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
$31.9B
$24,000 0.0% of portfolio
232
Q1 2024 Reduced 83.8%
$14.5B
$11,000 0.0% of portfolio
31
Q3 2024 New
$5.14B
$29,000 0.0% of portfolio
300
Q2 2017 New
$3.18B
$8,000 0.0% of portfolio
500
Q2 2017 New
$84.4B
$2,000 0.0% of portfolio
3
Q2 2023 New
$15.8B
$3,000 0.0% of portfolio
89
Q2 2023 New
$18.6M
$1,000 0.0% of portfolio
650
Q3 2022 New
$15.3B
$10,000 0.0% of portfolio
76
Q3 2024 New
$58.2B
$3,000 0.0% of portfolio
223
Q4 2018 Reduced 66.57%
$28.1B
$60,000 0.0% of portfolio
1,100
Q4 2023 Reduced 13.73%
$6.63B
$1,000 0.0% of portfolio
29
Q3 2024 New
$1.17B
$16,000 0.0% of portfolio
1,185
Q1 2024 Reduced 2.87%
$87.8B
$19,000 0.0% of portfolio
37
Q4 2022 New
$11.4B
$39,000 0.0% of portfolio
200
Q3 2017 New
$46.3B
$60,000 0.0% of portfolio
912
Q3 2022 Reduced 18.13%
$1.77B
$36,000 0.0% of portfolio
1,000
Q3 2023 Reduced 50.0%
$135B
$56,000 0.0% of portfolio
172
Q3 2024 Added 102.35%
$36.8B
$9,000 0.0% of portfolio
246
Q2 2023 Added 23.0%
$44.7B
$57,000 0.0% of portfolio
1,000
Q1 2022 Reduced 3.1%
$39.1B
$2,000 0.0% of portfolio
50
Q4 2023 New
$13.4B
$2,000 0.0% of portfolio
100
Q4 2022 Reduced 91.26%
$55.5B
$5,000 0.0% of portfolio
106
Q2 2023 New
$76.6B
$38,000 0.0% of portfolio
500
Q4 2023 New
$6.74B
$1,000 0.0% of portfolio
15
Q3 2024 New
$30.9B
$33,000 0.0% of portfolio
500
Q2 2024 Reduced 4.4%
$27.5B
$1,000 0.0% of portfolio
7
Q1 2024 New
$19.4B
$18,000 0.0% of portfolio
75
Q3 2022 New
$6.5B
$9,000 0.0% of portfolio
138
Q3 2024 New
$71.8B
$2,000 0.0% of portfolio
10
Q1 2024 New
$456M
$0 0.0% of portfolio
50
Q2 2017 New
$19B
$9,000 0.0% of portfolio
44
Q3 2024 Added 15.79%
$27.7B
$24,000 0.0% of portfolio
410
Q4 2021 Reduced 24.63%
$280B
$0 0.0% of portfolio
1
Q4 2023 New
$1.56B
$0 0.0% of portfolio
1
Q4 2023 New
$203B
$15,000 0.0% of portfolio
200
Q2 2021 Reduced 33.33%
$83.3B
$13,000 0.0% of portfolio
27
Q3 2024 Reduced 34.15%
$53.1B
$2,000 0.0% of portfolio
9
Q4 2023 Reduced 18.18%
$61.8B
$6,000 0.0% of portfolio
2
Q3 2024 Reduced 83.33%
$105B
$18,000 0.0% of portfolio
81
Q2 2024 Reduced 25.69%
$1.76B
$12,000 0.0% of portfolio
2,000
Q4 2020 Reduced 28.57%
$32.8B
$0 0.0% of portfolio
2
Q3 2024 New
$46.4B
$1,000 0.0% of portfolio
5
Q3 2024 New
$637M
$3,000 0.0% of portfolio
423
Q4 2021 Added 30.15%
$920M
$9,000 0.0% of portfolio
656
Q2 2024 Reduced 28.54%
$62.7B
$7,000 0.0% of portfolio
100
Q2 2024 Reduced 50.0%
$15.4B
$33,000 0.0% of portfolio
500
Q4 2023 Reduced 0.2%
$192B
$66,000 0.0% of portfolio
559
Q3 2024 Reduced 3.79%
$72.3B
$5,000 0.0% of portfolio
11
Q3 2024 Added 10.0%
$21.4B
$9,000 0.0% of portfolio
100
Q2 2022 Reduced 74.36%

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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