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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
NJR icon
176
New Jersey Resources
NJR
$5.57B
$129K 0.01%
2,680
– –
AVMC icon
177
Avantis US Mid Cap Equity ETF
AVMC
$478M
$121K 0.01%
1,743
– –
ILCG icon
178
iShares Morningstar Growth ETF
ILCG
$3.27B
$118K 0.01%
1,127
+1,098
+3,786% +$110K
AVDS icon
179
Avantis International Small Cap Equity ETF
AVDS
$334M
$115K 0.01%
1,706
– –
KMI icon
180
Kinder Morgan
KMI
$69.3B
$114K 0.01%
4,044
+44
+1% +$1.2K
ABT icon
181
Abbott
ABT
$186B
$114K 0.01%
854
-132
-13% -$17.3K
WMB icon
182
Williams Companies
WMB
$87.5B
$113K 0.01%
1,779
– –
LNG icon
183
Cheniere Energy
LNG
$54.5B
$111K 0.01%
472
– –
OMC icon
184
Omnicom Group
OMC
$23.2B
$108K 0.01%
1,327
– –
EFG icon
185
iShares MSCI EAFE Growth ETF
EFG
$17.2B
$106K 0.01%
927
+737
+388% +$82.1K
FXH icon
186
First Trust Health Care AlphaDEX Fund
FXH
$1.07B
$104K 0.01%
950
-140
-13% -$14.7K
TRP icon
187
TC Energy
TRP
$66.1B
$103K 0.01%
1,895
-145
-7% -$7.28K
ESLT icon
188
Elbit Systems
ESLT
$40.3B
$102K 0.01%
200
– –
VNQ icon
189
Vanguard Real Estate ETF
VNQ
$39.1B
$102K 0.01%
1,112
-146
-12% -$13.2K
POST icon
190
Post Holdings
POST
$3.58B
$98.5K 0.01%
916
-152
-14% -$16.3K
HEI icon
191
HEICO Corp
HEI
$50.6B
$96.8K 0.01%
300
– –
CRM icon
192
Salesforce
CRM
$157B
$96.8K 0.01%
408
– –
FDN icon
193
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.46B
$96.5K 0.01%
345
-40
-10% -$11K
EVRG icon
194
Evergy
EVRG
$19.3B
$96.4K 0.01%
1,268
-239
-16% -$17K
TRGP icon
195
Targa Resources
TRGP
$56.3B
$96.3K 0.01%
575
– –
DIVO icon
196
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.81B
$94.9K 0.01%
2,130
– –
SPGI icon
197
S&P Global
SPGI
$121B
$94.1K 0.01%
193
– –
IJT icon
198
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.44B
$93.1K 0.01%
658
– –
TY icon
199
TRI-Continental Corp
TY
$1.9B
$92.7K 0.01%
2,726
– –
ENR icon
200
Energizer
ENR
$1.54B
$90.7K 0.01%
3,642
– –
6 7
8
9 10

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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 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.