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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$281B
$90.2 Million 6.4% of portfolio
661,885
Q2 2025 Reduced 9.86%
$125B
$44.5 Million 3.16% of portfolio
17,044
Q2 2025 Added 0.21%
$1.08T
$44 Million 3.12% of portfolio
248,181
Q2 2025 Added 1.19%
$55.7B
$43.2 Million 3.06% of portfolio
57,371
Q2 2025 Added 0.47%
$22.1B
$41.2 Million 2.92% of portfolio
261,473
Q2 2025 Reduced 0.08%
$57.6B
$41.2 Million 2.92% of portfolio
77,107
Q2 2025 Added 0.04%
$142B
$38.1 Million 2.7% of portfolio
344,082
Q2 2025 Reduced 0.29%
$284B
$36.3 Million 2.57% of portfolio
522,830
Q2 2025 Added 0.31%
$337B
$35.4 Million 2.51% of portfolio
190,759
Q2 2025 Reduced 0.31%
$29.8B
$34.7 Million 2.46% of portfolio
843,854
Q2 2025 Added 0.37%
$539B
$34 Million 2.41% of portfolio
60,583
Q2 2025 Reduced 0.55%
$121B
$31.5 Million 2.23% of portfolio
67,977
Q1 2025 Reduced 0.11%
$48.1B
$29.9 Million 2.12% of portfolio
231,999
Q2 2025 Added 1.15%
$24.4B
$28.1 Million 2.0% of portfolio
157,618
Q2 2025 Added 0.85%
$263B
$26.5 Million 1.88% of portfolio
270,615
Q2 2025 Added 0.66%
$3.39T
$26.1 Million 1.85% of portfolio
127,374
Q2 2025 Reduced 0.14%
$123B
$24.6 Million 1.74% of portfolio
55,192
Q2 2025 Added 0.38%
$238B
$23.4 Million 1.66% of portfolio
33,067
Q2 2025 Added 40,225.61%
$19.2B
$23.2 Million 1.64% of portfolio
540,662
Q2 2025 Added 2.62%
$165B
$21.9 Million 1.55% of portfolio
54,062
Q2 2025 Added 0.51%
$59.2B
$21.8 Million 1.55% of portfolio
41,588
Q2 2025 Reduced 0.92%
$9.63B
$21.4 Million 1.52% of portfolio
149,496
Q2 2025 Added 1.03%
$41.6B
$19.5 Million 1.38% of portfolio
93,329
Q2 2025 Added 0.46%
$13.7B
$18.4 Million 1.3% of portfolio
63,924
Q2 2025 Added 0.36%
$191B
$16.3 Million 1.16% of portfolio
175,070
Q2 2025 Added 2.63%
$49.6B
$15.9 Million 1.13% of portfolio
63,419
Q2 2025 Added 1.16%
$25B
$15.8 Million 1.12% of portfolio
300,843
Q2 2025 Added 4.08%
$140B
$15.5 Million 1.1% of portfolio
69,857
Q2 2025 Added 0.29%
$13.1B
$7.32 Million 0.52% of portfolio
40,631
Q2 2025 Reduced 0.55%
$380B
$6.53 Million 0.46% of portfolio
17,816
Q2 2025 Reduced 1.93%
$44.4B
$5.56 Million 0.39% of portfolio
43,131
Q1 2025 Reduced 3.36%
$1.07T
$4.47 Million 0.32% of portfolio
25,379
Q2 2025 Added 1.44%
$7.79B
$4.43 Million 0.31% of portfolio
71,234
Q2 2025 Reduced 0.03%
$409B
$3.93 Million 0.28% of portfolio
25,725
Q2 2025 Added 6.7%
$50.1B
$3.97 Million 0.28% of portfolio
23,032
Q2 2025 Reduced 8.04%
$373B
$3.33 Million 0.24% of portfolio
20,913
Q2 2025 Reduced 6.9%
$831B
$2.62 Million 0.19% of portfolio
9,043
Q2 2025 Added 1.05%
$3.75T
$2.55 Million 0.18% of portfolio
5,125
Q2 2025 Added 3.24%
$76.4B
$2.38 Million 0.17% of portfolio
26,200
Q2 2025 Reduced 0.57%
$2.27T
$2.09 Million 0.15% of portfolio
9,521
Q2 2025 Added 2.71%
$215B
$1.96 Million 0.14% of portfolio
13,443
Q1 2025 Reduced 0.23%
$631B
$2.04 Million 0.14% of portfolio
4,204
Q2 2025 Added 7.16%
$474B
$1.81 Million 0.13% of portfolio
16,805
Q2 2025 Reduced 0.44%
$52.6B
$1.87 Million 0.13% of portfolio
12,887
Q4 2024 Reduced 0.03%
$185B
$1.79 Million 0.13% of portfolio
13,586
Q2 2025 Reduced 3.6%
$159B
$1.74 Million 0.12% of portfolio
6,224
Q2 2025 Added 0.44%
$435B
$1.68 Million 0.12% of portfolio
1,693
Q2 2025 Reduced 3.48%
$3.26B
$1.49 Million 0.11% of portfolio
48,007
Q2 2025 Reduced 5.88%
$90.9B
$1.57 Million 0.11% of portfolio
2,250
Q4 2024 Reduced 0.04%

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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