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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$54.7 Million 3.88% of portfolio
660,278
Q2 2025 Added 17.71%
$0
$54.1 Million 3.84% of portfolio
731,327
Q2 2025 Added 2.91%
$0
$53.7 Million 3.8% of portfolio
1,057,357
Q2 2025 Added 14.31%
$0
$44.2 Million 3.14% of portfolio
645,242
Q2 2025 Added 3.56%
$0
$29.2 Million 2.07% of portfolio
468,898
Q2 2025 Added 2.78%
$0
$20.3 Million 1.44% of portfolio
907,555
Q2 2025 Reduced 19.96%
$0
$20 Million 1.42% of portfolio
252,608
Q2 2025 Added 3.51%
$0
$19.8 Million 1.4% of portfolio
903,240
Q2 2025 Reduced 20.66%
$0
$19.1 Million 1.35% of portfolio
463,770
Q2 2025 New
$0
$18.8 Million 1.33% of portfolio
436,172
Q2 2025 Added 52.5%
$0
$17.9 Million 1.27% of portfolio
339,783
Q2 2025 Reduced 35.34%
$0
$11 Million 0.78% of portfolio
240,274
Q2 2025 Reduced 1.5%
$0
$8.63 Million 0.61% of portfolio
273,743
Q2 2025 Reduced 1.93%
$0
$8.18 Million 0.58% of portfolio
208,869
Q2 2025 Added 0.2%
$0
$7.6 Million 0.54% of portfolio
41,840
Q2 2025 Reduced 0.05%
$0
$5.59 Million 0.4% of portfolio
94,269
Q2 2025 Reduced 0.82%
$0
$2.03 Million 0.14% of portfolio
17,026
Q2 2025 Added 1.16%
$0
$1.97 Million 0.14% of portfolio
99,110
Q2 2025 Reduced 91.22%
$0
$1.76 Million 0.12% of portfolio
47,310
Q2 2025 Reduced 1.57%
$0
$1.7 Million 0.12% of portfolio
2,753
Q2 2025 Added 2.0%
$0
$1.11 Million 0.08% of portfolio
24,452
Q2 2025 Reduced 93.52%
$0
$1.17 Million 0.08% of portfolio
24,360
Q2 2025 Reduced 91.7%
$0
$1.09 Million 0.08% of portfolio
1,760
Q1 2025 Reduced 17.06%
$0
$1.17 Million 0.08% of portfolio
23,710
Q2 2025 Reduced 92.36%
$0
$956,000 0.07% of portfolio
7,081
Q1 2024 Reduced 29.49%
$0
$1.02 Million 0.07% of portfolio
22,625
Q2 2025 Reduced 5.85%
$0
$917,000 0.07% of portfolio
2,175
Q1 2025 Reduced 14.71%
$0
$776,000 0.06% of portfolio
2,555
Q2 2025 Added 91.67%
$0
$675,000 0.05% of portfolio
8,500
Q2 2025 Reduced 96.03%
$0
$549,000 0.04% of portfolio
10,875
Q2 2025 Reduced 73.08%
$0
$276,000 0.02% of portfolio
6,635
Q2 2024 New
$0
$280,000 0.02% of portfolio
4,530
Q4 2024 Added 6.84%
$0
$276,000 0.02% of portfolio
502
Q1 2025 Added 191.86%
$0
$223,000 0.02% of portfolio
4,623
Q2 2025 Reduced 3.49%
$0
$239,000 0.02% of portfolio
1,234
Q4 2022 New
$0
$86,000 0.01% of portfolio
826
Q2 2025 New
$0
$113,000 0.01% of portfolio
1,090
Q1 2021 Reduced 21.86%
$0
$141,000 0.01% of portfolio
900
Q2 2025 Reduced 5.26%
$0
$103,000 0.01% of portfolio
385
Q3 2024 Reduced 16.3%
$0
$87,000 0.01% of portfolio
658
Q3 2023 Reduced 57.77%
$0
$177,000 0.01% of portfolio
3,500
Q2 2025 Reduced 66.59%
$0
$77,000 0.01% of portfolio
1,525
Q2 2025 Reduced 73.6%
$0
$137,000 0.01% of portfolio
2,750
Q2 2025 Reduced 27.63%
$0
$126,000 0.01% of portfolio
1,271
Q3 2023 Reduced 46.39%
$0
$163,000 0.01% of portfolio
1,498
Q2 2025 Added 11.96%
$0
$90,000 0.01% of portfolio
2,130
Q4 2024 New
$0
$201,000 0.01% of portfolio
460
Q1 2024 Reduced 48.6%
$0
$130,000 0.01% of portfolio
1,917
Q2 2024 New
$0
$112,000 0.01% of portfolio
1,258
Q2 2025 Added 13.13%

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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