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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
BRK.A icon
101
Berkshire Hathaway Class A
BRK.A
$1.12T
$755K 0.04%
1
– –
PM icon
102
Philip Morris
PM
$295B
$728K 0.04%
4,536
-200
-4% -$31K
BAC icon
103
Bank of America
BAC
$440B
$702K 0.04%
12,761
-766
-6% -$40.5K
VTI icon
104
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$693K 0.04%
2,066
+33
+2% +$11K
VCSH icon
105
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$678K 0.04%
8,500
– –
USB icon
106
US Bancorp
USB
$99.5B
$667K 0.04%
12,498
-500
-4% -$24.6K
ORCL icon
107
Oracle
ORCL
$418B
$656K 0.04%
3,364
– –
META icon
108
Meta Platforms (Facebook)
META
$1.52T
$653K 0.04%
990
-156
-14% -$104K
AEP icon
109
American Electric Power
AEP
$68.6B
$634K 0.04%
5,500
– –
BMY icon
110
Bristol-Myers Squibb
BMY
$131B
$633K 0.04%
11,728
– –
ANET icon
111
Arista Networks
ANET
$239B
$611K 0.03%
4,661
-43
-0.9% -$5.92K
WM icon
112
Waste Management
WM
$92.1B
$609K 0.03%
2,774
-31
-1% -$6.61K
LLY icon
113
Eli Lilly
LLY
$1.06T
$586K 0.03%
545
+1
+0.2% +$956
EMR icon
114
Emerson Electric
EMR
$88.5B
$567K 0.03%
4,271
– –
GSST icon
115
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.58B
$533K 0.03%
10,558
– –
RF icon
116
Regions Financial
RF
$26.9B
$501K 0.03%
18,500
– –
BX icon
117
Blackstone
BX
$110B
$485K 0.03%
3,145
+27
+0.9% +$4.1K
V icon
118
Visa
V
$681B
$458K 0.03%
1,305
– –
SAIA icon
119
Saia
SAIA
$9.77B
$433K 0.02%
1,325
– –
CARR icon
120
Carrier Global
CARR
$52.8B
$402K 0.02%
7,607
– –
TJX icon
121
TJX Companies
TJX
$179B
$374K 0.02%
2,434
– –
NXPI icon
122
NXP Semiconductors
NXPI
$59.9B
$371K 0.02%
1,708
-1,300
-43% -$279K
CW icon
123
Curtiss-Wright
CW
$25.6B
$357K 0.02%
648
– –
OTIS icon
124
Otis Worldwide
OTIS
$28.4B
$343K 0.02%
3,925
– –
MPLX icon
125
MPLX
MPLX
$59.6B
$312K 0.02%
5,844
– –
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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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.