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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
IEMG icon
301
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$27.4K ﹤0.01%
392
– –
HUM icon
302
Humana
HUM
$46.2B
$26.5K ﹤0.01%
153
– –
ED icon
303
Consolidated Edison
ED
$39.9B
$26.3K ﹤0.01%
232
– –
AMT icon
304
American Tower
AMT
$80.4B
$25.9K ﹤0.01%
150
– –
APA icon
305
APA Corp
APA
$13.2B
$25.5K ﹤0.01%
600
– –
PYPL icon
306
PayPal
PYPL
$50.5B
$24.9K ﹤0.01%
550
-251
-31% -$12.1K
VXUS icon
307
Vanguard Total International Stock ETF
VXUS
$160B
$24.3K ﹤0.01%
315
-7
-2% -$556
SPOT icon
308
Spotify
SPOT
$100B
$24.2K ﹤0.01%
50
– –
SOLS
309
Solstice Advanced Materials
SOLS
$9.68B
$23.8K ﹤0.01%
313
– –
MCK icon
310
McKesson
MCK
$101B
$23.4K ﹤0.01%
27
– –
ADX icon
311
Adams Diversified Equity Fund
ADX
$3.2B
$23.1K ﹤0.01%
1,057
– –
AME icon
312
Ametek
AME
$58.2B
$22.9K ﹤0.01%
107
+3
+3% +$667
SCHG icon
313
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$22.3K ﹤0.01%
766
+1
+0.1% +$31
STX icon
314
Seagate
STX
$184B
$21.5K ﹤0.01%
55
+11
+25% +$4.2K
EFG icon
315
iShares MSCI EAFE Growth ETF
EFG
$17.3B
$21.5K ﹤0.01%
193
– –
EPC icon
316
Edgewell Personal Care
EPC
$1.31B
$21.3K ﹤0.01%
1,000
– –
BKNG icon
317
Booking.com
BKNG
$161B
$21.1K ﹤0.01%
125
– –
MS icon
318
Morgan Stanley
MS
$340B
$20.9K ﹤0.01%
127
+42
+49% +$7.27K
GFL icon
319
GFL Environmental
GFL
$14.9B
$20.9K ﹤0.01%
500
– –
AVUS icon
320
Avantis US Equity ETF
AVUS
$14.4B
$20.3K ﹤0.01%
183
– –
EEFT icon
321
Euronet Worldwide
EEFT
$2.7B
$19.9K ﹤0.01%
300
– –
SOC icon
322
Sable Offshore Corp
SOC
$911M
$19.8K ﹤0.01%
1,200
– –
AZN icon
323
AstraZeneca
AZN
$250B
$19.7K ﹤0.01%
100
– –
BLK icon
324
Blackrock
BLK
$176B
$19.2K ﹤0.01%
20
-10
-33% -$10.5K
HSBC icon
325
HSBC
HSBC
$356B
$19.2K ﹤0.01%
233
– –
11 12
13
14 15

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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.