Atomi Financial Group, Inc.

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: 0001978879
Manager Name: Atomi Financial Group, Inc.

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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25434V807

267912

Value:

$10.5B

46435U713

226838(+66.9%)

Value:

$10.2B(+62.5%)

464288588

98495(+7.8%)

Value:

$9.2B(+10.2%)

46435G250

192001(+14.2%)

Value:

$9.0B(+14.4%)

464287432

97726(+18.4%)

Value:

$8.9B(+23.5%)

464287655

IWM|464287655

43008(-8.6%)

Value:

$8.6B(-17.5%)

464288521

145072(+8.4%)

Value:

$8.4B(+8.9%)

464288646

156824(+11.6%)

Value:

$8.2B(+13.1%)

JOHNSON & JOHNSON

JNJ|478160104

49109(+21.9%)

Value:

$8.1B(+39.8%)

Roblox Corp

RBLX|771049103

138489(+0.6%)

Value:

$8.1B(+1.4%)

NETFLIX INC

NFLX|64110L106

8141(+13.7%)

Value:

$7.6B(+18.9%)

464288638

142562(-2.5%)

Value:

$7.5B(-0.6%)

Mastercard Inc

MA|57636Q104

13176(+13.8%)

Value:

$7.2B(+18.4%)

46431W853

266496(+10.1%)

Value:

$7.1B(+15.1%)

922908629

VO|922908629

27258(+12.0%)

Value:

$7.0B(+9.7%)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

27930(+10.7%)

Value:

$6.9B(+25.2%)

464285204

117280(-5.4%)

Value:

$6.9B(+12.7%)

922908769

VTI|922908769

25088(+17.5%)

Value:

$6.9B(+11.4%)

ELI LILLY & Co

LLY|532457108

8143(+30.5%)

Value:

$6.7B(+39.6%)

EXXON MOBIL CORP

XOM|30231G102

56325(+13.3%)

Value:

$6.7B(+25.3%)

Instrument	Shares		Other Manager	Value
(cusip25434V807)✕	267.9K	QoQ NEW(+267.9K) YoY NEW(+267.9K)	All Managers (Combined)	$10.5M	QoQ NEW(+$10.5M) YoY NEW(+$10.5M)
(cusip46435U713)✕	226.8K	QoQ +66.91% (+90.9K) YoY +318.67% (+172.7K)	All Managers (Combined)	$10.2M	QoQ +62.51% (+$3.9M) YoY +335.18% (+$7.9M)
(cusip464288588)✕	98.5K	QoQ +7.75% (+7.1K) YoY +152.48% (+59.5K)	All Managers (Combined)	$9.2M	QoQ +10.22% (+$857.1K) YoY +156.20% (+$5.6M)
(cusip46435G250)✕	192.0K	QoQ +14.22% (+23.9K) YoY +254.79% (+137.9K)	All Managers (Combined)	$9.0M	QoQ +14.42% (+$1.1M) YoY +257.60% (+$6.5M)
(cusip464287432)✕	97.7K	QoQ +18.44% (+15.2K) YoY NEW(+97.7K)	All Managers (Combined)	$8.9M	QoQ +23.46% (+$1.7M) YoY NEW(+$8.9M)
(IWMcusip464287655)	43.0K	QoQ -8.57% (-4.0K) YoY +33.73% (+10.8K)	All Managers (Combined)	$8.6M	QoQ -17.46% (-$1.8M) YoY +26.85% (+$1.8M)
(cusip464288521)✕	145.1K	QoQ +8.39% (+11.2K) YoY +231.72% (+101.3K)	All Managers (Combined)	$8.4M	QoQ +8.93% (+$685.7K) YoY +255.15% (+$6.0M)
(cusip464288646)✕	156.8K	QoQ +11.64% (+16.4K) YoY +310.24% (+118.6K)	All Managers (Combined)	$8.2M	QoQ +13.08% (+$950.5K) YoY +318.96% (+$6.3M)
Johnson & Johnson(JNJcusip478160104)	49.1K	QoQ +21.92% (+8.8K) YoY +32.18% (+12.0K)	All Managers (Combined)	$8.1M	QoQ +39.82% (+$2.3M) YoY +38.57% (+$2.3M)
Roblox Corp(RBLXcusip771049103)	138.5K	QoQ +0.61% (+847) YoY +1.43% (+2.0K)	All Managers (Combined)	$8.1M	QoQ +1.36% (+$108.6K) YoY +54.85% (+$2.9M)
Netflix Inc(NFLXcusip64110L106)	8.1K	QoQ +13.68% (+980) YoY +61.43% (+3.1K)	All Managers (Combined)	$7.6M	QoQ +18.93% (+$1.2M) YoY +147.86% (+$4.5M)
(cusip464288638)✕	142.6K	QoQ -2.55% (-3.7K) YoY +299.91% (+106.9K)	All Managers (Combined)	$7.5M	QoQ -0.64% (-$48.7K) YoY +307.04% (+$5.6M)
Mastercard Inc(MAcusip57636Q104)	13.2K	QoQ +13.79% (+1.6K) YoY +23.90% (+2.5K)	All Managers (Combined)	$7.2M	QoQ +18.44% (+$1.1M) YoY +41.02% (+$2.1M)
(cusip46431W853)✕	266.5K	QoQ +10.08% (+24.4K) YoY +104.65% (+136.3K)	All Managers (Combined)	$7.1M	QoQ +15.13% (+$927.1K) YoY +100.63% (+$3.5M)
(VOcusip922908629)	27.3K	QoQ +12.04% (+2.9K) YoY +279.79% (+20.1K)	All Managers (Combined)	$7.0M	QoQ +9.71% (+$624.1K) YoY +293.09% (+$5.3M)
International Business Machines Corp(IBMcusip459200101)	27.9K	QoQ +10.67% (+2.7K) YoY +40.40% (+8.0K)	All Managers (Combined)	$6.9M	QoQ +25.19% (+$1.4M) YoY +82.82% (+$3.1M)
(cusip464285204)✕	117.3K	QoQ -5.39% (-6.7K) YoY +52.18% (+40.2K)	All Managers (Combined)	$6.9M	QoQ +12.66% (-$777.3K) YoY +113.58% (+$3.7M)
(VTIcusip922908769)	25.1K	QoQ +17.46% (+3.7K) YoY +45.69% (+7.9K)	All Managers (Combined)	$6.9M	QoQ +11.40% (+$705.8K) YoY +54.06% (+$2.4M)
Eli Lilly & Co(LLYcusip532457108)	8.1K	QoQ +30.51% (+1.9K) YoY +72.04% (+3.4K)	All Managers (Combined)	$6.7M	QoQ +39.62% (+$1.9M) YoY +82.65% (+$3.0M)
Exxon Mobil Corp(XOMcusip30231G102)	56.3K	QoQ +13.30% (+6.6K) YoY +57.64% (+20.6K)	All Managers (Combined)	$6.7M	QoQ +25.27% (+$1.4M) YoY +61.29% (+$2.5M)