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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
AMAT icon
351
Applied Materials
AMAT
$428B
$15.4K ﹤0.01%
75
– –
AZN icon
352
AstraZeneca
AZN
$250B
$15.3K ﹤0.01%
100
– –
ULTA icon
353
Ulta Beauty
ULTA
$24.3B
$15.3K ﹤0.01%
28
– –
EMBC icon
354
Embecta
EMBC
$262M
$14.7K ﹤0.01%
1,040
– –
APA icon
355
APA Corp
APA
$13.2B
$14.6K ﹤0.01%
600
– –
IAU icon
356
iShares Gold Trust
IAU
$67.5B
$14.6K ﹤0.01%
+200
New +$13K
GEHC icon
357
GE HealthCare
GEHC
$32.4B
$14.2K ﹤0.01%
189
– –
CHKP icon
358
Check Point Software Technologies
CHKP
$13.1B
$14.1K ﹤0.01%
68
– –
CDNS icon
359
Cadence Design Systems
CDNS
$93.4B
$14.1K ﹤0.01%
40
– –
RS icon
360
Reliance Steel & Aluminium
RS
$21.6B
$13.8K ﹤0.01%
49
– –
ADSK icon
361
Autodesk
ADSK
$52.6B
$13.7K ﹤0.01%
43
– –
MS icon
362
Morgan Stanley
MS
$340B
$13.5K ﹤0.01%
85
– –
NTRS icon
363
Northern Trust
NTRS
$33.9B
$13.5K ﹤0.01%
100
– –
EOG icon
364
EOG Resources
EOG
$70.7B
$13.5K ﹤0.01%
120
– –
CNK icon
365
Cinemark Holdings
CNK
$4.32B
$12.7K ﹤0.01%
452
– –
VZ icon
366
Verizon
VZ
$196B
$12.6K ﹤0.01%
287
– –
FBTC icon
367
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.1B
$12.5K ﹤0.01%
+125
New +$12.5K
FETH
368
Fidelity Ethereum Fund
FETH
$1.03B
$12.5K ﹤0.01%
300
– –
VCR icon
369
Vanguard Consumer Discretionary ETF
VCR
$6.33B
$11.9K ﹤0.01%
30
– –
CMS icon
370
CMS Energy
CMS
$22.3B
$11.7K ﹤0.01%
160
– –
LINE
371
Lineage Inc
LINE
$9.65B
$11.6K ﹤0.01%
300
– –
JCI icon
372
Johnson Controls International
JCI
$92.2B
$11.4K ﹤0.01%
104
– –
BWIN
373
Baldwin Insurance Group
BWIN
$2.86B
$11.1K ﹤0.01%
392
-167
-30% -$5.8K
MPWR icon
374
Monolithic Power Systems
MPWR
$68.9B
$11K ﹤0.01%
12
– –
GLD icon
375
SPDR Gold Trust
GLD
$141B
$11K ﹤0.01%
31
– –
13 14
15
16 17

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PCM
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EPW
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P3I
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LPU
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SGF
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TF
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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.