Atwood & Palmer Inc Portfolio Holdings

Atwood & Palmer Inc

  • $1.51 Billion
  • Q3 2025

Atwood & Palmer Inc has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.51 Billion distributed in 489 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Palantir Technologies Inc. with a value of $82.2M, Alphabet Inc. with a value of $60.3M, American Centy ETF Tr Avantis with a value of $58.1M, Ishares Barclays 1 3 Year Trea with a value of $55.2M, and United Rentals, Inc. with a value of $54.6M.

Examining the 13F form we can see an increase of $95.8M in the current position value, from $1.41B to 1.51B.

Below you can find more details about Atwood & Palmer Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.51 Billion
ETFs: $393 Million
Technology: $324 Million
Healthcare: $194 Million
Financial Services: $154 Million
Industrials: $147 Million
Consumer Cyclical: $129 Million
Communication Services: $67.8 Million
Consumer Defensive: $43.8 Million
Other: $9.5 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$58.1 Million 3.86% of portfolio
736,112
Q3 2025 Added 0.65%
$0
$55.2 Million 3.66% of portfolio
665,235
Q3 2025 Added 0.75%
$0
$54 Million 3.59% of portfolio
1,064,256
Q3 2025 Added 0.65%
$0
$48.8 Million 3.24% of portfolio
649,487
Q3 2025 Added 0.66%
$0
$31.9 Million 2.12% of portfolio
473,063
Q3 2025 Added 0.89%
$0
$22.7 Million 1.51% of portfolio
255,233
Q3 2025 Added 1.04%
$0
$20.2 Million 1.34% of portfolio
903,291
Q3 2025 Reduced 0.47%
$0
$19.9 Million 1.32% of portfolio
904,871
Q3 2025 Added 0.18%
$0
$19.6 Million 1.3% of portfolio
475,156
Q3 2025 Added 2.46%
$0
$19.1 Million 1.27% of portfolio
441,503
Q3 2025 Added 1.22%
$0
$18.1 Million 1.2% of portfolio
340,653
Q3 2025 Added 0.26%
$0
$11.4 Million 0.76% of portfolio
239,136
Q3 2025 Reduced 0.47%
$0
$9.01 Million 0.6% of portfolio
211,130
Q3 2025 Added 1.08%
$0
$8.6 Million 0.57% of portfolio
273,068
Q3 2025 Reduced 0.25%
$0
$8.11 Million 0.54% of portfolio
42,777
Q3 2025 Added 2.24%
$0
$5.79 Million 0.38% of portfolio
93,574
Q3 2025 Reduced 0.74%
$0
$2.01 Million 0.13% of portfolio
16,814
Q3 2025 Reduced 1.25%
$0
$1.92 Million 0.13% of portfolio
47,205
Q3 2025 Reduced 0.22%
$0
$1.79 Million 0.12% of portfolio
2,691
Q3 2025 Reduced 2.25%
$0
$1.81 Million 0.12% of portfolio
90,995
Q3 2025 Reduced 8.19%
$0
$1.19 Million 0.08% of portfolio
1,775
Q3 2025 Added 0.85%
$0
$1.18 Million 0.08% of portfolio
8,127
Q3 2025 Added 14.77%
$0
$1.03 Million 0.07% of portfolio
22,625
Q2 2025 Reduced 5.85%
$0
$1.02 Million 0.07% of portfolio
2,175
Q1 2025 Reduced 14.71%
$0
$943,000 0.06% of portfolio
19,585
Q3 2025 Reduced 19.6%
$0
$878,000 0.06% of portfolio
19,152
Q3 2025 Reduced 21.68%
$0
$826,000 0.05% of portfolio
16,605
Q3 2025 Reduced 29.97%
$0
$679,000 0.05% of portfolio
8,500
Q2 2025 Reduced 96.03%
$0
$535,000 0.04% of portfolio
10,558
Q3 2025 Reduced 2.91%
$0
$667,000 0.04% of portfolio
2,033
Q3 2025 Reduced 20.43%
$0
$279,000 0.02% of portfolio
6,635
Q2 2024 New
$0
$246,000 0.02% of portfolio
4,623
Q2 2025 Reduced 3.49%
$0
$295,000 0.02% of portfolio
4,530
Q4 2024 Added 6.84%
$0
$301,000 0.02% of portfolio
502
Q1 2025 Added 191.86%
$0
$263,000 0.02% of portfolio
549
Q3 2025 Added 19.35%
$0
$251,000 0.02% of portfolio
1,234
Q4 2022 New
$0
$253,000 0.02% of portfolio
3,514
Q3 2025 Added 83.31%
$0
$177,000 0.01% of portfolio
3,500
Q2 2025 Reduced 66.59%
$0
$105,000 0.01% of portfolio
927
Q3 2025 Added 387.89%
$0
$77,000 0.01% of portfolio
1,525
Q2 2025 Reduced 73.6%
$0
$140,000 0.01% of portfolio
1,271
Q3 2023 Reduced 46.39%
$0
$93,000 0.01% of portfolio
658
Q3 2023 Reduced 57.77%
$0
$77,000 0.01% of portfolio
439
Q2 2025 Reduced 18.55%
$0
$94,000 0.01% of portfolio
2,130
Q4 2024 New
$0
$88,000 0.01% of portfolio
833
Q3 2025 Added 0.85%
$0
$79,000 0.01% of portfolio
2,284
Q3 2025 Added 1,852.14%
$0
$178,000 0.01% of portfolio
1,499
Q3 2025 Added 0.07%
$0
$101,000 0.01% of portfolio
1,112
Q3 2025 Reduced 11.61%
$0
$138,000 0.01% of portfolio
2,750
Q2 2025 Reduced 27.63%

Summary

  • Portfolio
  • No. of Stocks 489
  • Current Value $1.51 Billion
  • Prior Value $1.41 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 27 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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