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
$200B
$1.31 Million 0.09% of portfolio
3,340
Q2 2024 Reduced 0.54%
$2.02T
$1.36 Million 0.09% of portfolio
7,319
Q2 2024 Reduced 3.06%
$187B
$1.17 Million 0.08% of portfolio
5,299
Q1 2024 Added 3.19%
$217B
$975,000 0.07% of portfolio
3,204
Q3 2024 Added 0.03%
$1.98B
$1.06 Million 0.07% of portfolio
33,100
Q2 2022 Reduced 18.47%
$35.2B
$980,000 0.07% of portfolio
8,250
Q2 2022 Reduced 0.96%
$2.49B
$799,000 0.06% of portfolio
14,109
Q2 2024 Reduced 2.76%
$152B
$812,000 0.06% of portfolio
9,616
Q2 2024 Reduced 1.91%
$186B
$820,000 0.06% of portfolio
4,823
Q1 2024 Added 1.03%
$75.6B
$831,000 0.06% of portfolio
4,500
Q3 2024 Reduced 0.29%
$281B
$853,000 0.06% of portfolio
11,882
Q2 2024 Reduced 1.25%
$121B
$737,000 0.05% of portfolio
1,768
Q1 2024 Added 1.73%
$115B
$689,000 0.05% of portfolio
13,328
Q1 2024 Added 0.95%
$300B
$721,000 0.05% of portfolio
4,903
Q2 2024 Reduced 2.0%
$71.1B
$775,000 0.05% of portfolio
16,948
Q2 2024 Reduced 4.58%
$12.7B
$655,000 0.05% of portfolio
1,500
Q3 2023 Reduced 25.0%
$87.8B
$561,000 0.04% of portfolio
2,707
Q2 2022 Reduced 0.18%
$1.28T
$583,000 0.04% of portfolio
1,020
Q3 2024 Reduced 7.02%
$60.7B
$620,000 0.04% of portfolio
7,707
Q2 2024 Reduced 1.28%
$203B
$575,000 0.04% of portfolio
4,739
Q1 2023 Reduced 6.51%
$50B
$564,000 0.04% of portfolio
5,500
Q1 2020 Reduced 2.65%
$458B
$572,000 0.04% of portfolio
3,363
Q2 2024 Reduced 6.14%
$83.6B
$379,000 0.03% of portfolio
800
Q2 2022 Reduced 20.0%
$64.1B
$470,000 0.03% of portfolio
4,298
Q2 2024 Reduced 2.21%
$531B
$447,000 0.03% of portfolio
765
Q2 2024 Reduced 7.27%
$5.23B
$396,000 0.03% of portfolio
3,778
Q3 2023 Added 0.4%
$85.2B
$423,000 0.03% of portfolio
2,169
Q2 2023 Added 1.07%
$786B
$447,000 0.03% of portfolio
1,710
Q4 2023 Reduced 1.04%
$158B
$461,000 0.03% of portfolio
15,939
Q2 2024 Reduced 2.15%
$41.4B
$413,000 0.03% of portfolio
3,975
Q2 2024 Reduced 1.24%
$22B
$431,000 0.03% of portfolio
18,500
Q4 2023 Reduced 11.9%
$778B
$453,000 0.03% of portfolio
512
Q3 2024 Added 0.59%
$121B
$485,000 0.03% of portfolio
1,266
Q3 2024 Reduced 0.63%
$335B
$478,000 0.03% of portfolio
12,052
Q2 2024 Reduced 0.89%
$73.3B
$329,000 0.02% of portfolio
5,250
Q2 2022 Reduced 0.83%
$25.7B
$275,000 0.02% of portfolio
3,300
Q3 2023 Added 100.0%
$95.3B
$258,000 0.02% of portfolio
11,000
Q3 2024 Reduced 0.23%
$130B
$286,000 0.02% of portfolio
2,434
Q2 2024 Reduced 0.86%
$8.31B
$328,000 0.02% of portfolio
5,078
Q2 2023 Added 5.79%
$141B
$259,000 0.02% of portfolio
1,257
Q1 2024 Reduced 3.08%
$87.2B
$272,000 0.02% of portfolio
700
Q2 2024 Reduced 1.41%
$68.4B
$341,000 0.02% of portfolio
1,980
Q3 2024 Added 503.66%
$245B
$334,000 0.02% of portfolio
5,925
Q1 2024 Reduced 37.29%
$69.7B
$283,000 0.02% of portfolio
1,111
Q2 2024 Reduced 7.34%
$30.3B
$279,000 0.02% of portfolio
700
Q2 2017 New
$96.5B
$245,000 0.02% of portfolio
4,808
Q2 2024 Reduced 0.76%
$179B
$86,000 0.01% of portfolio
177
Q3 2024 Added 3.51%
$98.4B
$105,000 0.01% of portfolio
453
Q4 2023 Reduced 2.79%
$3.94B
$93,000 0.01% of portfolio
5,000
Q1 2020 New

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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