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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$158B
$47.5 Million 3.27% of portfolio
1,276,085
Q3 2024 Reduced 0.37%
$50.1B
$46.5 Million 3.2% of portfolio
57,378
Q3 2024 Reduced 0.03%
$75.2B
$46 Million 3.17% of portfolio
43,800
Q3 2024 Reduced 0.13%
$48.5B
$43.7 Million 3.01% of portfolio
229,188
Q3 2024 Reduced 0.52%
$19.8B
$41.7 Million 2.87% of portfolio
255,547
Q3 2024 Reduced 0.03%
$1.17T
$41.1 Million 2.84% of portfolio
246,113
Q3 2024 Added 1.46%
$128B
$39.8 Million 2.74% of portfolio
68,027
Q4 2023 Reduced 1.45%
$310B
$38.2 Million 2.64% of portfolio
193,526
Q3 2024 Reduced 0.37%
$29.5B
$37.5 Million 2.59% of portfolio
875,961
Q3 2024 Reduced 0.26%
$56.8B
$37.4 Million 2.58% of portfolio
79,508
Q3 2024 Reduced 0.12%
$23.6B
$35.5 Million 2.45% of portfolio
156,744
Q3 2024 Added 0.29%
$205B
$33.7 Million 2.33% of portfolio
54,557
Q3 2024 Added 0.49%
$504B
$31.7 Million 2.18% of portfolio
64,154
Q3 2024 Added 0.99%
$4.09T
$30 Million 2.07% of portfolio
128,776
Q3 2024 Added 0.73%
$116B
$29.1 Million 2.0% of portfolio
346,680
Q3 2024 Added 0.21%
$17.9B
$29 Million 2.0% of portfolio
356,021
Q3 2024 Added 0.48%
$101B
$27.4 Million 1.89% of portfolio
351,753
Q3 2024 Reduced 0.64%
$102B
$25.2 Million 1.74% of portfolio
54,260
Q3 2024 Reduced 0.03%
$9.97B
$23.5 Million 1.62% of portfolio
147,673
Q3 2024 Added 0.83%
$16.4B
$23 Million 1.58% of portfolio
64,056
Q3 2024 Added 0.46%
$250B
$22.8 Million 1.57% of portfolio
281,757
Q3 2024 Added 0.18%
$28.4B
$20.3 Million 1.4% of portfolio
279,656
Q3 2024 Added 2.03%
$18.1B
$20.2 Million 1.39% of portfolio
515,075
Q3 2024 Added 4.02%
$154B
$19.1 Million 1.32% of portfolio
70,445
Q3 2024 Added 2.22%
$86.6B
$17.8 Million 1.22% of portfolio
8,664
Q3 2024 Added 2.8%
$40.1B
$16.8 Million 1.16% of portfolio
95,722
Q3 2024 Added 0.23%
$40.9B
$14.4 Million 0.99% of portfolio
60,616
Q3 2024 Added 6.39%
$402B
$7.34 Million 0.51% of portfolio
18,114
Q3 2024 Added 0.01%
$12.9B
$7.21 Million 0.5% of portfolio
40,856
Q1 2023 Reduced 0.67%
$44.3B
$6.51 Million 0.45% of portfolio
45,756
Q3 2024 Reduced 0.35%
$64.9B
$6.29 Million 0.43% of portfolio
26,105
Q3 2024 Reduced 1.37%
$7.52B
$4.15 Million 0.29% of portfolio
69,867
Q2 2024 Reduced 0.43%
$1.14T
$3.89 Million 0.27% of portfolio
23,442
Q2 2024 Reduced 0.85%
$398B
$3.85 Million 0.27% of portfolio
22,258
Q3 2024 Reduced 0.02%
$378B
$3.97 Million 0.27% of portfolio
24,485
Q3 2024 Added 0.24%
$76.8B
$2.74 Million 0.19% of portfolio
26,350
Q1 2024 Reduced 2.59%
$211B
$2.34 Million 0.16% of portfolio
13,753
Q3 2024 Added 1.18%
$141B
$2 Million 0.14% of portfolio
6,206
Q3 2024 Reduced 0.06%
$3.25T
$1.96 Million 0.14% of portfolio
4,553
Q3 2024 Reduced 0.46%
$441B
$2 Million 0.14% of portfolio
17,079
Q2 2024 Added 0.72%
$3.16B
$1.71 Million 0.12% of portfolio
51,007
Q3 2022 Reduced 2.86%
$50.3B
$1.73 Million 0.12% of portfolio
12,891
Q3 2024 Added 0.03%
$590B
$1.7 Million 0.12% of portfolio
3,684
Q3 2024 Added 1.1%
$171B
$1.62 Million 0.11% of portfolio
13,349
Q2 2024 Reduced 1.47%
$336B
$1.43 Million 0.1% of portfolio
11,807
Q3 2024 Reduced 1.75%
$422B
$1.4 Million 0.1% of portfolio
1,577
Q3 2024 Added 0.13%
$83.1B
$1.42 Million 0.1% of portfolio
2,251
Q3 2024 Added 0.04%
$697B
$1.5 Million 0.1% of portfolio
7,120
Q2 2024 Reduced 3.42%
$122B
$1.24 Million 0.09% of portfolio
4,475
Q2 2024 Reduced 1.1%

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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