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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
+2.31%
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
$1.76B
AUM Growth
+$57.4M
Cap. Flow
+$36M
Cap. Flow %
2.05%
Top 10 Hldgs %
32.97%
Holding
502
New
15
Increased
69
Reduced
58
Closed
13

Top Buys

Rank Stock Value
1
HLI icon
Houlihan Lokey
HLI
+$12.8M
2
CBC
Central Bancompany Inc
CBC
+$6.94M
3
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.46M
4
JEMB
Janus Henderson Emerging Markets Debt Hard Currency ETF
JEMB
+$2.22M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$2.14M

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.14M
2
PLTR icon
Palantir
PLTR
+$1.04M
3
NVDA icon
NVIDIA
NVDA
+$1.02M
4
PSBD icon
Palmer Square Capital BDC
PSBD
+$417K
5
AAPL icon
Apple
AAPL
+$379K

Sector Composition

Rank Sector Weight
1 Technology 18.07%
2 Healthcare 12.63%
3 Financials 10.09%
4 Industrials 7.52%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LMBS icon
76
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.37B
$1.54M 0.09%
30,825
+14,220
+86% +$711K
CAT icon
77
Caterpillar
CAT
$394B
$1.47M 0.08%
2,565
– –
PAYX icon
78
Paychex
PAYX
$42.7B
$1.45M 0.08%
12,887
– –
IBM icon
79
IBM
IBM
$220B
$1.24M 0.07%
4,200
– –
HIW icon
80
Highwoods Properties
HIW
$3.47B
$1.24M 0.07%
48,007
– –
UMBF icon
81
UMB Financial
UMBF
$11B
$1.23M 0.07%
10,729
– –
IVV icon
82
iShares Core S&P 500 ETF
IVV
$897B
$1.22M 0.07%
1,775
– –
ITOT icon
83
iShares Core S&P Total US Stock Market ETF
ITOT
$97.1B
$1.21M 0.07%
8,127
– –
COST icon
84
Costco
COST
$421B
$1.2M 0.07%
1,390
– –
HTH icon
85
Hilltop Holdings
HTH
$2.25B
$1.12M 0.06%
33,100
– –
AVGO icon
86
Broadcom
AVGO
$2T
$1.04M 0.06%
3,000
-660
-18% -$236K
JMBS icon
87
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.72B
$1.03M 0.06%
22,625
– –
ADP icon
88
Automatic Data Processing
ADP
$109B
$1.01M 0.06%
3,925
-250
-6% -$66.5K
IWF icon
89
iShares Russell 1000 Growth ETF
IWF
$127B
$990K 0.06%
8,368
-332
-4% -$39.3K
MCD icon
90
McDonald's
MCD
$196B
$974K 0.06%
3,188
– –
PNC icon
91
PNC Financial Services
PNC
$101B
$949K 0.05%
4,546
– –
JBBB icon
92
Janus Henderson B-BBB CLO ETF
JBBB
$1.41B
$934K 0.05%
19,585
– –
TSLA icon
93
Tesla
TSLA
$1.26T
$905K 0.05%
2,013
+3
+0.1% +$1.33K
GHYB icon
94
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
$133M
$868K 0.05%
19,152
– –
QCOM icon
95
Qualcomm
QCOM
$168B
$854K 0.05%
4,994
– –
DE icon
96
Deere & Co
DE
$166B
$823K 0.05%
1,768
– –
KO icon
97
Coca-Cola
KO
$374B
$798K 0.05%
11,416
-300
-3% -$20.9K
IRM icon
98
Iron Mountain
IRM
$36.3B
$785K 0.04%
9,464
+10
+0.1% +$936
CVX icon
99
Chevron
CVX
$371B
$778K 0.04%
5,103
+300
+6% +$45.7K
NEE icon
100
NextEra Energy
NEE
$176B
$772K 0.04%
9,616
– –
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 Q4 2025 Portfolio in Review

As of Q4 2025, Atwood & Palmer held 502 positions worth $1.76B, up 3.4% from $1.7B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Atwood & Palmer's Q4 2025 filing shows 15 new, 69 increased, 58 reduced and 13 closed positions. Its largest new stake was Houlihan Lokey: 69,960 shares worth $12.2M. The largest sale was Alphabet (Google) Class C, an estimated $1.14M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 19% a quarter earlier, followed by Healthcare and Financials.

  • Atwood & Palmer's largest Q4 2025 buy was Houlihan Lokey: 69,960 shares worth $12.2M.
  • Atwood & Palmer added most to iShares 1-3 Year Treasury Bond ETF in Q4 2025, an estimated $2.46M increase.
  • Atwood & Palmer's biggest Q4 2025 reduction was Alphabet (Google) Class C, cutting an estimated $1.14M.
  • Atwood & Palmer fully exited Palmer Square Capital BDC in Q4 2025, selling an estimated $417K.
  • Atwood & Palmer's ten largest holdings make up 33% of its $1.76B portfolio in Q4 2025.
  • Atwood & Palmer opened 15 new positions and closed 13 in Q4 2025.
  • Atwood & Palmer's portfolio value rose 3.4% quarter-over-quarter to $1.76B.

Based on Atwood & Palmer's 13F filing for Q4 2025, filed 28 Jan 2026.