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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
GNRC icon
26
Generac Holdings
GNRC
$12.8B
$31M 1.75%
158,703
+795
+0.5% +$153K
MA icon
27
Mastercard
MA
$500B
$30.2M 1.7%
60,415
+590
+1% +$311K
TPYP icon
28
Tortoise North American Pipeline ETF
TPYP
$851M
$28.3M 1.59%
667,141
+2,491
+0.4% +$98.4K
GS icon
29
Goldman Sachs
GS
$309B
$28.2M 1.59%
33,362
+364
+1% +$325K
AVDV icon
30
Avantis International Small Cap Value ETF
AVDV
$19.5B
$27.2M 1.54%
272,527
+7,492
+3% +$764K
TMO icon
31
Thermo Fisher Scientific
TMO
$214B
$26.7M 1.51%
54,303
+126
+0.2% +$68.4K
NVDA icon
32
NVIDIA
NVDA
$5.31T
$26.3M 1.49%
150,951
+772
+0.5% +$142K
VRTX icon
33
Vertex Pharmaceuticals
VRTX
$123B
$24.9M 1.4%
55,753
+361
+0.7% +$168K
LHX icon
34
L3Harris
LHX
$53.3B
$22M 1.24%
63,667
-301
-0.5% -$105K
GRMN
35
Garmin
GRMN
$58.3B
$21.5M 1.22%
92,844
-186
-0.2% -$41.6K
IBTI icon
36
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.92B
$21M 1.19%
943,410
+19,318
+2% +$432K
IBTJ icon
37
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.35B
$20.6M 1.16%
944,974
+17,579
+2% +$386K
XBB icon
38
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
$519M
$20.3M 1.15%
500,015
+13,740
+3% +$565K
NOK icon
39
Nokia
NOK
$53.5B
$19.8M 1.12%
+2,460,760
New +$18.1M
SHYG icon
40
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
$19.4M 1.09%
457,730
+7,802
+2% +$333K
CDW icon
41
CDW
CDW
$17.9B
$19.3M 1.09%
159,131
+994
+0.6% +$126K
ON icon
42
ON Semiconductor
ON
$18.3B
$19M 1.07%
306,776
+3,080
+1% +$193K
IGSB icon
43
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$18.8M 1.06%
357,227
+8,307
+2% +$439K
LOW icon
44
Lowe's Companies
LOW
$123B
$16.6M 0.94%
70,190
+480
+0.7% +$125K
UBER icon
45
Uber
UBER
$139B
$13.1M 0.74%
181,991
+4,301
+2% +$331K
BABA icon
46
Alibaba
BABA
$308B
$12.6M 0.71%
100,467
+100,268
+50,386% +$15.1M
GSIE icon
47
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.09B
$11.2M 0.63%
260,166
-9,455
-4% -$420K
IMTM icon
48
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.24B
$11M 0.62%
228,717
-7,325
-3% -$367K
HLI icon
49
Houlihan Lokey
HLI
$8.96B
$10.4M 0.59%
72,270
+2,310
+3% +$380K
VSLU icon
50
Applied Finance Valuation Large Cap ETF
VSLU
$565M
$8.55M 0.48%
204,495
-8,094
-4% -$353K
1
2
3 4 5

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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.