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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
ET icon
201
Energy Transfer Partners
ET
$69.3B
$93.1K 0.01%
4,822
– –
MRK icon
202
Merck
MRK
$318B
$92.9K 0.01%
772
+42
+6% +$4.85K
MUB icon
203
iShares National Muni Bond ETF
MUB
$45.5B
$89.8K 0.01%
846
+4
+0.5% +$430
LRCX icon
204
Lam Research
LRCX
$390B
$88.9K 0.01%
416
+46
+12% +$10.3K
MCO icon
205
Moody's
MCO
$82.7B
$87.3K ﹤0.01%
200
-200
-50% -$94.6K
TY icon
206
TRI-Continental Corp
TY
$1.9B
$86.1K ﹤0.01%
2,726
– –
EMN icon
207
Eastman Chemical
EMN
$8.42B
$84K ﹤0.01%
1,100
– –
IWN icon
208
iShares Russell 2000 Value ETF
IWN
$14.6B
$83.2K ﹤0.01%
439
– –
SPGI icon
209
S&P Global
SPGI
$120B
$82.6K ﹤0.01%
194
– –
HEI icon
210
HEICO Corp
HEI
$51.4B
$82.3K ﹤0.01%
300
– –
FDN icon
211
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.45B
$80.7K ﹤0.01%
345
– –
VOO icon
212
Vanguard S&P 500 ETF
VOO
$1.01T
$80.7K ﹤0.01%
135
-35
-21% -$21.9K
COP icon
213
ConocoPhillips
COP
$141B
$79.6K ﹤0.01%
603
– –
ISRG icon
214
Intuitive Surgical
ISRG
$134B
$79.3K ﹤0.01%
172
– –
ICSH icon
215
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.13B
$77.2K ﹤0.01%
1,525
– –
LIN icon
216
Linde
LIN
$226B
$76.8K ﹤0.01%
155
-22
-12% -$10.4K
IBIT icon
217
iShares Bitcoin Trust
IBIT
$47.8B
$76.8K ﹤0.01%
2,000
-450
-18% -$19.5K
TCBI icon
218
Texas Capital Bancshares
TCBI
$4.32B
$75.9K ﹤0.01%
800
– –
IEFA icon
219
iShares Core MSCI EAFE ETF
IEFA
$196B
$73.5K ﹤0.01%
812
– –
EW icon
220
Edwards Lifesciences
EW
$51.7B
$73.4K ﹤0.01%
916
+4
+0.4% +$330
UNH icon
221
UnitedHealth
UNH
$370B
$72.8K ﹤0.01%
269
-227
-46% -$67.6K
VIG icon
222
Vanguard Dividend Appreciation ETF
VIG
$114B
$72.3K ﹤0.01%
336
– –
POST icon
223
Post Holdings
POST
$3.57B
$70.8K ﹤0.01%
716
-200
-22% -$20.4K
FTNT icon
224
Fortinet
FTNT
$117B
$70.3K ﹤0.01%
860
– –
TYL icon
225
Tyler Technologies
TYL
$12.8B
$69.8K ﹤0.01%
204
– –
7 8
9
10 11

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PCM
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P3I
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LPU
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SGF
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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.