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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
VNLA icon
251
Janus Henderson Short Duration Income ETF
VNLA
$3.35B
$51.3K ﹤0.01%
1,050
-30
-3% -$1.48K
FXR icon
252
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$766M
$46.9K ﹤0.01%
575
– –
DOW icon
253
Dow Inc
DOW
$21.2B
$45.8K ﹤0.01%
1,100
– –
TRV icon
254
Travelers Companies
TRV
$80.2B
$43.8K ﹤0.01%
150
– –
STPZ icon
255
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$516M
$43.3K ﹤0.01%
800
– –
VRP icon
256
Invesco Variable Rate Preferred ETF
VRP
$3.01B
$43.2K ﹤0.01%
1,800
-95
-5% -$2.31K
CB icon
257
Chubb
CB
$135B
$42.4K ﹤0.01%
130
– –
MBC icon
258
MasterBrand
MBC
$1.91B
$42.2K ﹤0.01%
5,078
– –
IVE icon
259
iShares S&P 500 Value ETF
IVE
$49.8B
$41.2K ﹤0.01%
195
– –
VTV icon
260
Vanguard Morningstar Value ETF
VTV
$191B
$40.8K ﹤0.01%
208
-88
-30% -$17.6K
SPSB icon
261
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.7B
$39.8K ﹤0.01%
1,325
– –
CVS icon
262
CVS Health
CVS
$122B
$38.4K ﹤0.01%
535
– –
FTXR icon
263
First Trust Nasdaq Transportation ETF
FTXR
$1.06B
$37.2K ﹤0.01%
975
– –
ETR icon
264
Entergy
ETR
$50B
$37.1K ﹤0.01%
330
– –
ASML icon
265
ASML
ASML
$669B
$37K ﹤0.01%
28
– –
MSI icon
266
Motorola Solutions
MSI
$77.4B
$36.9K ﹤0.01%
85
– –
IJK icon
267
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$36.7K ﹤0.01%
365
– –
WH icon
268
Wyndham Hotels & Resorts
WH
$5.48B
$36.4K ﹤0.01%
448
– –
NMRK icon
269
Newmark Group
NMRK
$2.63B
$36.3K ﹤0.01%
2,424
– –
DJTWW
270
Trump Media & Technology Group Warrants
DJTWW
$859M
$35.1K ﹤0.01%
7,100
– –
FXD icon
271
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$276M
$34.9K ﹤0.01%
545
– –
TNL icon
272
Travel + Leisure Co
TNL
$4.7B
$34.6K ﹤0.01%
500
– –
AFL icon
273
Aflac
AFL
$62.6B
$34.6K ﹤0.01%
315
-109
-26% -$12.1K
OGE icon
274
OGE Energy
OGE
$9.71B
$34.5K ﹤0.01%
720
– –
OUNZ icon
275
VanEck Merk Gold Trust
OUNZ
$2.69B
$33.7K ﹤0.01%
749
– –
9 10
11
12 13

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PCM
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P3I
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LPU
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SGF
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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.