Atwood & Palmer Inc Portfolio Holdings

Atwood & Palmer Inc

  • $1.51 Billion
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$51B
$4.26 Million 0.28% of portfolio
22,765
Q3 2025 Reduced 1.16%
$6.28B
$4.22 Million 0.28% of portfolio
70,554
Q3 2025 Reduced 0.95%
$0
$3.39 Million 0.22% of portfolio
33,792
Q3 2025 Reduced 4.96%
$356B
$3.21 Million 0.21% of portfolio
20,913
Q2 2025 Reduced 6.9%
$913B
$2.78 Million 0.18% of portfolio
8,826
Q3 2025 Reduced 2.4%
$3.86T
$2.55 Million 0.17% of portfolio
4,928
Q3 2025 Reduced 3.84%
$262B
$2.25 Million 0.15% of portfolio
13,443
Q1 2025 Reduced 0.23%
$2.49T
$2.11 Million 0.14% of portfolio
9,621
Q3 2025 Added 1.05%
$64.3B
$2.09 Million 0.14% of portfolio
26,200
Q2 2025 Reduced 0.57%
$621B
$2.04 Million 0.14% of portfolio
4,054
Q3 2025 Reduced 3.57%
$201B
$1.91 Million 0.13% of portfolio
13,586
Q2 2025 Reduced 3.6%
$477B
$1.89 Million 0.13% of portfolio
16,729
Q3 2025 Reduced 0.45%
$0
$2.01 Million 0.13% of portfolio
16,814
Q3 2025 Reduced 1.25%
$0
$1.92 Million 0.13% of portfolio
47,205
Q3 2025 Reduced 0.22%
$0
$1.79 Million 0.12% of portfolio
2,691
Q3 2025 Reduced 2.25%
$0
$1.81 Million 0.12% of portfolio
90,995
Q3 2025 Reduced 8.19%
$42.2B
$1.63 Million 0.11% of portfolio
12,887
Q4 2024 Reduced 0.03%
$99.3B
$1.71 Million 0.11% of portfolio
2,250
Q4 2024 Reduced 0.04%
$3.01B
$1.53 Million 0.1% of portfolio
48,007
Q2 2025 Reduced 5.88%
$403B
$1.29 Million 0.09% of portfolio
1,390
Q3 2025 Reduced 17.9%
$108B
$1.23 Million 0.08% of portfolio
4,175
Q3 2025 Reduced 5.65%
$305B
$1.22 Million 0.08% of portfolio
2,565
Q4 2024 Reduced 23.2%
$0
$1.19 Million 0.08% of portfolio
1,775
Q3 2025 Added 0.85%
$0
$1.18 Million 0.08% of portfolio
8,127
Q3 2025 Added 14.77%
$5.16B
$1.27 Million 0.08% of portfolio
10,729
Q1 2025 Added 183.99%
$150B
$1.21 Million 0.08% of portfolio
3,660
Q2 2025 Added 8.61%
$276B
$1.19 Million 0.08% of portfolio
4,200
Q2 2025 Added 1.23%
$0
$1.03 Million 0.07% of portfolio
22,625
Q2 2025 Reduced 5.85%
$2.09B
$1.11 Million 0.07% of portfolio
33,100
Q2 2022 Reduced 18.47%
$0
$1.02 Million 0.07% of portfolio
2,175
Q1 2025 Reduced 14.71%
$1.44T
$893,000 0.06% of portfolio
2,010
Q3 2025 Added 18.58%
$203B
$830,000 0.06% of portfolio
4,994
Q2 2025 Reduced 2.76%
$708B
$946,000 0.06% of portfolio
3,364
Q2 2025 Reduced 7.4%
$73.8B
$913,000 0.06% of portfolio
4,546
Q4 2024 Added 1.02%
$220B
$968,000 0.06% of portfolio
3,188
Q1 2025 Reduced 0.81%
$29.9B
$963,000 0.06% of portfolio
9,454
Q3 2025 Added 0.1%
$1.46T
$841,000 0.06% of portfolio
1,146
Q3 2025 Reduced 0.17%
$0
$943,000 0.06% of portfolio
19,585
Q3 2025 Reduced 19.6%
$0
$878,000 0.06% of portfolio
19,152
Q3 2025 Reduced 21.68%
$0
$826,000 0.05% of portfolio
16,605
Q3 2025 Reduced 29.97%
$54.9B
$685,000 0.05% of portfolio
3,008
Q4 2023 Added 0.27%
$139B
$808,000 0.05% of portfolio
1,768
Q1 2024 Added 1.73%
$160B
$725,000 0.05% of portfolio
9,616
Q2 2024 Reduced 1.91%
$224B
$768,000 0.05% of portfolio
4,736
Q3 2025 Reduced 0.96%
$429B
$697,000 0.05% of portfolio
13,527
Q3 2025 Reduced 6.77%
$0
$679,000 0.05% of portfolio
8,500
Q2 2025 Reduced 96.03%
$298B
$777,000 0.05% of portfolio
11,716
Q1 2025 Reduced 1.26%
$429B
$754,000 0.05% of portfolio
1
Q2 2025 New
$309B
$745,000 0.05% of portfolio
4,803
Q2 2025 Reduced 2.04%

Summary

  • Portfolio
  • No. of Stocks 489
  • Current Value $1.51 Billion
  • Prior Value $1.41 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 27 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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