Atomi Financial Group, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Atomi Financial Group, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 1022 holdings worth $2.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
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  "VSGX",
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "IDXX",
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
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  "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: 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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Coinbase Global, Inc.(COINcusip19260Q107)	333.6K	QoQ +3.02% (-9.8K) YoY +27704.16% (+332.4K)	All Managers (Combined)	$57.5M	QoQ -28.53% (-$22.9M) YoY +38008.73% (+$57.3M)
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(VEAcusip921943858)	916.0K	QoQ +12.77% (+103.7K) YoY +152.62% (+553.4K)	All Managers (Combined)	$46.6M	QoQ +19.87% (+$7.7M) YoY +155.95% (+$28.4M)
(cusip46434V282)✕	697.3K	QoQ +12.40% (+77.0K) YoY +290.71% (+518.9K)	All Managers (Combined)	$40.4M	QoQ +7.80% (+$2.9M) YoY +320.26% (+$30.8M)
(cusip808524409)✕	1.5M	QoQ +10.03% (+136.3K) YoY +671.10% (+1.3M)	All Managers (Combined)	$39.7M	QoQ +12.18% (+$4.3M) YoY +169.75% (+$25.0M)
(VWOcusip922042858)	818.4K	QoQ +75.04% (+350.9K) YoY +120.98% (+448.0K)	All Managers (Combined)	$37.0M	QoQ +79.89% (+$16.5M) YoY +139.44% (+$21.6M)
(SCHGcusip808524300)	1.5M	QoQ +10.76% (-141.4K) YoY +899.10% (+1.3M)	All Managers (Combined)	$36.4M	QoQ -0.48% (-$177.3K) YoY +169.81% (+$22.9M)
(VOOcusip922908363)	70.5K	QoQ +25.60% (+14.4K) YoY +514.11% (+59.0K)	All Managers (Combined)	$36.2M	QoQ +19.80% (+$6.0M) YoY +556.51% (+$30.7M)
Microsoft Corp(MSFTcusip594918104)	84.1K	QoQ -2.62% (-2.3K) YoY +70.20% (+34.7K)	All Managers (Combined)	$31.6M	QoQ -13.28% (-$4.8M) YoY +51.86% (+$10.8M)
(BNDcusip921937835)	417.6K	QoQ +25.15% (+83.9K) YoY +679.18% (+364.0K)	All Managers (Combined)	$30.7M	QoQ +27.83% (+$6.7M) YoY +687.97% (+$26.8M)
Alphabet Inc.(GOOGcusip02079K107)	187.3K	QoQ -4.82% (-9.5K) YoY +162.75% (+116.0K)	All Managers (Combined)	$29.3M	QoQ -21.91% (-$8.2M) YoY +169.60% (+$18.4M)
(cusip26923G707)✕	1.2M	QoQ +16.86% (+179.5K) YoY +245.14% (+883.8K)	All Managers (Combined)	$28.1M	QoQ +17.48% (+$4.2M) YoY +247.30% (+$20.0M)
(VUGcusip922908736)	74.9K	QoQ +152.72% (+45.2K) YoY +481.71% (+62.0K)	All Managers (Combined)	$27.8M	QoQ +128.32% (+$15.6M) YoY +526.70% (+$23.3M)
Nvidia Corp(NVDAcusip67066G104)	247.7K	QoQ +3.17% (-7.6K) YoY +1482.76% (+232.1K)	All Managers (Combined)	$26.8M	QoQ -16.73% (-$5.4M) YoY +89.85% (+$12.7M)
(VBcusip922908751)	111.1K	QoQ +13.33% (+13.1K) YoY +130.34% (+62.9K)	All Managers (Combined)	$24.6M	QoQ +4.59% (+$1.1M) YoY +123.45% (+$13.6M)
(VTVcusip922908744)	136.6K	QoQ +140.63% (+79.9K) YoY +1712.53% (+129.1K)	All Managers (Combined)	$23.6M	QoQ +145.52% (+$14.0M) YoY +1822.37% (+$22.4M)
(EMXCcusip46434G764)	412.9K	QoQ +20.17% (+69.3K) YoY NEW(+412.9K)	All Managers (Combined)	$22.7M	QoQ +19.39% (+$3.7M) YoY NEW(+$22.7M)
Robinhood Markets, Inc.(HOODcusip770700102)	540.1K	QoQ -0.14% (-782) YoY +21.48% (+95.5K)	All Managers (Combined)	$22.5M	QoQ +11.54% (-$2.3M) YoY +151.18% (+$13.5M)