Atwood & Palmer Inc Portfolio Holdings

Atwood & Palmer Inc

$1.41 Billion
Q2 2025

Atwood & Palmer Inc has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.41 Billion distributed in 514 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Palantir Technologies Inc. with a value of $90.2M, Ishares Barclays 1 3 Year Trea with a value of $54.7M, American Centy ETF Tr Avantis with a value of $54.1M, Janus Detroit Str Tr Janus Hen with a value of $53.7M, and Mercadolibre Inc with a value of $44.5M.

Examining the 13F form we can see an increase of $2.8M in the current position value, from $1.41B to 1.41B.

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

Portfolio value $1.41 Billion

ETFs: $379 Million

Technology: $314 Million

Healthcare: $173 Million

Financial Services: $151 Million

Industrials: $126 Million

Consumer Cyclical: $124 Million

Communication Services: $49.9 Million

Consumer Defensive: $43.8 Million

Other: $9.47 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
PLTR Palantir Technologies Inc. Technology	$281B	$90.2 Million 6.4% of portfolio	661,885	Q2 2025 Reduced 9.86%
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$54.7 Million 3.88% of portfolio	660,278	Q2 2025 Added 17.71%
AVDE American Centy ETF Tr Avantis ETFs	$0	$54.1 Million 3.84% of portfolio	731,327	Q2 2025 Added 2.91%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$53.7 Million 3.8% of portfolio	1,057,357	Q2 2025 Added 14.31%
MELI Mercadolibre Inc Consumer Cyclical	$125B	$44.5 Million 3.16% of portfolio	17,044	Q2 2025 Added 0.21%
AVEM American Centy ETF Tr Avantis ETFs	$0	$44.2 Million 3.14% of portfolio	645,242	Q2 2025 Added 3.56%
GOOG Alphabet Inc. Communication Services	$1.08T	$44 Million 3.12% of portfolio	248,181	Q2 2025 Added 1.19%
URI United Rentals, Inc. Industrials	$55.7B	$43.2 Million 3.06% of portfolio	57,371	Q2 2025 Added 0.47%
LDOS Leidos Holdings, Inc. Technology	$22.1B	$41.2 Million 2.92% of portfolio	261,473	Q2 2025 Reduced 0.08%
AMP Ameriprise Financial Inc Financial Services	$57.6B	$41.2 Million 2.92% of portfolio	77,107	Q2 2025 Added 0.04%
GILD Gilead Sciences, Inc. Healthcare	$142B	$38.1 Million 2.7% of portfolio	344,082	Q2 2025 Reduced 0.29%
CSCO Cisco Systems, Inc. Technology	$284B	$36.3 Million 2.57% of portfolio	522,830	Q2 2025 Added 0.31%
ABBV Abb Vie Inc. Healthcare	$337B	$35.4 Million 2.51% of portfolio	190,759	Q2 2025 Reduced 0.31%
FITB Fifth Third Bancorp Financial Services	$29.8B	$34.7 Million 2.46% of portfolio	843,854	Q2 2025 Added 0.37%
MA Mastercard Inc Financial Services	$539B	$34 Million 2.41% of portfolio	60,583	Q2 2025 Reduced 0.55%
LMT Lockheed Martin Corp Industrials	$121B	$31.5 Million 2.23% of portfolio	67,977	Q1 2025 Reduced 0.11%
DHI Horton D R Inc Consumer Cyclical	$48.1B	$29.9 Million 2.12% of portfolio	231,999	Q2 2025 Added 1.15%
AVIV American Centy ETF Tr Avantis	$0	$29.2 Million 2.07% of portfolio	468,898	Q2 2025 Added 2.78%
CDW Cdw Corp Technology	$24.4B	$28.1 Million 2.0% of portfolio	157,618	Q2 2025 Added 0.85%
WMT Walmart Inc. Consumer Defensive	$263B	$26.5 Million 1.88% of portfolio	270,615	Q2 2025 Added 0.66%
AAPL Apple Inc. Technology	$3.39T	$26.1 Million 1.85% of portfolio	127,374	Q2 2025 Reduced 0.14%
NVDA Nvidia Corp Technology	$406B	$24.7 Million 1.75% of portfolio	156,264	Q2 2025 Added 1,026.55%
VRTX Vertex Pharmaceuticals Inc Healthcare	$123B	$24.6 Million 1.74% of portfolio	55,192	Q2 2025 Added 0.38%
GS Goldman Sachs Group Inc Financial Services	$238B	$23.4 Million 1.66% of portfolio	33,067	Q2 2025 Added 40,225.61%
DKNG Draft Kings Inc. Consumer Cyclical	$19.2B	$23.2 Million 1.64% of portfolio	540,662	Q2 2025 Added 2.62%
TMO Thermo Fisher Scientific Inc. Healthcare	$165B	$21.9 Million 1.55% of portfolio	54,062	Q2 2025 Added 0.51%
REGN Regeneron Pharmaceuticals, Inc. Healthcare	$59.2B	$21.8 Million 1.55% of portfolio	41,588	Q2 2025 Reduced 0.92%
GNRC Generac Holdings Inc. Industrials	$9.63B	$21.4 Million 1.52% of portfolio	149,496	Q2 2025 Added 1.03%
IBTI Ishares Tr Ibonds Dec 2028 Ter ETFs	$0	$20.3 Million 1.44% of portfolio	907,555	Q2 2025 Reduced 19.96%
AVDV American Centy ETF Tr Avantis ETFs	$0	$20 Million 1.42% of portfolio	252,608	Q2 2025 Added 3.51%
IBTJ Ishares Tr Ibonds Dec 2029 Tre ETFs	$0	$19.8 Million 1.4% of portfolio	903,240	Q2 2025 Reduced 20.66%
GRMN Garmin LTD Technology	$41.6B	$19.5 Million 1.38% of portfolio	93,329	Q2 2025 Added 0.46%
XBB Bondbloxx ETF Tr Bb Rated Usd ETFs	$0	$19.1 Million 1.35% of portfolio	463,770	Q2 2025 New
SHYG Ishares 0 5 Year High Yield CO ETFs	$0	$18.8 Million 1.33% of portfolio	436,172	Q2 2025 Added 52.5%
UTHR United Therapeutics Corp Healthcare	$13.7B	$18.4 Million 1.3% of portfolio	63,924	Q2 2025 Added 0.36%
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$17.9 Million 1.27% of portfolio	339,783	Q2 2025 Reduced 35.34%
UBER Uber Technologies, Inc Technology	$191B	$16.3 Million 1.16% of portfolio	175,070	Q2 2025 Added 2.63%
LHX L3 Harris Technologies, Inc. Industrials	$49.6B	$15.9 Million 1.13% of portfolio	63,419	Q2 2025 Added 1.16%
ON On Semiconductor Corp Technology	$25B	$15.8 Million 1.12% of portfolio	300,843	Q2 2025 Added 4.08%
LOW Lowes Companies Inc Consumer Cyclical	$140B	$15.5 Million 1.1% of portfolio	69,857	Q2 2025 Added 0.29%
IMTM Ishares Msci Intl Momentum Fac ETFs	$0	$11 Million 0.78% of portfolio	240,274	Q2 2025 Reduced 1.5%
GSIE Goldman Sachs ETF Tr Activebet ETFs	$0	$8.63 Million 0.61% of portfolio	273,743	Q2 2025 Reduced 1.93%
VSLU ETF Opportunities Tr Applied F	$0	$8.18 Million 0.58% of portfolio	208,869	Q2 2025 Added 0.2%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$7.6 Million 0.54% of portfolio	41,840	Q2 2025 Reduced 0.05%
JKHY Henry Jack & Associates Inc Technology	$13.1B	$7.32 Million 0.52% of portfolio	40,631	Q2 2025 Reduced 0.55%
HD Home Depot, Inc. Consumer Cyclical	$380B	$6.53 Million 0.46% of portfolio	17,816	Q2 2025 Reduced 1.93%
FV First Trust Dorsey Wright Focu ETFs	$0	$5.59 Million 0.4% of portfolio	94,269	Q2 2025 Reduced 0.82%
KMB Kimberly Clark Corp Consumer Defensive	$44.4B	$5.56 Million 0.39% of portfolio	43,131	Q1 2025 Reduced 3.36%
GOOGL Alphabet Inc. Communication Services	$1.07T	$4.47 Million 0.32% of portfolio	25,379	Q2 2025 Added 1.44%
CBSH Commerce Bancshares Inc Financial Services	$7.79B	$4.43 Million 0.31% of portfolio	71,234	Q2 2025 Reduced 0.03%

Summary

Portfolio
No. of Stocks 514
Current Value $1.41 Billion
Prior Value $1.41 Billion
Filing
Period Q2 2025
Filing Date July 08, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 88 stocks
Additional Purchases 78 stocks
Sold out of 0 stocks
Reduced holdings in 74 stocks

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Atwood & Palmer Inc Portfolio Holdings