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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
HOOD icon
501
Robinhood
HOOD
$83.9B
$555 ﹤0.01%
+8
New +$702
DD icon
502
DuPont de Nemours
DD
$19.2B
$550 ﹤0.01%
+4
New +$552
GRWG icon
503
GrowGeneration
GRWG
$90.7M
$550 ﹤0.01%
500
– –
ALAB icon
504
Astera Labs
ALAB
$58B
$548 ﹤0.01%
+5
New +$712
STLD icon
505
Steel Dynamics
STLD
$37.6B
$540 ﹤0.01%
+3
New +$546
HUBB icon
506
Hubbell
HUBB
$27.2B
$491 ﹤0.01%
+1
New +$491
ALGM icon
507
Allegro MicroSystems
ALGM
$8.16B
$473 ﹤0.01%
+15
New +$517
INCY icon
508
Incyte
INCY
$24.4B
$471 ﹤0.01%
+5
New +$499
VSNT
509
Versant Media Group
VSNT
$5.38B
$445 ﹤0.01%
+12
New +$404
SN icon
510
SharkNinja
SN
$26.1B
$424 ﹤0.01%
+4
New +$468
LAZ icon
511
Lazard
LAZ
$4.31B
$383 ﹤0.01%
+9
New +$440
UAL icon
512
United Airlines
UAL
$42.1B
$277 ﹤0.01%
+3
New +$314
HPK icon
513
HighPeak Energy
HPK
$910M
$276 ﹤0.01%
40
-285
-88% -$1.5K
SMH icon
514
VanEck Semiconductor ETF
SMH
$73.2B
$235 ﹤0.01%
1
-3
-75% -$1.19K
LUV icon
515
Southwest Airlines
LUV
$23B
$188 ﹤0.01%
5
– –
TD icon
516
Toronto Dominion Bank
TD
$200B
$187 ﹤0.01%
2
– –
PSX icon
517
Phillips 66
PSX
$81.4B
$183 ﹤0.01%
1
– –
ESGU icon
518
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
$142 ﹤0.01%
+1
New +$148
VT icon
519
Vanguard Total World Stock ETF
VT
$79.8B
$137 ﹤0.01%
1
– –
MICC
520
The Magnum Ice Cream Company N.V.
MICC
$11.8B
$120 ﹤0.01%
8
– –
AZIO
521
Azio AI Holdings
AZIO
$22.3M
$109 ﹤0.01%
65
– –
DDD icon
522
3D Systems Corp
DDD
$613M
$94 ﹤0.01%
50
– –
MSOS icon
523
AdvisorShares Pure US Cannabis ETF
MSOS
$880M
$89 ﹤0.01%
+25
New +$102
GDX icon
524
VanEck Gold Miners ETF
GDX
$27.4B
– –
0
– –
OXY.WS icon
525
Occidental Petroleum Corp Warrants
OXY.WS
$32B
$43 ﹤0.01%
1
– –
19 20
21
22 23

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PCM
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EPW
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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.