ATWOOD & PALMER INC
CIK: 0001044929Latest portfolio: $1.8B · Q4 2025
Holdings
488
Total Value
$1.8B
New Positions
483
Closed Positions
0
Top Holdings
View All 488 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | PLTRPALANTIR TECHNOLOGIES INC | 444,613 | $79.0M | 4.49% | NEW | |
| 2 | GOOGALPHABET INC | 243,574 | $76.4M | 4.34% | NEW | |
| 3 | AVDEAMERICAN CENTY ETF TR | 757,012 | $62.3M | 3.54% | NEW | |
| 4 | JEMBJANUS DETROIT STR TR | 1,102,583 | $59.2M | 3.36% | NEW | |
| 5 | SHYISHARES TR | 694,971 | $57.6M | 3.27% | NEW | |
| 6 | JAAAJANUS DETROIT STR TR | 1,106,508 | $56.0M | 3.18% | NEW | |
| 7 | AVEMAMERICAN CENTY ETF TR | 664,423 | $51.2M | 2.91% | NEW | |
| 8 | URIUNITED RENTALS INC | 58,396 | $47.3M | 2.69% | NEW | |
| 9 | LDOSLEIDOS HOLDINGS INC | 259,898 | $46.9M | 2.66% | NEW | |
| 10 | ABBVABBVIE INC | 194,376 | $44.4M | 2.52% | NEW | |
| 11 | GILDGILEAD SCIENCES INC | 349,835 | $42.9M | 2.44% | NEW | |
| 12 | CSCOCISCO SYS INC | 521,778 | $40.2M | 2.28% | NEW | |
| 13 | FITBFIFTH THIRD BANCORP | 843,928 | $39.5M | 2.24% | NEW | |
| 14 | PSQOPALMER SQUARE FUNDS TRUST | 1,901,096 | $39.2M | 2.23% | NEW | |
| 15 | PCMMBONDBLOXX ETF TRUST | 752,065 | $39.1M | 2.22% | NEW | |
| 16 | A4SAMERIPRISE FINL INC | 77,062 | $37.8M | 2.15% | NEW | |
| 17 | JSIJANUS DETROIT STR TR | 684,089 | $35.6M | 2.02% | NEW | |
| 18 | AVIVAMERICAN CENTY ETF TR | 488,185 | $34.8M | 1.98% | NEW | |
| 19 | MLB1MERCADOLIBRE INC | 17,244 | $34.7M | 1.97% | NEW | |
| 20 | DHID R HORTON INC | 237,871 | $34.3M | 1.95% | NEW | |
| 21 | MAMASTERCARD INCORPORATED | 59,825 | $34.2M | 1.94% | NEW | |
| 22 | AAPLAPPLE INC | 125,566 | $34.1M | 1.94% | NEW | |
| 23 | LMTLOCKHEED MARTIN CORP | 67,977 | $32.9M | 1.87% | NEW | |
| 24 | REGNREGENERON PHARMACEUTICALS | 41,817 | $32.3M | 1.83% | NEW | |
| 25 | TMOTHERMO FISHER SCIENTIFIC INC | 54,177 | $31.4M | 1.78% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($7.902946885401923e+139T)
Industrials0.0% ($4.726032878215332e+110T)
Healthcare0.0% ($4.441242938322764e+100T)
Consumer Cyclical0.0% ($3.426018711168116e+70T)
Unknown0.0% ($3.913737786347333e+63T)
Energy0.0% ($2.0137773112861122e+42T)
Consumer Defensive0.0% ($2.9742420329462073e+41T)
Communication Services0.0% ($7.643376476531731e+23T)
Utilities0.0% ($7.716342911581521e+22T)
Basic Materials0.0% ($2867570474535312.0T)
Real Estate0.0% ($123978542292.8T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Jan 28, 2026 | $1.8B | 488 |
| Q3 2025 | Oct 15, 2025 | $1.7T | 0 |
| Q2 2025 | Jul 8, 2025 | $1.6T | 514 |
| Q1 2025 | Apr 15, 2025 | $1.4T | 441 |
| Q4 2024 | Jan 16, 2025 | $1459.4T | 469 |
| Q3 2024 | Oct 7, 2024 | $1471.1T | 472 |
| Q2 2024 | Jul 10, 2024 | $1320.0T | 436 |
| Q1 2024 | Apr 10, 2024 | $1317.9T | 415 |
| Q4 2023 | Jan 12, 2024 | $1237.6T | 402 |
| Q3 2023 | Oct 20, 2023 | $1140.8T | 425 |
| Q2 2023 | Jul 18, 2023 | $1118.1T | 396 |
| Q1 2023 | Apr 21, 2023 | $1063.6T | 370 |
| Q4 2022 | Jan 31, 2023 | $1106.6T | 390 |
| Q3 2022 | Oct 12, 2022 | $1.0T | 381 |
| Q2 2022 | Jul 21, 2022 | $1.0T | 400 |
| Q1 2022 | Apr 29, 2022 | $1.2T | 445 |
| Q4 2021 | Jan 24, 2022 | $1.2T | 458 |
| Q3 2021 | Oct 19, 2021 | $1.1T | 435 |
| Q2 2021 | Jul 26, 2021 | $1.1T | 416 |
| Q1 2021 | Apr 26, 2021 | $1.0T | 442 |
| Q4 2020 | Feb 4, 2021 | $931.4B | 378 |
| Q3 2020 | Oct 28, 2020 | $794.1B | 342 |
| Q2 2020 | Jul 24, 2020 | $739.8B | 322 |
| Q1 2020 | Apr 20, 2020 | $636.7B | 322 |
| Q4 2019 | Feb 5, 2020 | $778.0B | 301 |
| Q3 2019 | Oct 21, 2019 | $742.0B | 307 |
| Q2 2019 | Jul 17, 2019 | $740.4B | 305 |
| Q1 2019 | Apr 23, 2019 | $706.3B | 333 |
| Q4 2018 | Feb 1, 2019 | $629.5B | 325 |
| Q3 2018 | Oct 29, 2018 | $766.2B | 315 |
| Q2 2018 | Jul 19, 2018 | $728.6B | 320 |
| Q1 2018 | Apr 30, 2018 | $701.5B | 295 |
| Q4 2017 | Feb 8, 2018 | $712.8B | 292 |
| Q3 2017 | Oct 16, 2017 | $690.7B | 301 |
| Q2 2017 | Aug 8, 2017 | $637.4B | 320 |
| Q1 2017 | Apr 28, 2017 | $625.6B | 297 |
| Q4 2016 | Feb 6, 2017 | $555.8B | 334 |
| Q3 2016 | Nov 8, 2016 | $550.6B | 326 |
| Q2 2016 | Jul 21, 2016 | $553.3B | 312 |
| Q1 2016 | Apr 28, 2016 | $562.5B | 324 |
Fund Information
ATWOOD & PALMER INC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.8B across 488 holdings. The largest position is PALANTIR TECHNOLOGIES INC (PLTR), representing 4.5% of the portfolio. Compared to the previous quarter, the fund opened 488 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.