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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
+9.79%
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
$1.7B
AUM Growth
+$103M
Cap. Flow
-$30.6M
Cap. Flow %
-1.8%
Top 10 Hldgs %
33.08%
Holding
539
New
21
Increased
53
Reduced
85
Closed
50

Top Buys

Rank Stock Value
1
JEMB
Janus Henderson Emerging Markets Debt Hard Currency ETF
JEMB
+$1.35M
2
BBBI icon
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
BBBI
+$840K
3
PSQO
Palmer Square Credit Opportunities ETF
PSQO
+$809K
4
JSI icon
Janus Henderson Securitized Income ETF
JSI
+$490K
5
XBB icon
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
+$467K

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$34.3M
2
WMT icon
Walmart Inc
WMT
+$354K
3
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$352K
4
COST icon
Costco
COST
+$290K
5
GHYB icon
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
+$241K

Sector Composition

Rank Sector Weight
1 Technology 19.25%
2 Healthcare 11.44%
3 Financials 9.08%
4 Industrials 8.49%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRWD icon
151
CrowdStrike
CRWD
$211B
$219K 0.01%
1,784
– –
AGL icon
152
Agilon Health
AGL
$1.46B
$216K 0.01%
+8,400
New +$317K
IBIT icon
153
iShares Bitcoin Trust
IBIT
$47.4B
$202K 0.01%
+3,100
New +$202K
TYL icon
154
Tyler Technologies
TYL
$12.5B
$196K 0.01%
374
– –
SCHW
155
Charles Schwab
SCHW
$187B
$191K 0.01%
2,006
-307
-13% -$29.1K
MCO icon
156
Moody's
MCO
$81.9B
$191K 0.01%
400
– –
SPTM icon
157
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$185K 0.01%
2,298
-250
-10% -$19.4K
BUD icon
158
AB InBev
BUD
$165B
$179K 0.01%
3,000
– –
CP icon
159
Canadian Pacific Kansas City
CP
$79.3B
$179K 0.01%
2,399
– –
IJR icon
160
iShares Core S&P Small-Cap ETF
IJR
$111B
$178K 0.01%
1,499
+1
+0.1% +$115
ORLY icon
161
O'Reilly Automotive
ORLY
$76.2B
$178K 0.01%
1,650
– –
JPST icon
162
JPMorgan Ultra-Short Income ETF
JPST
$40.3B
$178K 0.01%
3,500
– –
DIS icon
163
Walt Disney
DIS
$181B
$175K 0.01%
1,524
– –
UNH icon
164
UnitedHealth
UNH
$367B
$171K 0.01%
496
– –
DUK icon
165
Duke Energy
DUK
$96.6B
$167K 0.01%
1,348
-530
-28% -$64.3K
ACGL icon
166
Arch Capital
ACGL
$33.9B
$163K 0.01%
1,800
-87
-5% -$7.8K
COF icon
167
Capital One
COF
$135B
$162K 0.01%
764
– –
UNP icon
168
Union Pacific
UNP
$175B
$158K 0.01%
667
– –
SYK icon
169
Stryker
SYK
$129B
$149K 0.01%
403
– –
BCS icon
170
Barclays
BCS
$95B
$145K 0.01%
7,038
+38
+0.5% +$752
GEV icon
171
GE Vernova
GEV
$266B
$144K 0.01%
234
– –
EFSC icon
172
Enterprise Financial Services Corp
EFSC
$2.4B
$143K 0.01%
2,460
– –
IJS icon
173
iShares S&P Small-Cap 600 Value ETF
IJS
$8.26B
$141K 0.01%
1,271
– –
GSY icon
174
Invesco Ultra Short Duration ETF
GSY
$3.9B
$138K 0.01%
2,750
– –
FXL icon
175
First Trust Technology AlphaDEX Fund
FXL
$2.72B
$134K 0.01%
800
-100
-11% -$16.1K
5 6
7
8 9

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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
S&G Foundation Wilson, Wyoming $1.88B AUM
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Atwood & Palmer's Q3 2025 Portfolio in Review

As of Q3 2025, Atwood & Palmer held 539 positions worth $1.7B, up 6.4% from $1.6B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Atwood & Palmer's Q3 2025 filing shows 21 new, 53 increased, 85 reduced and 50 closed positions. Its largest new stake was Agilon Health: 8,400 shares worth $216K. The largest sale was Palantir, an estimated $34.3M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 20% a quarter earlier, followed by Healthcare and Financials.

  • Atwood & Palmer's largest Q3 2025 buy was Agilon Health: 8,400 shares worth $216K.
  • Atwood & Palmer added most to Janus Henderson Emerging Markets Debt Hard Currency ETF in Q3 2025, an estimated $1.35M increase.
  • Atwood & Palmer's biggest Q3 2025 reduction was Palantir, cutting an estimated $34.3M.
  • Atwood & Palmer fully exited Sitio Royalties in Q3 2025, selling an estimated $52K.
  • Atwood & Palmer's ten largest holdings make up 33% of its $1.7B portfolio in Q3 2025.
  • Atwood & Palmer opened 21 new positions and closed 50 in Q3 2025.
  • Atwood & Palmer's portfolio value rose 6.4% quarter-over-quarter to $1.7B.

Based on Atwood & Palmer's 13F filing for Q3 2025, filed 15 Oct 2025.