Atomi-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "RCS",
  "VSGX",
  null,
  "HYT",
  null,
  "PINS",
  "SE",
  "INSM",
  "HOOD",
  "FLEX",
  "ARGX",
  "GDX",
  null,
  "POOL",
  null,
  null,
  "MORN",
  "NTR",
  "AGI.TO",
  "NLY",
  "AES",
  "AR",
  null,
  "EBR",
  "QTWO",
  "NXE",
  null,
  "PCG",
  "RF",
  "FTI",
  "ALSN",
  "PPLT",
  "SMCI",
  "ARM",
  "SNOW",
  "MU",
  null,
  "FNDF",
  "ACN",
  "ZS",
  "ITT",
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "JEF",
  null,
  null,
  "JLL",
  "VONG",
  "ALL",
  "GOOGL",
  "VDE",
  null,
  null,
  "AXP",
  "GDXJ",
  "ASAN",
  "AU",
  null,
  "AFRM",
  "AIG",
  null,
  "TEAM",
  "ASML",
  "T",
  "BLK",
  "ASX",
  "E",
  "AWP",
  null,
  null,
  null,
  null,
  null,
  "AM",
  "CAT",
  "BUD",
  "AVGO",
  "APP",
  "LOW",
  null,
  "CLS",
  null,
  "AVEM",
  "BRO",
  "KMX",
  "CP.TO",
  "ARCC",
  "YMM",
  "CII",
  "SAN",
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  "WRB",
  "BST",
  null,
  null,
  "BSX",
  "HRB",
  "CSQ",
  null,
  "SBS",
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  null,
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  null,
  null,
  null,
  "DBEF",
  "CCI",
  "COF",
  "CMI",
  null,
  "DUK",
  "PWP",
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  null,
  "D",
  "DT",
  "ETY",
  null,
  null,
  "ESS",
  "PUK",
  "ERJ",
  "EBAY",
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  null,
  "RL",
  "PHT",
  null,
  null,
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  "EQH",
  null,
  "SERV",
  null,
  "EOG",
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  "EXPE",
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  null,
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  "FERG",
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  null,
  null,
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  null,
  "ECC",
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  null,
  null,
  "AOD",
  null,
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  "AVK",
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  "HLT",
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  null,
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  null,
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  null,
  "MCD",
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  null,
  null,
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  "EU",
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  null,
  "FFC",
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  null,
  "GLPI",
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  "FSCO",
  "GLAD",
  "ISRG",
  null,
  "HSBC",
  "HUBS",
  "PDT",
  "EMXC",
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  "HMC",
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  "LEN",
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  "AMAT",
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  null,
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  "EMR",
  null,
  "BKNG",
  null,
  null,
  "ICE",
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  null,
  "META",
  "KEP",
  null,
  null,
  null,
  null,
  null,
  "BEEP",
  "HEFA",
  "IQI",
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "SWK",
  "SSRM",
  null,
  "SUZ",
  "UGP",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "RA",
  null,
  "JLS",
  null,
  null,
  null,
  null,
  null,
  "NDMO",
  null,
  "KGC",
  "KMI",
  null,
  null,
  null,
  null,
  "LHX",
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  "LIN",
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  null,
  null,
  "L",
  null,
  null,
  null,
  "EXG",
  null,
  null,
  "GGT",
  "MPC",
  null,
  "MMC",
  null,
  null,
  "PWR",
  "MRVL",
  null,
  "MA",
  null,
  null,
  "MDT",
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  "MFG",
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  "MUFG",
  "MS",
  "TMUS",
  null,
  "EQIX",
  "EXC",
  "EVRG",
  null,
  "FICO",
  "FHN",
  "FIS",
  null,
  "FYBR",
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  "GE",
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  null,
  null,
  "HQY",
  "GWRE",
  "NI",
  "HMY",
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  "HES",
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  "NU",
  "IBRX",
  "OXY",
  null,
  "ODFL",
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  "IX",
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  "BX",
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  "KKR",
  "KLAC",
  "IWD",
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  "ORCL",
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  "NOC",
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  null,
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  "DASH",
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  null,
  null,
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  null,
  null,
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  null,
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  "PYPL",
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  "PNC",
  null,
  "VGSH",
  null,
  "PGR",
  "IEMG",
  null,
  "IVV",
  null,
  null,
  "PBR",
  null,
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  "UNH",
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  "SPY",
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  null,
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  null,
  null,
  "ECL",
  null,
  "HLN",
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  "GS",
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  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "KB",
  null,
  null,
  null,
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  "KVUE",
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  null,
  "PKG",
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  null,
  "RELY",
  null,
  "ROK",
  null,
  null,
  "IEFA",
  "SPGI",
  "RY",
  "RELX",
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
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  "SLB",
  "RS",
  "SPG",
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  "SRE",
  "O",
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  "SHEL",
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  "GLD",
  null,
  "SAP",
  null,
  null,
  null,
  "RITM",
  null,
  "SPYG",
  null,
  "BP",
  null,
  "AMT",
  null,
  null,
  null,
  "RSG",
  "SPLG",
  null,
  "IBM",
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  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "ERIC",
  "TEL",
  "VIV",
  "CI",
  "TPR",
  "TXN",
  "TXRH",
  "TD",
  "TGT",
  "TM",
  "TMO",
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  "TDG",
  "TW",
  "TFC",
  "TWLO",
  "TKC",
  "TRV",
  "TYL",
  "UBS",
  "UBER",
  "UL",
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  "BIV",
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  "VO",
  "NEM",
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  "MET",
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  "AGNC",
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  "VV",
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  "SNEX",
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  "SCHW",
  "MNST",
  "EWBC",
  "ALC",
  null,
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  "PNW",
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  null,
  null,
  "VWO",
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  "JBL",
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  "BXMX",
  null,
  null,
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  null,
  null,
  "SBAC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "NGG",
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  null,
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  null,
  "LYG",
  null,
  "TTE",
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  null,
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  null,
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  "MMT",
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  null,
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  "IWO",
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  "GMED",
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  "IWN",
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  "SNY",
  "IEF",
  "GL",
  "GGG",
  null,
  "TSM",
  "IT",
  "GSK",
  null,
  "GFI",
  null,
  "RMD",
  null,
  null,
  null,
  "ETR",
  "BN.TO",
  "FSK",
  "VTR",
  "VYM",
  null,
  "DD",
  "VRTX",
  null,
  "EA",
  "GVA",
  "K",
  "TT",
  "VRSK",
  "VRT",
  "RLI",
  "MEDP",
  null,
  "RRC",
  "LECO",
  "MLI",
  "PEN",
  "ATO",
  "ADSK",
  "AON",
  "SFM",
  "AEE",
  "GM",
  "VNO",
  "TOL",
  "USFD",
  "ALB",
  "AFL",
  "AXON",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "AVB",
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  "FI",
  "NTRA",
  "DOV",
  "WAB",
  "WSO",
  "IP",
  "F",
  "WEC",
  "EQR",
  "DEO",
  "AJG",
  "WM",
  "FTNT",
  "IWR",
  null,
  "WCN",
  "EFX",
  "AIZ",
  "NCLH",
  "CAH",
  "AEP",
  "BKR",
  "SGOL",
  "CTSO",
  "ES",
  "GOOD",
  null,
  null,
  null,
  null,
  null,
  "IDXX",
  "RACE",
  null,
  "NVO",
  "DHI",
  "VIGI",
  "AMZN",
  "MSI",
  "SCHB",
  "NIO",
  null,
  "CHY",
  null,
  null,
  "TTWO",
  "IVE",
  "HCA",
  "PFG",
  null,
  null,
  "OVV",
  "ESGD",
  null,
  "DKS",
  "LI",
  null,
  "TPL",
  null,
  null,
  null,
  "NWSA",
  "HDB",
  "TME",
  "NTES",
  "ABEV",
  null,
  null,
  "BEKE",
  "PDD",
  null,
  "ACM",
  "VEU",
  "VPL",
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
  "VGK",
  "VNQI",
  "BLV",
  "VYMI",
  "VALE",
  null,
  null,
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  "VIOG",
  "VGLT",
  "VBK",
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  "VTEB",
  "BND",
  "VBR",
  null,
  "VOT",
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  "VB",
  "VOO",
  null,
  "VTV",
  "VEEV",
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  "VIPS",
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  "VICI",
  "WBD",
  "WMT",
  "WBA",
  "WAT",
  "WBS",
  "WFC",
  "WAL",
  "WELL",
  null,
  null,
  "WSM",
  "WIT",
  "WPM",
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  "WMB",
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  null,
  null,
  "WF",
  null,
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  "XPEV",
  "XEL",
  "WDAY",
  "YPF",
  "ZG",
  "YUMC",
  "YUM",
  "Z",
  "ADC",
  null,
  null,
  "LNT",
  "UMC",
  null,
  "OC",
  "GRMN",
  "CART",
  null,
  "DNN",
  "FNF",
  "FOXA",
  "MTB",
  "CNQ",
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  "AEM",
  "SCHD",
  "ET",
  "SOFI",
  "DVY",
  "SCHG",
  null,
  null,
  "SCHF",
  null,
  "ALRM",
  "SCHA",
  "JD",
  "MSCI",
  "EIX",
  "NSC",
  "KIM",
  "KEY",
  "NOK",
  "LUMN",
  "INFY",
  null,
  null,
  "LBRDK",
  "JCI",
  "NXPI",
  "MOH",
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  "KDP",
  "MKL",
  "MGM",
  "SO",
  "TAK",
  "TTD",
  "PPL",
  "TRP",
  "HQH",
  "OKTA",
  "OTIS",
  "PSX",
  "OPEN",
  "ROL",
  "TCOM",
  "CRM",
  "SNAP",
  "RVTY",
  "SHG",
  "RPRX",
  "RBLX",
  "SCI",
  null,
  null,
  null,
  "SANM",
  "SYY",
  "DIA",
  "ORI",
  null,
  "SPOT",
  null,
  null,
  "LII",
  null,
  null,
  null,
  "ZION",
  null,
  null,
  "GEV",
  "MELI",
  "TRI.TO",
  "ZM",
  "DGRO",
  "MCK",
  null,
  "PAAS",
  "SPYV",
  "EXR",
  "GWW",
  null,
  "UPST",
  "ESGU",
  "PSA",
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  "SYF",
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  null,
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  "FDX",
  "AME",
  "ALLY",
  "KMB",
  "LULU",
  "AUR",
  "ADP",
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  "BCPC",
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  null,
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  "BBD",
  "BNS",
  "BMO",
  "BCS",
  "BK",
  "BRK-B",
  "BDX",
  "BRBR",
  "BHP",
  "BBY",
  "BMRN",
  null,
  "BA",
  null,
  "BLND",
  "EAT",
  "BMY",
  "BBIO",
  "BTI",
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  "CHRW",
  "BXP",
  "BURL",
  null,
  "CM",
  "CNI",
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  "CPT",
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  "IGR",
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  "CIG",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "CFG",
  "NET",
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  "C",
  "KOF",
  "CME",
  null,
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  "COHR",
  "COIN",
  "CMCSA",
  "CTSH",
  "CL",
  "COP",
  "STZ",
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  "ED",
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  "GLW",
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  "CSGP",
  "BAP",
  "CRH",
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  "CVS",
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  "CCK",
  "CW",
  "DHR",
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  "DE",
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  null,
  null,
  null,
  null,
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  "DLR",
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  "DPZ",
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  "EWJ",
  null,
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  "EFA",
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  "MCO",
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  "USMV",
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  "NEE",
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  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  "AWK",
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 1,022
Total Value: 2059925810
Accession Number: 0001172661-25-001834
Form Type: 13F-HR
CIK: atomi-financial-group
Manager Name: Atomi-Financial-Group

Data Enrichment

75% identified

769 identified253 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,022 positions • $2,059,925.81K total value

1,022 positions

Manager:

SEC FilingSEC DataHachi Filing

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Page 10 of 52

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Duke Energy CORP

DUK|26441C204

Shares:14.6K

Value:$1.8M

ECOLAB INC.

ECL|278865100

Shares:7.0K

Value:$1.8M

MORGAN STANLEY

MS|617446448

Shares:15.2K

Value:$1.8M

46434V621

DGRO|46434V621

Shares:28.7K

Value:$1.8M

46436E866

Shares:75.8K

Value:$1.8M

LOWES COMPANIES INC

LOW|548661107

Shares:7.5K

Value:$1.8M

46138J635

Shares:74.5K

Value:$1.7M

46435G425

ESGU|46435G425

Shares:14.1K

Value:$1.7M

78464A284

Shares:68.1K

Value:$1.7M

SUMITOMO MITSUI FINANCIAL GROUP, INC.

SMFG|86562M209

Shares:109.7K

Value:$1.7M

STARBUCKS CORP

SBUX|855244109

Shares:17.3K

Value:$1.7M

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:15.2K

Value:$1.7M

46138J817

Shares:72.4K

Value:$1.7M

78463X509

Shares:42.1K

Value:$1.7M

808524508

Shares:63.0K

Value:$1.7M

MITSUBISHI UFJ FINANCIAL GROUP INC

MUFG|606822104

Shares:121.0K

Value:$1.6M

78463X889

SPDW|78463X889

Shares:44.2K

Value:$1.6M

464288158

Shares:15.1K

Value:$1.6M

KINDER MORGAN, INC.

KMI|49456B101

Shares:55.6K

Value:$1.6M

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:3.0K

Value:$1.6M

Instrument	Shares		Other Manager	Value
Duke Energy CORP(DUKcusip26441C204)	14.6K	QoQ +10.05% (+1.3K) YoY +28.61% (+3.3K)	All Managers (Combined)	$1.8M	QoQ +24.59% (+$352.2K) YoY +62.21% (+$684.3K)
ECOLAB INC.(ECLcusip278865100)	7.0K	QoQ +11.92% (+750) YoY +101.31% (+3.5K)	All Managers (Combined)	$1.8M	QoQ +21.10% (+$310.9K) YoY +121.02% (+$977.0K)
MORGAN STANLEY(MScusip617446448)	15.2K	QoQ +0.06% (-10) YoY +120.88% (+8.3K)	All Managers (Combined)	$1.8M	QoQ -7.13% (-$136.6K) YoY +173.67% (+$1.1M)
(DGROcusip46434V621)	28.7K	QoQ +0.28% (+82) YoY +22.20% (+5.2K)	All Managers (Combined)	$1.8M	QoQ +1.00% (+$17.7K) YoY +30.03% (+$409.5K)
(cusip46436E866)✕	75.8K	QoQ +6.24% (+4.5K) YoY NEW(+75.8K)	All Managers (Combined)	$1.8M	QoQ +6.47% (+$107.7K) YoY NEW(+$1.8M)
LOWES COMPANIES INC(LOWcusip548661107)	7.5K	QoQ +7.08% (+498) YoY +156.73% (+4.6K)	All Managers (Combined)	$1.8M	QoQ +1.18% (+$20.6K) YoY +135.03% (+$1.0M)
(cusip46138J635)✕	74.5K	QoQ +43.55% (+22.6K) YoY NEW(+74.5K)	All Managers (Combined)	$1.7M	QoQ +43.03% (+$519.7K) YoY NEW(+$1.7M)
(ESGUcusip46435G425)	14.1K	QoQ -19.35% (-3.4K) YoY +229.88% (+9.9K)	All Managers (Combined)	$1.7M	QoQ -23.68% (-$535.0K) YoY +249.81% (+$1.2M)
(cusip78464A284)✕	68.1K	QoQ +94.74% (+33.1K) YoY +308.01% (+51.4K)	All Managers (Combined)	$1.7M	QoQ +92.00% (+$823.3K) YoY +300.54% (+$1.3M)
SUMITOMO MITSUI FINANCIAL GROUP, INC.(SMFGcusip86562M209)	109.7K	QoQ +52.23% (+37.6K) YoY +138.25% (+63.7K)	All Managers (Combined)	$1.7M	QoQ +62.42% (+$651.8K) YoY +212.94% (+$1.2M)
STARBUCKS CORP(SBUXcusip855244109)	17.3K	QoQ +16.10% (+2.4K) YoY +83.21% (+7.8K)	All Managers (Combined)	$1.7M	QoQ +24.81% (+$336.5K) YoY +96.64% (+$831.9K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	15.2K	QoQ +37.13% (+4.1K) YoY +244.93% (+10.8K)	All Managers (Combined)	$1.7M	QoQ +19.60% (+$274.3K) YoY +155.27% (+$1.0M)
(cusip46138J817)✕	72.4K	QoQ +18.65% (+11.4K) YoY NEW(+72.4K)	All Managers (Combined)	$1.7M	QoQ +18.55% (+$261.3K) YoY NEW(+$1.7M)
(cusip78463X509)✕	42.1K	QoQ -6.42% (-2.9K) YoY +23.57% (+8.0K)	All Managers (Combined)	$1.7M	QoQ -3.98% (-$68.8K) YoY +34.42% (+$424.8K)
(cusip808524508)✕	63.0K	QoQ +4.56% (-2.8K) YoY NEW(+63.0K)	All Managers (Combined)	$1.7M	QoQ -1.13% (-$18.9K) YoY NEW(+$1.7M)
MITSUBISHI UFJ FINANCIAL GROUP INC(MUFGcusip606822104)	121.0K	QoQ +18.58% (+19.0K) YoY +9.05% (+10.0K)	All Managers (Combined)	$1.6M	QoQ +37.91% (+$453.3K) YoY +45.30% (+$514.1K)
(SPDWcusip78463X889)	44.2K	QoQ +8.21% (+3.4K) YoY -4.98% (-2.3K)	All Managers (Combined)	$1.6M	QoQ +15.44% (+$215.1K) YoY -3.47% (-$57.9K)
(cusip464288158)✕	15.1K	QoQ +9.73% (+1.3K) YoY +553.59% (+12.8K)	All Managers (Combined)	$1.6M	QoQ +9.86% (+$143.1K) YoY +558.88% (+$1.4M)
KINDER MORGAN, INC.(KMIcusip49456B101)	55.6K	QoQ -20.58% (-14.4K) YoY +8.33% (+4.3K)	All Managers (Combined)	$1.6M	QoQ -17.31% (-$331.8K) YoY +68.52% (+$644.4K)
AXON ENTERPRISE, INC.(AXONcusip05464C101)	3.0K	QoQ +11.62% (-313) YoY NEW(+3.0K)	All Managers (Combined)	$1.6M	QoQ -1.21% (-$19.4K) YoY NEW(+$1.6M)