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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
PLUG icon
526
Plug Power
PLUG
$3.04B
$34 ﹤0.01%
+15
New +$33
INO icon
527
Inovio Pharmaceuticals
INO
$69M
$32 ﹤0.01%
18
– –
TRIB
528
Trinity Biotech
TRIB
$8.39M
$11 ﹤0.01%
1
– –
PRG icon
529
PROG Holdings
PRG
$1.71B
– –
0
– –
WKHS icon
530
Workhorse Group
WKHS
$36.3M
$4 ﹤0.01%
1
– –
CGC
531
Canopy Growth
CGC
$410M
$1 ﹤0.01%
1
– –
ACN icon
532
Accenture
ACN
$108B
– –
-27
Closed -$7.25K
ARKK icon
533
ARK Innovation ETF
ARKK
$6.31B
– –
-30
Closed -$2.31K
AVGE icon
534
Avantis All Equity Markets ETF
AVGE
$1.14B
– –
-109
Closed -$9.37K
CDE icon
535
Coeur Mining
CDE
$17.9B
– –
-2,000
Closed -$35.7K
CHKP icon
536
Check Point Software Technologies
CHKP
$13.1B
– –
-68
Closed -$12.6K
EBAY icon
537
eBay
EBAY
$49.8B
– –
-192
Closed -$16.7K
FHN icon
538
First Horizon
FHN
$12.1B
– –
-786
Closed -$18.8K
FMS icon
539
Fresenius Medical Care
FMS
$12.9B
– –
-100
Closed -$2.38K
GLW icon
540
Corning
GLW
$143B
– –
-65
Closed -$5.69K
HPE icon
541
Hewlett Packard
HPE
$70.5B
– –
-5
Closed -$121
ISCV icon
542
iShares Morningstar Small-Cap Value ETF
ISCV
$706M
– –
-45
Closed -$3.08K
IWS icon
543
iShares Russell Mid-Cap Value ETF
IWS
$16B
– –
-40
Closed -$5.64K
JBBB icon
544
Janus Henderson B-BBB CLO ETF
JBBB
$1.41B
– –
-19,585
Closed -$934K
JEPI icon
545
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
– –
-243
Closed -$13.9K
JMOM icon
546
JPMorgan US Momentum Factor ETF
JMOM
$2.61B
– –
-47
Closed -$3.2K
KR icon
547
Kroger
KR
$34.8B
– –
-120
Closed -$7.5K
LYFT icon
548
Lyft
LYFT
$6.63B
– –
-2,000
Closed -$38.7K
NXT icon
549
Nextpower Inc
NXT
$15.7B
– –
-24
Closed -$2.09K
RS icon
550
Reliance Steel & Aluminium
RS
$21.6B
– –
-49
Closed -$14.2K
19 20 21
22
23

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PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
EPW
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P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
LPU
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SGF
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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.