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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.63B
$21.4 Million 1.52% of portfolio
149,496
Q2 2025 Added 1.03%
$7.79B
$4.43 Million 0.31% of portfolio
71,234
Q2 2025 Reduced 0.03%
$3.26B
$1.49 Million 0.11% of portfolio
48,007
Q2 2025 Reduced 5.88%
$5.35B
$1.13 Million 0.08% of portfolio
10,729
Q1 2025 Added 183.99%
$2.02B
$1 Million 0.07% of portfolio
33,100
Q2 2022 Reduced 18.47%
$7.97B
$363,000 0.03% of portfolio
1,325
Q4 2024 Reduced 11.67%
$8.31B
$328,000 0.02% of portfolio
5,078
Q2 2023 Added 5.79%
$4.4B
$120,000 0.01% of portfolio
2,680
Q4 2024 New
$4.71B
$74,000 0.01% of portfolio
2,400
Q1 2022 Reduced 5.88%
$6.32B
$116,000 0.01% of portfolio
1,068
Q2 2025 Reduced 15.77%
$3.32B
$101,000 0.01% of portfolio
6,362
Q4 2018 New
$5.81B
$148,000 0.01% of portfolio
1,650
Q2 2025 Added 1,501.94%
$3.96B
$131,000 0.01% of portfolio
9,568
Q2 2025 New
$2.12B
$135,000 0.01% of portfolio
2,460
Q4 2018 New
$7.81B
$93,000 0.01% of portfolio
1,607
Q1 2022 New
$9.63B
$88,000 0.01% of portfolio
1,183
Q2 2025 Added 7.55%
$2.41B
$22,000 0.0% of portfolio
559
Q2 2025 Reduced 3.62%
$7.6B
$36,000 0.0% of portfolio
448
Q4 2020 New
$2.95B
$7,000 0.0% of portfolio
430
Q2 2025 New
$5.81B
$0 0.0% of portfolio
175
Q1 2021 New
$8.84B
$31,000 0.0% of portfolio
720
Q4 2018 Reduced 35.71%
$3.65B
$53,000 0.0% of portfolio
350
Q3 2024 Reduced 41.67%
$7.46B
$9,000 0.0% of portfolio
270
Q2 2025 New
$2.28B
$4,000 0.0% of portfolio
90
Q2 2025 New
$5.53B
$28,000 0.0% of portfolio
200
Q1 2018 New
$6.35B
$21,000 0.0% of portfolio
415
Q4 2024 Added 400.0%
$2.14B
$6,000 0.0% of portfolio
2,500
Q1 2018 New
$4.58B
$25,000 0.0% of portfolio
500
Q1 2021 New
$5.65B
$0 0.0% of portfolio
12
Q1 2024 New
$3.86B
$5,000 0.0% of portfolio
300
Q2 2025 New
$4.33B
$63,000 0.0% of portfolio
800
Q3 2023 New
$7.59B
$34,000 0.0% of portfolio
464
Q3 2024 Reduced 56.76%
$2.67B
$17,000 0.0% of portfolio
2,000
Q2 2025 New
$3.47B
$13,000 0.0% of portfolio
452
Q1 2025 Added 2,913.33%
$4.56B
$27,000 0.0% of portfolio
3,600
Q2 2025 New
$4.41B
$11,000 0.0% of portfolio
375
Q2 2025 New
$6.85B
$16,000 0.0% of portfolio
338
Q2 2025 New
$5.31B
$43,000 0.0% of portfolio
431
Q2 2025 Added 43.67%
$7.92B
$9,000 0.0% of portfolio
319
Q2 2025 New
$6.38B
$10,000 0.0% of portfolio
600
Q1 2021 New
$9.74B
$15,000 0.0% of portfolio
51
Q2 2025 New
$2.59B
$22,000 0.0% of portfolio
1,057
Q2 2017 New
$3.74B
$0 0.0% of portfolio
18
Q3 2024 New
$2.95B
$10,000 0.0% of portfolio
629
Q2 2025 New
$8.82B
$31,000 0.0% of portfolio
570
Q2 2022 Reduced 23.69%
$3B
$9,000 0.0% of portfolio
296
Q2 2025 New
$5.55B
$9,000 0.0% of portfolio
666
Q2 2025 New
$7B
$8,000 0.0% of portfolio
82
Q2 2025 New
$3.88B
$2,000 0.0% of portfolio
5
Q1 2025 New

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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