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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
+10.18%
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
$1.87B
AUM Growth
+$103M
Cap. Flow
-$18.3M
Cap. Flow %
-0.98%
Top 10 Hldgs %
33.36%
Holding
556
New
25
Increased
87
Reduced
96
Closed
61

Top Buys

Rank Stock Value
1
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.23M
2
JEMB
Janus Henderson Emerging Markets Debt Hard Currency ETF
JEMB
+$1.04M
3
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.03M
4
JSI icon
Janus Henderson Securitized Income ETF
JSI
+$862K
5
BBBI icon
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
BBBI
+$733K

Top Sells

Rank Stock Value
1
ON icon
ON Semiconductor
ON
+$9.21M
2
HLI icon
Houlihan Lokey
HLI
+$7.58M
3
XOM icon
ExxonMobil
XOM
+$2.85M
4
VSLU icon
Applied Finance Valuation Large Cap ETF
VSLU
+$1.19M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.19M

Sector Composition

Rank Sector Weight
1 Technology 17.73%
2 Healthcare 11.94%
3 Industrials 9.62%
4 Financials 9.42%
5 Consumer Discretionary 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCO icon
526
Moody's
MCO
$82.7B
– –
-200
Closed -$87.3K
MKSI icon
527
MKS Inc
MKSI
$20.6B
– –
-5
Closed -$1.15K
MMM icon
528
3M
MMM
$94.3B
– –
-10
Closed -$1.45K
MPWR icon
529
Monolithic Power Systems
MPWR
$68.9B
– –
-14
Closed -$15.3K
MRVL icon
530
Marvell Technology
MRVL
$196B
– –
-6
Closed -$595
MSOS icon
531
AdvisorShares Pure US Cannabis ETF
MSOS
$880M
– –
-25
Closed -$89
MTB icon
532
M&T Bank
MTB
$36.2B
– –
-3
Closed -$621
MTSI icon
533
MACOM Technology Solutions
MTSI
$23.7B
– –
-7
Closed -$1.55K
NVT icon
534
nVent Electric
NVT
$26.7B
– –
-6
Closed -$710
OGE icon
535
OGE Energy
OGE
$9.71B
– –
-720
Closed -$34.5K
PBR icon
536
Petrobras
PBR
$116B
– –
-327
Closed -$6.79K
PLD icon
537
Prologis
PLD
$133B
– –
-23
Closed -$3.04K
PLUG icon
538
Plug Power
PLUG
$3.04B
– –
-15
Closed -$34
P
539
Everpure Inc
P
$29.9B
– –
-13
Closed -$768
QRVO icon
540
Qorvo
QRVO
$8.74B
– –
-10
Closed -$774
ROK icon
541
Rockwell Automation
ROK
$49B
– –
-2
Closed -$718
SEE
542
DELISTED
Sealed Air
SEE
– –
-2,400
Closed -$101K
SF
543
Stifel
SF
$12.6B
– –
-10
Closed -$740
SLAB icon
544
Silicon Laboratories
SLAB
$7.23B
– –
-6
Closed -$1.25K
SN icon
545
SharkNinja
SN
$26.1B
– –
-4
Closed -$424
SSO icon
546
ProShares Ultra S&P500
SSO
$8.36B
– –
-250
Closed -$13K
STLD icon
547
Steel Dynamics
STLD
$37.6B
– –
-3
Closed -$540
STT icon
548
State Street
STT
$50.7B
– –
-11
Closed -$1.39K
SYNA icon
549
Synaptics
SYNA
$4.15B
– –
-9
Closed -$631
UAL icon
550
United Airlines
UAL
$42.1B
– –
-3
Closed -$277
19 20 21
22
23

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P3I
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LPU
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SGF
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Atwood & Palmer's Q2 2026 Portfolio in Review

As of Q2 2026, Atwood & Palmer held 556 positions worth $1.87B, up 5.8% from $1.77B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Atwood & Palmer's Q2 2026 filing shows 25 new, 87 increased, 96 reduced and 61 closed positions. Its largest new stake was Honeywell Aerospace: 628 shares worth $139K. The largest sale was ON Semiconductor, an estimated $9.21M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 18% a quarter earlier, followed by Healthcare and Industrials.

  • Atwood & Palmer's largest Q2 2026 buy was Honeywell Aerospace: 628 shares worth $139K.
  • Atwood & Palmer added most to iShares 1-3 Year Treasury Bond ETF in Q2 2026, an estimated $1.23M increase.
  • Atwood & Palmer's biggest Q2 2026 reduction was ON Semiconductor, cutting an estimated $9.21M.
  • Atwood & Palmer fully exited ExxonMobil in Q2 2026, selling an estimated $2.85M.
  • Atwood & Palmer's ten largest holdings make up 33% of its $1.87B portfolio in Q2 2026.
  • Atwood & Palmer opened 25 new positions and closed 61 in Q2 2026.
  • Atwood & Palmer's portfolio value rose 5.8% quarter-over-quarter to $1.87B.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.