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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
JEPI icon
201
JPMorgan Equity Premium Income ETF
JEPI
$46B
$89.5K 0.01%
1,567
+1,333
+570% +$75.7K
MUB icon
202
iShares National Muni Bond ETF
MUB
$45.4B
$88.7K 0.01%
833
+7
+0.8% +$733
GBTC icon
203
Grayscale Bitcoin Trust
GBTC
$9.75B
$88.5K 0.01%
986
– –
SEE
204
DELISTED
Sealed Air
SEE
$84.8K 0.01%
2,400
– –
LIN icon
205
Linde
LIN
$226B
$84.1K ﹤0.01%
177
– –
FLO icon
206
Flowers Foods
FLO
$1.55B
$83K ﹤0.01%
6,362
– –
ET icon
207
Energy Transfer Partners
ET
$70.3B
$82.7K ﹤0.01%
4,822
– –
CPRT icon
208
Copart
CPRT
$27.5B
$81.1K ﹤0.01%
1,803
– –
KEMX icon
209
KraneShares MSCI Emerging Markets Ex China Index ETF
KEMX
$128M
$79K ﹤0.01%
2,284
+2,167
+1,852% +$71.8K
TMUS icon
210
T-Mobile US
TMUS
$192B
$79K ﹤0.01%
330
– –
IWN icon
211
iShares Russell 2000 Value ETF
IWN
$14.6B
$77.6K ﹤0.01%
439
– –
ICSH icon
212
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.12B
$77.4K ﹤0.01%
1,525
– –
ISRG icon
213
Intuitive Surgical
ISRG
$133B
$76.5K ﹤0.01%
171
-4
-2% -$1.92K
MDT icon
214
Medtronic
MDT
$111B
$73.8K ﹤0.01%
775
– –
PWR icon
215
Quanta Services
PWR
$101B
$73.8K ﹤0.01%
178
– –
VIG icon
216
Vanguard Dividend Appreciation ETF
VIG
$114B
$72.5K ﹤0.01%
336
– –
FTNT icon
217
Fortinet
FTNT
$118B
$72.3K ﹤0.01%
860
– –
EW icon
218
Edwards Lifesciences
EW
$51.8B
$70.9K ﹤0.01%
912
– –
EMN icon
219
Eastman Chemical
EMN
$8.45B
$69.4K ﹤0.01%
1,100
-83
-7% -$5.79K
TCBI icon
220
Texas Capital Bancshares
TCBI
$4.33B
$67.6K ﹤0.01%
800
– –
MBC icon
221
MasterBrand
MBC
$1.9B
$66.9K ﹤0.01%
5,078
– –
ADBE icon
222
Adobe
ADBE
$107B
$66.7K ﹤0.01%
189
– –
IWP icon
223
iShares Russell Mid-Cap Growth ETF
IWP
$20.6B
$65.5K ﹤0.01%
460
– –
FISV
224
Fiserv Inc
FISV
$27.7B
$64.5K ﹤0.01%
500
– –
SPSM icon
225
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
$64.2K ﹤0.01%
1,385
– –
7 8
9
10 11

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JPG
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PCM
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EPW
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P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
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.