Atomi Financial Group, Inc. Portfolio Holdings

Atomi Financial Group, Inc.

  • $3.09 Trillion
  • Q3 2025

Atomi Financial Group, Inc. has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.09 Trillion distributed in 1165 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $98.5B, Coinbase Global, Inc. with a value of $98.4B, Ishares Core S&P 500 ETF with a value of $90.4B, Vanguard Ftse Developed Market with a value of $72.5B, and Ishares Tr with a value of $70.4B.

Examining the 13F form we can see an increase of $448B in the current position value, from $2.65T to 3.09T.

Atomi Financial Group, Inc. is based out at Irvine, CA

Below you can find more details about Atomi Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $3.09 Trillion
Technology: $538 Billion
Financial Services: $247 Billion
Communication Services: $194 Billion
Consumer Cyclical: $121 Billion
Industrials: $87.1 Billion
Healthcare: $79.6 Billion
Consumer Defensive: $48 Billion
Energy: $41.8 Billion
Other: $97.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.4 Billion 0.05% of portfolio
60,835
Q3 2025 Reduced 12.35%
$0
$1.57 Billion 0.05% of portfolio
10,107
Q3 2025 Reduced 10.18%
$0
$1.48 Billion 0.05% of portfolio
22,743
Q3 2025 Added 0.22%
$0
$1.55 Billion 0.05% of portfolio
22,865
Q3 2025 Reduced 24.45%
$0
$1.61 Billion 0.05% of portfolio
31,661
Q3 2025 Reduced 9.26%
$61.6B
$1.58 Billion 0.05% of portfolio
55,905
Q3 2025 Reduced 8.56%
$81.3B
$1.68 Billion 0.05% of portfolio
370,402
Q3 2025 Added 6.13%
$128B
$1.4 Billion 0.05% of portfolio
14,702
Q3 2025 Added 33.13%
$69.1B
$1.69 Billion 0.05% of portfolio
20,023
Q3 2025 Added 24.34%
$79.2B
$1.45 Billion 0.05% of portfolio
20,731
Q3 2025 Added 7.44%
$109B
$1.56 Billion 0.05% of portfolio
28,043
Q3 2025 Reduced 27.59%
$204B
$1.43 Billion 0.05% of portfolio
10,157
Q3 2025 Added 90.06%
$132B
$1.41 Billion 0.05% of portfolio
5,707
Q3 2025 Added 1.67%
$0
$1.47 Billion 0.05% of portfolio
14,266
Q3 2025 Reduced 26.16%
$187B
$1.54 Billion 0.05% of portfolio
9,274
Q3 2025 Added 22.95%
$0
$1.54 Billion 0.05% of portfolio
11,077
Q3 2025 Reduced 12.08%
$0
$1.69 Billion 0.05% of portfolio
42,691
Q3 2025 Reduced 30.42%
$0
$1.7 Billion 0.05% of portfolio
68,031
Q3 2025 Reduced 15.72%
$123B
$1.56 Billion 0.05% of portfolio
2,230
Q3 2025 Added 11.11%
$136B
$1.41 Billion 0.05% of portfolio
3,807
Q3 2025 Added 30.73%
$120B
$1.5 Billion 0.05% of portfolio
89,811
Q3 2025 Added 15.85%
$21.4B
$1.4 Billion 0.05% of portfolio
31,933
Q3 2025 Reduced 0.88%
$124B
$1.59 Billion 0.05% of portfolio
38,679
Q3 2025 Added 33.1%
$68.7B
$1.6 Billion 0.05% of portfolio
19,155
Q3 2025 Added 0.78%
$0
$1.64 Billion 0.05% of portfolio
11,628
Q3 2025 Added 11.26%
$0
$1.46 Billion 0.05% of portfolio
16,304
Q3 2025 Added 19.86%
$0
$1.61 Billion 0.05% of portfolio
13,592
Q3 2025 Added 25.89%
$1.09B
$1.31 Billion 0.04% of portfolio
9,136
Q3 2025 Added 0.92%
$151B
$1.2 Billion 0.04% of portfolio
3,402
Q3 2025 Reduced 15.92%
$62.3B
$1.19 Billion 0.04% of portfolio
10,539
Q3 2025 Added 18.48%
$84B
$1.32 Billion 0.04% of portfolio
6,856
Q3 2025 Reduced 7.18%
Anglogold Ashanti PLC
-
$1.17 Billion 0.04% of portfolio
-
Q3 2025 Added 4.01%
$0
$1.1 Billion 0.04% of portfolio
19,304
Q3 2025 Reduced 3.89%
$48.8B
$1.09 Billion 0.04% of portfolio
22,382
Q3 2025 Added 8.88%
$30.3B
$1.12 Billion 0.04% of portfolio
15,531
Q3 2025 Added 13.71%
$147B
$1.31 Billion 0.04% of portfolio
13,445
Q3 2025 Added 22.13%
Brookfield Corp
-
$1.28 Billion 0.04% of portfolio
-
Q3 2025 Added 11.11%
$86.4B
$1.11 Billion 0.04% of portfolio
3,146
Q3 2025 Added 13.17%
Celestica Inc
-
$1.34 Billion 0.04% of portfolio
-
Q3 2025 Reduced 6.84%
$875M
$1.15 Billion 0.04% of portfolio
29,380
Q3 2025 Reduced 5.6%
$123B
$1.3 Billion 0.04% of portfolio
4,621
Q3 2025 Reduced 18.3%
$19B
$1.15 Billion 0.04% of portfolio
5,603
Q3 2025 Added 2.45%
$100B
$1.32 Billion 0.04% of portfolio
4,871
Q3 2025 Reduced 0.27%
$111B
$1.12 Billion 0.04% of portfolio
3,401
Q3 2025 Reduced 23.8%
$23.9B
$1.1 Billion 0.04% of portfolio
-
Q3 2025 Added 12.17%
$65.2B
$1.12 Billion 0.04% of portfolio
2,657
Q3 2025 Added 18.93%
$160B
$1.29 Billion 0.04% of portfolio
6,494
Q3 2025 Reduced 5.68%
$34.7B
$1.25 Billion 0.04% of portfolio
8,818
Q3 2025 Added 6.79%
$0
$1.18 Billion 0.04% of portfolio
30,612
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,165
  • Current Value $3.09 Trillion
  • Prior Value $2.65 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 134 stocks
  • Additional Purchases 700 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 288 stocks
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