Atwood & Palmer Inc Top Holdings and 13F Report (2026) About Atwood & Palmer IncInvestment ActivityAtwood & Palmer Inc has $1.87 billion in total holdings as of June 30, 2026.Atwood & Palmer Inc owns shares of 495 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 0.80% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Atwood & Palmer Inc has purchased 529 new stocks and bought additional shares in 92 stocks.Atwood & Palmer Inc sold shares of 94 stocks and completely divested from 63 stocks this quarter.Largest Holdings Alphabet $83,578,315Avantis International Equity ETF $68,814,442United Rentals $66,412,391Avantis Emerging Markets Equity ETF $65,084,166JANUS DETROIT STR TR $62,785,305 Largest New Holdings this Quarter 438516205 - HONEYWELL INTL INC $140,610 Holding43849R105 - HONEYWELL AEROSPACE INC $138,839 HoldingG5279N105 - KLARNA GROUP PLC $85,818 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $28,534 Holding219350105 - Corning $25,543 Holding Largest Purchases this Quarter iShares 1-3 Year Treasury Bond ETF 14,900 shares (about $1.22M)JANUS DETROIT STR TR 19,506 shares (about $1.05M)Janus Henderson AAA CLO ETF 20,296 shares (about $1.02M)JANUS DETROIT STR TR 16,713 shares (about $855.87K)iShares Russell 1000 Growth ETF 6,276 shares (about $779.29K) Largest Sales this Quarter onsemi 89,840 shares (about $8.49M)Houlihan Lokey 51,373 shares (about $6.89M)Applied Finance Valuation Large Cap ETF 26,216 shares (about $1.21M)Alphabet 3,331 shares (about $1.18M)Invesco S&P 500 Equal Weight ETF 5,302 shares (about $1.13M) 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 PortfolioSectorGOOGAlphabet$83,578,315$1,176,940 â–¼-1.4%236,5454.5%Computer and TechnologyAVDEAvantis International Equity ETF$68,814,442$357,692 â–²0.5%771,4623.7%ETFURIUnited Rentals$66,412,391$64,575 â–²0.1%58,6223.5%ConstructionAVEMAvantis Emerging Markets Equity ETF$65,084,166$298,058 â–²0.5%674,5173.5%ETFJANUS DETROIT STR TR$62,785,305$1,049,520 â–²1.7%1,166,9053.3%COMSHYiShares 1-3 Year Treasury Bond ETF$60,114,277$1,223,439 â–²2.1%732,1193.2%ManufacturingCSCOCisco Systems$59,503,120$916,540 â–¼-1.5%506,5823.2%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$59,083,360$1,024,745 â–²1.8%1,170,1993.2%ETFPALANTIR TECHNOLOGIES INC$50,898,338$147,588 â–¼-0.3%436,2592.7%COMABBVAbbVie$49,261,888$406,399 â–²0.8%195,7632.6%MedicalFITBFifth Third Bancorp$47,283,492$86,077 â–²0.2%838,8062.5%FinanceGNRCGenerac$46,225,292$244,496 â–¼-0.5%157,8682.5%IndustrialsGILDGilead Sciences$44,249,360$353,879 â–²0.8%350,2402.4%MedicalPALMER SQUARE FUNDS TR$42,352,375$614,705 â–²1.5%2,048,9782.3%COMBONDBLOXX ETF TRUST$40,369,081$732,446 â–²1.8%785,0642.2%COMAVIVAvantis International Large Cap Value ETF$39,342,335$700,805 â–²1.8%508,1682.1%ETFDHID.R. Horton$38,735,628$68,898 â–¼-0.2%237,8172.1%ConstructionAAPLApple$36,769,674$89,413 â–¼-0.2%127,0722.0%Computer and TechnologyJANUS DETROIT STR TR$36,665,114$855,872 â–²2.4%715,9762.0%COMAMPAmeriprise Financial$35,448,277$34,407 â–¼-0.1%77,2701.9%FinanceLMTLockheed Martin$34,640,733$9,170 â–²0.0%67,9951.8%AerospaceGSThe Goldman Sachs Group$33,824,556$82,933 â–²0.2%33,4441.8%FinanceUTHRUnited Therapeutics$33,310,987$518,529 â–¼-1.5%61,4791.8%MedicalNOKNokia$32,632,882$46,015 â–¼-0.1%2,457,2951.7%Computer and TechnologyMELIMercadoLibre$31,323,636$134,094 â–²0.4%18,4541.7%Retail/WholesaleMAMastercard$30,678,926$350,276 â–¼-1.1%59,7331.6%Business ServicesNVDANVIDIA$30,348,870$145,065 â–²0.5%151,6761.6%Computer and TechnologyWALMART INC$28,810,649$579,099 â–¼-2.0%254,3761.5%COMAVDVAvantis International Small Cap Value ETF$28,720,164$636,231 â–²2.3%278,7011.5%ETFTORTOISE CAPITAL SERIES TRUS$28,107,064$133,841 â–²0.5%670,3331.5%COMVRTXVertex Pharmaceuticals$27,994,213$300,025 â–²1.1%56,3571.5%MedicalTMOThermo Fisher Scientific$27,447,526$222,103 â–²0.8%54,7461.5%MedicalLDOSLeidos$26,667,326$196,466 â–²0.7%258,9821.4%Computer and TechnologyREGNRegeneron Pharmaceuticals$26,395,520$392,828 â–²1.5%42,3321.4%MedicalCDWCDW$22,206,620$173,550 â–¼-0.8%157,8971.2%Computer and TechnologyGRMNGarmin$21,972,479$81,714 â–¼-0.4%92,5001.2%Computer and TechnologyIBTIiShares iBonds Dec 2028 Term Treasury ETF$21,240,651$353,554 â–²1.7%959,3791.1%ManufacturingXBBBondBloxx BB Rated USD High Yield Corporate Bond ETF$20,787,843$289,712 â–²1.4%507,0821.1%ETFIBTJiShares iBonds Dec 2029 Term Treasury ETF$20,756,432$297,752 â–²1.5%958,7271.1%ManufacturingONonsemi$20,509,162$8,493,487 â–¼-29.3%216,9361.1%Computer and TechnologySHYGiShares 0-5 Year High Yield Corporate Bond ETF$19,751,035$338,687 â–²1.7%465,7161.1%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$19,018,262$296,011 â–²1.6%362,8751.0%ManufacturingLHXL3Harris Technologies$18,616,983$115,946 â–²0.6%64,0661.0%AerospaceLOWLowe's Companies$15,519,165$42,995 â–²0.3%70,3850.8%Retail/WholesaleUBERUber Technologies$13,450,769$318,298 â–²2.4%186,4020.7%Computer and TechnologyIMTMiShares MSCI Intl Momentum Factor ETF$11,989,208$208,253 â–¼-1.7%224,8120.6%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$11,685,316$204,279 â–¼-1.7%255,6960.6%ETFBABAAlibaba Group$9,593,010$49,814 â–¼-0.5%99,9480.5%Retail/WholesaleGOOGLAlphabet$8,739,841$35,737 â–¼-0.4%24,4560.5%Computer and TechnologyCENTRAL BANCOMPANY$8,568,6790.0%282,0500.5%COMVSLUApplied Finance Valuation Large Cap ETF$8,244,768$1,212,397 â–¼-12.8%178,2790.4%ETFRSPInvesco S&P 500 Equal Weight ETF$6,366,254$1,128,100 â–¼-15.1%29,9210.3%ETFJNJJohnson & Johnson$6,265,626$1,524 â–²0.0%24,6710.3%MedicalHDHome Depot$6,253,8870.0%17,7320.3%Retail/WholesaleFVFirst Trust Dorsey Wright Focus 5 ETF$5,579,229$547,095 â–¼-8.9%73,5270.3%ManufacturingJKHYJack Henry & Associates$5,553,126$2,755 â–¼0.0%40,3160.3%Computer and TechnologyKIMBERLY-CLARK CORP$4,401,887$7,135 â–¼-0.2%40,1010.2%COMCBSHCommerce Bancshares$4,116,882$28,875 â–¼-0.7%71,2880.2%FinanceGBILGoldman Sachs Access Treasury 0-1 Year ETF$3,898,7280.0%38,9250.2%ETFETF OPPORTUNITIES TRUST$3,680,799$6,763 â–¼-0.2%123,0090.2%COMBDXBecton, Dickinson and Company$3,015,856$181,899 â–¼-5.7%19,9290.2%MedicalPGProcter & Gamble$2,975,619$21,409 â–¼-0.7%20,2920.2%Consumer StaplesJPMJPMorgan Chase & Co.$2,880,197$17,021 â–¼-0.6%8,7990.2%FinanceHLIHoulihan Lokey$2,802,978$6,890,816 â–¼-71.1%20,8970.1%FinanceCATCaterpillar$2,606,876$126,723 â–¼-4.6%2,4480.1%IndustrialsRTXRTX$2,531,4730.0%13,3430.1%AerospaceCLColgate-Palmolive$2,402,0160.0%26,2000.1%Consumer StaplesGEMGoldman Sachs ActiveBeta Emerging Markets Equity ETF$2,272,059$64,897 â–¼-2.8%43,6930.1%ETFAMZNAmazon.com$2,237,298$54,818 â–²2.5%9,3870.1%Retail/WholesalePHParker-Hannifin$2,235,983$30,322 â–²1.4%2,2860.1%IndustrialsAMGNAmgen$2,006,145$38,747 â–¼-1.9%5,5400.1%MedicalBRK.BBerkshire Hathaway$1,936,009$2,502 â–²0.1%3,8690.1%FinanceMSFTMicrosoft$1,875,545$154,430 â–¼-7.6%5,0280.1%Computer and TechnologyPEPPepsiCo$1,762,367$40,078 â–¼-2.2%13,0160.1%Consumer StaplesIBTKiShares iBonds Dec 2030 Term Treasury ETF$1,707,994$56,373 â–¼-3.2%87,4100.1%ManufacturingIEIiShares 3-7 Year Treasury Bond ETF$1,556,800$75,755 â–¼-4.6%13,2550.1%ETFSPYSPDR S&P 500 ETF Trust$1,524,509$355,544 â–¼-18.9%2,0410.1%FinanceHIWHighwoods Properties$1,447,8920.0%48,0070.1%FinanceLMBSFirst Trust Low Duration Opportunities ETF$1,345,309$131,917 â–¼-8.9%27,0250.1%ManufacturingITOTiShares Core S&P Total U.S. Stock Market ETF$1,336,6650.0%8,1370.1%ETFUMBFUMB Financial$1,308,539$223,134 â–¼-14.6%9,1660.1%FinanceIVViShares Core S&P 500 ETF$1,292,1200.0%1,7250.1%ETFCOSTCostco Wholesale$1,290,949$9,355 â–¼-0.7%1,3800.1%Retail/WholesaleHTHHilltop$1,283,6180.0%33,1000.1%FinancePAYXPaychex$1,267,1790.0%12,8870.1%Computer and TechnologyIRMIron Mountain$1,198,254$1,389 â–²0.1%9,4870.1%Business ServicesIBMInternational Business Machines$1,181,082$1,125 â–¼-0.1%4,2000.1%Computer and TechnologyAVGOBroadcom$1,135,517$12,844 â–¼-1.1%3,0060.1%Computer and TechnologyDEDeere & Company$1,121,496$1,269 â–¼-0.1%1,7680.1%IndustrialsPNCThe PNC Financial Services Group$1,119,317$2,955 â–¼-0.3%4,5460.1%FinanceIWFiShares Russell 1000 Growth ETF$1,039,055$779,291 â–²300.0%8,3680.1%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$1,014,5250.0%22,5500.1%ETFWATWaters$957,103$95,635 â–¼-9.1%2,5520.1%MedicalQCOMQualcomm$908,7980.0%4,9180.0%Computer and TechnologyKOCocaCola$899,3340.0%11,0660.0%Consumer StaplesTSLATesla$883,681$22,292 â–²2.6%2,1010.0%Auto/Tires/TrucksMCDMcDonald's$877,967$16,219 â–²1.9%3,2480.0%Retail/WholesaleNEENextEra Energy$842,241$7,022 â–²0.8%9,5960.0%UtilitiesCVXChevron$824,491$18,234 â–¼-2.2%4,9740.0%EnergyGHYBGoldman Sachs Access High Yield Corporate Bond ETF$811,733$36,561 â–¼-4.3%18,0950.0%ETFShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
