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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
SLVM icon
426
Sylvamo
SLVM
$1.63B
$3.98K ﹤0.01%
90
– –
PENN icon
427
PENN Entertainment
PENN
$2.71B
$3.85K ﹤0.01%
200
– –
ACM icon
428
Aecom
ACM
$9.75B
$3.65K ﹤0.01%
28
– –
XLY icon
429
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.2B
$3.35K ﹤0.01%
28
– –
WAB icon
430
Wabtec
WAB
$49.3B
$3.21K ﹤0.01%
16
– –
ODD icon
431
ODDITY Tech
ODD
$651M
$3.12K ﹤0.01%
50
– –
XLF icon
432
State Street Financial Select Sector SPDR ETF
XLF
$58.2B
$3.07K ﹤0.01%
57
– –
ISCV icon
433
iShares Morningstar Small-Cap Value ETF
ISCV
$706M
$3K ﹤0.01%
+45
New +$2.92K
SLQT icon
434
SelectQuote
SLQT
$121M
$2.94K ﹤0.01%
1,500
-2,500
-63% -$5.29K
DAL icon
435
Delta Air Lines
DAL
$60.1B
$2.84K ﹤0.01%
50
– –
FMS icon
436
Fresenius Medical Care
FMS
$12.9B
$2.63K ﹤0.01%
100
– –
ARKK icon
437
ARK Innovation ETF
ARKK
$6.31B
$2.59K ﹤0.01%
30
– –
MRNA icon
438
Moderna
MRNA
$23.6B
$2.58K ﹤0.01%
100
– –
GIS icon
439
General Mills
GIS
$19.7B
$2.52K ﹤0.01%
50
– –
UL icon
440
Unilever
UL
$136B
$2.49K ﹤0.01%
37
– –
AMH icon
441
American Homes 4 Rent
AMH
$12.5B
$2.43K ﹤0.01%
73
– –
FDX icon
442
FedEx
FDX
$75.4B
$2.36K ﹤0.01%
10
– –
XLB icon
443
State Street Materials Select Sector SPDR ETF
XLB
$8.66B
$2.33K ﹤0.01%
52
– –
CI icon
444
Cigna
CI
$74.6B
$2.31K ﹤0.01%
8
– –
HPK icon
445
HighPeak Energy
HPK
$910M
$2.3K ﹤0.01%
325
– –
EXC icon
446
Exelon
EXC
$47B
$2.07K ﹤0.01%
46
– –
VTRS icon
447
Viatris
VTRS
$18.9B
$2.02K ﹤0.01%
204
– –
BSX icon
448
Boston Scientific
BSX
$71.5B
$1.85K ﹤0.01%
19
– –
NXT icon
449
Nextpower Inc
NXT
$15.7B
$1.78K ﹤0.01%
24
– –
UPS icon
450
United Parcel Service
UPS
$88.9B
$1.67K ﹤0.01%
20
– –
16 17
18
19 20

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P3I
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LPU
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SGF
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TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

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.