We are live on ! Find out more
AP

Atwood & Palmer Portfolio holdings

AUM $1.87B
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
+2.31%
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
$1.76B
AUM Growth
+$57.4M
Cap. Flow
+$36M
Cap. Flow %
2.05%
Top 10 Hldgs %
32.97%
Holding
502
New
15
Increased
69
Reduced
58
Closed
13

Top Buys

Rank Stock Value
1
HLI icon
Houlihan Lokey
HLI
+$12.8M
2
CBC
Central Bancompany Inc
CBC
+$6.94M
3
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.46M
4
JEMB
Janus Henderson Emerging Markets Debt Hard Currency ETF
JEMB
+$2.22M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$2.14M

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.14M
2
PLTR icon
Palantir
PLTR
+$1.04M
3
NVDA icon
NVIDIA
NVDA
+$1.02M
4
PSBD icon
Palmer Square Capital BDC
PSBD
+$417K
5
AAPL icon
Apple
AAPL
+$379K

Sector Composition

Rank Sector Weight
1 Technology 18.07%
2 Healthcare 12.63%
3 Financials 10.09%
4 Industrials 7.52%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GALT icon
251
Galectin Therapeutics
GALT
$348M
$41.6K ﹤0.01%
10,000
– –
PAA icon
252
Plains All American Pipeline
PAA
$16.1B
$41.4K ﹤0.01%
2,304
– –
IVE icon
253
iShares S&P 500 Value ETF
IVE
$49.8B
$41.3K ﹤0.01%
195
+1
+0.5% +$210
CB icon
254
Chubb
CB
$135B
$40.6K ﹤0.01%
130
– –
SPSB icon
255
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.7B
$40K ﹤0.01%
1,325
– –
HUM icon
256
Humana
HUM
$46.2B
$39.2K ﹤0.01%
153
– –
LYFT icon
257
Lyft
LYFT
$6.63B
$38.7K ﹤0.01%
2,000
– –
FTXR icon
258
First Trust Nasdaq Transportation ETF
FTXR
$1.06B
$37.8K ﹤0.01%
975
– –
BRBR icon
259
BellRing Brands
BRBR
$1.34B
$37.6K ﹤0.01%
1,408
– –
FXD icon
260
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$276M
$37.3K ﹤0.01%
545
– –
PR
261
Permian Resources
PR
$16.9B
$36K ﹤0.01%
2,568
– –
CDE icon
262
Coeur Mining
CDE
$17.9B
$35.7K ﹤0.01%
2,000
– –
IJK icon
263
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$35.4K ﹤0.01%
365
– –
TNL icon
264
Travel + Leisure Co
TNL
$4.7B
$35.3K ﹤0.01%
500
– –
VHT icon
265
Vanguard Health Care ETF
VHT
$18.6B
$34.8K ﹤0.01%
121
– –
TEF
266
DELISTED
Telefonica
TEF
$34.3K ﹤0.01%
8,465
– –
VB icon
267
Vanguard Morningstar Small-Cap ETF
VB
$82.4B
$34K ﹤0.01%
132
– –
WH icon
268
Wyndham Hotels & Resorts
WH
$5.48B
$33.9K ﹤0.01%
448
– –
FISV
269
Fiserv Inc
FISV
$27.9B
$33.6K ﹤0.01%
500
– –
DXCM icon
270
DexCom
DXCM
$32B
$33.2K ﹤0.01%
500
– –
VWO icon
271
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$33.2K ﹤0.01%
617
– –
VOD icon
272
Vodafone
VOD
$37.4B
$33K ﹤0.01%
2,500
– –
MSI icon
273
Motorola Solutions
MSI
$77.4B
$32.6K ﹤0.01%
85
– –
BLK icon
274
Blackrock
BLK
$176B
$32.1K ﹤0.01%
30
– –
MLM icon
275
Martin Marietta Materials
MLM
$33B
$31.8K ﹤0.01%
51
– –
9 10
11
12 13

Similar funds

PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return
SGF
S&G Foundation Wilson, Wyoming $1.88B AUM
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Atwood & Palmer's Q4 2025 Portfolio in Review

As of Q4 2025, Atwood & Palmer held 502 positions worth $1.76B, up 3.4% from $1.7B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Atwood & Palmer's Q4 2025 filing shows 15 new, 69 increased, 58 reduced and 13 closed positions. Its largest new stake was Houlihan Lokey: 69,960 shares worth $12.2M. The largest sale was Alphabet (Google) Class C, an estimated $1.14M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 19% a quarter earlier, followed by Healthcare and Financials.

  • Atwood & Palmer's largest Q4 2025 buy was Houlihan Lokey: 69,960 shares worth $12.2M.
  • Atwood & Palmer added most to iShares 1-3 Year Treasury Bond ETF in Q4 2025, an estimated $2.46M increase.
  • Atwood & Palmer's biggest Q4 2025 reduction was Alphabet (Google) Class C, cutting an estimated $1.14M.
  • Atwood & Palmer fully exited Palmer Square Capital BDC in Q4 2025, selling an estimated $417K.
  • Atwood & Palmer's ten largest holdings make up 33% of its $1.76B portfolio in Q4 2025.
  • Atwood & Palmer opened 15 new positions and closed 13 in Q4 2025.
  • Atwood & Palmer's portfolio value rose 3.4% quarter-over-quarter to $1.76B.

Based on Atwood & Palmer's 13F filing for Q4 2025, filed 28 Jan 2026.