We are live on ! Find out more
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
DGRO icon
151
iShares Core Dividend Growth ETF
DGRO
$43.5B
$252K 0.01%
+3,598
New +$258K
WFC icon
152
Wells Fargo
WFC
$264B
$239K 0.01%
2,998
-158
-5% -$13.6K
CAH icon
153
Cardinal Health
CAH
$55.4B
$233K 0.01%
1,104
-300
-21% -$64.6K
MDY icon
154
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$230K 0.01%
373
– –
AXON
155
Axon Enterprise
AXON
$46.4B
$221K 0.01%
520
– –
PANW icon
156
Palo Alto Networks
PANW
$297B
$218K 0.01%
1,362
– –
GEV icon
157
GE Vernova
GEV
$264B
$204K 0.01%
234
– –
FBIN icon
158
Fortune Brands Innovations
FBIN
$6.06B
$198K 0.01%
5,078
– –
UNP icon
159
Union Pacific
UNP
$174B
$197K 0.01%
810
-57
-7% -$14K
SPTM icon
160
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$182K 0.01%
2,298
– –
JPST icon
161
JPMorgan Ultra-Short Income ETF
JPST
$40.3B
$177K 0.01%
3,500
– –
DUK icon
162
Duke Energy
DUK
$97.3B
$177K 0.01%
1,348
– –
IJR icon
163
iShares Core S&P Small-Cap ETF
IJR
$112B
$175K 0.01%
1,406
-94
-6% -$11.9K
CRWD icon
164
CrowdStrike
CRWD
$218B
$174K 0.01%
1,784
– –
ACGL icon
165
Arch Capital
ACGL
$33.6B
$173K 0.01%
1,800
– –
ESLT icon
166
Elbit Systems
ESLT
$40.3B
$170K 0.01%
200
– –
UI icon
167
Ubiquiti
UI
$34.3B
$167K 0.01%
211
– –
CP icon
168
Canadian Pacific Kansas City
CP
$80.5B
$163K 0.01%
2,067
-332
-14% -$26.2K
ORLY icon
169
O'Reilly Automotive
ORLY
$76.3B
$152K 0.01%
1,650
– –
VO icon
170
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$152K 0.01%
+2,116
New +$157K
IJS icon
171
iShares S&P Small-Cap 600 Value ETF
IJS
$8.34B
$151K 0.01%
1,271
– –
DIS icon
172
Walt Disney
DIS
$181B
$150K 0.01%
1,555
+31
+2% +$3.28K
NJR icon
173
New Jersey Resources
NJR
$5.58B
$147K 0.01%
2,680
– –
TRGP icon
174
Targa Resources
TRGP
$55.1B
$144K 0.01%
575
– –
CDNS icon
175
Cadence Design Systems
CDNS
$93.4B
$140K 0.01%
505
+465
+1,163% +$139K
5 6
7
8 9

Similar funds

PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return
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 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.