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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
+2.31%
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
$1.76B
AUM Growth
+$57.4M
Cap. Flow
+$36M
Cap. Flow %
2.05%
Top 10 Hldgs %
32.97%
Holding
502
New
15
Increased
69
Reduced
58
Closed
13

Top Buys

Rank Stock Value
1
HLI icon
Houlihan Lokey
HLI
+$12.8M
2
CBC
Central Bancompany Inc
CBC
+$6.94M
3
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.46M
4
JEMB
Janus Henderson Emerging Markets Debt Hard Currency ETF
JEMB
+$2.22M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$2.14M

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.14M
2
PLTR icon
Palantir
PLTR
+$1.04M
3
NVDA icon
NVIDIA
NVDA
+$1.02M
4
PSBD icon
Palmer Square Capital BDC
PSBD
+$417K
5
AAPL icon
Apple
AAPL
+$379K

Sector Composition

Rank Sector Weight
1 Technology 18.07%
2 Healthcare 12.63%
3 Financials 10.09%
4 Industrials 7.52%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DOW icon
301
Dow Inc
DOW
$21.2B
$25.7K ﹤0.01%
1,100
– –
SCHG icon
302
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$25K ﹤0.01%
765
– –
HRB icon
303
H&R Block
HRB
$5.86B
$24.8K ﹤0.01%
570
– –
NVO
304
Novo Nordisk
NVO
$209B
$24.8K ﹤0.01%
488
– –
ADX icon
305
Adams Diversified Equity Fund
ADX
$3.2B
$24.6K ﹤0.01%
1,057
– –
BNY
306
Bank of New York Mellon
BNY
$107B
$24.4K ﹤0.01%
210
– –
VXUS icon
307
Vanguard Total International Stock ETF
VXUS
$160B
$24.3K ﹤0.01%
322
– –
GTY
308
Getty Realty Corp
GTY
$2.07B
$24.1K ﹤0.01%
879
– –
ADM icon
309
Archer Daniels Midland
ADM
$36.9B
$23.6K ﹤0.01%
410
– –
NKE icon
310
Nike
NKE
$61.9B
$23.1K ﹤0.01%
362
– –
ED icon
311
Consolidated Edison
ED
$39.9B
$23K ﹤0.01%
232
– –
EEFT icon
312
Euronet Worldwide
EEFT
$2.7B
$22.8K ﹤0.01%
300
– –
SWKS icon
313
Skyworks Solutions
SWKS
$10.6B
$22.3K ﹤0.01%
351
– –
MCK icon
314
McKesson
MCK
$101B
$22.1K ﹤0.01%
27
– –
EFG icon
315
iShares MSCI EAFE Growth ETF
EFG
$17.3B
$22K ﹤0.01%
193
-734
-79% -$84.2K
GFL icon
316
GFL Environmental
GFL
$14.9B
$21.5K ﹤0.01%
500
– –
INCO icon
317
Columbia India Consumer ETF
INCO
$239M
$21.4K ﹤0.01%
330
– –
AME icon
318
Ametek
AME
$58.2B
$21.4K ﹤0.01%
104
– –
TSCO icon
319
Tractor Supply
TSCO
$18B
$20.8K ﹤0.01%
415
– –
AVUS icon
320
Avantis US Equity ETF
AVUS
$14.4B
$20.5K ﹤0.01%
183
– –
CMG icon
321
Chipotle Mexican Grill
CMG
$41.5B
$20.4K ﹤0.01%
550
– –
PLMR icon
322
Palomar
PLMR
$3.45B
$20.2K ﹤0.01%
150
-100
-40% -$12.2K
SHOP icon
323
Shopify
SHOP
$195B
$19.6K ﹤0.01%
122
+82
+205% +$13.2K
FSLR icon
324
First Solar
FSLR
$26.9B
$19.6K ﹤0.01%
75
– –
WSM icon
325
Williams-Sonoma
WSM
$29.6B
$19.3K ﹤0.01%
108
– –
11 12
13
14 15

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PCM
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P3I
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LPU
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SGF
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TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Atwood & Palmer's Q4 2025 Portfolio in Review

As of Q4 2025, Atwood & Palmer held 502 positions worth $1.76B, up 3.4% from $1.7B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Atwood & Palmer's Q4 2025 filing shows 15 new, 69 increased, 58 reduced and 13 closed positions. Its largest new stake was Houlihan Lokey: 69,960 shares worth $12.2M. The largest sale was Alphabet (Google) Class C, an estimated $1.14M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 19% a quarter earlier, followed by Healthcare and Financials.

  • Atwood & Palmer's largest Q4 2025 buy was Houlihan Lokey: 69,960 shares worth $12.2M.
  • Atwood & Palmer added most to iShares 1-3 Year Treasury Bond ETF in Q4 2025, an estimated $2.46M increase.
  • Atwood & Palmer's biggest Q4 2025 reduction was Alphabet (Google) Class C, cutting an estimated $1.14M.
  • Atwood & Palmer fully exited Palmer Square Capital BDC in Q4 2025, selling an estimated $417K.
  • Atwood & Palmer's ten largest holdings make up 33% of its $1.76B portfolio in Q4 2025.
  • Atwood & Palmer opened 15 new positions and closed 13 in Q4 2025.
  • Atwood & Palmer's portfolio value rose 3.4% quarter-over-quarter to $1.76B.

Based on Atwood & Palmer's 13F filing for Q4 2025, filed 28 Jan 2026.