Atomi Financial Group, Inc. Portfolio Holdings by Sector

Atomi Financial Group, Inc.

$2.65 Trillion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology COIN CRM SAP UBER SHOP INTU NOW TYL 32 stocks	$145 Million 5.65% of portfolio	24	8	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT HOOD PLTR ORCL AFRM PANW CRWD ADBE 22 stocks	$125 Million 4.87% of portfolio	15	6	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG GOOGL SPOT DASH TWLO TME PINS 13 stocks	$113 Million 4.4% of portfolio	9	4	2	-	1 Calls 0 Puts
Consumer Electronics \| Technology AAPL SONY AAPL 3 stocks	$77.2 Million 3.0% of portfolio	2	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO TSM AMD MRVL ADI MU QCOM 15 stocks	$74.5 Million 2.9% of portfolio	10	5	2	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC HSBC WFC C RY BCS MUFG 19 stocks	$51.6 Million 2.01% of portfolio	13	6	-	-	0 Calls 0 Puts
Shell Companies \| Financial Services ALCC 1 stocks	$48.3 Million 1.88% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI BABA CVNA SE JD EBAY PDD 12 stocks	$45.9 Million 1.79% of portfolio	6	5	2	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ LLY GILD ABBV MRK NVS AMGN AZN 13 stocks	$31.4 Million 1.22% of portfolio	3	10	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B AIG EQH HIG GSHD SLF ORI ACGL 9 stocks	$27.1 Million 1.05% of portfolio	7	1	2	-	0 Calls 0 Puts
Asset Management \| Financial Services BK BX PSLV KKR ETY BXMX FFC EOS 50 stocks	$26.1 Million 1.02% of portfolio	22	15	6	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V COF AXP UPST PYPL SOFI SYF 13 stocks	$23.2 Million 0.9% of portfolio	10	3	2	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA TM GM RACE F HMC RIVN XPEV 10 stocks	$19.3 Million 0.75% of portfolio	5	5	1	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS FOXA NWSA WBD 5 stocks	$19.2 Million 0.75% of portfolio	1	4	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT TGT DG COST 5 stocks	$18.2 Million 0.71% of portfolio	4	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA AXON RTX LMT HWM LHX GD NOC 12 stocks	$16.7 Million 0.65% of portfolio	9	3	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HDB IBN LYG DB USB KB PNC MFG 26 stocks	$16.6 Million 0.65% of portfolio	16	9	2	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO NEE DUK AEP NGG WEC D ETR 23 stocks	$16.5 Million 0.64% of portfolio	16	7	2	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX SHEL TTE SU PBR BP E 9 stocks	$15.4 Million 0.6% of portfolio	4	5	1	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM BR ACN FIS FISV INFY IT CTSH 12 stocks	$14.5 Million 0.57% of portfolio	8	4	3	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ TMUS CMCSA CHTR CHT LBRDK VOD 13 stocks	$13.9 Million 0.54% of portfolio	8	5	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS MS SCHW IBKR SNEX PWP JEF TW 13 stocks	$13.9 Million 0.54% of portfolio	9	4	4	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE ETN ITW EMR PH CMI ROK ROP 17 stocks	$13 Million 0.51% of portfolio	13	4	3	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX NTES TTWO EA 4 stocks	$11.6 Million 0.45% of portfolio	3	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI IYR 2 stocks	$11.4 Million 0.44% of portfolio	2	-	1	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ENB KMI WMB OKE LNG ET TRP AM 10 stocks	$10.4 Million 0.41% of portfolio	7	3	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO PM BTI 3 stocks	$9.09 Million 0.35% of portfolio	3	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT DE PCAR CNHI 4 stocks	$9.01 Million 0.35% of portfolio	2	2	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG RCL ABNB CCL TCOM EXPE 6 stocks	$8.74 Million 0.34% of portfolio	5	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare NVO INSM VRTX BBIO BMRN RPRX ARGX ALNY 9 stocks	$7.84 Million 0.31% of portfolio	6	3	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG UL CL KMB UL 5 stocks	$7.81 Million 0.3% of portfolio	3	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT BSX SYK MDT DXCM PODD GMED EW 9 stocks	$7.74 Million 0.3% of portfolio	6	3	2	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB PGR MKL TRV ALL L WRB RLI 10 stocks	$7.35 Million 0.29% of portfolio	9	1	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD CMG SBUX YUM YUMC EAT DPZ TXRH 8 stocks	$7.21 Million 0.28% of portfolio	4	4	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML TRT AMAT KLAC 4 stocks	$6.97 Million 0.27% of portfolio	2	2	1	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EQIX AMT DLR CCI SBAC IRM 6 stocks	$6.76 Million 0.26% of portfolio	6	-	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO MNST PEP CCEP KOF KDP 6 stocks	$6.21 Million 0.24% of portfolio	4	2	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL SHW DD APD EMN ALB BCPC ECL 8 stocks	$6.11 Million 0.24% of portfolio	2	5	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME SPGI ICE MSCI MCO CBOE MORN 7 stocks	$5.82 Million 0.23% of portfolio	7	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM HON 2 stocks	$5.77 Million 0.22% of portfolio	1	1	-	-	0 Calls 0 Puts
Gold \| Basic Materials AEM NEM WPM GFI KGC SSRM HMY FNV 10 stocks	$5.51 Million 0.21% of portfolio	10	-	2	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$5.2 Million 0.2% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP CNQ EOG CHK AR OXY EQT WDS 13 stocks	$5.13 Million 0.2% of portfolio	8	5	3	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO DHR WAT NTRA MEDP IDXX A 7 stocks	$4.85 Million 0.19% of portfolio	3	4	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CVS CI ELV 4 stocks	$4.62 Million 0.18% of portfolio	1	3	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT JCI OC MAS CARR CSL LII BLDR 8 stocks	$4.6 Million 0.18% of portfolio	3	5	1	-	0 Calls 0 Puts
Railroads \| Industrials UNP CSX NSC WAB CNI 5 stocks	$4.58 Million 0.18% of portfolio	4	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO MSI HPE NOK ERIC CIEN JNPR 7 stocks	$4.23 Million 0.16% of portfolio	5	2	2	-	0 Calls 0 Puts
Insurance—Life \| Financial Services AFL MFC UNM PUK MET PRU GL 7 stocks	$4.08 Million 0.16% of portfolio	5	2	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG ALC RMD 3 stocks	$3.5 Million 0.14% of portfolio	2	1	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services BRO AON MMC AJG WTW 5 stocks	$3.47 Million 0.13% of portfolio	1	4	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM WCN RSG CLH 4 stocks	$3.46 Million 0.13% of portfolio	3	1	1	-	0 Calls 0 Puts
Electronic Components \| Technology APH FLEX SANM GLW JBL 5 stocks	$3.25 Million 0.13% of portfolio	4	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS FDX CHRW XPO 4 stocks	$3.17 Million 0.12% of portfolio	4	-	1	-	0 Calls 0 Puts
Copper \| Basic Materials FCX SCCO 2 stocks	$3.11 Million 0.12% of portfolio	2	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials FAST WSO GWW POOL 4 stocks	$3.07 Million 0.12% of portfolio	3	1	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials TECK BHP VALE RIO 4 stocks	$3.06 Million 0.12% of portfolio	-	4	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS TAK HLN VTRS NBIX RDY ELAN 7 stocks	$3.05 Million 0.12% of portfolio	6	1	4	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY AZO CASY TSCO GPC WSM DKS 7 stocks	$3.04 Million 0.12% of portfolio	4	3	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy MPC VLO PSX UGP 4 stocks	$2.56 Million 0.1% of portfolio	3	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP PAYX 2 stocks	$2.54 Million 0.1% of portfolio	2	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX BURL LULU ROST 4 stocks	$2.44 Million 0.09% of portfolio	3	1	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate WELL OHI MPW VTR 4 stocks	$2.34 Million 0.09% of portfolio	3	1	1	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical DHI PHM TOL LEN 4 stocks	$2.12 Million 0.08% of portfolio	2	2	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR GVA FIX EME ACM 5 stocks	$2.08 Million 0.08% of portfolio	4	1	1	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SPG O ADC KIM REG 5 stocks	$2.04 Million 0.08% of portfolio	1	4	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP CBRE JLL BEKE OPEN 5 stocks	$2.03 Million 0.08% of portfolio	2	3	-	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive BUD FMX ABEV 3 stocks	$1.93 Million 0.07% of portfolio	3	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV HQY 2 stocks	$1.81 Million 0.07% of portfolio	2	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK CAH ABC HSIC 4 stocks	$1.8 Million 0.07% of portfolio	4	-	1	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L MLM VMC CX 4 stocks	$1.77 Million 0.07% of portfolio	3	1	1	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL WDC NTAP 3 stocks	$1.63 Million 0.06% of portfolio	3	-	2	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive HRL K BRBR INGR GIS MKC 6 stocks	$1.63 Million 0.06% of portfolio	3	3	2	-	0 Calls 0 Puts
Publishing \| Communication Services RELX NYT 2 stocks	$1.59 Million 0.06% of portfolio	2	-	1	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD STAG PSA EXR CUBE 5 stocks	$1.58 Million 0.06% of portfolio	3	2	1	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$1.44 Million 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Steel \| Basic Materials NUE RS STLD PKX 4 stocks	$1.41 Million 0.05% of portfolio	-	4	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA MOS NTR 3 stocks	$1.41 Million 0.05% of portfolio	2	1	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$1.37 Million 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy BKR SLB FTI 3 stocks	$1.35 Million 0.05% of portfolio	-	3	-	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical SCI ROL HRB 3 stocks	$1.31 Million 0.05% of portfolio	3	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD SYY PFGC 3 stocks	$1.3 Million 0.05% of portfolio	3	-	1	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST NRG 2 stocks	$1.23 Million 0.05% of portfolio	2	-	1	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$1.22 Million 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR HLT 2 stocks	$1.09 Million 0.04% of portfolio	2	-	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical PKG CCK IP AMCR 4 stocks	$1.07 Million 0.04% of portfolio	3	1	1	-	0 Calls 0 Puts
Consulting Services \| Industrials EFX VRSK 2 stocks	$1.05 Million 0.04% of portfolio	-	2	-	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate WPC VICI GOOD 3 stocks	$1.05 Million 0.04% of portfolio	1	1	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR SFM DNUT 3 stocks	$1.02 Million 0.04% of portfolio	3	-	1	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities WTRG SBS AWK 3 stocks	$991,966 0.04% of portfolio	3	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ HSY 2 stocks	$975,144 0.04% of portfolio	2	-	1	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology GRMN KEYS TRMB MVIS 4 stocks	$957,394 0.04% of portfolio	4	-	3	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities NI ATO UGI 3 stocks	$925,386 0.04% of portfolio	3	-	1	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical LVS WYNN MGM 3 stocks	$863,128 0.03% of portfolio	3	-	2	-	0 Calls 0 Puts
Silver \| Basic Materials MAG AG 2 stocks	$860,780 0.03% of portfolio	2	-	2	-	0 Calls 0 Puts
Metal Fabrication \| Industrials CRS MLI 2 stocks	$830,218 0.03% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services FNF AIZ MTG 3 stocks	$812,223 0.03% of portfolio	2	1	1	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs VPL EEM 2 stocks	$756,656 0.03% of portfolio	1	1	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA THC 2 stocks	$703,850 0.03% of portfolio	2	-	1	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT HUBB 2 stocks	$687,715 0.03% of portfolio	2	-	1	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE AES CIG 3 stocks	$686,840 0.03% of portfolio	-	3	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical TPR 1 stocks	$662,993 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical ALSN LKQ BWA 3 stocks	$653,845 0.03% of portfolio	2	1	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI 1 stocks	$642,902 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT KMX KMX 3 stocks	$614,226 0.02% of portfolio	-	3	-	-	1 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive DEO STZ 2 stocks	$536,851 0.02% of portfolio	-	2	-	-	0 Calls 0 Puts
REIT—Office \| Real Estate VNO BXP 2 stocks	$534,805 0.02% of portfolio	1	1	-	-	0 Calls 0 Puts
Tools & Accessories \| Industrials LECO ROLL 2 stocks	$498,232 0.02% of portfolio	1	1	1	-	0 Calls 0 Puts
REIT—Residential \| Real Estate CPT EQR 2 stocks	$487,936 0.02% of portfolio	2	-	-	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive ADM 1 stocks	$448,658 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical RL 1 stocks	$440,768 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Uranium \| Energy CCJ DNN NXE 3 stocks	$388,981 0.02% of portfolio	2	1	1	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate AGNC NRZ 2 stocks	$380,493 0.01% of portfolio	1	1	-	-	0 Calls 0 Puts
Airports & Air Services \| Industrials PAC 1 stocks	$305,854 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$289,961 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Security & Protection Services \| Industrials ALLE 1 stocks	$270,801 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Trucking \| Industrials ODFL 1 stocks	$270,015 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
N/A \| N/A BSTZ 1 stocks	$262,488 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Airlines \| Industrials UAL 1 stocks	$260,390 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services COOP 1 stocks	$214,564 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Paper & Paper Products \| Basic Materials SUZ 1 stocks	$156,996 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Pharmaceutical Retailers \| Healthcare WBA 1 stocks	$133,202 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
ETFs \| ETFs IVV VEA INTF SCHG SCHV VOO LRGF VWO 323 stocks	$0 51.6% of portfolio	207	107	39	-	0 Calls 1 Puts

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Atomi Financial Group, Inc. Portfolio Holdings by Sector

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