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
$79.5B
$62,000 0.0% of portfolio
500
Q1 2025 Reduced 11.66%
$48.7B
$11,000 0.0% of portfolio
141
Q2 2025 New
$11.8B
$16,000 0.0% of portfolio
786
Q2 2025 New
$17.7B
$12,000 0.0% of portfolio
75
Q3 2022 New
$52.8B
$6,000 0.0% of portfolio
6
Q2 2023 New
$96.2B
$31,000 0.0% of portfolio
1,400
Q2 2025 Added 16.67%
$18.3B
$0 0.0% of portfolio
10
Q1 2022 Reduced 96.67%
$217B
$52,000 0.0% of portfolio
67
Q2 2024 Reduced 2.9%
$35.4B
$0 0.0% of portfolio
10
Q2 2024 Reduced 62.96%
$5.82B
$10,000 0.0% of portfolio
441
Q2 2025 New
$4.48B
$8,000 0.0% of portfolio
121
Q2 2025 New
$61.4M
$0 0.0% of portfolio
500
Q1 2023 Reduced 54.55%
$7.88B
$8,000 0.0% of portfolio
161
Q2 2025 New
$109B
$31,000 0.0% of portfolio
82
Q1 2025 New
$1.67B
$19,000 0.0% of portfolio
501
Q2 2025 New
$1.14B
$3,000 0.0% of portfolio
325
Q2 2022 New
$248B
$14,000 0.0% of portfolio
233
Q2 2025 New
$30B
$37,000 0.0% of portfolio
153
Q4 2024 Added 64.52%

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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