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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
+2.31%
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
$1.76B
AUM Growth
+$57.4M
Cap. Flow
+$36M
Cap. Flow %
2.05%
Top 10 Hldgs %
32.97%
Holding
502
New
15
Increased
69
Reduced
58
Closed
13

Top Buys

Rank Stock Value
1
HLI icon
Houlihan Lokey
HLI
+$12.8M
2
CBC
Central Bancompany Inc
CBC
+$6.94M
3
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.46M
4
JEMB
Janus Henderson Emerging Markets Debt Hard Currency ETF
JEMB
+$2.22M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$2.14M

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.14M
2
PLTR icon
Palantir
PLTR
+$1.04M
3
NVDA icon
NVIDIA
NVDA
+$1.02M
4
PSBD icon
Palmer Square Capital BDC
PSBD
+$417K
5
AAPL icon
Apple
AAPL
+$379K

Sector Composition

Rank Sector Weight
1 Technology 18.07%
2 Healthcare 12.63%
3 Financials 10.09%
4 Industrials 7.52%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMCSA icon
376
Comcast
CMCSA
$90B
$10.3K ﹤0.01%
345
– –
VLTO icon
377
Veralto
VLTO
$24B
$9.98K ﹤0.01%
100
– –
EQIX icon
378
Equinix
EQIX
$103B
$9.96K ﹤0.01%
13
– –
CME icon
379
CME Group
CME
$94.8B
$9.56K ﹤0.01%
35
– –
FBTC icon
380
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.1B
$9.53K ﹤0.01%
125
– –
SNEX icon
381
StoneX
SNEX
$7.94B
$9.51K ﹤0.01%
225
– –
ADI icon
382
Analog Devices
ADI
$190B
$9.49K ﹤0.01%
35
– –
BWIN
383
Baldwin Insurance Group
BWIN
$2.86B
$9.42K ﹤0.01%
392
– –
AVGE icon
384
Avantis All Equity Markets ETF
AVGE
$1.14B
$9.37K ﹤0.01%
+109
New +$9.21K
PHM icon
385
Pultegroup
PHM
$25.3B
$9.26K ﹤0.01%
79
– –
F icon
386
Ford
F
$55.7B
$9.08K ﹤0.01%
692
+7
+1% +$90
CPRT icon
387
Copart
CPRT
$27.5B
$9.04K ﹤0.01%
231
-1,572
-87% -$65.2K
FETH
388
Fidelity Ethereum Fund
FETH
$1.03B
$8.88K ﹤0.01%
300
– –
PFG icon
389
Principal Financial Group
PFG
$24.3B
$8.82K ﹤0.01%
100
– –
FLMX icon
390
Franklin FTSE Mexico ETF
FLMX
$86.7M
$8.62K ﹤0.01%
255
+5
+2% +$165
FLEX icon
391
Flex
FLEX
$44.8B
$8.52K ﹤0.01%
141
– –
AXP icon
392
American Express
AXP
$230B
$8.51K ﹤0.01%
23
– –
CTAS icon
393
Cintas
CTAS
$81.3B
$8.28K ﹤0.01%
44
– –
EFA icon
394
iShares MSCI EAFE ETF
EFA
$80.2B
$8.07K ﹤0.01%
84
– –
RDDT icon
395
Reddit
RDDT
$31.1B
$8.05K ﹤0.01%
35
– –
PRU icon
396
Prudential Financial
PRU
$41.8B
$8.02K ﹤0.01%
71
– –
SCHV
397
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$8K ﹤0.01%
270
– –
FTSM icon
398
First Trust Enhanced Short Maturity ETF
FTSM
$6.5B
$7.99K ﹤0.01%
133
– –
MDLZ icon
399
Mondelez International
MDLZ
$79.9B
$7.81K ﹤0.01%
145
-484
-77% -$27.9K
MRSH
400
Marsh
MRSH
$91.5B
$7.79K ﹤0.01%
42
– –
14 15
16
17 18

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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
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 Q4 2025 Portfolio in Review

As of Q4 2025, Atwood & Palmer held 502 positions worth $1.76B, up 3.4% from $1.7B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Atwood & Palmer's Q4 2025 filing shows 15 new, 69 increased, 58 reduced and 13 closed positions. Its largest new stake was Houlihan Lokey: 69,960 shares worth $12.2M. The largest sale was Alphabet (Google) Class C, an estimated $1.14M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 19% a quarter earlier, followed by Healthcare and Financials.

  • Atwood & Palmer's largest Q4 2025 buy was Houlihan Lokey: 69,960 shares worth $12.2M.
  • Atwood & Palmer added most to iShares 1-3 Year Treasury Bond ETF in Q4 2025, an estimated $2.46M increase.
  • Atwood & Palmer's biggest Q4 2025 reduction was Alphabet (Google) Class C, cutting an estimated $1.14M.
  • Atwood & Palmer fully exited Palmer Square Capital BDC in Q4 2025, selling an estimated $417K.
  • Atwood & Palmer's ten largest holdings make up 33% of its $1.76B portfolio in Q4 2025.
  • Atwood & Palmer opened 15 new positions and closed 13 in Q4 2025.
  • Atwood & Palmer's portfolio value rose 3.4% quarter-over-quarter to $1.76B.

Based on Atwood & Palmer's 13F filing for Q4 2025, filed 28 Jan 2026.