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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$409B
$3.93 Million 0.28% of portfolio
25,725
Q2 2025 Added 6.7%
$50.1B
$3.97 Million 0.28% of portfolio
23,032
Q2 2025 Reduced 8.04%
$0
$3.56 Million 0.25% of portfolio
35,557
Q2 2025 Reduced 85.49%
$373B
$3.33 Million 0.24% of portfolio
20,913
Q2 2025 Reduced 6.9%
$831B
$2.62 Million 0.19% of portfolio
9,043
Q2 2025 Added 1.05%
$3.75T
$2.55 Million 0.18% of portfolio
5,125
Q2 2025 Added 3.24%
$76.4B
$2.38 Million 0.17% of portfolio
26,200
Q2 2025 Reduced 0.57%
$2.27T
$2.09 Million 0.15% of portfolio
9,521
Q2 2025 Added 2.71%
$0
$2.03 Million 0.14% of portfolio
17,026
Q2 2025 Added 1.16%
$215B
$1.96 Million 0.14% of portfolio
13,443
Q1 2025 Reduced 0.23%
$0
$1.97 Million 0.14% of portfolio
99,110
Q2 2025 Reduced 91.22%
$631B
$2.04 Million 0.14% of portfolio
4,204
Q2 2025 Added 7.16%
$474B
$1.81 Million 0.13% of portfolio
16,805
Q2 2025 Reduced 0.44%
$52.6B
$1.87 Million 0.13% of portfolio
12,887
Q4 2024 Reduced 0.03%
$185B
$1.79 Million 0.13% of portfolio
13,586
Q2 2025 Reduced 3.6%
$0
$1.76 Million 0.12% of portfolio
47,310
Q2 2025 Reduced 1.57%
$159B
$1.74 Million 0.12% of portfolio
6,224
Q2 2025 Added 0.44%
$435B
$1.68 Million 0.12% of portfolio
1,693
Q2 2025 Reduced 3.48%
$3.26B
$1.49 Million 0.11% of portfolio
48,007
Q2 2025 Reduced 5.88%
$90.9B
$1.57 Million 0.11% of portfolio
2,250
Q4 2024 Reduced 0.04%
$128B
$1.36 Million 0.1% of portfolio
4,425
Q2 2025 Reduced 1.12%
$260B
$1.24 Million 0.09% of portfolio
4,200
Q2 2025 Added 1.23%
$5.35B
$1.13 Million 0.08% of portfolio
10,729
Q1 2025 Added 183.99%
$0
$1.11 Million 0.08% of portfolio
24,452
Q2 2025 Reduced 93.52%
$0
$1.17 Million 0.08% of portfolio
24,360
Q2 2025 Reduced 91.7%
$0
$1.09 Million 0.08% of portfolio
1,760
Q1 2025 Reduced 17.06%
$0
$1.17 Million 0.08% of portfolio
23,710
Q2 2025 Reduced 92.36%
$28.9B
$968,000 0.07% of portfolio
9,445
Q2 2025 Added 14.48%
$2.02B
$1 Million 0.07% of portfolio
33,100
Q2 2022 Reduced 18.47%
$0
$956,000 0.07% of portfolio
7,081
Q1 2024 Reduced 29.49%
$212B
$995,000 0.07% of portfolio
2,565
Q4 2024 Reduced 23.2%
$113B
$1.01 Million 0.07% of portfolio
3,660
Q2 2025 Added 8.61%
$0
$1.02 Million 0.07% of portfolio
22,625
Q2 2025 Reduced 5.85%
$216B
$931,000 0.07% of portfolio
3,188
Q1 2025 Reduced 0.81%
$0
$917,000 0.07% of portfolio
2,175
Q1 2025 Reduced 14.71%
$79.2B
$847,000 0.06% of portfolio
4,546
Q4 2024 Added 1.02%
$1.62T
$847,000 0.06% of portfolio
1,148
Q2 2025 Added 2.96%
$300B
$828,000 0.06% of portfolio
11,716
Q1 2025 Reduced 1.26%
$179B
$795,000 0.06% of portfolio
4,994
Q2 2025 Reduced 2.76%
$0
$776,000 0.06% of portfolio
2,555
Q2 2025 Added 91.67%
$276B
$870,000 0.06% of portfolio
4,782
Q2 2025 Added 0.97%
$154B
$899,000 0.06% of portfolio
1,768
Q1 2024 Added 1.73%
$145B
$667,000 0.05% of portfolio
9,616
Q2 2024 Reduced 1.91%
$432B
$728,000 0.05% of portfolio
1
Q2 2025 New
$636B
$735,000 0.05% of portfolio
3,364
Q2 2025 Reduced 7.4%
$376B
$686,000 0.05% of portfolio
14,509
Q1 2025 Added 31.28%
$92.7B
$641,000 0.05% of portfolio
2,805
Q1 2025 Added 3.62%
$0
$675,000 0.05% of portfolio
8,500
Q2 2025 Reduced 96.03%
$300B
$687,000 0.05% of portfolio
4,803
Q2 2025 Reduced 2.04%

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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