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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
IBTK icon
76
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$975M
$1.78M 0.1%
90,295
-700
-0.8% -$13.9K
IEI icon
77
iShares 3-7 Year Treasury Bond ETF
IEI
$17.8B
$1.65M 0.09%
13,900
-2,519
-15% -$300K
SPY icon
78
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$1.64M 0.09%
2,517
-175
-7% -$119K
LMBS icon
79
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.38B
$1.48M 0.08%
29,675
-1,150
-4% -$57.7K
COST icon
80
Costco
COST
$420B
$1.39M 0.08%
1,390
– –
UMBF icon
81
UMB Financial
UMBF
$11.1B
$1.21M 0.07%
10,729
– –
PAYX icon
82
Paychex
PAYX
$42.7B
$1.19M 0.07%
12,887
– –
HTH icon
83
Hilltop Holdings
HTH
$2.24B
$1.19M 0.07%
33,100
– –
ITOT icon
84
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$1.16M 0.07%
8,137
+10
+0.1% +$1.49K
IVV icon
85
iShares Core S&P 500 ETF
IVV
$902B
$1.13M 0.06%
1,725
-50
-3% -$34.1K
CVX icon
86
Chevron
CVX
$366B
$1.05M 0.06%
5,084
-19
-0.4% -$3.46K
HIW icon
87
Highwoods Properties
HIW
$3.47B
$1.03M 0.06%
48,007
– –
IBM icon
88
IBM
IBM
$224B
$1.02M 0.06%
4,204
+4
+0.1% +$1.08K
JMBS icon
89
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.73B
$1.02M 0.06%
22,550
-75
-0.3% -$3.44K
DE icon
90
Deere & Co
DE
$168B
$997K 0.06%
1,770
+2
+0.1% +$1.13K
MCD icon
91
McDonald's
MCD
$195B
$991K 0.06%
3,188
– –
IRM icon
92
Iron Mountain
IRM
$36.1B
$968K 0.05%
9,476
+12
+0.1% +$1.19K
PNC icon
93
PNC Financial Services
PNC
$101B
$948K 0.05%
4,558
+12
+0.3% +$2.61K
AVGO icon
94
Broadcom
AVGO
$2.04T
$941K 0.05%
3,040
+40
+1% +$13.2K
IWF icon
95
iShares Russell 1000 Growth ETF
IWF
$128B
$892K 0.05%
8,368
– –
NEE icon
96
NextEra Energy
NEE
$177B
$884K 0.05%
9,516
-100
-1% -$8.89K
GHYB icon
97
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
$134M
$843K 0.05%
18,910
-242
-1% -$10.9K
KO icon
98
Coca-Cola
KO
$375B
$842K 0.05%
11,066
-350
-3% -$26.5K
WAT icon
99
Waters Corp
WAT
$39.9B
$836K 0.05%
+2,807
New +$960K
MGK icon
100
Vanguard Morningstar Mega Cap Growth ETF
MGK
$34.2B
$809K 0.05%
+11,005
New +$864K
2 3
4
5 6

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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.