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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$43.5 Million 3.0% of portfolio
649,578
Q3 2024 Added 7.92%
$0
$42.3 Million 2.91% of portfolio
830,876
Q3 2024 Added 3.74%
$0
$42.1 Million 2.9% of portfolio
506,319
Q3 2024 Added 3.86%
$0
$37.3 Million 2.57% of portfolio
577,708
Q3 2024 Added 4.32%
$0
$26.2 Million 1.81% of portfolio
261,160
Q3 2024 Reduced 0.05%
$0
$26.2 Million 1.81% of portfolio
497,282
Q3 2024 Added 2.29%
$0
$23.7 Million 1.63% of portfolio
421,497
Q3 2024 Added 4.87%
$0
$22.7 Million 1.57% of portfolio
1,009,904
Q3 2024 Added 7.47%
$0
$22.4 Million 1.55% of portfolio
1,013,660
Q3 2024 Added 7.61%
$0
$20.4 Million 1.41% of portfolio
1,019,736
Q3 2024 Added 6.08%
$0
$20.2 Million 1.39% of portfolio
642,845
Q3 2024 Added 1.26%
$0
$18.9 Million 1.3% of portfolio
237,703
Q3 2024 Reduced 0.21%
$0
$17.1 Million 1.18% of portfolio
373,554
Q3 2024 Reduced 0.62%
$0
$15.7 Million 1.08% of portfolio
320,144
Q3 2024 Reduced 0.3%
$0
$15.4 Million 1.06% of portfolio
218,120
Q3 2024 Added 8.29%
$0
$12.3 Million 0.85% of portfolio
303,996
Q3 2024 Reduced 9.96%
$0
$11.3 Million 0.78% of portfolio
228,455
Q3 2024 Added 8.42%
$0
$11 Million 0.76% of portfolio
347,606
Q3 2024 Reduced 9.47%
$0
$8.08 Million 0.56% of portfolio
138,683
Q3 2024 Reduced 54.88%
$0
$6.73 Million 0.46% of portfolio
187,038
Q3 2024 Added 189.65%
$0
$6.09 Million 0.42% of portfolio
34,008
Q3 2024 Added 5,845.45%
$0
$2.44 Million 0.17% of portfolio
48,100
Q3 2024 Reduced 0.41%
$0
$2.17 Million 0.15% of portfolio
61,705
Q3 2024 Reduced 16.95%
$0
$1.29 Million 0.09% of portfolio
2,254
Q3 2024 Reduced 0.62%
$0
$1.22 Million 0.08% of portfolio
2,122
Q1 2024 Reduced 15.56%
$0
$975,000 0.07% of portfolio
8,818
Q3 2024 Added 6.04%
$0
$876,000 0.06% of portfolio
2,334
Q2 2024 Reduced 6.04%
$0
$889,000 0.06% of portfolio
7,081
Q1 2024 Reduced 29.49%
$0
$724,000 0.05% of portfolio
14,277
Q3 2024 Reduced 1.04%
$0
$770,000 0.05% of portfolio
12,875
Q2 2024 Reduced 0.77%
$0
$539,000 0.04% of portfolio
10,625
Q3 2023 Added 93.18%
$0
$512,000 0.04% of portfolio
10,460
Q3 2024 Reduced 20.52%
$0
$368,000 0.03% of portfolio
1,300
Q2 2022 Reduced 3.7%
$0
$313,000 0.02% of portfolio
2,618
Q3 2024 New
$0
$234,000 0.02% of portfolio
1,234
Q4 2022 New
$0
$223,000 0.02% of portfolio
392
Q2 2024 Reduced 15.33%
$0
$223,000 0.02% of portfolio
3,196
Q3 2024 Added 2.37%
$0
$290,000 0.02% of portfolio
5,691
Q2 2024 New
$0
$264,000 0.02% of portfolio
4,240
Q1 2024 Added 218.56%
$0
$223,000 0.02% of portfolio
4,450
Q3 2024 Reduced 26.14%
$0
$282,000 0.02% of portfolio
6,635
Q2 2024 New
$0
$258,000 0.02% of portfolio
4,900
Q3 2023 Reduced 7.55%
$0
$233,000 0.02% of portfolio
5,090
Q3 2023 Reduced 10.94%
$0
$149,000 0.01% of portfolio
1,475
Q3 2024 Reduced 4.59%
$0
$103,000 0.01% of portfolio
4,233
Q3 2024 Reduced 50.5%
$0
$142,000 0.01% of portfolio
6,150
Q4 2023 Reduced 8.15%
$0
$126,000 0.01% of portfolio
1,917
Q2 2024 New
$0
$87,000 0.01% of portfolio
180
Q3 2024 Reduced 14.69%
$0
$157,000 0.01% of portfolio
3,370
Q3 2024 Reduced 59.51%

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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