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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 9 of 28  ·  556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WMB WILLIAMS COS INC Energy 41,612.0 $2.5M 0.20% NEW $60.11 +30.5%
162 AVGO BROADCOM INC Technology 7,177.0 $2.5M 0.20% NEW $346.10 +19.7%
163 AEE AMEREN CORP Utilities 24,797.0 $2.5M 0.20% NEW $99.86 +11.4%
164 WSBC WESBANCO INC Financial Services 74,441.0 $2.5M 0.20% NEW $33.24 +4.0%
165 BXC BLUELINX HLDGS INC Industrials 40,194.0 $2.5M 0.20% NEW $61.43 -20.5%
166 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 22,929.0 $2.5M 0.20% NEW $107.04 -17.9%
167 NOW SERVICENOW INC Technology 15,716.0 $2.4M 0.19% NEW $153.19 -33.3%
168 NSC NORFOLK SOUTHN CORP Industrials 8,330.0 $2.4M 0.19% NEW $288.72 +8.9%
169 ORIC ORIC PHARMACEUTICALS INC Healthcare 289,962.0 $2.4M 0.19% NEW $8.18 +1.7%
170 WTTR SELECT WATER SOLUTIONS INC Utilities 225,149.0 $2.4M 0.19% NEW $10.52 +83.3%
171 ADC AGREE RLTY CORP Real Estate 32,830.0 $2.4M 0.19% NEW $72.03 +4.8%
172 KRNT KORNIT DIGITAL LTD Industrials 163,740.0 $2.4M 0.19% NEW $14.38 +1.5%
173 CVLT COMMVAULT SYS INC Technology 18,741.0 $2.3M 0.19% NEW $125.36 -14.4%
174 CYBERARK SOFTWARE LTD 5,243.0 $2.3M 0.19% NEW $446.06
175 ALK ALASKA AIR GROUP INC Industrials 46,447.0 $2.3M 0.19% NEW $50.30 -17.8%
176 TSLX SIXTH STREET SPECIALTY Financial Services 107,014.0 $2.3M 0.18% NEW $21.72 -21.0%
177 UPST UPSTART HLDGS INC Financial Services 52,694.0 $2.3M 0.18% NEW $43.73 -34.7%
178 PKG PACKAGING CORP AMER Consumer Cyclical 11,008.0 $2.3M 0.18% NEW $206.23 +4.7%
179 BERKSHIRE HATHAWAY INC DEL 3.0 $2.3M 0.18% NEW $754800.00
180 AEBI SCHMIDT HLDG AG 177,741.0 $2.2M 0.18% NEW $12.65
Page 9 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%