Atwood & Palmer Inc Portfolio Holdings

Atwood & Palmer Inc

  • $1.45 Billion
  • Q3 2024

Atwood & Palmer Inc has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.45 Billion distributed in 472 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Palantir Technologies Inc. with a value of $47.5M, United Rentals, Inc. with a value of $46.5M, Regeneron Pharmaceuticals, Inc. with a value of $46M, Horton D R Inc with a value of $43.7M, and American Centy ETF Tr Avantis with a value of $43.5M.

Examining the 13F form we can see an increase of $147M in the current position value, from $1.3B to 1.45B.

Below you can find more details about Atwood & Palmer Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.45 Billion
ETFs: $430 Million
Healthcare: $240 Million
Technology: $236 Million
Financial Services: $148 Million
Industrials: $137 Million
Consumer Cyclical: $112 Million
Communication Services: $45.9 Million
Consumer Defensive: $41.8 Million
Other: $8.93 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$122B
$47.5 Million 3.27% of portfolio
1,276,085
Q3 2024 Reduced 0.37%
$56.9B
$46.5 Million 3.2% of portfolio
57,378
Q3 2024 Reduced 0.03%
$79.7B
$46 Million 3.17% of portfolio
43,800
Q3 2024 Reduced 0.13%
$56.7B
$43.7 Million 3.01% of portfolio
229,188
Q3 2024 Reduced 0.52%
$0
$43.5 Million 3.0% of portfolio
649,578
Q3 2024 Added 7.92%
$0
$42.3 Million 2.91% of portfolio
830,876
Q3 2024 Added 3.74%
$0
$42.1 Million 2.9% of portfolio
506,319
Q3 2024 Added 3.86%
$22.1B
$41.7 Million 2.87% of portfolio
255,547
Q3 2024 Reduced 0.03%
$1.08T
$41.1 Million 2.84% of portfolio
246,113
Q3 2024 Added 1.46%
$140B
$39.8 Million 2.74% of portfolio
68,027
Q4 2023 Reduced 1.45%
$297B
$38.2 Million 2.64% of portfolio
193,526
Q3 2024 Reduced 0.37%
$31.8B
$37.5 Million 2.59% of portfolio
875,961
Q3 2024 Reduced 0.26%
$59.9B
$37.4 Million 2.58% of portfolio
79,508
Q3 2024 Reduced 0.12%
$0
$37.3 Million 2.57% of portfolio
577,708
Q3 2024 Added 4.32%
$23.8B
$35.5 Million 2.45% of portfolio
156,744
Q3 2024 Added 0.29%
$201B
$33.7 Million 2.33% of portfolio
54,557
Q3 2024 Added 0.49%
$3.68T
$30 Million 2.07% of portfolio
128,776
Q3 2024 Added 0.73%
$111B
$29.1 Million 2.0% of portfolio
346,680
Q3 2024 Added 0.21%
$19.5B
$29 Million 2.0% of portfolio
356,021
Q3 2024 Added 0.48%
$236B
$27.9 Million 1.92% of portfolio
524,290
Q3 2024 Added 0.77%
$98B
$27.4 Million 1.89% of portfolio
351,753
Q3 2024 Reduced 0.64%
$0
$26.2 Million 1.81% of portfolio
261,160
Q3 2024 Reduced 0.05%
$0
$26.2 Million 1.81% of portfolio
497,282
Q3 2024 Added 2.29%
$116B
$25.2 Million 1.74% of portfolio
54,260
Q3 2024 Reduced 0.03%
$0
$23.7 Million 1.63% of portfolio
421,497
Q3 2024 Added 4.87%
$11.5B
$23.5 Million 1.62% of portfolio
147,673
Q3 2024 Added 0.83%
$16.6B
$23 Million 1.58% of portfolio
64,056
Q3 2024 Added 0.46%
$237B
$22.8 Million 1.57% of portfolio
281,757
Q3 2024 Added 0.18%
$0
$22.7 Million 1.57% of portfolio
1,009,904
Q3 2024 Added 7.47%
$0
$22.4 Million 1.55% of portfolio
1,013,660
Q3 2024 Added 7.61%
$0
$20.4 Million 1.41% of portfolio
1,019,736
Q3 2024 Added 6.08%
$29.2B
$20.3 Million 1.4% of portfolio
279,656
Q3 2024 Added 2.03%
$0
$20.2 Million 1.39% of portfolio
642,845
Q3 2024 Added 1.26%
$19.6B
$20.2 Million 1.39% of portfolio
515,075
Q3 2024 Added 4.02%
$163B
$19.1 Million 1.32% of portfolio
70,445
Q3 2024 Added 2.22%
$0
$18.9 Million 1.3% of portfolio
237,703
Q3 2024 Reduced 0.21%
$97.2B
$17.8 Million 1.22% of portfolio
8,664
Q3 2024 Added 2.8%
$0
$17.1 Million 1.18% of portfolio
373,554
Q3 2024 Reduced 0.62%
$39.4B
$16.8 Million 1.16% of portfolio
95,722
Q3 2024 Added 0.23%
$0
$15.7 Million 1.08% of portfolio
320,144
Q3 2024 Reduced 0.3%
$0
$15.4 Million 1.06% of portfolio
218,120
Q3 2024 Added 8.29%
$46.8B
$14.4 Million 0.99% of portfolio
60,616
Q3 2024 Added 6.39%
$0
$12.3 Million 0.85% of portfolio
303,996
Q3 2024 Reduced 9.96%
$0
$12.2 Million 0.84% of portfolio
280,179
Q3 2024 Added 1.88%
$0
$11.3 Million 0.78% of portfolio
228,455
Q3 2024 Added 8.42%
$0
$11 Million 0.76% of portfolio
347,606
Q3 2024 Reduced 9.47%
$0
$8.08 Million 0.56% of portfolio
138,683
Q3 2024 Reduced 54.88%
$409B
$7.34 Million 0.51% of portfolio
18,114
Q3 2024 Added 0.01%
$12.5B
$7.21 Million 0.5% of portfolio
40,856
Q1 2023 Reduced 0.67%

Summary

  • Portfolio
  • No. of Stocks 472
  • Current Value $1.45 Billion
  • Prior Value $1.3 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 58 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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