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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.85B
$1.06 Million 0.07% of portfolio
33,100
Q2 2022 Reduced 18.47%
$695M
$164,000 0.01% of portfolio
7,100
Q1 2024 Added 16.39%
$504M
$8,000 0.0% of portfolio
4,000
Q4 2023 Reduced 78.07%
$1.51B
$0 0.0% of portfolio
40
Q2 2024 Reduced 75.76%
$770M
$0 0.0% of portfolio
4
Q1 2019 New
$1.59B
$4,000 0.0% of portfolio
325
Q2 2022 New
$1.43B
$27,000 0.0% of portfolio
879
Q2 2017 New
$1.17B
$16,000 0.0% of portfolio
1,185
Q1 2024 Reduced 2.87%
$1.77B
$36,000 0.0% of portfolio
1,000
Q3 2023 Reduced 50.0%
$456M
$0 0.0% of portfolio
50
Q2 2017 New
$1.56B
$0 0.0% of portfolio
1
Q4 2023 New
$1.76B
$12,000 0.0% of portfolio
2,000
Q4 2020 Reduced 28.57%
$637M
$3,000 0.0% of portfolio
423
Q4 2021 Added 30.15%
$920M
$9,000 0.0% of portfolio
656
Q2 2024 Reduced 28.54%
$835M
$5,000 0.0% of portfolio
1,000
Q2 2022 Reduced 31.13%
$1.72B
$35,000 0.0% of portfolio
624
Q3 2024 Added 13.45%

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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