Atwood & Palmer Inc Top Holdings and 13F Report (2026) About Atwood & Palmer IncInvestment ActivityAtwood & Palmer Inc has $1.77 billion in total holdings as of March 31, 2026.Atwood & Palmer Inc owns shares of 531 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 3.52% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Atwood & Palmer Inc has purchased 486 new stocks and bought additional shares in 101 stocks.Atwood & Palmer Inc sold shares of 96 stocks and completely divested from 35 stocks this quarter.Largest Holdings Alphabet $68,810,705Avantis International Equity ETF $65,110,632PALANTIR TECHNOLOGIES INC $64,001,012JANUS DETROIT STR TR $60,193,252iShares 1-3 Year Treasury Bond ETF $59,220,759 Largest New Holdings this Quarter 654902204 - Nokia $19,784,511 Holding26923W108 - ETF OPPORTUNITIES TRUST $3,197,554 Holding941848103 - Waters $835,925 Holding921910816 - Vanguard Mega Cap Growth ETF $808,854 Holding922908512 - Vanguard Mid-Cap Value ETF $337,465 Holding Largest Purchases this Quarter Nokia 2,460,760 shares (about $19.78M)Alibaba Group 100,268 shares (about $12.58M)ETF OPPORTUNITIES TRUST 123,235 shares (about $3.20M)PALMER SQUARE FUNDS TR 118,143 shares (about $2.42M)JANUS DETROIT STR TR 44,816 shares (about $2.35M) Largest Sales this Quarter DraftKings 538,412 shares (about $11.64M)Invesco S&P 500 Equal Weight ETF 7,052 shares (about $1.35M)Alphabet 3,698 shares (about $1.06M)PALANTIR TECHNOLOGIES INC 7,089 shares (about $1.04M)WALMART INC 7,472 shares (about $928.62K) 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$68,810,705$1,060,806 ▼-1.5%239,8763.9%Computer and TechnologyAVDEAvantis International Equity ETF$65,110,632$885,730 ▲1.4%767,4523.7%ETFPALANTIR TECHNOLOGIES INC$64,001,012$1,036,979 ▼-1.6%437,5243.6%COMJANUS DETROIT STR TR$60,193,252$2,351,075 ▲4.1%1,147,3993.4%COMSHYiShares 1-3 Year Treasury Bond ETF$59,220,759$1,837,017 ▲3.2%717,2193.3%ManufacturingJAAAJanus Henderson AAA CLO ETF$57,920,598$2,185,806 ▲3.9%1,149,9033.3%ETFAVEMAvantis Emerging Markets Equity ETF$54,103,664$564,463 ▲1.1%671,4283.1%ETFGILDGilead Sciences$48,422,556$333,930 ▼-0.7%347,4392.7%MedicalURIUnited Rentals$42,668,107$123,127 ▲0.3%58,5652.4%ConstructionABBVAbbVie$42,225,320$49,588 ▼-0.1%194,1482.4%MedicalPALMER SQUARE FUNDS TR$41,434,784$2,424,294 ▲6.2%2,019,2392.3%COMLMTLockheed Martin$41,084,6200.0%67,9772.3%AerospaceLDOSLeidos$39,980,176$439,189 ▼-1.1%257,0742.3%Computer and TechnologyCSCOCisco Systems$39,911,120$573,623 ▼-1.4%514,3852.3%Computer and TechnologyBONDBLOXX ETF TRUST$39,643,260$964,569 ▲2.5%770,8202.2%COMFITBFifth Third Bancorp$38,899,965$308,912 ▼-0.8%837,2792.2%FinanceAVIVAvantis International Large Cap Value ETF$37,348,877$817,967 ▲2.2%499,1162.1%ETFUTHRUnited Therapeutics$37,023,103$649,903 ▼-1.7%62,4362.1%MedicalJANUS DETROIT STR TR$36,046,985$782,219 ▲2.2%699,2632.0%COMAMPAmeriprise Financial$34,371,945$125,765 ▲0.4%77,3451.9%FinanceDHID.R. Horton$32,691,278$50,634 ▲0.2%238,2401.8%ConstructionAAPLApple$32,328,085$460,630 ▲1.4%127,3811.8%Computer and TechnologyWALMART INC$32,249,245$928,619 ▼-2.8%259,4891.8%COMREGNRegeneron Pharmaceuticals$32,220,355$88,853 ▼-0.3%41,7021.8%MedicalMELIMercadoLibre$31,770,743$1,955,522 ▲6.6%18,3751.8%Retail/WholesaleGNRCGenerac$30,999,432$155,287 ▲0.5%158,7031.7%IndustrialsMAMastercard$30,186,988$294,800 ▲1.0%60,4151.7%Business ServicesTORTOISE CAPITAL SERIES TRUS$28,260,087$105,519 ▲0.4%667,1411.6%COMGSThe Goldman Sachs Group$28,224,075$307,942 ▲1.1%33,3621.6%FinanceAVDVAvantis International Small Cap Value ETF$27,214,562$748,152 ▲2.8%272,5271.5%ETFTMOThermo Fisher Scientific$26,691,595$61,933 ▲0.2%54,3031.5%MedicalNVDANVIDIA$26,325,864$134,637 ▲0.5%150,9511.5%Computer and TechnologyVRTXVertex Pharmaceuticals$24,895,945$161,201 ▲0.7%55,7531.4%MedicalLHXL3Harris Technologies$21,974,529$103,890 ▼-0.5%63,6671.2%AerospaceGRMNGarmin$21,540,665$43,154 ▼-0.2%92,8441.2%Computer and TechnologyIBTIiShares iBonds Dec 2028 Term Treasury ETF$21,022,011$430,463 ▲2.1%943,4101.2%ManufacturingIBTJiShares iBonds Dec 2029 Term Treasury ETF$20,641,072$383,978 ▲1.9%944,9741.2%ManufacturingXBBBondBloxx BB Rated USD High Yield Corporate Bond ETF$20,345,601$559,080 ▲2.8%500,0151.1%ETFNOKNokia$19,784,511$19,784,511 ▲New Holding2,460,7601.1%Computer and TechnologySHYGiShares 0-5 Year High Yield Corporate Bond ETF$19,366,560$330,103 ▲1.7%457,7301.1%ETFCDWCDW$19,258,012$120,294 ▲0.6%159,1311.1%Computer and TechnologyONonsemi$18,995,592$190,714 ▲1.0%306,7761.1%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$18,775,834$436,616 ▲2.4%357,2271.1%ManufacturingLOWLowe's Companies$16,584,398$113,414 ▲0.7%70,1900.9%Retail/WholesaleUBERUber Technologies$13,090,613$309,371 ▲2.4%181,9910.7%Computer and TechnologyBABAAlibaba Group$12,604,590$12,579,623 ▲50,385.9%100,4670.7%Retail/WholesaleGSIEGoldman Sachs ActiveBeta International Equity ETF$11,220,968$407,794 ▼-3.5%260,1660.6%ETFIMTMiShares MSCI Intl Momentum Factor ETF$10,982,976$351,746 ▼-3.1%228,7170.6%ETFHLIHoulihan Lokey$10,379,486$331,764 ▲3.3%72,2700.6%FinanceVSLUApplied Finance Valuation Large Cap ETF$8,549,957$338,411 ▼-3.8%204,4950.5%ETFGOOGLAlphabet$7,061,324$35,657 ▲0.5%24,5560.4%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$6,759,989$1,353,418 ▼-16.7%35,2230.4%ETFCENTRAL BANCOMPANY$6,755,098$311,350 ▼-4.4%282,0500.4%COMJKHYJack Henry & Associates$6,374,702$46,622 ▼-0.7%40,3360.4%Computer and TechnologyJNJJohnson & Johnson$6,029,020$113,174 ▼-1.8%24,6650.3%MedicalHDHome Depot$5,831,969$36,836 ▼-0.6%17,7320.3%Retail/WholesaleFVFirst Trust Dorsey Wright Focus 5 ETF$4,879,543$680,647 ▼-12.2%80,7370.3%ManufacturingGBILGoldman Sachs Access Treasury 0-1 Year ETF$3,899,896$514,275 ▲15.2%38,9250.2%ETFKIMBERLY-CLARK CORP$3,874,815$144,705 ▼-3.6%40,1660.2%COMCBSHCommerce Bancshares$3,531,970$24,157 ▼-0.7%71,7880.2%FinanceBDXBecton, Dickinson and Company$3,322,428$222,638 ▼-6.3%21,1310.2%MedicalETF OPPORTUNITIES TRUST$3,197,554$3,197,554 ▲New Holding123,2350.2%COMPGProcter & Gamble$2,952,065$18,055 ▼-0.6%20,4380.2%Consumer StaplesXOMExxonMobil$2,847,235$8,992 ▲0.3%16,7820.2%EnergyJPMJPMorgan Chase & Co.$2,603,717$4,118 ▲0.2%8,8510.1%FinanceRTXRTX$2,573,769$19,289 ▼-0.7%13,3430.1%AerospaceCLColgate-Palmolive$2,233,0260.0%26,2000.1%Consumer StaplesPEPPepsiCo$2,067,221$42,549 ▼-2.0%13,3120.1%Consumer StaplesPHParker-Hannifin$2,018,767$4,476 ▲0.2%2,2550.1%IndustrialsMSFTMicrosoft$2,014,466$273,926 ▲15.7%5,4420.1%Computer and TechnologyAMGNAmgen$1,986,897$203,017 ▼-9.3%5,6470.1%MedicalGEMGoldman Sachs ActiveBeta Emerging Markets Equity ETF$1,941,470$76,033 ▼-3.8%44,9410.1%ETFAMZNAmazon.com$1,907,129$4,165 ▼-0.2%9,1570.1%Retail/WholesaleBRK.BBerkshire Hathaway$1,851,629$67,088 ▼-3.5%3,8640.1%FinanceCATCaterpillar$1,818,617$1,417 ▲0.1%2,5670.1%IndustrialsIBTKiShares iBonds Dec 2030 Term Treasury ETF$1,780,620$13,804 ▼-0.8%90,2950.1%ManufacturingIEIiShares 3-7 Year Treasury Bond ETF$1,648,540$298,753 ▼-15.3%13,9000.1%ETFSPYSPDR S&P 500 ETF Trust$1,636,981$113,815 ▼-6.5%2,5170.1%FinanceLMBSFirst Trust Low Duration Opportunities ETF$1,478,116$57,282 ▼-3.7%29,6750.1%ManufacturingCOSTCostco Wholesale$1,385,0380.0%1,3900.1%Retail/WholesaleUMBFUMB Financial$1,210,1240.0%10,7290.1%FinancePAYXPaychex$1,187,1510.0%12,8870.1%Computer and TechnologyHTHHilltop$1,185,6420.0%33,1000.1%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$1,158,953$1,424 ▲0.1%8,1370.1%ETFIVViShares Core S&P 500 ETF$1,127,035$32,668 ▼-2.8%1,7250.1%ETFCVXChevron$1,051,880$3,931 ▼-0.4%5,0840.1%EnergyHIWHighwoods Properties$1,027,8300.0%48,0070.1%FinanceIBMInternational Business Machines$1,019,008$970 ▲0.1%4,2040.1%Computer and TechnologyJMBSJanus Henderson Mortgage-Backed Securities ETF$1,018,809$3,389 ▼-0.3%22,5500.1%ETFDEDeere & Company$997,041$1,127 ▲0.1%1,7700.1%IndustrialsMCDMcDonald's$990,7990.0%3,1880.1%Retail/WholesaleIRMIron Mountain$967,904$1,226 ▲0.1%9,4760.1%Business ServicesPNCThe PNC Financial Services Group$948,475$2,497 ▲0.3%4,5580.1%FinanceAVGOBroadcom$940,911$12,380 ▲1.3%3,0400.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$892,0290.0%2,0920.1%ETFNEENextEra Energy$883,847$9,288 ▼-1.0%9,5160.0%UtilitiesGHYBGoldman Sachs Access High Yield Corporate Bond ETF$842,855$10,786 ▼-1.3%18,9100.0%ETFKOCocaCola$841,570$26,618 ▼-3.1%11,0660.0%Consumer StaplesWATWaters$835,925$835,925 ▲New Holding2,8070.0%MedicalMGKVanguard Mega Cap Growth ETF$808,854$808,854 ▲New Holding2,2010.0%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 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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