We are live on ! Find out more
AP

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
GIS icon
451
General Mills
GIS
$19.7B
$1.53K ﹤0.01%
+41
New +$1.78K
VRT icon
452
Vertiv
VRT
$105B
$1.5K ﹤0.01%
+6
New +$1.33K
SCI icon
453
Service Corp International
SCI
$11.6B
$1.49K ﹤0.01%
18
– –
JVAL icon
454
JPMorgan US Value Factor ETF
JVAL
$865M
$1.47K ﹤0.01%
30
– –
MMM icon
455
3M
MMM
$94.3B
$1.45K ﹤0.01%
+10
New +$1.59K
COHR icon
456
Coherent
COHR
$74.2B
$1.43K ﹤0.01%
+6
New +$1.37K
SHEL icon
457
Shell
SHEL
$245B
$1.4K ﹤0.01%
15
– –
STT icon
458
State Street
STT
$50.7B
$1.39K ﹤0.01%
+11
New +$1.41K
FANG icon
459
Diamondback Energy
FANG
$52.7B
$1.39K ﹤0.01%
7
– –
FIX icon
460
Comfort Systems
FIX
$59.6B
$1.38K ﹤0.01%
+1
New +$1.27K
FLEX icon
461
Flex
FLEX
$44.8B
$1.38K ﹤0.01%
21
-120
-85% -$7.67K
SLAB icon
462
Silicon Laboratories
SLAB
$7.23B
$1.25K ﹤0.01%
+6
New +$1.1K
TKR icon
463
Timken Company
TKR
$9.03B
$1.21K ﹤0.01%
12
– –
BSX icon
464
Boston Scientific
BSX
$71.5B
$1.19K ﹤0.01%
19
– –
TDG icon
465
TransDigm Group
TDG
$67.7B
$1.16K ﹤0.01%
1
– –
MKSI icon
466
MKS Inc
MKSI
$20.6B
$1.15K ﹤0.01%
+5
New +$1.13K
EXPD icon
467
Expeditors International
EXPD
$23.2B
$1.15K ﹤0.01%
+8
New +$1.22K
NIO icon
468
NIO
NIO
$11.9B
$1.15K ﹤0.01%
190
+15
+9% +$76
BHF icon
469
Brighthouse Financial
BHF
$3.5B
$1.08K ﹤0.01%
18
– –
WBD icon
470
Warner Bros
WBD
$67.1B
$1.07K ﹤0.01%
+39
New +$1.09K
JBL icon
471
Jabil
JBL
$35.8B
$1.06K ﹤0.01%
+4
New +$1.01K
CCL icon
472
Carnival Corporation Ltd
CCL
$39.7B
$1.04K ﹤0.01%
+40
New +$1.17K
JHG
473
DELISTED
Janus Henderson
JHG
$1.03K ﹤0.01%
+20
New +$990
ONON icon
474
On Holding
ONON
$12.5B
$1.02K ﹤0.01%
30
– –
AGG icon
475
iShares Core US Aggregate Bond ETF
AGG
$138B
$993 ﹤0.01%
+10
New +$1K
17 18
19
20 21

Similar funds

PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM
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.