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Atwood & Palmer Portfolio holdings

AUM $1.87B
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
+10.18%
1 Year Est. Return
+24.22%
3 Year Est. Return
+82.33%
5 Year Est. Return
+97.89%
10 Year Est. Return
+352.71%
AUM
$1.87B
AUM Growth
+$103M
Cap. Flow
-$18.3M
Cap. Flow %
-0.98%
Top 10 Hldgs %
33.36%
Holding
556
New
25
Increased
87
Reduced
96
Closed
61

Top Buys

Rank Stock Value
1
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.23M
2
JEMB
Janus Henderson Emerging Markets Debt Hard Currency ETF
JEMB
+$1.04M
3
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.03M
4
JSI icon
Janus Henderson Securitized Income ETF
JSI
+$862K
5
BBBI icon
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
BBBI
+$733K

Top Sells

Rank Stock Value
1
ON icon
ON Semiconductor
ON
+$9.21M
2
HLI icon
Houlihan Lokey
HLI
+$7.58M
3
XOM icon
ExxonMobil
XOM
+$2.85M
4
VSLU icon
Applied Finance Valuation Large Cap ETF
VSLU
+$1.19M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.19M

Sector Composition

Rank Sector Weight
1 Technology 17.73%
2 Healthcare 11.94%
3 Industrials 9.62%
4 Financials 9.42%
5 Consumer Discretionary 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ISRG icon
226
Intuitive Surgical
ISRG
$134B
$68.4K ﹤0.01%
172
– –
D icon
227
Dominion Energy
D
$59.3B
$68.3K ﹤0.01%
1,000
– –
TGT icon
228
Target
TGT
$68B
$68.2K ﹤0.01%
522
+4
+0.8% +$508
IBIT icon
229
iShares Bitcoin Trust
IBIT
$47.8B
$67.6K ﹤0.01%
2,030
+30
+2% +$1.22K
IWP icon
230
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$67.3K ﹤0.01%
460
– –
AMAT icon
231
Applied Materials
AMAT
$428B
$65.1K ﹤0.01%
90
– –
POST icon
232
Post Holdings
POST
$3.57B
$63.2K ﹤0.01%
716
– –
HUM icon
233
Humana
HUM
$46.2B
$60.8K ﹤0.01%
153
– –
MDT icon
234
Medtronic
MDT
$112B
$60.6K ﹤0.01%
775
– –
VB icon
235
Vanguard Morningstar Small-Cap ETF
VB
$82.4B
$59.7K ﹤0.01%
197
– –
TYL icon
236
Tyler Technologies
TYL
$12.8B
$59.7K ﹤0.01%
204
– –
NOW icon
237
ServiceNow
NOW
$129B
$59.6K ﹤0.01%
600
+100
+20% +$9.9K
AJG icon
238
Arthur J. Gallagher & Co
AJG
$63.6B
$58.5K ﹤0.01%
255
– –
CTVA icon
239
Corteva
CTVA
$51.3B
$57.5K ﹤0.01%
679
-20
-3% -$1.61K
DHR icon
240
Danaher
DHR
$144B
$57.1K ﹤0.01%
300
– –
ASML icon
241
ASML
ASML
$669B
$55.7K ﹤0.01%
28
– –
TMUS icon
242
T-Mobile US
TMUS
$190B
$55.4K ﹤0.01%
330
– –
CVS icon
243
CVS Health
CVS
$122B
$55.3K ﹤0.01%
535
– –
STX icon
244
Seagate
STX
$184B
$53.1K ﹤0.01%
55
– –
ABT icon
245
Abbott
ABT
$187B
$52.8K ﹤0.01%
582
– –
FXR icon
246
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$766M
$52.4K ﹤0.01%
575
– –
MBC icon
247
MasterBrand
MBC
$1.91B
$52.3K ﹤0.01%
5,078
– –
VNLA icon
248
Janus Henderson Short Duration Income ETF
VNLA
$3.35B
$51.3K ﹤0.01%
1,050
– –
PAA icon
249
Plains All American Pipeline
PAA
$16.1B
$51.3K ﹤0.01%
2,304
– –
FLO icon
250
Flowers Foods
FLO
$1.57B
$50.3K ﹤0.01%
6,362
– –
8 9
10
11 12

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Atwood & Palmer's Q2 2026 Portfolio in Review

As of Q2 2026, Atwood & Palmer held 556 positions worth $1.87B, up 5.8% from $1.77B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Atwood & Palmer's Q2 2026 filing shows 25 new, 87 increased, 96 reduced and 61 closed positions. Its largest new stake was Honeywell Aerospace: 628 shares worth $139K. The largest sale was ON Semiconductor, an estimated $9.21M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 18% a quarter earlier, followed by Healthcare and Industrials.

  • Atwood & Palmer's largest Q2 2026 buy was Honeywell Aerospace: 628 shares worth $139K.
  • Atwood & Palmer added most to iShares 1-3 Year Treasury Bond ETF in Q2 2026, an estimated $1.23M increase.
  • Atwood & Palmer's biggest Q2 2026 reduction was ON Semiconductor, cutting an estimated $9.21M.
  • Atwood & Palmer fully exited ExxonMobil in Q2 2026, selling an estimated $2.85M.
  • Atwood & Palmer's ten largest holdings make up 33% of its $1.87B portfolio in Q2 2026.
  • Atwood & Palmer opened 25 new positions and closed 61 in Q2 2026.
  • Atwood & Palmer's portfolio value rose 5.8% quarter-over-quarter to $1.87B.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.