP MORRIS INTL INC Consumer Defensive 4,123.0 $661K 0.05% NEW $160.40 +17.8%
Page 18 of 28  ·  556 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 19.4%
Healthcare 18.4%
Consumer Cyclical 16.6%
Technology 14.5%
Financial Services 7.4%
Energy 6.1%
Consumer Defensive 4.8%
Basic Materials 4.5%
Utilities 3.7%
Communication Services 2.8%