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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
VWO icon
276
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$33.3K ﹤0.01%
617
– –
VHT icon
277
Vanguard Health Care ETF
VHT
$18.6B
$33K ﹤0.01%
121
– –
QTEC icon
278
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.83B
$32.4K ﹤0.01%
150
-50
-25% -$11.4K
DXCM icon
279
DexCom
DXCM
$32B
$31.4K ﹤0.01%
500
– –
ALL icon
280
Allstate
ALL
$67.5B
$31.1K ﹤0.01%
150
– –
AMAT icon
281
Applied Materials
AMAT
$428B
$30.8K ﹤0.01%
90
+15
+20% +$5.05K
LYV icon
282
Live Nation Entertainment
LYV
$42.1B
$30.5K ﹤0.01%
200
– –
SRPT icon
283
Sarepta Therapeutics
SRPT
$1.77B
$30.5K ﹤0.01%
1,400
– –
ADM icon
284
Archer Daniels Midland
ADM
$36.9B
$30.5K ﹤0.01%
419
+9
+2% +$608
CLF icon
285
Cleveland-Cliffs
CLF
$6.99B
$30.4K ﹤0.01%
3,600
– –
SPG icon
286
Simon Property Group
SPG
$72.3B
$30.4K ﹤0.01%
163
+8
+5% +$1.53K
ADBE icon
287
Adobe
ADBE
$105B
$30.1K ﹤0.01%
124
-25
-17% -$6.92K
MLM icon
288
Martin Marietta Materials
MLM
$33B
$30K ﹤0.01%
51
– –
EFV icon
289
iShares MSCI EAFE Value ETF
EFV
$29.4B
$29.8K ﹤0.01%
401
– –
TPR icon
290
Tapestry
TPR
$32.8B
$29.5K ﹤0.01%
209
+5
+2% +$709
ADAM
291
Adamas Trust
ADAM
$883M
$29.4K ﹤0.01%
4,000
– –
SPSM icon
292
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
$29.3K ﹤0.01%
607
-778
-56% -$38.5K
SDY icon
293
State Street SPDR S&P Dividend ETF
SDY
$23.9B
$29.2K ﹤0.01%
200
– –
GTY
294
Getty Realty Corp
GTY
$2.07B
$28K ﹤0.01%
879
– –
VGT icon
295
Vanguard Information Technology ETF
VGT
$149B
$27.9K ﹤0.01%
320
– –
FISV
296
Fiserv Inc
FISV
$27.9B
$27.9K ﹤0.01%
500
– –
GALT icon
297
Galectin Therapeutics
GALT
$348M
$27.9K ﹤0.01%
10,000
– –
SCHM icon
298
Schwab US Mid-Cap ETF
SCHM
$15.1B
$27.7K ﹤0.01%
895
+2
+0.2% +$64
HCA icon
299
HCA Healthcare
HCA
$89.5B
$27.4K ﹤0.01%
58
+2
+4% +$1.01K
EWC icon
300
iShares MSCI Canada ETF
EWC
$6.33B
$27.4K ﹤0.01%
500
– –
10 11
12
13 14

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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.