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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
+9.79%
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
$1.7B
AUM Growth
+$103M
Cap. Flow
-$30.6M
Cap. Flow %
-1.8%
Top 10 Hldgs %
33.08%
Holding
539
New
21
Increased
53
Reduced
85
Closed
50

Top Buys

Rank Stock Value
1
JEMB
Janus Henderson Emerging Markets Debt Hard Currency ETF
JEMB
+$1.35M
2
BBBI icon
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
BBBI
+$840K
3
PSQO
Palmer Square Credit Opportunities ETF
PSQO
+$809K
4
JSI icon
Janus Henderson Securitized Income ETF
JSI
+$490K
5
XBB icon
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
+$467K

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$34.3M
2
WMT icon
Walmart Inc
WMT
+$354K
3
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$352K
4
COST icon
Costco
COST
+$290K
5
GHYB icon
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
+$241K

Sector Composition

Rank Sector Weight
1 Technology 19.25%
2 Healthcare 11.44%
3 Financials 9.08%
4 Industrials 8.49%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COST icon
76
Costco
COST
$421B
$1.29M 0.08%
1,390
-303
-18% -$290K
UMBF icon
77
UMB Financial
UMBF
$11.1B
$1.27M 0.07%
10,729
– –
ADP icon
78
Automatic Data Processing
ADP
$109B
$1.23M 0.07%
4,175
-250
-6% -$75.2K
CAT icon
79
Caterpillar
CAT
$385B
$1.22M 0.07%
2,565
– –
AVGO icon
80
Broadcom
AVGO
$2.02T
$1.21M 0.07%
3,660
– –
IVV icon
81
iShares Core S&P 500 ETF
IVV
$901B
$1.19M 0.07%
1,775
+15
+0.9% +$9.66K
IBM icon
82
IBM
IBM
$223B
$1.19M 0.07%
4,200
– –
ITOT icon
83
iShares Core S&P Total US Stock Market ETF
ITOT
$97.7B
$1.18M 0.07%
8,127
+1,046
+15% +$147K
HTH icon
84
Hilltop Holdings
HTH
$2.24B
$1.11M 0.07%
33,100
– –
JMBS icon
85
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.74B
$1.03M 0.06%
22,625
– –
IWF icon
86
iShares Russell 1000 Growth ETF
IWF
$127B
$1.02M 0.06%
8,700
– –
MCD icon
87
McDonald's
MCD
$196B
$969K 0.06%
3,188
– –
IRM icon
88
Iron Mountain
IRM
$36.4B
$964K 0.06%
9,454
+9
+0.1% +$867
ORCL icon
89
Oracle
ORCL
$418B
$946K 0.06%
3,364
– –
JBBB icon
90
Janus Henderson B-BBB CLO ETF
JBBB
$1.41B
$943K 0.06%
19,585
-4,775
-20% -$231K
PNC icon
91
PNC Financial Services
PNC
$101B
$913K 0.05%
4,546
– –
TSLA icon
92
Tesla
TSLA
$1.3T
$894K 0.05%
2,010
+315
+19% +$109K
GHYB icon
93
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
$134M
$879K 0.05%
19,152
-5,300
-22% -$241K
META icon
94
Meta Platforms (Facebook)
META
$1.52T
$842K 0.05%
1,146
-2
-0.2% -$1.49K
QCOM icon
95
Qualcomm
QCOM
$172B
$831K 0.05%
4,994
– –
LMBS icon
96
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.38B
$827K 0.05%
16,605
-7,105
-30% -$352K
DE icon
97
Deere & Co
DE
$168B
$808K 0.05%
1,768
– –
KO icon
98
Coca-Cola
KO
$373B
$777K 0.05%
11,716
– –
PM icon
99
Philip Morris
PM
$295B
$768K 0.05%
4,736
-46
-1% -$7.74K
BRK.A icon
100
Berkshire Hathaway Class A
BRK.A
$1.12T
$754K 0.04%
1
– –
2 3
4
5 6

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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
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Atwood & Palmer's Q3 2025 Portfolio in Review

As of Q3 2025, Atwood & Palmer held 539 positions worth $1.7B, up 6.4% from $1.6B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Atwood & Palmer's Q3 2025 filing shows 21 new, 53 increased, 85 reduced and 50 closed positions. Its largest new stake was Agilon Health: 8,400 shares worth $216K. The largest sale was Palantir, an estimated $34.3M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 20% a quarter earlier, followed by Healthcare and Financials.

  • Atwood & Palmer's largest Q3 2025 buy was Agilon Health: 8,400 shares worth $216K.
  • Atwood & Palmer added most to Janus Henderson Emerging Markets Debt Hard Currency ETF in Q3 2025, an estimated $1.35M increase.
  • Atwood & Palmer's biggest Q3 2025 reduction was Palantir, cutting an estimated $34.3M.
  • Atwood & Palmer fully exited Sitio Royalties in Q3 2025, selling an estimated $52K.
  • Atwood & Palmer's ten largest holdings make up 33% of its $1.7B portfolio in Q3 2025.
  • Atwood & Palmer opened 21 new positions and closed 50 in Q3 2025.
  • Atwood & Palmer's portfolio value rose 6.4% quarter-over-quarter to $1.7B.

Based on Atwood & Palmer's 13F filing for Q3 2025, filed 15 Oct 2025.