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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
SYK icon
476
Stryker
SYK
$130B
$986 ﹤0.01%
3
– –
MAR icon
477
Marriott International
MAR
$92.3B
$982 ﹤0.01%
+3
New +$987
PJT icon
478
PJT Partners
PJT
$4.38B
$979 ﹤0.01%
7
– –
SLQT icon
479
SelectQuote
SLQT
$121M
$945 ﹤0.01%
1,500
– –
CRUS icon
480
Cirrus Logic
CRUS
$6.26B
$868 ﹤0.01%
+6
New +$807
CFFN icon
481
Capitol Federal Financial
CFFN
$1.1B
$856 ﹤0.01%
120
-880
-88% -$6.27K
DOV icon
482
Dover
DOV
$28.4B
$834 ﹤0.01%
+4
New +$855
IR icon
483
Ingersoll Rand
IR
$33.7B
$802 ﹤0.01%
10
– –
QRVO icon
484
Qorvo
QRVO
$8.74B
$774 ﹤0.01%
+10
New +$809
P
485
Everpure Inc
P
$29.9B
$768 ﹤0.01%
+13
New +$881
LULU icon
486
lululemon athletica
LULU
$14.6B
$766 ﹤0.01%
5
– –
STZ icon
487
Constellation Brands
STZ
$23.2B
$750 ﹤0.01%
5
– –
SF
488
Stifel
SF
$12.6B
$740 ﹤0.01%
+10
New +$794
ROK icon
489
Rockwell Automation
ROK
$49B
$718 ﹤0.01%
+2
New +$789
NVT icon
490
nVent Electric
NVT
$26.7B
$710 ﹤0.01%
+6
New +$681
Q
491
Qnity Electronics Inc
Q
$28.9B
$693 ﹤0.01%
+6
New +$637
CBRE icon
492
CBRE Group
CBRE
$42.9B
$678 ﹤0.01%
+5
New +$760
ODD icon
493
ODDITY Tech
ODD
$651M
$669 ﹤0.01%
50
– –
NBIX icon
494
Neurocrine Biosciences
NBIX
$16.6B
$659 ﹤0.01%
5
– –
OXY icon
495
Occidental Petroleum
OXY
$55.9B
$650 ﹤0.01%
10
– –
SYNA icon
496
Synaptics
SYNA
$4.15B
$631 ﹤0.01%
+9
New +$731
MTB icon
497
M&T Bank
MTB
$36.2B
$621 ﹤0.01%
+3
New +$646
INGM
498
Ingram Micro Holding
INGM
$6.55B
$607 ﹤0.01%
+26
New +$565
MRVL icon
499
Marvell Technology
MRVL
$196B
$595 ﹤0.01%
+6
New +$504
IDXX icon
500
Idexx Laboratories
IDXX
$46.2B
$562 ﹤0.01%
+1
New +$641
18 19
20
21 22

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P3I
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LPU
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SGF
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TF
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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.