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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
+10.17%
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
$1.6B
AUM Growth
+$158M
Cap. Flow
+$43.4M
Cap. Flow %
2.71%
Top 10 Hldgs %
32.73%
Holding
527
New
86
Increased
79
Reduced
74
Closed
13

Top Buys

Rank Stock Value
1
JEMB
Janus Henderson Emerging Markets Debt Hard Currency ETF
JEMB
+$52.1M
2
BBBI icon
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
BBBI
+$35.9M
3
PSQO
Palmer Square Credit Opportunities ETF
PSQO
+$28.5M
4
GS icon
Goldman Sachs
GS
+$19.1M
5
XBB icon
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
+$18.7M

Top Sells

Rank Stock Value
1
HOLX
Hologic
HOLX
+$21.2M
2
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$20.9M
3
IBTK icon
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
+$20.2M
4
PYPL icon
PayPal
PYPL
+$17.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$16.2M

Sector Composition

Rank Sector Weight
1 Miscellaneous 37.87%
2 Technology 19.9%
3 Healthcare 10.82%
4 Financials 9.49%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GTY
301
Getty Realty Corp
GTY
$2.02B
$24.3K ﹤0.01%
879
– –
FTSM icon
302
First Trust Enhanced Short Maturity ETF
FTSM
$6.55B
$23.9K ﹤0.01%
400
-5,950
-94% -$356K
BWIN
303
Baldwin Insurance Group
BWIN
$2.88B
$23.9K ﹤0.01%
559
-21
-4% -$852
SRPT icon
304
Sarepta Therapeutics
SRPT
$2.21B
$23.9K ﹤0.01%
1,400
– –
OUNZ icon
305
VanEck Merk Gold Trust
OUNZ
$2.7B
$23.9K ﹤0.01%
749
– –
SCHP icon
306
Schwab US TIPS ETF
SCHP
$16.1B
$23.7K ﹤0.01%
+890
New +$23.5K
EPC icon
307
Edgewell Personal Care
EPC
$1.28B
$23.4K ﹤0.01%
1,000
– –
BSJQ icon
308
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$804M
$23.3K ﹤0.01%
1,000
– –
ED icon
309
Consolidated Edison
ED
$40B
$23.3K ﹤0.01%
232
– –
IEMG icon
310
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
$23.2K ﹤0.01%
387
+288
+291% +$16.1K
EWC icon
311
iShares MSCI Canada ETF
EWC
$6.87B
$23.1K ﹤0.01%
500
– –
ADX icon
312
Adams Diversified Equity Fund
ADX
$3.26B
$22.9K ﹤0.01%
1,057
– –
PGR icon
313
Progressive
PGR
$125B
$22.7K ﹤0.01%
85
– –
BABA icon
314
Alibaba
BABA
$280B
$22.6K ﹤0.01%
199
+189
+1,890% +$22.4K
ASML icon
315
ASML
ASML
$678B
$22.4K ﹤0.01%
28
+27
+2,700% +$19.4K
SCHG icon
316
Schwab US Large-Cap Growth ETF
SCHG
$62.4B
$22.3K ﹤0.01%
+764
New +$20.2K
TSCO icon
317
Tractor Supply
TSCO
$18.4B
$21.9K ﹤0.01%
415
– –
PCAR icon
318
PACCAR
PCAR
$64.5B
$21.9K ﹤0.01%
230
– –
ADM icon
319
Archer Daniels Midland
ADM
$40.7B
$21.6K ﹤0.01%
410
– –
INCO icon
320
Columbia India Consumer ETF
INCO
$225M
$21.4K ﹤0.01%
330
– –
EFG icon
321
iShares MSCI EAFE Growth ETF
EFG
$17B
$21.3K ﹤0.01%
+190
New +$20K
MCK icon
322
McKesson
MCK
$104B
$19.8K ﹤0.01%
27
– –
CEG icon
323
Constellation Energy
CEG
$106B
$19.7K ﹤0.01%
61
– –
CMCSA icon
324
Comcast
CMCSA
$93.4B
$19.5K ﹤0.01%
547
+202
+59% +$6.99K
HESM icon
325
Hess Midstream
HESM
$5.26B
$19.3K ﹤0.01%
+501
New +$19.1K
11 12
13
14 15

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Atwood & Palmer's Q2 2025 Portfolio in Review

As of Q2 2025, Atwood & Palmer held 527 positions worth $1.6B, up 11% from $1.44B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Atwood & Palmer's Q2 2025 filing shows 86 new, 79 increased, 74 reduced and 13 closed positions. Its largest new stake was Janus Henderson Emerging Markets Debt Hard Currency ETF: 1,035,255 shares worth $53.6M. The largest sale was Hologic, an estimated $21.2M.

By sector, the portfolio is most concentrated in Miscellaneous at 38% of assets, up from 37% a quarter earlier, followed by Technology and Healthcare.

  • Atwood & Palmer's largest Q2 2025 buy was Janus Henderson Emerging Markets Debt Hard Currency ETF: 1,035,255 shares worth $53.6M.
  • Atwood & Palmer added most to Palmer Square Credit Opportunities ETF in Q2 2025, an estimated $28.5M increase.
  • Atwood & Palmer's biggest Q2 2025 reduction was Hologic, cutting an estimated $21.2M.
  • Atwood & Palmer fully exited iShares 0-1 Year Treasury Bond ETF in Q2 2025, selling an estimated $919K.
  • Atwood & Palmer's ten largest holdings make up 33% of its $1.6B portfolio in Q2 2025.
  • Atwood & Palmer opened 86 new positions and closed 13 in Q2 2025.
  • Atwood & Palmer's portfolio value rose 11% quarter-over-quarter to $1.6B.

Based on Atwood & Palmer's 13F filing for Q2 2025, filed 8 Jul 2025.