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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
FETH
401
Fidelity Ethereum Fund
FETH
$1.03B
$6.26K ﹤0.01%
300
– –
FCX icon
402
Freeport-McMoran
FCX
$97.5B
$6.23K ﹤0.01%
106
– –
BTC
403
Grayscale Bitcoin Mini Trust ETF
BTC
$3.44B
$5.91K ﹤0.01%
197
– –
EQT icon
404
EQT Corp
EQT
$32.3B
$5.66K ﹤0.01%
89
– –
TEL icon
405
TE Connectivity
TEL
$62.6B
$5.43K ﹤0.01%
26
– –
IUSV icon
406
iShares Core S&P US Value ETF
IUSV
$27.7B
$5.42K ﹤0.01%
53
– –
RSG icon
407
Republic Services
RSG
$65.7B
$5.26K ﹤0.01%
24
– –
MRNA icon
408
Moderna
MRNA
$23.6B
$5.08K ﹤0.01%
100
– –
KEMX icon
409
KraneShares MSCI Emerging Markets Ex China Index ETF
KEMX
$129M
$4.9K ﹤0.01%
121
– –
MNKD icon
410
MannKind Corp
MNKD
$1.32B
$4.9K ﹤0.01%
2,000
– –
DAL icon
411
Delta Air Lines
DAL
$60.1B
$4.85K ﹤0.01%
73
+23
+46% +$1.55K
WAB icon
412
Wabtec
WAB
$49.3B
$4.75K ﹤0.01%
19
+3
+19% +$725
RDDT icon
413
Reddit
RDDT
$31.1B
$4.71K ﹤0.01%
35
– –
MPC icon
414
Marathon Petroleum
MPC
$83.7B
$4.64K ﹤0.01%
+19
New +$3.84K
WDC icon
415
Western Digital
WDC
$150B
$4.33K ﹤0.01%
+16
New +$4.18K
VLO icon
416
Valero Energy
VLO
$85.9B
$4.2K ﹤0.01%
+17
New +$3.5K
VLUE icon
417
iShares MSCI USA Value Factor ETF
VLUE
$9.44B
$3.98K ﹤0.01%
28
– –
RBLX icon
418
Roblox
RBLX
$27B
$3.96K ﹤0.01%
70
– –
ESML icon
419
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.92B
$3.71K ﹤0.01%
+79
New +$3.83K
FDX icon
420
FedEx
FDX
$75.4B
$3.56K ﹤0.01%
10
– –
SOFI icon
421
SoFi Technologies
SOFI
$23.7B
$3.13K ﹤0.01%
+197
New +$4.15K
IXUS icon
422
iShares Core MSCI Total International Stock ETF
IXUS
$60.1B
$3.12K ﹤0.01%
+36
New +$3.21K
XLY icon
423
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.2B
$3.05K ﹤0.01%
28
– –
PLD icon
424
Prologis
PLD
$133B
$3.04K ﹤0.01%
+23
New +$3.07K
PENN icon
425
PENN Entertainment
PENN
$2.71B
$3.01K ﹤0.01%
200
– –
15 16
17
18 19

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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.