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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
LYV icon
276
Live Nation Entertainment
LYV
$42.1B
$36.6K ﹤0.01%
200
– –
VHT icon
277
Vanguard Health Care ETF
VHT
$18.6B
$36.2K ﹤0.01%
121
– –
ALL icon
278
Allstate
ALL
$67.5B
$35.7K ﹤0.01%
150
– –
MSI icon
279
Motorola Solutions
MSI
$77.4B
$35.3K ﹤0.01%
85
– –
SPSM icon
280
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
$35K ﹤0.01%
607
– –
SPG icon
281
Simon Property Group
SPG
$72.3B
$34.7K ﹤0.01%
155
-8
-5% -$1.65K
CLF icon
282
Cleveland-Cliffs
CLF
$6.99B
$33.8K ﹤0.01%
3,600
– –
DXCM icon
283
DexCom
DXCM
$32B
$33.7K ﹤0.01%
500
– –
TXN icon
284
Texas Instruments
TXN
$261B
$33.4K ﹤0.01%
112
-155
-58% -$43K
SCHM icon
285
Schwab US Mid-Cap ETF
SCHM
$15.1B
$33.1K ﹤0.01%
897
+2
+0.2% +$69
IEMG icon
286
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$32.7K ﹤0.01%
394
+2
+0.5% +$159
EFV icon
287
iShares MSCI EAFE Value ETF
EFV
$29.4B
$31.5K ﹤0.01%
411
+10
+2% +$774
ADM icon
288
Archer Daniels Midland
ADM
$36.9B
$31.3K ﹤0.01%
410
-9
-2% -$685
SDY icon
289
State Street SPDR S&P Dividend ETF
SDY
$23.9B
$30.4K ﹤0.01%
200
– –
DOW icon
290
Dow Inc
DOW
$21.2B
$30.1K ﹤0.01%
1,100
– –
TPR icon
291
Tapestry
TPR
$32.8B
$29.9K ﹤0.01%
204
-5
-2% -$716
MLM icon
292
Martin Marietta Materials
MLM
$33B
$29.4K ﹤0.01%
51
– –
GTY
293
Getty Realty Corp
GTY
$2.07B
$29.3K ﹤0.01%
879
– –
OUNZ icon
294
VanEck Merk Gold Trust
OUNZ
$2.69B
$28.9K ﹤0.01%
749
– –
EWC icon
295
iShares MSCI Canada ETF
EWC
$6.33B
$28.8K ﹤0.01%
500
– –
SPCX
296
SpaceX
SPCX
$1.75T
$28.5K ﹤0.01%
+167
New +$28.4K
SCHG icon
297
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$28K ﹤0.01%
828
+62
+8% +$2.06K
SOLS
298
Solstice Advanced Materials
SOLS
$9.68B
$27.7K ﹤0.01%
313
– –
ADX icon
299
Adams Diversified Equity Fund
ADX
$3.2B
$27K ﹤0.01%
1,057
– –
VXUS icon
300
Vanguard Total International Stock ETF
VXUS
$160B
$26.9K ﹤0.01%
315
– –
10 11
12
13 14

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P3I
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LPU
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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.