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 Market Cap. of $10 Billions to $200 Billions
