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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.97B
$23.5 Million 1.62% of portfolio
147,673
Q3 2024 Added 0.83%
$7.52B
$4.15 Million 0.29% of portfolio
69,867
Q2 2024 Reduced 0.43%
$3.16B
$1.71 Million 0.12% of portfolio
51,007
Q3 2022 Reduced 2.86%
$2.64B
$799,000 0.06% of portfolio
14,109
Q2 2024 Reduced 2.76%
$5.54B
$396,000 0.03% of portfolio
3,778
Q3 2023 Added 0.4%
$8.31B
$328,000 0.02% of portfolio
5,078
Q2 2023 Added 5.79%
$3.94B
$93,000 0.01% of portfolio
5,000
Q1 2020 New
$4.88B
$87,000 0.01% of portfolio
2,400
Q1 2022 Reduced 5.88%
$6.86B
$146,000 0.01% of portfolio
1,268
Q3 2021 Reduced 2.69%
$2.11B
$126,000 0.01% of portfolio
2,460
Q4 2018 New
$4.33B
$146,000 0.01% of portfolio
6,362
Q4 2018 New
$2.52B
$118,000 0.01% of portfolio
3,742
Q3 2023 Reduced 21.09%
$4.91B
$0 0.0% of portfolio
17
Q3 2024 New
$8.26B
$13,000 0.0% of portfolio
1,500
Q2 2019 Reduced 33.33%
$2.65B
$33,000 0.0% of portfolio
350
Q3 2024 Reduced 41.67%
$8.86B
$35,000 0.0% of portfolio
448
Q4 2020 New
$8.21B
$29,000 0.0% of portfolio
720
Q4 2018 Reduced 35.71%
$2.95B
$3,000 0.0% of portfolio
200
Q3 2021 New
$9.88B
$1,000 0.0% of portfolio
7
Q2 2024 Reduced 50.0%
$9.22B
$0 0.0% of portfolio
5
Q3 2024 New
$8.7B
$0 0.0% of portfolio
2
Q3 2024 New
$5.21B
$1,000 0.0% of portfolio
12
Q1 2024 New
$2.41B
$23,000 0.0% of portfolio
580
Q3 2024 Reduced 7.94%
$4.12B
$23,000 0.0% of portfolio
500
Q1 2021 New
$2.64B
$10,000 0.0% of portfolio
2,500
Q1 2018 New
$2.39B
$22,000 0.0% of portfolio
1,057
Q2 2017 New
$5.99B
$24,000 0.0% of portfolio
83
Q2 2024 Reduced 3.49%
$3.83B
$57,000 0.0% of portfolio
800
Q3 2023 New
$5.06B
$20,000 0.0% of portfolio
200
Q1 2018 New
$7.64B
$0 0.0% of portfolio
4
Q3 2024 New
$5.51B
$21,000 0.0% of portfolio
464
Q3 2024 Reduced 56.76%
$5.6B
$2,000 0.0% of portfolio
18
Q3 2024 New
$2.01B
$41,000 0.0% of portfolio
1,476
Q4 2021 New
$7.88B
$43,000 0.0% of portfolio
600
Q3 2021 New
$3.68B
$7,000 0.0% of portfolio
322
Q3 2024 New
$5.14B
$29,000 0.0% of portfolio
300
Q2 2017 New
$3.18B
$8,000 0.0% of portfolio
500
Q2 2017 New
$6.63B
$1,000 0.0% of portfolio
29
Q3 2024 New
$6.74B
$1,000 0.0% of portfolio
15
Q3 2024 New
$6.5B
$9,000 0.0% of portfolio
138
Q3 2024 New
$7.58B
$1,000 0.0% of portfolio
175
Q1 2021 New
$2.05B
$37,000 0.0% of portfolio
2,424
Q3 2024 Reduced 51.39%
$4.39B
$6,000 0.0% of portfolio
185
Q1 2024 New
$7.83B
$9,000 0.0% of portfolio
400
Q2 2022 Reduced 32.2%
$8.35B
$0 0.0% of portfolio
8
Q3 2024 New
$5.64B
$0 0.0% of portfolio
2
Q3 2024 New
$8.68B
$36,000 0.0% of portfolio
570
Q2 2022 Reduced 23.69%
$3.45B
$0 0.0% of portfolio
18
Q3 2024 New
$3.72B
$0 0.0% of portfolio
15
Q3 2024 New

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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