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
$110B
$227,000 0.02% of portfolio
446
Q1 2025 Added 11.5%
$74.1B
$244,000 0.02% of portfolio
1,569
Q1 2025 Reduced 27.66%
$18.6B
$316,000 0.02% of portfolio
648
Q1 2024 Added 1.25%
$146B
$226,000 0.02% of portfolio
1,145
Q2 2025 Reduced 17.03%
$100B
$306,000 0.02% of portfolio
700
Q2 2024 Reduced 1.41%
$4.4B
$120,000 0.01% of portfolio
2,680
Q4 2024 New
$4.71B
$74,000 0.01% of portfolio
2,400
Q1 2022 Reduced 5.88%
$14.8B
$95,000 0.01% of portfolio
1,327
Q2 2025 New
$6.32B
$116,000 0.01% of portfolio
1,068
Q2 2025 Reduced 15.77%
$62.5B
$117,000 0.01% of portfolio
4,000
Q2 2025 New
$92B
$200,000 0.01% of portfolio
400
Q1 2025 Reduced 50.0%
$3.32B
$101,000 0.01% of portfolio
6,362
Q4 2018 New
$84.9B
$90,000 0.01% of portfolio
860
Q2 2025 Added 72.0%
$172B
$101,000 0.01% of portfolio
193
Q4 2024 Reduced 1.03%
$5.81B
$148,000 0.01% of portfolio
1,650
Q2 2025 Added 1,501.94%
$86.5B
$99,000 0.01% of portfolio
1,337
Q2 2025 Reduced 99.47%
$271B
$111,000 0.01% of portfolio
408
Q1 2025 Added 7.37%
$168B
$211,000 0.01% of portfolio
2,313
Q2 2025 Added 638.98%
$3.96B
$131,000 0.01% of portfolio
9,568
Q2 2025 New
$59.6B
$83,000 0.01% of portfolio
986
Q2 2024 New
$187B
$95,000 0.01% of portfolio
175
Q4 2024 Reduced 1.13%
$233B
$134,000 0.01% of portfolio
986
Q1 2025 Reduced 33.29%
$54.5B
$87,000 0.01% of portfolio
4,822
Q2 2025 Added 2,062.33%
$2.12B
$135,000 0.01% of portfolio
2,460
Q4 2018 New
$148B
$159,000 0.01% of portfolio
403
Q1 2025 Added 13,333.33%
$11.3B
$88,000 0.01% of portfolio
1,803
Q1 2025 New
$103B
$80,000 0.01% of portfolio
364
Q2 2025 Reduced 34.18%
$136B
$206,000 0.01% of portfolio
3,000
Q2 2025 New
$1.58B
$73,000 0.01% of portfolio
3,642
Q4 2024 Reduced 2.67%
$7.81B
$93,000 0.01% of portfolio
1,607
Q1 2022 New
$9.63B
$88,000 0.01% of portfolio
1,183
Q2 2025 Added 7.55%
$283B
$154,000 0.01% of portfolio
496
Q2 2025 Reduced 10.79%
$47.1B
$99,000 0.01% of portfolio
2,040
Q2 2025 New
$20.2B
$89,000 0.01% of portfolio
200
Q3 2017 New
$32.5B
$171,000 0.01% of portfolio
1,887
Q2 2025 Added 4.83%
$38.7B
$100,000 0.01% of portfolio
575
Q2 2025 Added 538.89%
$73.8B
$130,000 0.01% of portfolio
7,000
Q2 2025 New
$289B
$78,000 0.01% of portfolio
330
Q1 2025 Reduced 1.49%
$47.7B
$71,000 0.01% of portfolio
912
Q3 2022 Reduced 18.13%
$0
$86,000 0.01% of portfolio
2,726
Q2 2024 New
$220B
$188,000 0.01% of portfolio
1,524
Q2 2025 Reduced 8.74%
$83.7B
$162,000 0.01% of portfolio
764
Q2 2025 New
$145B
$153,000 0.01% of portfolio
667
Q2 2025 Reduced 19.83%
$58.9B
$114,000 0.01% of portfolio
472
Q2 2025 New
$695M
$164,000 0.01% of portfolio
7,100
Q1 2024 Added 16.39%
$174B
$73,000 0.01% of portfolio
189
Q2 2025 Added 13.17%
$15.8B
$103,000 0.01% of portfolio
1,507
Q2 2025 Added 18.85%
$70.5B
$111,000 0.01% of portfolio
1,779
Q2 2025 Added 846.28%
$154B
$2,000 0.0% of portfolio
42
Q1 2025 Reduced 81.0%

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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