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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
VOOG icon
376
Vanguard S&P 500 Growth ETF
VOOG
$27.2B
$10.2K ﹤0.01%
150
– –
CMCSA icon
377
Comcast
CMCSA
$90B
$9.9K ﹤0.01%
345
– –
PHM icon
378
Pultegroup
PHM
$25.3B
$9.88K ﹤0.01%
84
+5
+6% +$640
LINE
379
Lineage Inc
LINE
$9.65B
$9.83K ﹤0.01%
300
– –
INTU icon
380
Intuit
INTU
$89B
$9.51K ﹤0.01%
22
-45
-67% -$21.5K
FTRE icon
381
Fortrea Holdings
FTRE
$1.75B
$9.42K ﹤0.01%
1,000
– –
FLMX icon
382
Franklin FTSE Mexico ETF
FLMX
$86.7M
$9.37K ﹤0.01%
255
– –
EMBC icon
383
Embecta
EMBC
$262M
$9.19K ﹤0.01%
1,040
– –
PFG icon
384
Principal Financial Group
PFG
$24.3B
$9.01K ﹤0.01%
100
– –
BWIN
385
Baldwin Insurance Group
BWIN
$2.86B
$8.61K ﹤0.01%
392
– –
MDLZ icon
386
Mondelez International
MDLZ
$79.9B
$8.36K ﹤0.01%
145
– –
F icon
387
Ford
F
$55.7B
$8.08K ﹤0.01%
700
+8
+1% +$105
FTSM icon
388
First Trust Enhanced Short Maturity ETF
FTSM
$6.5B
$7.97K ﹤0.01%
133
– –
INOD icon
389
Innodata
INOD
$2.04B
$7.72K ﹤0.01%
+200
New +$9.98K
NNE
390
Nano Nuclear Energy
NNE
$1.01B
$7.68K ﹤0.01%
+375
New +$10.2K
CPRT icon
391
Copart
CPRT
$27.5B
$7.67K ﹤0.01%
231
– –
NOC icon
392
Northrop Grumman
NOC
$81.2B
$7.5K ﹤0.01%
11
+1
+10% +$691
CTAS icon
393
Cintas
CTAS
$81.3B
$7.44K ﹤0.01%
44
– –
FBTC icon
394
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.1B
$7.38K ﹤0.01%
125
– –
MRSH
395
Marsh
MRSH
$91.5B
$7.29K ﹤0.01%
42
– –
AXP icon
396
American Express
AXP
$230B
$6.96K ﹤0.01%
23
– –
PRU icon
397
Prudential Financial
PRU
$41.8B
$6.94K ﹤0.01%
71
– –
PBR icon
398
Petrobras
PBR
$116B
$6.79K ﹤0.01%
327
– –
AZO icon
399
AutoZone
AZO
$51.1B
$6.76K ﹤0.01%
2
– –
GWW icon
400
W.W. Grainger
GWW
$60.2B
$6.54K ﹤0.01%
6
– –
14 15
16
17 18

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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 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.