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AP

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
ECL icon
126
Ecolab
ECL
$79.9B
$391K 0.02%
1,470
+378
+35% +$107K
BX icon
127
Blackstone
BX
$110B
$366K 0.02%
3,180
+35
+1% +$4.55K
VOT icon
128
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.9B
$360K 0.02%
1,401
+1,381
+6,905% +$379K
VYM icon
129
Vanguard High Dividend Yield ETF
VYM
$82.8B
$345K 0.02%
2,328
+2,129
+1,070% +$320K
EPD icon
130
Enterprise Products Partners
EPD
$81.7B
$338K 0.02%
8,931
– –
VOE icon
131
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24B
$337K 0.02%
+1,831
New +$342K
NXPI icon
132
NXP Semiconductors
NXPI
$60.4B
$336K 0.02%
1,708
– –
MPLX icon
133
MPLX
MPLX
$59.7B
$334K 0.02%
5,844
– –
SRE icon
134
Sempra
SRE
$54.8B
$322K 0.02%
3,313
+13
+0.4% +$1.19K
MO icon
135
Altria Group
MO
$114B
$317K 0.02%
4,808
– –
IJH icon
136
iShares Core S&P Mid-Cap ETF
IJH
$127B
$296K 0.02%
4,380
-150
-3% -$10.4K
OTIS icon
137
Otis Worldwide
OTIS
$28.2B
$295K 0.02%
3,825
-100
-3% -$8.75K
APH icon
138
Amphenol
APH
$209B
$293K 0.02%
+2,320
New +$327K
TT icon
139
Trane Technologies
TT
$106B
$292K 0.02%
700
– –
INTC icon
140
Intel
INTC
$513B
$291K 0.02%
6,602
+5,401
+450% +$248K
QQQ icon
141
Invesco QQQ Trust
QQQ
$484B
$290K 0.02%
503
+1
+0.2% +$608
HON icon
142
Honeywell
HON
$78B
$284K 0.02%
1,257
– –
AVLV icon
143
Avantis US Large Cap Value ETF
AVLV
$18.1B
$284K 0.02%
3,525
+5
+0.1% +$406
PFE icon
144
Pfizer
PFE
$153B
$282K 0.02%
10,033
+104
+1% +$2.77K
AVIG icon
145
Avantis Core Fixed Income ETF
AVIG
$1.96B
$276K 0.02%
6,635
– –
GE icon
146
GE Aerospace
GE
$384B
$271K 0.02%
954
+6
+0.6% +$1.89K
LH icon
147
Labcorp
LH
$25.9B
$267K 0.02%
1,000
– –
IWD icon
148
iShares Russell 1000 Value ETF
IWD
$83.7B
$264K 0.01%
1,234
– –
EEM icon
149
iShares MSCI Emerging Markets ETF
EEM
$29.5B
$255K 0.01%
4,499
-124
-3% -$7.29K
ETN icon
150
Eaton
ETN
$174B
$255K 0.01%
714
+583
+445% +$207K
4 5
6
7 8

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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 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.