Atwood & Palmer Inc Top Holdings and 13F Report (2025) About Atwood & Palmer IncInvestment ActivityAtwood & Palmer Inc has $1.70 billion in total holdings as of September 30, 2025.Atwood & Palmer Inc owns shares of 489 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 0.53% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Atwood & Palmer Inc has purchased 513 new stocks and bought additional shares in 53 stocks.Atwood & Palmer Inc sold shares of 85 stocks and completely divested from 51 stocks this quarter.Largest Holdings PALANTIR TECHNOLOGIES INC $82,158,320Alphabet $60,289,646Avantis International Equity ETF $58,079,241JANUS DETROIT STR TR $56,453,142iShares 1-3 Year Treasury Bond ETF $55,187,866 Largest New Holdings this Quarter 00857U107 - Agilon Health $216,300 Holding46438F101 - ISHARES BITCOIN TRUST ETF $201,500 Holding78464A839 - SPDR S&P 400 Mid Cap Value ETF $61,483 Holding025072877 - Avantis U.S. Small Cap Value ETF $59,868 Holding78464A821 - SPDR S&P 400 Mid Cap Growth ETF $48,828 Holding Largest Purchases this Quarter JANUS DETROIT STR TR 25,828 shares (about $1.37M)BONDBLOXX ETF TRUST 16,247 shares (about $849.88K)PALMER SQUARE FUNDS TRUST 39,191 shares (about $807.33K)JANUS DETROIT STR TR 9,344 shares (about $488.41K)BondBloxx BB Rated USD High Yield Corporate Bond ETF 11,386 shares (about $470.75K) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 211,505 shares (about $38.58M)Walmart 3,555 shares (about $366.38K)First Trust Low Duration Opportunities ETF 7,105 shares (about $353.76K)Costco Wholesale 303 shares (about $280.47K)Goldman Sachs Access High Yield Corporate Bond ETF 5,300 shares (about $243.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAtwood & Palmer Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPALANTIR TECHNOLOGIES INC$82,158,320$38,582,742 ▼-32.0%450,3804.8%COMGOOGAlphabet$60,289,646$154,898 ▼-0.3%247,5453.5%Computer and TechnologyAVDEAvantis International Equity ETF$58,079,241$377,537 ▲0.7%736,1123.4%ETFJANUS DETROIT STR TR$56,453,142$1,374,135 ▲2.5%1,061,0833.3%COMSHYiShares 1-3 Year Treasury Bond ETF$55,187,866$411,232 ▲0.8%665,2353.2%ManufacturingURIUnited Rentals$54,574,630$194,749 ▼-0.4%57,1673.2%ConstructionJAAAJanus Henderson AAA CLO ETF$54,042,936$350,331 ▲0.7%1,064,2563.2%ETFLDOSLeidos$49,335,507$72,372 ▼-0.1%261,0902.9%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$48,782,982$318,842 ▲0.7%649,4872.9%ETFABBVAbbVie$44,189,897$21,533 ▲0.0%190,8522.6%MedicalMELIMercadoLibre$39,807,436$23,369 ▼-0.1%17,0342.3%Retail/WholesaleDHID.R. Horton$39,275,472$41,351 ▼-0.1%231,7552.3%ConstructionGILDGilead Sciences$38,200,692$7,548 ▲0.0%344,1502.2%MedicalBONDBLOXX ETF TRUST$38,072,105$849,881 ▲2.3%727,8172.2%COMPALMER SQUARE FUNDS TRUST$37,820,852$807,334 ▲2.2%1,835,9642.2%COMAMPAmeriprise Financial$37,784,441$94,320 ▼-0.2%76,9152.2%FinanceFITBFifth Third Bancorp$37,513,534$80,145 ▼-0.2%842,0552.2%FinanceCSCOCisco Systems$35,739,268$32,773 ▼-0.1%522,3512.1%Computer and TechnologyJANUS DETROIT STR TR$34,400,613$488,411 ▲1.4%658,1332.0%COMMAMastercard$34,366,507$93,854 ▼-0.3%60,4182.0%Business ServicesLMTLockheed Martin$33,934,7990.0%67,9772.0%AerospaceAAPLApple$32,332,062$101,088 ▼-0.3%126,9771.9%Computer and TechnologyAVIVAvantis International Large Cap Value ETF$31,903,359$280,888 ▲0.9%473,0631.9%ETFNVDANVIDIA$29,042,307$113,441 ▼-0.4%155,6561.7%Computer and TechnologyWMTWalmart$27,523,206$366,378 ▼-1.3%267,0601.6%Retail/WholesaleUTHRUnited Therapeutics$26,778,996$18,445 ▼-0.1%63,8801.6%MedicalGSThe Goldman Sachs Group$26,324,942$7,964 ▼0.0%33,0571.5%FinanceTMOThermo Fisher Scientific$26,233,787$12,611 ▲0.0%54,0881.5%MedicalCDWCDW$25,091,912$13,539 ▼-0.1%157,5331.5%Computer and TechnologyGNRCGenerac$25,079,160$53,568 ▲0.2%149,8161.5%IndustrialsTORTOISE CAPITAL SERIES TRUS$24,085,787$57,190 ▲0.2%660,7901.4%COMREGNRegeneron Pharmaceuticals$23,295,628$88,277 ▼-0.4%41,4311.4%MedicalGRMNGarmin$22,923,631$55,892 ▼-0.2%93,1021.3%Computer and TechnologyAVDVAvantis International Small Cap Value ETF$22,723,387$233,704 ▲1.0%255,2331.3%ETFVRTXVertex Pharmaceuticals$21,656,518$41,122 ▲0.2%55,2971.3%MedicalDKNGDraftKings$20,275,924$55,165 ▲0.3%542,1371.2%Consumer DiscretionaryIBTIiShares iBonds Dec 2028 Term Treasury ETF$20,220,171$95,450 ▼-0.5%903,2911.2%ManufacturingIBTJiShares iBonds Dec 2029 Term Treasury ETF$19,866,436$35,809 ▲0.2%904,8711.2%ManufacturingXBBBondBloxx BB Rated USD High Yield Corporate Bond ETF$19,645,312$470,754 ▲2.5%475,1561.2%ETFLHXL3Harris Technologies$19,435,458$66,580 ▲0.3%63,6371.1%AerospaceSHYGiShares 0-5 Year High Yield Corporate Bond ETF$19,117,082$230,832 ▲1.2%441,5031.1%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$18,064,812$46,136 ▲0.3%340,6531.1%ManufacturingLOWLowe's Companies$17,464,866$90,975 ▼-0.5%69,4951.0%Retail/WholesaleUBERUber Technologies$17,272,797$121,189 ▲0.7%176,3071.0%Computer and TechnologyONON Semiconductor$14,901,672$67,111 ▲0.5%302,2040.9%Computer and TechnologyIMTMiShares MSCI Intl Momentum Factor ETF$11,449,817$54,487 ▼-0.5%239,1360.7%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$11,225,834$27,749 ▼-0.2%273,0680.7%ETFVSLUApplied Finance Valuation Large Cap ETF$9,013,556$96,527 ▲1.1%211,1300.5%ETFRSPInvesco S&P 500 Equal Weight ETF$8,114,793$177,749 ▲2.2%42,7770.5%ETFHDHome Depot$7,229,771$10,940 ▲0.2%17,8430.4%Retail/WholesaleGOOGLAlphabet$6,169,6350.0%25,3790.4%Computer and TechnologyJKHYJack Henry & Associates$6,051,1750.0%40,6310.4%Computer and TechnologyFVFirst Trust Dorsey Wright Focus 5 ETF$5,794,103$43,034 ▼-0.7%93,5740.3%ManufacturingKMBKimberly-Clark$5,362,9090.0%43,1310.3%Consumer StaplesJNJJohnson & Johnson$4,699,129$70,831 ▼-1.5%25,3430.3%MedicalBDXBecton, Dickinson and Company$4,260,926$49,974 ▼-1.2%22,7650.3%MedicalCBSHCommerce Bancshares$4,216,308$40,637 ▼-1.0%70,5540.2%FinanceGBILGoldman Sachs Access Treasury 0-1 Year ETF$3,386,973$176,906 ▼-5.0%33,7920.2%ETFPGProcter & Gamble$3,213,2830.0%20,9130.2%Consumer StaplesJPMJPMorgan Chase & Co.$2,783,972$68,448 ▼-2.4%8,8260.2%FinanceMSFTMicrosoft$2,552,458$102,036 ▼-3.8%4,9280.1%Computer and TechnologyRTXRTX$2,249,3340.0%13,4430.1%AerospaceAMZNAmazon.com$2,112,483$21,957 ▲1.1%9,6210.1%Retail/WholesaleCLColgate-Palmolive$2,094,4280.0%26,2000.1%Consumer StaplesBRK.BBerkshire Hathaway$2,038,108$75,411 ▼-3.6%4,0540.1%FinanceIEIiShares 3-7 Year Treasury Bond ETF$2,009,407$25,336 ▼-1.2%16,8140.1%ETFGEMGoldman Sachs ActiveBeta Emerging Markets Equity ETF$1,922,678$4,277 ▼-0.2%47,2050.1%ETFPEPPepsiCo$1,908,0180.0%13,5860.1%Consumer StaplesXOMExxon Mobil$1,886,195$8,569 ▼-0.5%16,7290.1%EnergyIBTKiShares iBonds Dec 2030 Term Treasury ETF$1,808,528$161,286 ▼-8.2%90,9950.1%ManufacturingSPYSPDR S&P 500 ETF Trust$1,792,734$41,304 ▼-2.3%2,6910.1%FinanceAMGNAmgen$1,756,4130.0%6,2240.1%MedicalPHParker-Hannifin$1,705,8380.0%2,2500.1%IndustrialsPAYXPaychex$1,633,5570.0%12,8870.1%Computer and TechnologyHIWHighwoods Properties$1,527,5830.0%48,0070.1%FinanceCOSTCostco Wholesale$1,286,626$280,466 ▼-17.9%1,3900.1%Retail/WholesaleUMBFUMB Financial$1,269,7780.0%10,7290.1%FinanceADPAutomatic Data Processing$1,225,363$73,375 ▼-5.6%4,1750.1%Computer and TechnologyCATCaterpillar$1,223,8900.0%2,5650.1%IndustrialsAVGOBroadcom$1,207,4710.0%3,6600.1%Computer and TechnologyIVViShares Core S&P 500 ETF$1,188,262$10,042 ▲0.9%1,7750.1%ETFIBMInternational Business Machines$1,185,0720.0%4,2000.1%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$1,183,698$152,350 ▲14.8%8,1270.1%ETFHTHHilltop$1,106,2020.0%33,1000.1%FinanceJMBSJanus Henderson Mortgage-Backed Securities ETF$1,033,2840.0%22,6250.1%ETFIWFiShares Russell 1000 Growth ETF$1,018,7920.0%2,1750.1%ETFMCDMcDonald's$968,8020.0%3,1880.1%Retail/WholesaleIRMIron Mountain$963,786$918 ▲0.1%9,4540.1%Business ServicesORCLOracle$946,0920.0%3,3640.1%Computer and TechnologyJBBBJanus Henderson B-BBB CLO ETF$943,410$230,012 ▼-19.6%19,5850.1%ETFPNCThe PNC Financial Services Group$913,4280.0%4,5460.1%FinanceTSLATesla$893,888$140,087 ▲18.6%2,0100.1%Auto/Tires/TrucksGHYBGoldman Sachs Access High Yield Corporate Bond ETF$878,503$243,111 ▼-21.7%19,1520.1%ETFMETAMeta Platforms$841,600$1,469 ▼-0.2%1,1460.0%Computer and TechnologyQCOMQUALCOMM$830,8020.0%4,9940.0%Computer and TechnologyLMBSFirst Trust Low Duration Opportunities ETF$826,767$353,760 ▼-30.0%16,6050.0%ManufacturingDEDeere & Company$808,4360.0%1,7680.0%IndustrialsKOCocaCola$777,0060.0%11,7160.0%Consumer StaplesPMPhilip Morris International$768,180$7,461 ▼-1.0%4,7360.0%Consumer StaplesBRK.ABerkshire Hathaway$754,2000.0%10.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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