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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
+10.18%
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
$1.87B
AUM Growth
+$103M
Cap. Flow
-$18.3M
Cap. Flow %
-0.98%
Top 10 Hldgs %
33.36%
Holding
556
New
25
Increased
87
Reduced
96
Closed
61

Top Buys

Rank Stock Value
1
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.23M
2
JEMB
Janus Henderson Emerging Markets Debt Hard Currency ETF
JEMB
+$1.04M
3
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.03M
4
JSI icon
Janus Henderson Securitized Income ETF
JSI
+$862K
5
BBBI icon
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
BBBI
+$733K

Top Sells

Rank Stock Value
1
ON icon
ON Semiconductor
ON
+$9.21M
2
HLI icon
Houlihan Lokey
HLI
+$7.58M
3
XOM icon
ExxonMobil
XOM
+$2.85M
4
VSLU icon
Applied Finance Valuation Large Cap ETF
VSLU
+$1.19M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.19M

Sector Composition

Rank Sector Weight
1 Technology 17.73%
2 Healthcare 11.94%
3 Industrials 9.62%
4 Financials 9.42%
5 Consumer Discretionary 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PM icon
101
Philip Morris
PM
$295B
$793K 0.04%
4,386
– –
ADP icon
102
Automatic Data Processing
ADP
$108B
$793K 0.04%
3,539
+64
+2% +$13.7K
MGK icon
103
Vanguard Morningstar Mega Cap Growth ETF
MGK
$34.2B
$772K 0.04%
8,776
-2,229
-20% -$190K
AEP icon
104
American Electric Power
AEP
$68.4B
$752K 0.04%
5,500
– –
BRK.A icon
105
Berkshire Hathaway Class A
BRK.A
$1.12T
$749K 0.04%
1
– –
USB icon
106
US Bancorp
USB
$99.6B
$713K 0.04%
11,798
– –
INTC icon
107
Intel
INTC
$513B
$685K 0.04%
4,906
-1,696
-26% -$172K
LLY icon
108
Eli Lilly
LLY
$1.06T
$681K 0.04%
568
+38
+7% +$38.8K
ANET icon
109
Arista Networks
ANET
$238B
$680K 0.04%
4,000
-461
-10% -$72.4K
BMY icon
110
Bristol-Myers Squibb
BMY
$132B
$676K 0.04%
11,728
-23
-0.2% -$1.32K
VCSH icon
111
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$672K 0.04%
8,500
– –
EMR icon
112
Emerson Electric
EMR
$88.3B
$611K 0.03%
4,271
– –
VTI icon
113
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$566K 0.03%
1,529
+5
+0.3% +$1.79K
RF icon
114
Regions Financial
RF
$26.8B
$559K 0.03%
18,500
– –
CARR icon
115
Carrier Global
CARR
$52.8B
$558K 0.03%
7,607
– –
TJX icon
116
TJX Companies
TJX
$178B
$553K 0.03%
3,650
+88
+2% +$13.9K
META icon
117
Meta Platforms (Facebook)
META
$1.51T
$542K 0.03%
962
+45
+5% +$27.5K
GSST icon
118
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.58B
$534K 0.03%
10,558
– –
WM icon
119
Waste Management
WM
$91B
$524K 0.03%
2,350
-424
-15% -$94.3K
SAIA icon
120
Saia
SAIA
$9.72B
$516K 0.03%
1,225
-100
-8% -$43.9K
ORCL icon
121
Oracle
ORCL
$423B
$496K 0.03%
3,384
-53
-2% -$9.61K
CW icon
122
Curtiss-Wright
CW
$25.5B
$491K 0.03%
648
– –
NXPI icon
123
NXP Semiconductors
NXPI
$60.4B
$480K 0.03%
1,708
– –
BAC icon
124
Bank of America
BAC
$442B
$454K 0.02%
7,966
-1,828
-19% -$97.2K
VOT icon
125
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.9B
$429K 0.02%
1,401
– –
3 4
5
6 7

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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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Atwood & Palmer's Q2 2026 Portfolio in Review

As of Q2 2026, Atwood & Palmer held 556 positions worth $1.87B, up 5.8% from $1.77B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Atwood & Palmer's Q2 2026 filing shows 25 new, 87 increased, 96 reduced and 61 closed positions. Its largest new stake was Honeywell Aerospace: 628 shares worth $139K. The largest sale was ON Semiconductor, an estimated $9.21M.

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

  • Atwood & Palmer's largest Q2 2026 buy was Honeywell Aerospace: 628 shares worth $139K.
  • Atwood & Palmer added most to iShares 1-3 Year Treasury Bond ETF in Q2 2026, an estimated $1.23M increase.
  • Atwood & Palmer's biggest Q2 2026 reduction was ON Semiconductor, cutting an estimated $9.21M.
  • Atwood & Palmer fully exited ExxonMobil in Q2 2026, selling an estimated $2.85M.
  • Atwood & Palmer's ten largest holdings make up 33% of its $1.87B portfolio in Q2 2026.
  • Atwood & Palmer opened 25 new positions and closed 61 in Q2 2026.
  • Atwood & Palmer's portfolio value rose 5.8% quarter-over-quarter to $1.87B.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.