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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
TSLA icon
101
Tesla
TSLA
$1.3T
$761K 0.04%
2,048
+35
+2% +$14.4K
PM icon
102
Philip Morris
PM
$295B
$725K 0.04%
4,386
-150
-3% -$26.1K
AEP icon
103
American Electric Power
AEP
$68.4B
$721K 0.04%
5,500
– –
BRK.A icon
104
Berkshire Hathaway Class A
BRK.A
$1.12T
$718K 0.04%
1
– –
BMY icon
105
Bristol-Myers Squibb
BMY
$132B
$713K 0.04%
11,751
+23
+0.2% +$1.34K
ADP icon
106
Automatic Data Processing
ADP
$108B
$706K 0.04%
3,475
-450
-11% -$103K
VCSH icon
107
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$674K 0.04%
8,500
– –
WM icon
108
Waste Management
WM
$91B
$637K 0.04%
2,774
– –
QCOM icon
109
Qualcomm
QCOM
$176B
$633K 0.04%
4,918
-76
-2% -$11.1K
USB icon
110
US Bancorp
USB
$99.6B
$614K 0.03%
11,798
-700
-6% -$38.5K
TJX icon
111
TJX Companies
TJX
$178B
$569K 0.03%
3,562
+1,128
+46% +$176K
EMR icon
112
Emerson Electric
EMR
$88.3B
$560K 0.03%
4,271
– –
ANET icon
113
Arista Networks
ANET
$238B
$548K 0.03%
4,461
-200
-4% -$26.8K
GSST icon
114
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.58B
$534K 0.03%
10,558
– –
META icon
115
Meta Platforms (Facebook)
META
$1.51T
$525K 0.03%
917
-73
-7% -$46.8K
ORCL icon
116
Oracle
ORCL
$423B
$506K 0.03%
3,437
+73
+2% +$11.9K
VTI icon
117
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$489K 0.03%
1,524
-542
-26% -$182K
LLY icon
118
Eli Lilly
LLY
$1.06T
$487K 0.03%
530
-15
-3% -$15.2K
RF icon
119
Regions Financial
RF
$26.8B
$483K 0.03%
18,500
– –
BAC icon
120
Bank of America
BAC
$442B
$477K 0.03%
9,794
-2,967
-23% -$153K
SAIA icon
121
Saia
SAIA
$9.72B
$465K 0.03%
1,325
– –
CW icon
122
Curtiss-Wright
CW
$25.5B
$441K 0.02%
648
– –
CARR icon
123
Carrier Global
CARR
$52.8B
$428K 0.02%
7,607
– –
SCHW
124
Charles Schwab
SCHW
$187B
$428K 0.02%
4,554
+2,542
+126% +$249K
V icon
125
Visa
V
$677B
$396K 0.02%
1,309
+4
+0.3% +$1.29K
3 4
5
6 7

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P3I
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LPU
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SGF
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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.