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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
+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
COF icon
176
Capital One
COF
$134B
$139K 0.01%
764
– –
KMI icon
177
Kinder Morgan
KMI
$68.7B
$138K 0.01%
4,124
+37
+0.9% +$1.16K
GSY icon
178
Invesco Ultra Short Duration ETF
GSY
$3.9B
$138K 0.01%
2,750
– –
LNG icon
179
Cheniere Energy
LNG
$52.9B
$134K 0.01%
472
– –
VV icon
180
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
$134K 0.01%
+448
New +$140K
EFSC icon
181
Enterprise Financial Services Corp
EFSC
$2.39B
$133K 0.01%
2,460
– –
WMB icon
182
Williams Companies
WMB
$86.1B
$129K 0.01%
1,779
– –
BCS icon
183
Barclays
BCS
$94.1B
$129K 0.01%
6,105
-933
-13% -$22.8K
FXL icon
184
First Trust Technology AlphaDEX Fund
FXL
$2.79B
$127K 0.01%
800
– –
AVMC icon
185
Avantis US Mid Cap Equity ETF
AVMC
$479M
$126K 0.01%
1,743
– –
AVDS icon
186
Avantis International Small Cap Equity ETF
AVDS
$334M
$123K 0.01%
1,706
– –
TRP icon
187
TC Energy
TRP
$65.9B
$119K 0.01%
1,895
– –
ZTS icon
188
Zoetis
ZTS
$30.5B
$115K 0.01%
969
-600
-38% -$74.2K
ILCG icon
189
iShares Morningstar Growth ETF
ILCG
$3.27B
$108K 0.01%
1,129
+1
+0.1% +$102
FXH icon
190
First Trust Health Care AlphaDEX Fund
FXH
$1.08B
$104K 0.01%
950
– –
EVRG icon
191
Evergy
EVRG
$19.2B
$104K 0.01%
1,266
-2
-0.2% -$158
SEE
192
DELISTED
Sealed Air
SEE
$101K 0.01%
2,400
– –
OMC icon
193
Omnicom Group
OMC
$23.4B
$99.9K 0.01%
1,327
– –
DKNG icon
194
DraftKings
DKNG
$11.9B
$98.9K 0.01%
4,575
-538,412
-99% -$14.6M
VNQ icon
195
Vanguard Real Estate ETF
VNQ
$39B
$98.6K 0.01%
1,112
– –
VBR icon
196
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.9B
$97.9K 0.01%
+451
New +$101K
PWR icon
197
Quanta Services
PWR
$101B
$97.7K 0.01%
178
– –
VBK icon
198
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.5B
$97.5K 0.01%
322
+308
+2,200% +$96.8K
DIVO icon
199
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.81B
$95.5K 0.01%
2,130
– –
IJT icon
200
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.42B
$95.2K 0.01%
658
– –
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 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.