Atwood & Palmer Inc has filed its 13F form on April 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.3 Billion distributed in 415 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Regeneron Pharmaceuticals, Inc. with a value of $42.3M, United Rentals, Inc. with a value of $41M, Janus Detroit Str Tr Janus Hen with a value of $40.2M, Cdw Corp with a value of $39.8M, and Ishares Barclays 1 3 Year Trea with a value of $39.4M.

Examining the 13F form we can see an increase of $67.9M in the current position value, from $1.24B to 1.3B.

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

Portfolio value $1.3 Billion
ETFs: $404 Million
Technology: $221 Million
Healthcare: $215 Million
Financial Services: $136 Million
Industrials: $114 Million
Consumer Cyclical: $86.8 Million
Communication Services: $41.4 Million
Consumer Defensive: $34.4 Million
Other: $8.09 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 415
  • Current Value $1.3 Billion
  • Prior Value $1.24 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 35 stocks
  • Additional Purchases 95 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
Track This Portfolio

Track Atwood & Palmer Inc Portfolio

Follow Atwood & Palmer Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atwood & Palmer Inc, based on Form 13F filings with the SEC.


Stay updated on Atwood & Palmer Inc with notifications on news.