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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
GOOGL icon
51
Alphabet (Google) Class A
GOOGL
$4.36T
$7.06M 0.4%
24,556
+124
+0.5% +$39K
RSP icon
52
Invesco S&P 500 Equal Weight ETF
RSP
$99.3B
$6.76M 0.38%
35,223
-7,052
-17% -$1.4M
CBC
53
Central Bancompany Inc
CBC
$8.04B
$6.76M 0.38%
282,050
-13,000
-4% -$315K
JKHY icon
54
Jack Henry & Associates
JKHY
$11.1B
$6.37M 0.36%
40,336
-295
-0.7% -$50.5K
JNJ icon
55
Johnson & Johnson
JNJ
$620B
$6.03M 0.34%
24,665
-463
-2% -$108K
HD icon
56
Home Depot
HD
$352B
$5.83M 0.33%
17,732
-112
-0.6% -$40.8K
FV icon
57
First Trust Dorsey Wright Focus 5 ETF
FV
$3.75B
$4.88M 0.28%
80,737
-11,262
-12% -$727K
GBIL icon
58
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.58B
$3.9M 0.22%
38,925
+5,133
+15% +$514K
KMB icon
59
Kimberly-Clark
KMB
$36.2B
$3.87M 0.22%
40,166
-1,500
-4% -$154K
CBSH icon
60
Commerce Bancshares
CBSH
$8.51B
$3.53M 0.2%
71,788
-491
-0.7% -$25.5K
BDX icon
61
Becton Dickinson
BDX
$48.4B
$3.32M 0.19%
21,131
-1,416
-6% -$260K
IVSS
62
Applied Finance IVS US SMID ETF
IVSS
$28.5M
$3.2M 0.18%
+123,235
New +$3.28M
PG icon
63
Procter & Gamble
PG
$338B
$2.95M 0.17%
20,438
-125
-0.6% -$18.9K
XOM icon
64
ExxonMobil
XOM
$634B
$2.85M 0.16%
16,782
+53
+0.3% +$7.73K
JPM icon
65
JPMorgan Chase
JPM
$947B
$2.6M 0.15%
8,851
+14
+0.2% +$4.25K
RTX icon
66
RTX Corp
RTX
$299B
$2.57M 0.15%
13,343
-100
-0.7% -$19.9K
CL icon
67
Colgate-Palmolive
CL
$74B
$2.23M 0.13%
26,200
– –
PEP icon
68
PepsiCo
PEP
$189B
$2.07M 0.12%
13,312
-274
-2% -$42.7K
PH icon
69
Parker-Hannifin
PH
$136B
$2.02M 0.11%
2,255
+5
+0.2% +$4.73K
MSFT icon
70
Microsoft
MSFT
$3.73T
$2.01M 0.11%
5,442
+740
+16% +$310K
AMGN icon
71
Amgen
AMGN
$220B
$1.99M 0.11%
5,647
-577
-9% -$206K
GEM icon
72
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.71B
$1.94M 0.11%
44,941
-1,760
-4% -$78.7K
AMZN icon
73
Amazon
AMZN
$2.99T
$1.91M 0.11%
9,157
-20
-0.2% -$4.4K
BRK.B icon
74
Berkshire Hathaway Class B
BRK.B
$1.12T
$1.85M 0.1%
3,864
-140
-3% -$68.7K
CAT icon
75
Caterpillar
CAT
$388B
$1.82M 0.1%
2,567
+2
+0.1% +$1.39K
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.