Atwood & Palmer Inc Portfolio Holdings

Atwood & Palmer Inc

  • $1.51 Billion
  • Q3 2025

Atwood & Palmer Inc has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.51 Billion distributed in 489 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Palantir Technologies Inc. with a value of $82.2M, Alphabet Inc. with a value of $60.3M, American Centy ETF Tr Avantis with a value of $58.1M, Ishares Barclays 1 3 Year Trea with a value of $55.2M, and United Rentals, Inc. with a value of $54.6M.

Examining the 13F form we can see an increase of $95.8M in the current position value, from $1.41B to 1.51B.

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

Portfolio value $1.51 Billion
ETFs: $393 Million
Technology: $324 Million
Healthcare: $194 Million
Financial Services: $154 Million
Industrials: $147 Million
Consumer Cyclical: $129 Million
Communication Services: $67.8 Million
Consumer Defensive: $43.8 Million
Other: $9.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$394B
$82.2 Million 5.45% of portfolio
450,380
Q3 2025 Reduced 31.95%
$1.72T
$60.3 Million 4.0% of portfolio
247,545
Q3 2025 Reduced 0.26%
$0
$58.1 Million 3.86% of portfolio
736,112
Q3 2025 Added 0.65%
$0
$55.2 Million 3.66% of portfolio
665,235
Q3 2025 Added 0.75%
$60.4B
$54.6 Million 3.62% of portfolio
57,167
Q3 2025 Reduced 0.36%
$0
$54 Million 3.59% of portfolio
1,064,256
Q3 2025 Added 0.65%
$26B
$49.3 Million 3.28% of portfolio
261,090
Q3 2025 Reduced 0.15%
$0
$48.8 Million 3.24% of portfolio
649,487
Q3 2025 Added 0.66%
$386B
$44.2 Million 2.93% of portfolio
190,852
Q3 2025 Added 0.05%
$117B
$39.8 Million 2.64% of portfolio
17,034
Q3 2025 Reduced 0.06%
$51.8B
$39.3 Million 2.61% of portfolio
231,755
Q3 2025 Reduced 0.11%
$150B
$38.2 Million 2.54% of portfolio
344,150
Q3 2025 Added 0.02%
$48.3B
$37.8 Million 2.51% of portfolio
76,915
Q3 2025 Reduced 0.25%
$28.6B
$37.5 Million 2.49% of portfolio
842,055
Q3 2025 Reduced 0.21%
$300B
$35.7 Million 2.37% of portfolio
522,351
Q3 2025 Reduced 0.09%
$526B
$34.4 Million 2.28% of portfolio
60,418
Q3 2025 Reduced 0.27%
$4.35T
$32.3 Million 2.15% of portfolio
126,977
Q3 2025 Reduced 0.31%
$0
$31.9 Million 2.12% of portfolio
473,063
Q3 2025 Added 0.89%
$505B
$29 Million 1.93% of portfolio
155,656
Q3 2025 Reduced 0.39%
$275B
$27.5 Million 1.83% of portfolio
267,060
Q3 2025 Reduced 1.31%
$20.3B
$26.8 Million 1.78% of portfolio
63,880
Q3 2025 Reduced 0.07%
$269B
$26.3 Million 1.75% of portfolio
33,057
Q3 2025 Reduced 0.03%
$222B
$26.2 Million 1.74% of portfolio
54,088
Q3 2025 Added 0.05%
$10.7B
$25.1 Million 1.67% of portfolio
149,816
Q3 2025 Added 0.21%
$21.6B
$25.1 Million 1.67% of portfolio
157,533
Q3 2025 Reduced 0.05%
$69.9B
$23.3 Million 1.55% of portfolio
41,431
Q3 2025 Reduced 0.38%
$41B
$22.9 Million 1.52% of portfolio
93,102
Q3 2025 Reduced 0.24%
$0
$22.7 Million 1.51% of portfolio
255,233
Q3 2025 Added 1.04%
$109B
$21.7 Million 1.44% of portfolio
55,297
Q3 2025 Added 0.19%
$13.7B
$20.3 Million 1.35% of portfolio
542,137
Q3 2025 Added 0.27%
$0
$20.2 Million 1.34% of portfolio
903,291
Q3 2025 Reduced 0.47%
$0
$19.9 Million 1.32% of portfolio
904,871
Q3 2025 Added 0.18%
$0
$19.6 Million 1.3% of portfolio
475,156
Q3 2025 Added 2.46%
$55.3B
$19.4 Million 1.29% of portfolio
63,637
Q3 2025 Added 0.34%
$0
$19.1 Million 1.27% of portfolio
441,503
Q3 2025 Added 1.22%
$0
$18.1 Million 1.2% of portfolio
340,653
Q3 2025 Added 0.26%
$148B
$17.5 Million 1.16% of portfolio
69,495
Q3 2025 Reduced 0.52%
$191B
$17.3 Million 1.15% of portfolio
176,307
Q3 2025 Added 0.71%
$21.7B
$14.9 Million 0.99% of portfolio
302,204
Q3 2025 Added 0.45%
$0
$11.4 Million 0.76% of portfolio
239,136
Q3 2025 Reduced 0.47%
$0
$9.01 Million 0.6% of portfolio
211,130
Q3 2025 Added 1.08%
$0
$8.6 Million 0.57% of portfolio
273,068
Q3 2025 Reduced 0.25%
$0
$8.11 Million 0.54% of portfolio
42,777
Q3 2025 Added 2.24%
$389B
$7.23 Million 0.48% of portfolio
17,843
Q3 2025 Added 0.15%
$1.68T
$6.17 Million 0.41% of portfolio
25,379
Q2 2025 Added 1.44%
$10.9B
$6.05 Million 0.4% of portfolio
40,631
Q2 2025 Reduced 0.55%
$0
$5.79 Million 0.38% of portfolio
93,574
Q3 2025 Reduced 0.74%
$40.4B
$5.36 Million 0.36% of portfolio
43,131
Q1 2025 Reduced 3.36%
$494B
$4.7 Million 0.31% of portfolio
25,343
Q3 2025 Reduced 1.48%

Summary

  • Portfolio
  • No. of Stocks 489
  • Current Value $1.51 Billion
  • Prior Value $1.41 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 27 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 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.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email