Atwood & Palmer Inc Top Holdings and 13F Report (2026) About Atwood & Palmer IncInvestment ActivityAtwood & Palmer Inc has $1.95 billion in total holdings as of September 30, 2026.Atwood & Palmer Inc owns shares of 496 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 4.18% of the portfolio was purchased this quarter.About 0.65% of the portfolio was sold this quarter.This quarter, Atwood & Palmer Inc has purchased 493 new stocks and bought additional shares in 101 stocks.Atwood & Palmer Inc sold shares of 65 stocks and completely divested from 26 stocks this quarter.Largest Holdings Alphabet $80,776,747PALANTIR TECHNOLOGIES INC $80,103,602Avantis International Equity ETF $71,101,622Avantis Emerging Markets Equity ETF $64,228,781iShares 1-3 Year Treasury Bond ETF $62,266,932 Largest New Holdings this Quarter 09789C838 - BondBloxx Bloomberg Five Year Target Duration US Treasury ETF $5,323,440 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $2,694,164 Holding26969P108 - Eagle Materials $965,237 Holding874039100 - Taiwan Semiconductor Manufacturing $246,343 Holding46137V332 - Invesco S&P 500 Equal Weight Health Care ETF $154,184 Holding Largest Purchases this Quarter Houlihan Lokey 107,566 shares (about $13.59M)Adobe 53,124 shares (about $12.75M)BondBloxx Bloomberg Five Year Target Duration US Treasury ETF 114,090 shares (about $5.32M)Berkshire Hathaway 6 shares (about $4.48M)iShares 1-3 Year Treasury Bond ETF 34,715 shares (about $2.82M) Largest Sales this Quarter iShares iBonds Dec 2028 Term Treasury ETF 78,383 shares (about $1.72M)PALANTIR TECHNOLOGIES INC 8,012 shares (about $1.50M)United Rentals 1,147 shares (about $1.15M)Cisco Systems 9,681 shares (about $1.04M)iShares iBonds Dec 2029 Term Treasury ETF 45,268 shares (about $960.81K) 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$80,776,747$176,503 ▲0.2%237,0634.1%Communication ServicesPALANTIR TECHNOLOGIES INC$80,103,602$1,498,645 ▼-1.8%428,2474.1%COMAVDEAvantis International Equity ETF$71,101,622$1,585,214 ▲2.3%789,0543.7%ETFAVEMAvantis Emerging Markets Equity ETF$64,228,781$810,734 ▲1.3%683,1403.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$62,266,932$2,818,859 ▲4.7%766,8343.2%ETFJAAAJanus Henderson AAA CLO ETF$61,778,611$2,718,667 ▲4.6%1,224,0663.2%ETFJANUS DETROIT STR TR$61,040,881$1,470,393 ▲2.5%1,195,7083.1%COMURIUnited Rentals$57,520,032$1,147,899 ▼-2.0%57,4753.0%IndustrialsCSCOCisco Systems$53,481,509$1,041,967 ▼-1.9%496,9012.7%TechnologyGILDGilead Sciences$52,362,635$159,335 ▲0.3%351,3092.7%HealthcareABBVAbbVie$50,958,450$251,126 ▼-0.5%194,8032.6%HealthcarePALMER SQUARE FUNDS TR$44,269,552$2,142,558 ▲5.1%2,153,1882.3%COMAAPLApple$42,280,080$37,298 ▼-0.1%126,9602.2%TechnologyFITBFifth Third Bancorp$41,779,998$646,817 ▼-1.5%826,0182.1%FinanceAVIVAvantis International Large Cap Value ETF$41,452,827$987,412 ▲2.4%520,5682.1%ETFTMOThermo Fisher Scientific$39,446,007$2,489,593 ▲6.7%58,4342.0%HealthcareBONDBLOXX ETF TRUST$39,105,434$861,038 ▲2.3%802,7392.0%COMAMPAmeriprise Financial$37,745,957$297,871 ▼-0.8%76,6651.9%FinanceJANUS DETROIT STR TR$37,714,123$1,972,589 ▲5.5%755,4911.9%COMNVDANVIDIA$35,008,220$368,378 ▲1.1%153,2891.8%TechnologyLMTLockheed Martin$34,537,845$88,610 ▼-0.3%67,8211.8%IndustrialsUTHRUnited Therapeutics$33,042,105$272,569 ▼-0.8%60,9761.7%HealthcareMAMastercard$32,995,640$54,596 ▲0.2%59,8321.7%FinanceGNRCGenerac$32,675,102$4,346 ▲0.0%157,8891.7%IndustrialsLDOSLeidos$32,572,171$1,020,446 ▲3.2%267,3581.7%IndustrialsDHID.R. Horton$32,545,516$47,827 ▲0.1%238,1671.7%Consumer DiscretionaryREGNRegeneron Pharmaceuticals$32,191,428$92,508 ▲0.3%42,4541.7%HealthcareMELIMercadoLibre$32,008,919$110,626 ▲0.3%18,5181.6%Consumer DiscretionaryAVDVAvantis International Small Cap Value ETF$31,189,120$704,844 ▲2.3%285,1451.6%ETFGSThe Goldman Sachs Group$29,919,352$192,680 ▼-0.6%33,2301.5%FinanceVRTXVertex Pharmaceuticals$29,562,292$98,288 ▲0.3%56,5451.5%HealthcareTORTOISE CAPITAL SERIES TRUS$27,070,153$347,344 ▲1.3%679,0461.4%COMWALMART INC$26,148,926$285,779 ▼-1.1%251,6261.3%COMGRMNGarmin$26,125,808$407,028 ▼-1.5%91,0811.3%Consumer DiscretionaryNOKNokia$25,047,654$130,684 ▲0.5%2,470,1831.3%TechnologyXBBBondBloxx BB Rated USD High Yield Corporate Bond ETF$20,683,238$646,294 ▲3.2%523,4381.1%ETFCDWCDW$20,279,001$42,934 ▲0.2%158,2321.0%TechnologySHYGiShares 0-5 Year High Yield Corporate Bond ETF$19,512,559$301,785 ▲1.6%473,0321.0%ETFIBTJiShares iBonds Dec 2029 Term Treasury ETF$19,388,177$960,814 ▼-4.7%913,4591.0%ETFIBTIiShares iBonds Dec 2028 Term Treasury ETF$19,302,629$1,717,372 ▼-8.2%880,9961.0%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$18,616,197$26,127 ▲0.1%363,3851.0%ETFONonsemi$16,875,528$199,632 ▲1.2%219,5330.9%TechnologyHLIHoulihan Lokey$16,230,006$13,589,881 ▲514.7%128,4630.8%FinanceLHXL3Harris Technologies$15,639,743$470,244 ▲3.1%66,0520.8%IndustrialsLOWLowe's Companies$13,746,047$774,757 ▲6.0%74,5890.7%Consumer DiscretionaryUBERUber Technologies$13,336,020$565,619 ▲4.4%194,6580.7%IndustrialsADBEAdobe$12,748,733$12,746,574 ▲590,266.7%53,1330.7%TechnologyIMTMiShares MSCI Intl Momentum Factor ETF$11,368,116$463,722 ▼-3.9%216,0010.6%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$11,302,686$418,428 ▼-3.6%246,5680.6%ETFBABAAlibaba Group$11,049,488$301,111 ▲2.8%102,7480.6%Consumer DiscretionaryGOOGLAlphabet$9,499,017$1,084,196 ▲12.9%27,6070.5%Communication ServicesVSLUApplied Finance Valuation Large Cap ETF$9,032,185$380,282 ▲4.4%186,1150.5%ETFCENTRAL BANCOMPANY$8,814,0630.0%282,0500.5%COMJNJJohnson & Johnson$7,221,695$690,188 ▲10.6%27,2780.4%HealthcareRSPInvesco S&P 500 Equal Weight ETF$6,819,007$594,929 ▲9.6%32,7810.4%ETFJKHYJack Henry & Associates$5,750,943$23,921 ▼-0.4%40,1490.3%FinanceXFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF$5,323,440$5,323,440 ▲New Holding114,0900.3%ETFFVFirst Trust Dorsey Wright Focus 5 ETF$5,283,340$113,175 ▼-2.1%71,9850.3%ETFBRK.ABerkshire Hathaway$5,229,035$4,482,030 ▲600.0%70.3%FinanceGBILGoldman Sachs Access Treasury 0-1 Year ETF$5,198,212$1,301,430 ▲33.4%51,9250.3%ETFHDHome Depot$5,022,010$22,474 ▼-0.4%17,6530.3%Consumer DiscretionaryMSFTMicrosoft$4,840,751$2,261,889 ▲87.7%9,4380.2%TechnologyJPMJPMorgan Chase & Co.$3,781,629$870,724 ▲29.9%11,4310.2%FinanceKIMBERLY-CLARK CORP$3,706,043$200,998 ▼-5.1%38,0380.2%COMETF OPPORTUNITIES TRUST$3,666,673$150,608 ▲4.3%128,2780.2%COMCBSHCommerce Bancshares$3,590,726$311,580 ▼-8.0%65,5960.2%FinanceBDXBecton, Dickinson and Company$3,446,466$120,825 ▼-3.4%19,2540.2%HealthcareBRK.BBerkshire Hathaway$3,123,143$1,196,574 ▲62.1%6,2720.2%FinancePGProcter & Gamble$3,118,726$170,704 ▲5.8%21,4670.2%Consumer StaplesAMGNAmgen$2,883,129$547,963 ▲23.5%6,8400.1%HealthcareEXXONMOBIL HOLDINGS CORP$2,694,164$2,694,164 ▲New Holding16,5540.1%COMRTXRTX$2,439,906$37,129 ▼-1.5%13,1430.1%IndustrialsIBTKiShares iBonds Dec 2030 Term Treasury ETF$2,358,275$698,358 ▲42.1%124,1850.1%ETFAMZNAmazon.com$2,315,102$23,669 ▼-1.0%9,2920.1%Consumer DiscretionaryJMBSJanus Henderson Mortgage-Backed Securities ETF$2,263,023$1,310,060 ▲137.5%53,5500.1%ETFCLColgate-Palmolive$2,235,3840.0%26,2000.1%Consumer StaplesPHParker-Hannifin$2,179,314$4,777 ▼-0.2%2,2810.1%IndustrialsGEMGoldman Sachs ActiveBeta Emerging Markets Equity ETF$2,142,032$90,703 ▼-4.1%41,9180.1%ETFCATCaterpillar$1,982,382$2,432 ▼-0.1%2,4450.1%IndustrialsPEPPepsiCo$1,902,828$253,440 ▲15.4%15,0160.1%Consumer StaplesIVViShares Core S&P 500 ETF$1,742,951$421,953 ▲31.9%2,2760.1%ETFCVXChevron$1,526,266$510,525 ▲50.3%7,4740.1%EnergyIEIiShares 3-7 Year Treasury Bond ETF$1,499,677$3,970 ▼-0.3%13,2200.1%ETFSPYSPDR S&P 500 ETF Trust$1,489,841$66,334 ▼-4.3%1,9540.1%ETFCOSTCostco Wholesale$1,410,117$153,847 ▲12.2%1,5490.1%Consumer StaplesITOTiShares Core S&P Total U.S. Stock Market ETF$1,353,0210.0%8,1370.1%ETFHIWHighwoods Properties$1,320,614$72,550 ▼-5.2%45,5070.1%Real EstateLMBSFirst Trust Low Duration Opportunities ETF$1,309,6350.0%27,0250.1%ETFPAYXPaychex$1,269,3700.0%12,8870.1%IndustrialsHTHHilltop$1,246,5460.0%33,1000.1%FinanceUMBFUMB Financial$1,191,6720.0%9,1660.1%FinanceDEDeere & Company$1,187,3010.0%1,7680.1%IndustrialsKOCoca-Cola$1,170,602$218,041 ▲22.9%13,5990.1%Consumer StaplesWATWaters$1,082,657$38,666 ▼-3.4%2,4640.1%HealthcareIWFiShares Russell 1000 Growth ETF$1,075,984$27,808 ▲2.7%8,5900.1%ETFIRMIron Mountain$1,053,549$999 ▲0.1%9,4960.1%Real EstatePNCThe PNC Financial Services Group$1,010,3940.0%4,5460.1%FinanceEXPEagle Materials$965,237$965,237 ▲New Holding5,6440.0%MaterialsAVGOBroadcom$959,100$96,577 ▼-9.1%2,7310.0%TechnologyQCOMQualcomm$894,987$10,122 ▼-1.1%4,8630.0%TechnologyShowing largest 100 holdings. 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