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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
ULTA icon
351
Ulta Beauty
ULTA
$24.3B
$14.6K ﹤0.01%
28
– –
BRBR icon
352
BellRing Brands
BRBR
$1.34B
$14.6K ﹤0.01%
908
-500
-36% -$10.1K
SHOP icon
353
Shopify
SHOP
$195B
$14.5K ﹤0.01%
122
– –
AYI icon
354
Acuity Brands
AYI
$10.8B
$14.3K ﹤0.01%
51
– –
EME icon
355
Emcor
EME
$36B
$14K ﹤0.01%
19
– –
SSNC icon
356
SS&C Technologies
SSNC
$18.6B
$14K ﹤0.01%
207
– –
NTRS icon
357
Northern Trust
NTRS
$33.9B
$14K ﹤0.01%
100
– –
BUD icon
358
AB InBev
BUD
$165B
$13.9K ﹤0.01%
200
-2,804
-93% -$202K
GEHC icon
359
GE HealthCare
GEHC
$32.4B
$13.5K ﹤0.01%
189
– –
GLD icon
360
SPDR Gold Trust
GLD
$141B
$13.3K ﹤0.01%
31
– –
BNY
361
Bank of New York Mellon
BNY
$107B
$13.1K ﹤0.01%
110
-100
-48% -$11.9K
SSO icon
362
ProShares Ultra S&P500
SSO
$8.36B
$13K ﹤0.01%
+250
New +$14.3K
CNK icon
363
Cinemark Holdings
CNK
$4.32B
$12.9K ﹤0.01%
452
– –
SCHD icon
364
Schwab US Dividend Equity ETF
SCHD
$105B
$12.7K ﹤0.01%
+413
New +$12.5K
CMS icon
365
CMS Energy
CMS
$22.3B
$12.4K ﹤0.01%
160
– –
SNEX icon
366
StoneX
SNEX
$7.94B
$12.1K ﹤0.01%
225
– –
ARES icon
367
Ares Management
ARES
$30.9B
$11.7K ﹤0.01%
107
– –
AMD icon
368
Advanced Micro Devices
AMD
$789B
$11.6K ﹤0.01%
+57
New +$12.2K
BANC icon
369
Banc of California
BANC
$2.97B
$11.5K ﹤0.01%
656
– –
EFA icon
370
iShares MSCI EAFE ETF
EFA
$80.2B
$11.4K ﹤0.01%
117
+33
+39% +$3.3K
ADI icon
371
Analog Devices
ADI
$190B
$11.1K ﹤0.01%
35
– –
VCR icon
372
Vanguard Consumer Discretionary ETF
VCR
$6.33B
$10.8K ﹤0.01%
30
– –
TXT icon
373
Textron
TXT
$15.4B
$10.5K ﹤0.01%
120
– –
TFC icon
374
Truist Financial
TFC
$64B
$10.3K ﹤0.01%
225
– –
CME icon
375
CME Group
CME
$94.8B
$10.3K ﹤0.01%
35
– –
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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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.