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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
+2.31%
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
$1.76B
AUM Growth
+$57.4M
Cap. Flow
+$36M
Cap. Flow %
2.05%
Top 10 Hldgs %
32.97%
Holding
502
New
15
Increased
69
Reduced
58
Closed
13

Top Buys

Rank Stock Value
1
HLI icon
Houlihan Lokey
HLI
+$12.8M
2
CBC
Central Bancompany Inc
CBC
+$6.94M
3
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.46M
4
JEMB
Janus Henderson Emerging Markets Debt Hard Currency ETF
JEMB
+$2.22M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$2.14M

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.14M
2
PLTR icon
Palantir
PLTR
+$1.04M
3
NVDA icon
NVIDIA
NVDA
+$1.02M
4
PSBD icon
Palmer Square Capital BDC
PSBD
+$417K
5
AAPL icon
Apple
AAPL
+$379K

Sector Composition

Rank Sector Weight
1 Technology 18.07%
2 Healthcare 12.63%
3 Financials 10.09%
4 Industrials 7.52%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UI icon
176
Ubiquiti
UI
$34.3B
$117K 0.01%
211
-199
-49% -$126K
ESLT icon
177
Elbit Systems
ESLT
$40.2B
$116K 0.01%
200
– –
KMI icon
178
Kinder Morgan
KMI
$69.7B
$112K 0.01%
4,087
+43
+1% +$1.16K
CRM icon
179
Salesforce
CRM
$153B
$108K 0.01%
408
– –
FXH icon
180
First Trust Health Care AlphaDEX Fund
FXH
$1.05B
$108K 0.01%
950
– –
OMC icon
181
Omnicom Group
OMC
$22.6B
$107K 0.01%
1,327
– –
ABT icon
182
Abbott
ABT
$187B
$107K 0.01%
854
– –
WMB icon
183
Williams Companies
WMB
$87.8B
$107K 0.01%
1,779
– –
VOO icon
184
Vanguard S&P 500 ETF
VOO
$1.01T
$107K 0.01%
170
+110
+183% +$68.4K
TRGP icon
185
Targa Resources
TRGP
$57.6B
$106K 0.01%
575
– –
TRP icon
186
TC Energy
TRP
$66.6B
$104K 0.01%
1,895
– –
SPGI icon
187
S&P Global
SPGI
$119B
$101K 0.01%
194
+1
+0.5% +$495
SEE
188
DELISTED
Sealed Air
SEE
$99.4K 0.01%
2,400
– –
VNQ icon
189
Vanguard Real Estate ETF
VNQ
$38.8B
$98.4K 0.01%
1,112
– –
ISRG icon
190
Intuitive Surgical
ISRG
$132B
$97.4K 0.01%
172
+1
+0.6% +$532
HEI icon
191
HEICO Corp
HEI
$50.8B
$97.1K 0.01%
300
– –
DIVO icon
192
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.79B
$94.8K 0.01%
2,130
– –
FDN icon
193
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.34B
$92.9K 0.01%
345
– –
IJT icon
194
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.38B
$92.9K 0.01%
658
– –
TYL icon
195
Tyler Technologies
TYL
$12.5B
$92.6K 0.01%
204
-170
-45% -$81K
EVRG icon
196
Evergy
EVRG
$19.1B
$91.9K 0.01%
1,268
– –
LNG icon
197
Cheniere Energy
LNG
$54.9B
$91.8K 0.01%
472
– –
POST icon
198
Post Holdings
POST
$4.09B
$90.7K 0.01%
916
– –
DHR icon
199
Danaher
DHR
$141B
$90.4K 0.01%
395
-750
-66% -$165K
MUB icon
200
iShares National Muni Bond ETF
MUB
$45.3B
$90.2K 0.01%
842
+9
+1% +$964
6 7
8
9 10

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JPG
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PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
EPW
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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 Q4 2025 Portfolio in Review

As of Q4 2025, Atwood & Palmer held 502 positions worth $1.76B, up 3.4% from $1.7B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Atwood & Palmer's Q4 2025 filing shows 15 new, 69 increased, 58 reduced and 13 closed positions. Its largest new stake was Houlihan Lokey: 69,960 shares worth $12.2M. The largest sale was Alphabet (Google) Class C, an estimated $1.14M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 19% a quarter earlier, followed by Healthcare and Financials.

  • Atwood & Palmer's largest Q4 2025 buy was Houlihan Lokey: 69,960 shares worth $12.2M.
  • Atwood & Palmer added most to iShares 1-3 Year Treasury Bond ETF in Q4 2025, an estimated $2.46M increase.
  • Atwood & Palmer's biggest Q4 2025 reduction was Alphabet (Google) Class C, cutting an estimated $1.14M.
  • Atwood & Palmer fully exited Palmer Square Capital BDC in Q4 2025, selling an estimated $417K.
  • Atwood & Palmer's ten largest holdings make up 33% of its $1.76B portfolio in Q4 2025.
  • Atwood & Palmer opened 15 new positions and closed 13 in Q4 2025.
  • Atwood & Palmer's portfolio value rose 3.4% quarter-over-quarter to $1.76B.

Based on Atwood & Palmer's 13F filing for Q4 2025, filed 28 Jan 2026.