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Atwood & Palmer Inc Top Holdings and 13F Report (2025)

About Atwood & Palmer Inc

Investment Activity

  • Atwood & Palmer Inc has $1.60 billion in total holdings as of June 30, 2025.
  • Atwood & Palmer Inc owns shares of 514 different stocks, but just 37 companies or ETFs make up 80% of its holdings.
  • Approximately 15.90% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Atwood & Palmer Inc has purchased 440 new stocks and bought additional shares in 78 stocks.
  • Atwood & Palmer Inc sold shares of 74 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

PALANTIR TECHNOLOGIES INC
$90,228,164
JANUS DETROIT STR TR
$53,573,619

Largest New Holdings this Quarter

47103U738 - JANUS DETROIT STR TR
$53,573,619 Holding
09789C747 - BONDBLOXX ETF TRUST
$36,681,434 Holding
890930308 - TORTOISE CAPITAL SERIES TRUS
$23,553,958 Holding
084670108 - Berkshire Hathaway
$728,800 Holding

Largest Purchases this Quarter

JANUS DETROIT STR TR
1,035,255 shares (about $53.57M)
BONDBLOXX ETF TRUST
711,570 shares (about $36.68M)
PALMER SQUARE FUNDS TRUST
1,398,637 shares (about $28.66M)
TORTOISE CAPITAL SERIES TRUS
659,221 shares (about $23.55M)
The Goldman Sachs Group
32,985 shares (about $23.35M)

Largest Sales this Quarter

Hologic
353,126 shares (about $23.01M)
Goldman Sachs Access Treasury 0-1 Year ETF
209,468 shares (about $20.98M)
iShares iBonds Dec 2030 Term Treasury ETF
1,029,781 shares (about $20.43M)
PayPal
250,289 shares (about $18.60M)
Vanguard Short-Term Corporate Bond ETF
205,837 shares (about $16.36M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAtwood & Palmer Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
PALANTIR TECHNOLOGIES INC
$90,228,164$9,874,885 -9.9%661,8855.6%COM
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$54,710,600$8,231,721 17.7%660,2783.4%Manufacturing
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$54,125,515$1,532,007 2.9%731,3273.4%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$53,660,876$6,716,713 14.3%1,057,3573.4%ETF
JANUS DETROIT STR TR
$53,573,619$53,573,619 New Holding1,035,2553.3%COM
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$44,546,710$94,091 0.2%17,0442.8%Retail/Wholesale
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$44,224,899$1,522,137 3.6%645,2422.8%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$44,024,863$517,270 1.2%248,1812.8%Computer and Technology
United Rentals, Inc. stock logo
URI
United Rentals
$43,223,461$202,665 0.5%57,3712.7%Construction
Leidos Holdings, Inc. stock logo
LDOS
Leidos
$41,250,029$33,603 -0.1%261,4732.6%Computer and Technology
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$41,154,243$14,944 0.0%77,1072.6%Finance
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$38,148,337$109,207 -0.3%344,0822.4%Medical
PALMER SQUARE FUNDS TRUST
$36,815,889$28,658,080 351.3%1,796,7732.3%COM
BONDBLOXX ETF TRUST
$36,681,434$36,681,434 New Holding711,5702.3%COM
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$36,273,926$112,673 0.3%522,8302.3%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$35,408,765$109,330 -0.3%190,7592.2%Medical
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$34,707,705$129,642 0.4%843,8542.2%Finance
JANUS DETROIT STR TR
$34,139,299$10,500,486 44.4%648,7892.1%COM
Mastercard Incorporated stock logo
MA
Mastercard
$34,044,150$188,813 -0.6%60,5832.1%Business Services
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$31,482,8680.0%67,9772.0%Aerospace
D.R. Horton, Inc. stock logo
DHI
D.R. Horton
$29,909,279$341,122 1.2%231,9991.9%Construction
AVIV
Avantis International Large Cap Value ETF
$29,181,879$790,634 2.8%468,8981.8%ETF
CDW Corporation stock logo
CDW
CDW
$28,148,978$236,810 0.8%157,6181.8%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$26,460,693$172,484 0.7%270,6151.7%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$26,133,374$37,136 -0.1%127,3741.6%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$24,688,158$22,496,678 1,026.6%156,2641.5%Computer and Technology
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$24,571,479$92,602 0.4%55,1921.5%Medical
TORTOISE CAPITAL SERIES TRUS
$23,553,958$23,553,958 New Holding659,2211.5%COM
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$23,403,170$23,345,134 40,225.6%33,0671.5%Finance
DraftKings Inc. stock logo
DKNG
DraftKings
$23,188,994$591,882 2.6%540,6621.4%Consumer Discretionary
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$21,919,997$111,096 0.5%54,0621.4%Medical
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$21,833,544$202,649 -0.9%41,5881.4%Medical
Generac Holdings Inc. stock logo
GNRC
Generac
$21,409,385$218,396 1.0%149,4961.3%Industrials
iShares iBonds Dec 2028 Term Treasury ETF stock logo
IBTI
iShares iBonds Dec 2028 Term Treasury ETF
$20,292,932$5,059,353 -20.0%907,5551.3%Manufacturing
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$20,026,783$678,320 3.5%252,6081.3%ETF
iShares iBonds Dec 2029 Term Treasury ETF stock logo
IBTJ
iShares iBonds Dec 2029 Term Treasury ETF
$19,799,017$5,156,438 -20.7%903,2401.2%Manufacturing
Garmin Ltd. stock logo
GRMN
Garmin
$19,479,591$88,288 0.5%93,3291.2%Computer and Technology
XBB
BondBloxx BB Rated USD High Yield Corporate Bond ETF
$19,101,296$19,101,296 New Holding463,7701.2%ETF
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$18,816,461$6,477,428 52.5%436,1721.2%ETF
United Therapeutics Corporation stock logo
UTHR
United Therapeutics
$18,368,562$65,516 0.4%63,9241.1%Medical
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$17,926,934$9,797,734 -35.3%339,7831.1%Manufacturing
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$16,334,031$417,984 2.6%175,0701.0%Computer and Technology
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$15,908,057$182,361 1.2%63,4191.0%Aerospace
ON Semiconductor Corporation stock logo
ON
ON Semiconductor
$15,767,174$617,756 4.1%300,8431.0%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$15,499,155$44,374 0.3%69,8571.0%Retail/Wholesale
iShares MSCI Intl Momentum Factor ETF stock logo
IMTM
iShares MSCI Intl Momentum Factor ETF
$10,978,105$167,088 -1.5%240,2740.7%ETF
Goldman Sachs ActiveBeta International Equity ETF stock logo
GSIE
Goldman Sachs ActiveBeta International Equity ETF
$10,856,655$214,124 -1.9%273,7430.7%ETF
Applied Finance Valuation Large Cap ETF stock logo
VSLU
Applied Finance Valuation Large Cap ETF
$8,177,216$16,130 0.2%208,8690.5%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$7,604,026$3,817 -0.1%41,8400.5%ETF
Jack Henry & Associates, Inc. stock logo
JKHY
Jack Henry & Associates
$7,320,488$40,538 -0.6%40,6310.5%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$6,532,059$128,324 -1.9%17,8160.4%Retail/Wholesale
First Trust Dorsey Wright Focus 5 ETF stock logo
FV
First Trust Dorsey Wright Focus 5 ETF
$5,586,381$46,223 -0.8%94,2690.3%Manufacturing
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$5,560,4490.0%43,1310.3%Consumer Staples
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,472,542$63,443 1.4%25,3790.3%Computer and Technology
Commerce Bancshares, Inc. stock logo
CBSH
Commerce Bancshares
$4,428,619$1,368 0.0%71,2340.3%Finance
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$3,967,262$346,739 -8.0%23,0320.2%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,929,471$246,843 6.7%25,7250.2%Medical
Goldman Sachs Access Treasury 0-1 Year ETF stock logo
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
$3,561,034$20,978,223 -85.5%35,5570.2%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$3,331,860$246,946 -6.9%20,9130.2%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,621,644$27,251 1.1%9,0430.2%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$2,549,227$80,083 3.2%5,1250.2%Computer and Technology
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$2,381,580$13,635 -0.6%26,2000.1%Consumer Staples
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,088,813$55,067 2.7%9,5210.1%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,042,178$136,501 7.2%4,2040.1%Finance
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$2,027,649$23,342 1.2%17,0260.1%ETF
iShares iBonds Dec 2030 Term Treasury ETF stock logo
IBTK
iShares iBonds Dec 2030 Term Treasury ETF
$1,966,345$20,430,882 -91.2%99,1100.1%Manufacturing
RTX Corporation stock logo
RTX
RTX
$1,962,8740.0%13,4430.1%Aerospace
Paychex, Inc. stock logo
PAYX
Paychex
$1,874,5440.0%12,8870.1%Computer and Technology
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$1,811,579$7,977 -0.4%16,8050.1%Energy
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,793,896$66,944 -3.6%13,5860.1%Consumer Staples
Goldman Sachs ActiveBeta Emerging Markets Equity ETF stock logo
GEM
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
$1,760,422$28,168 -1.6%47,3100.1%ETF
Amgen Inc. stock logo
AMGN
Amgen
$1,737,804$7,539 0.4%6,2240.1%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,700,854$33,362 2.0%2,7530.1%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,675,969$60,386 -3.5%1,6930.1%Retail/Wholesale
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$1,571,5580.0%2,2500.1%Industrials
Highwoods Properties, Inc. stock logo
HIW
Highwoods Properties
$1,492,538$93,270 -5.9%48,0070.1%Finance
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,364,670$15,420 -1.1%4,4250.1%Computer and Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,238,076$15,034 1.2%4,2000.1%Computer and Technology
Janus Henderson B-BBB CLO ETF stock logo
JBBB
Janus Henderson B-BBB CLO ETF
$1,174,396$12,972,062 -91.7%24,3600.1%ETF
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$1,167,959$14,109,841 -92.4%23,7100.1%Manufacturing
UMB Financial Corporation stock logo
UMBF
UMB Financial
$1,128,2620.0%10,7290.1%Finance
Goldman Sachs Access High Yield Corporate Bond ETF stock logo
GHYB
Goldman Sachs Access High Yield Corporate Bond ETF
$1,109,388$16,001,874 -93.5%24,4520.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,093,0200.0%1,7600.1%ETF
Janus Henderson Mortgage-Backed Securities ETF stock logo
JMBS
Janus Henderson Mortgage-Backed Securities ETF
$1,019,257$63,295 -5.8%22,6250.1%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,008,879$79,939 8.6%3,6600.1%Computer and Technology
Hilltop Holdings Inc. stock logo
HTH
Hilltop
$1,004,5850.0%33,1000.1%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$995,7590.0%2,5650.1%Industrials
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$968,774$122,571 14.5%9,4450.1%Business Services
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$956,2190.0%7,0810.1%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$931,4380.0%3,1880.1%Retail/Wholesale
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$923,4620.0%2,1750.1%ETF
Deere & Company stock logo
DE
Deere & Company
$899,0110.0%1,7680.1%Industrials
Philip Morris International Inc. stock logo
PM
Philip Morris International
$870,946$8,378 1.0%4,7820.1%Consumer Staples
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$847,4660.0%4,5460.1%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$847,328$24,357 3.0%1,1480.1%Computer and Technology
CocaCola Company (The) stock logo
KO
CocaCola
$828,9070.0%11,7160.1%Consumer Staples
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$795,345$22,615 -2.8%4,9940.0%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$776,542$371,403 91.7%2,5550.0%ETF
Oracle Corporation stock logo
ORCL
Oracle
$735,472$58,812 -7.4%3,3640.0%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$728,800$728,800 New Holding10.0%Finance

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