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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
+9.79%
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
$1.7B
AUM Growth
+$103M
Cap. Flow
-$30.6M
Cap. Flow %
-1.8%
Top 10 Hldgs %
33.08%
Holding
539
New
21
Increased
53
Reduced
85
Closed
50

Top Buys

Rank Stock Value
1
JEMB
Janus Henderson Emerging Markets Debt Hard Currency ETF
JEMB
+$1.35M
2
BBBI icon
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
BBBI
+$840K
3
PSQO
Palmer Square Credit Opportunities ETF
PSQO
+$809K
4
JSI icon
Janus Henderson Securitized Income ETF
JSI
+$490K
5
XBB icon
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
+$467K

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$34.3M
2
WMT icon
Walmart Inc
WMT
+$354K
3
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$352K
4
COST icon
Costco
COST
+$290K
5
GHYB icon
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
+$241K

Sector Composition

Rank Sector Weight
1 Technology 19.25%
2 Healthcare 11.44%
3 Financials 9.08%
4 Industrials 8.49%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VYM icon
301
Vanguard High Dividend Yield ETF
VYM
$82.8B
$27.8K ﹤0.01%
197
+1
+0.5% +$137
ASML icon
302
ASML
ASML
$669B
$27.1K ﹤0.01%
28
– –
NVO
303
Novo Nordisk
NVO
$209B
$27.1K ﹤0.01%
488
-249
-34% -$14.6K
SWKS icon
304
Skyworks Solutions
SWKS
$10.6B
$27K ﹤0.01%
351
– –
BKNG icon
305
Booking.com
BKNG
$161B
$27K ﹤0.01%
125
– –
SRPT icon
306
Sarepta Therapeutics
SRPT
$1.77B
$27K ﹤0.01%
1,400
– –
EFV icon
307
iShares MSCI EAFE Value ETF
EFV
$29.4B
$26.6K ﹤0.01%
392
– –
SSNC icon
308
SS&C Technologies
SSNC
$18.6B
$26.5K ﹤0.01%
298
– –
EEFT icon
309
Euronet Worldwide
EEFT
$2.7B
$26.3K ﹤0.01%
300
-131
-30% -$12.6K
SCHM icon
310
Schwab US Mid-Cap ETF
SCHM
$15.1B
$26.3K ﹤0.01%
889
+4
+0.5% +$116
IEMG icon
311
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$25.5K ﹤0.01%
387
– –
EWC icon
312
iShares MSCI Canada ETF
EWC
$6.33B
$25.3K ﹤0.01%
500
– –
NKE icon
313
Nike
NKE
$61.9B
$25.3K ﹤0.01%
362
– –
DOW icon
314
Dow Inc
DOW
$21.2B
$25.2K ﹤0.01%
1,100
– –
ADM icon
315
Archer Daniels Midland
ADM
$36.9B
$24.5K ﹤0.01%
410
– –
SCHG icon
316
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$24.4K ﹤0.01%
765
+1
+0.1% +$30
GFL icon
317
GFL Environmental
GFL
$14.9B
$23.7K ﹤0.01%
500
– –
VXUS icon
318
Vanguard Total International Stock ETF
VXUS
$160B
$23.7K ﹤0.01%
+322
New +$22.9K
TSCO icon
319
Tractor Supply
TSCO
$18B
$23.6K ﹤0.01%
415
– –
GTY
320
Getty Realty Corp
GTY
$2.07B
$23.6K ﹤0.01%
879
– –
ADX icon
321
Adams Diversified Equity Fund
ADX
$3.2B
$23.6K ﹤0.01%
1,057
– –
RXST icon
322
RxSight
RXST
$260M
$23.4K ﹤0.01%
+2,600
New +$22.8K
ED icon
323
Consolidated Edison
ED
$39.9B
$23.3K ﹤0.01%
232
– –
TPR icon
324
Tapestry
TPR
$32.8B
$23.1K ﹤0.01%
204
– –
BNY
325
Bank of New York Mellon
BNY
$107B
$22.9K ﹤0.01%
210
– –
11 12
13
14 15

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JPG
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PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
EPW
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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 Q3 2025 Portfolio in Review

As of Q3 2025, Atwood & Palmer held 539 positions worth $1.7B, up 6.4% from $1.6B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Atwood & Palmer's Q3 2025 filing shows 21 new, 53 increased, 85 reduced and 50 closed positions. Its largest new stake was Agilon Health: 8,400 shares worth $216K. The largest sale was Palantir, an estimated $34.3M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 20% a quarter earlier, followed by Healthcare and Financials.

  • Atwood & Palmer's largest Q3 2025 buy was Agilon Health: 8,400 shares worth $216K.
  • Atwood & Palmer added most to Janus Henderson Emerging Markets Debt Hard Currency ETF in Q3 2025, an estimated $1.35M increase.
  • Atwood & Palmer's biggest Q3 2025 reduction was Palantir, cutting an estimated $34.3M.
  • Atwood & Palmer fully exited Sitio Royalties in Q3 2025, selling an estimated $52K.
  • Atwood & Palmer's ten largest holdings make up 33% of its $1.7B portfolio in Q3 2025.
  • Atwood & Palmer opened 21 new positions and closed 50 in Q3 2025.
  • Atwood & Palmer's portfolio value rose 6.4% quarter-over-quarter to $1.7B.

Based on Atwood & Palmer's 13F filing for Q3 2025, filed 15 Oct 2025.