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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
PCAR icon
326
PACCAR
PCAR
$70.1B
$22.6K ﹤0.01%
230
– –
CMG icon
327
Chipotle Mexican Grill
CMG
$41.5B
$21.6K ﹤0.01%
550
– –
INCO icon
328
Columbia India Consumer ETF
INCO
$239M
$21.3K ﹤0.01%
330
– –
WSM icon
329
Williams-Sonoma
WSM
$29.6B
$21.1K ﹤0.01%
108
– –
MCK icon
330
McKesson
MCK
$101B
$20.9K ﹤0.01%
27
– –
EPC icon
331
Edgewell Personal Care
EPC
$1.31B
$20.4K ﹤0.01%
1,000
– –
TEVA icon
332
Teva Pharmaceuticals
TEVA
$41.2B
$20.2K ﹤0.01%
1,000
– –
AVUS icon
333
Avantis US Equity ETF
AVUS
$14.4B
$19.9K ﹤0.01%
183
– –
AME icon
334
Ametek
AME
$58.2B
$19.6K ﹤0.01%
104
– –
SHAK icon
335
Shake Shack
SHAK
$2.87B
$18.7K ﹤0.01%
200
– –
PGR icon
336
Progressive
PGR
$125B
$18.5K ﹤0.01%
75
-10
-12% -$2.46K
FHN icon
337
First Horizon
FHN
$12.1B
$17.8K ﹤0.01%
786
– –
RPM icon
338
RPM International
RPM
$15B
$17.7K ﹤0.01%
150
– –
AYI icon
339
Acuity Brands
AYI
$10.8B
$17.6K ﹤0.01%
51
– –
SBUX icon
340
Starbucks
SBUX
$120B
$17.5K ﹤0.01%
207
– –
EBAY icon
341
eBay
EBAY
$49.8B
$17.5K ﹤0.01%
192
– –
HESM icon
342
Hess Midstream
HESM
$5.11B
$17.3K ﹤0.01%
501
– –
ARES icon
343
Ares Management
ARES
$30.9B
$17.1K ﹤0.01%
107
– –
PFF icon
344
iShares Preferred and Income Securities ETF
PFF
$13.3B
$17.1K ﹤0.01%
540
– –
FSLR icon
345
First Solar
FSLR
$26.9B
$16.5K ﹤0.01%
75
– –
HSBC icon
346
HSBC
HSBC
$356B
$16.5K ﹤0.01%
233
– –
EXEL icon
347
Exelixis
EXEL
$13.4B
$16.3K ﹤0.01%
395
– –
EME icon
348
Emcor
EME
$36B
$16.2K ﹤0.01%
25
– –
RL icon
349
Ralph Lauren
RL
$23.6B
$16K ﹤0.01%
51
– –
CNP icon
350
CenterPoint Energy
CNP
$26.8B
$15.5K ﹤0.01%
400
– –
12 13
14
15 16

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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.