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
$91,000 0.01% of portfolio
658
Q3 2023 Reduced 57.77%
$0
$89,000 0.01% of portfolio
539
Q2 2024 Reduced 15.65%
$0
$215,000 0.01% of portfolio
4,071
Q2 2024 Added 8.13%
$0
$106,000 0.01% of portfolio
750
Q2 2024 Reduced 42.31%
$0
$156,000 0.01% of portfolio
1,338
Q2 2024 Added 3.56%
$0
$162,000 0.01% of portfolio
2,079
Q4 2023 Reduced 15.63%
$0
$136,000 0.01% of portfolio
1,271
Q3 2023 Reduced 46.39%
$0
$121,000 0.01% of portfolio
1,090
Q1 2021 Reduced 21.86%
$0
$81,000 0.01% of portfolio
385
Q3 2024 Reduced 16.3%
$0
$138,000 0.01% of portfolio
1,000
Q3 2024 Reduced 6.98%
$0
$108,000 0.01% of portfolio
1,112
Q2 2024 New
$0
$176,000 0.01% of portfolio
460
Q1 2024 Reduced 48.6%
$0
$5,000 0.0% of portfolio
59
Q3 2024 Reduced 7.81%
$0
$5,000 0.0% of portfolio
29
Q3 2024 Reduced 9.38%
$0
$5,000 0.0% of portfolio
127
Q3 2024 Reduced 7.3%
$0
$23,000 0.0% of portfolio
1,046
Q2 2024 New
$0
$33,000 0.0% of portfolio
840
Q1 2024 New
$0
$0 0.0% of portfolio
4
Q3 2024 New
$921M
$19,000 0.0% of portfolio
749
Q2 2024 New
$0
$8,000 0.0% of portfolio
25
Q3 2018 New
$0
$23,000 0.0% of portfolio
40
Q2 2019 Reduced 50.0%
$0
$13,000 0.0% of portfolio
171
Q3 2024 New
$0
$20,000 0.0% of portfolio
113
Q3 2022 Reduced 81.57%
$83B
$7,000 0.0% of portfolio
31
Q3 2024 Reduced 61.73%
$0
$10,000 0.0% of portfolio
30
Q3 2018 New
$0
$34,000 0.0% of portfolio
121
Q1 2023 Reduced 58.7%
$0
$36,000 0.0% of portfolio
400
Q4 2020 Reduced 27.54%
$0
$32,000 0.0% of portfolio
61
Q1 2024 Added 1.67%
$0
$38,000 0.0% of portfolio
922
Q2 2017 New
$0
$0 0.0% of portfolio
1
Q3 2022 Reduced 99.66%
$0
$18,000 0.0% of portfolio
225
Q3 2024 New
$0
$40,000 0.0% of portfolio
1,325
Q2 2024 Reduced 7.02%
$0
$2,000 0.0% of portfolio
90
Q2 2024 New
$0
$63,000 0.0% of portfolio
1,385
Q2 2024 Added 78.02%
$0
$25,000 0.0% of portfolio
330
Q4 2020 New
$0
$23,000 0.0% of portfolio
1,000
Q2 2024 Reduced 76.19%
$0
$41,000 0.0% of portfolio
2,000
Q3 2024 Reduced 36.51%
$0
$14,000 0.0% of portfolio
650
Q3 2024 Reduced 87.62%
$0
$21,000 0.0% of portfolio
1,000
Q3 2024 Reduced 66.67%
$0
$66,000 0.0% of portfolio
350
Q3 2024 Reduced 36.94%
$0
$12,000 0.0% of portfolio
75
Q1 2022 Reduced 51.61%
$0
$31,000 0.0% of portfolio
975
Q3 2024 Reduced 29.6%
$0
$1,000 0.0% of portfolio
50
Q1 2024 Reduced 16.67%
$0
$43,000 0.0% of portfolio
575
Q3 2024 Reduced 43.9%
$0
$34,000 0.0% of portfolio
545
Q3 2024 Reduced 46.57%
$0
$53,000 0.0% of portfolio
240
Q2 2024 Reduced 50.0%
$0
$1,000 0.0% of portfolio
30
Q2 2020 New
$0
$53,000 0.0% of portfolio
1,625
Q3 2024 Reduced 50.38%
$0
$7,000 0.0% of portfolio
84
Q3 2024 Reduced 62.16%

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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