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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
NKE icon
326
Nike
NKE
$61.9B
$19.1K ﹤0.01%
362
– –
TSCO icon
327
Tractor Supply
TSCO
$18B
$18.8K ﹤0.01%
415
– –
SWKS icon
328
Skyworks Solutions
SWKS
$10.6B
$18.8K ﹤0.01%
351
– –
CORT icon
329
Corcept Therapeutics
CORT
$12B
$18.7K ﹤0.01%
464
– –
SBUX icon
330
Starbucks
SBUX
$120B
$18.5K ﹤0.01%
207
– –
RL icon
331
Ralph Lauren
RL
$23.6B
$18.2K ﹤0.01%
53
+2
+4% +$711
INCO icon
332
Columbia India Consumer ETF
INCO
$239M
$18.1K ﹤0.01%
330
– –
HRB icon
333
H&R Block
HRB
$5.86B
$18.1K ﹤0.01%
570
– –
NVO
334
Novo Nordisk
NVO
$209B
$17.9K ﹤0.01%
488
– –
PLMR icon
335
Palomar
PLMR
$3.45B
$17.9K ﹤0.01%
150
– –
SHAK icon
336
Shake Shack
SHAK
$2.87B
$17.7K ﹤0.01%
200
– –
IAU icon
337
iShares Gold Trust
IAU
$67.5B
$17.6K ﹤0.01%
200
– –
CMG icon
338
Chipotle Mexican Grill
CMG
$41.5B
$17.6K ﹤0.01%
550
– –
EOG icon
339
EOG Resources
EOG
$70.7B
$17.3K ﹤0.01%
120
– –
CNP icon
340
CenterPoint Energy
CNP
$26.8B
$17.3K ﹤0.01%
400
– –
EXEL icon
341
Exelixis
EXEL
$13.4B
$16.9K ﹤0.01%
395
– –
RIG icon
342
Transocean
RIG
$5.82B
$16.6K ﹤0.01%
2,500
-1
-0% -$6
IWR icon
343
iShares Russell Mid-Cap ETF
IWR
$57.4B
$16K ﹤0.01%
+165
New +$16.5K
VZ icon
344
Verizon
VZ
$196B
$15.7K ﹤0.01%
312
+25
+9% +$1.16K
FSLR icon
345
First Solar
FSLR
$26.9B
$15.6K ﹤0.01%
79
+4
+5% +$885
MPWR icon
346
Monolithic Power Systems
MPWR
$68.9B
$15.3K ﹤0.01%
14
+2
+17% +$2.19K
PFF icon
347
iShares Preferred and Income Securities ETF
PFF
$13.3B
$15.2K ﹤0.01%
500
-40
-7% -$1.25K
JCI icon
348
Johnson Controls International
JCI
$92.2B
$15.1K ﹤0.01%
115
+11
+11% +$1.42K
RPM icon
349
RPM International
RPM
$15B
$14.9K ﹤0.01%
150
– –
PGR icon
350
Progressive
PGR
$125B
$14.9K ﹤0.01%
75
– –
12 13
14
15 16

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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.