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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
+0.38%
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
$1.77B
AUM Growth
+$12.4M
Cap. Flow
+$35.5M
Cap. Flow %
2%
Top 10 Hldgs %
31.75%
Holding
562
New
76
Increased
100
Reduced
96
Closed
31

Top Buys

Rank Stock Value
1
NOK icon
Nokia
NOK
+$18.1M
2
BABA icon
Alibaba
BABA
+$15.1M
3
IVSS
Applied Finance IVS US SMID ETF
IVSS
+$3.28M
4
PSQO
Palmer Square Credit Opportunities ETF
PSQO
+$2.44M
5
JEMB
Janus Henderson Emerging Markets Debt Hard Currency ETF
JEMB
+$2.41M

Top Sells

Rank Stock Value
1
DKNG icon
DraftKings
DKNG
+$14.6M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.4M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.16M
4
PLTR icon
Palantir
PLTR
+$1.08M
5
JBBB icon
Janus Henderson B-BBB CLO ETF
JBBB
+$934K

Sector Composition

Rank Sector Weight
1 Technology 17.58%
2 Healthcare 12.79%
3 Financials 9.32%
4 Industrials 8.44%
5 Consumer Discretionary 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMUS icon
226
T-Mobile US
TMUS
$190B
$69.3K ﹤0.01%
330
– –
KLAC icon
227
KLA
KLAC
$259B
$67.7K ﹤0.01%
460
– –
MDT icon
228
Medtronic
MDT
$112B
$67.2K ﹤0.01%
775
– –
AVUV icon
229
Avantis US Small Cap Value ETF
AVUV
$30.9B
$66.9K ﹤0.01%
605
+1
+0.2% +$110
AGL icon
230
Agilon Health
AGL
$1.6B
$66.4K ﹤0.01%
8,400
– –
KVUE icon
231
Kenvue
KVUE
$36.9B
$66.4K ﹤0.01%
3,852
+42
+1% +$748
VUG icon
232
Vanguard Morningstar Growth ETF
VUG
$231B
$65.1K ﹤0.01%
894
– –
MDYV icon
233
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.83B
$63.3K ﹤0.01%
744
+4
+0.5% +$353
TGT icon
234
Target
TGT
$68B
$62.7K ﹤0.01%
518
-31
-6% -$3.5K
VEA icon
235
Vanguard FTSE Developed Markets ETF
VEA
$236B
$62.2K ﹤0.01%
971
– –
D icon
236
Dominion Energy
D
$59.3B
$61.8K ﹤0.01%
1,000
– –
ABT icon
237
Abbott
ABT
$187B
$59.8K ﹤0.01%
582
-272
-32% -$30.7K
ENR icon
238
Energizer
ENR
$1.55B
$59K ﹤0.01%
3,592
– –
IWP icon
239
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$58.9K ﹤0.01%
460
– –
CTVA icon
240
Corteva
CTVA
$51.3B
$58.5K ﹤0.01%
699
+20
+3% +$1.51K
DHR icon
241
Danaher
DHR
$144B
$56.9K ﹤0.01%
300
-95
-24% -$20.2K
AJG icon
242
Arthur J. Gallagher & Co
AJG
$63.6B
$55.2K ﹤0.01%
255
-250
-50% -$57.7K
CRM icon
243
Salesforce
CRM
$158B
$54.8K ﹤0.01%
293
-115
-28% -$23.8K
PR
244
Permian Resources
PR
$16.9B
$54.8K ﹤0.01%
2,568
– –
NOW icon
245
ServiceNow
NOW
$129B
$52.3K ﹤0.01%
+500
New +$58.8K
GBTC icon
246
Grayscale Bitcoin Trust
GBTC
$9.76B
$52K ﹤0.01%
986
– –
FLO icon
247
Flowers Foods
FLO
$1.57B
$51.9K ﹤0.01%
6,362
– –
TXN icon
248
Texas Instruments
TXN
$261B
$51.8K ﹤0.01%
267
-50
-16% -$10.1K
VB icon
249
Vanguard Morningstar Small-Cap ETF
VB
$82.4B
$51.6K ﹤0.01%
197
+65
+49% +$17.6K
PAA icon
250
Plains All American Pipeline
PAA
$16.1B
$51.4K ﹤0.01%
2,304
– –
8 9
10
11 12

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P3I
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LPU
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Atwood & Palmer's Q1 2026 Portfolio in Review

As of Q1 2026, Atwood & Palmer held 562 positions worth $1.77B, up 0.7% from $1.76B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Atwood & Palmer's Q1 2026 filing shows 76 new, 100 increased, 96 reduced and 31 closed positions. Its largest new stake was Nokia: 2,460,760 shares worth $19.8M. The largest sale was DraftKings, an estimated $14.6M.

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

  • Atwood & Palmer's largest Q1 2026 buy was Nokia: 2,460,760 shares worth $19.8M.
  • Atwood & Palmer added most to Alibaba in Q1 2026, an estimated $15.1M increase.
  • Atwood & Palmer's biggest Q1 2026 reduction was DraftKings, cutting an estimated $14.6M.
  • Atwood & Palmer fully exited Janus Henderson B-BBB CLO ETF in Q1 2026, selling an estimated $934K.
  • Atwood & Palmer's ten largest holdings make up 32% of its $1.77B portfolio in Q1 2026.
  • Atwood & Palmer opened 76 new positions and closed 31 in Q1 2026.
  • Atwood & Palmer's portfolio value rose 0.7% quarter-over-quarter to $1.77B.

Based on Atwood & Palmer's 13F filing for Q1 2026, filed 15 Apr 2026.