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
$60.5B
$657,000 0.05% of portfolio
3,008
Q4 2023 Added 0.27%
$82.7B
$569,000 0.04% of portfolio
4,271
Q1 2025 Reduced 2.24%
$0
$549,000 0.04% of portfolio
10,875
Q2 2025 Reduced 73.08%
$934B
$538,000 0.04% of portfolio
1,695
Q1 2025 Reduced 0.88%
$57.3B
$596,000 0.04% of portfolio
720
Q1 2025 Added 38.46%
$63.5B
$556,000 0.04% of portfolio
7,607
Q1 2025 Reduced 1.3%
$53.8B
$570,000 0.04% of portfolio
5,500
Q1 2020 Reduced 2.65%
$101B
$542,000 0.04% of portfolio
11,728
Q2 2025 Reduced 4.14%
$70.3B
$588,000 0.04% of portfolio
12,998
Q2 2025 Reduced 16.13%
$7.97B
$363,000 0.03% of portfolio
1,325
Q4 2024 Reduced 11.67%
$23B
$435,000 0.03% of portfolio
18,500
Q4 2023 Reduced 11.9%
$748B
$424,000 0.03% of portfolio
544
Q2 2025 Reduced 12.26%
$585B
$490,000 0.03% of portfolio
1,382
Q1 2025 Added 122.9%
$113B
$463,000 0.03% of portfolio
3,100
Q2 2025 Added 3,000.0%
$41.4B
$388,000 0.03% of portfolio
3,925
Q1 2025 Reduced 1.43%
$0
$276,000 0.02% of portfolio
6,635
Q2 2024 New
$23.4B
$250,000 0.02% of portfolio
3,300
Q3 2023 Added 100.0%
$66.3B
$332,000 0.02% of portfolio
1,040
Q1 2025 Added 87.05%
$310B
$252,000 0.02% of portfolio
3,156
Q2 2025 Added 7.9%
$69.4B
$276,000 0.02% of portfolio
8,931
Q2 2025 Added 33.3%
$76.4B
$294,000 0.02% of portfolio
1,092
Q1 2025 Reduced 2.41%
$274B
$242,000 0.02% of portfolio
944
Q2 2025 Added 65.91%
$103B
$281,000 0.02% of portfolio
4,808
Q2 2024 Reduced 0.76%
$90.2B
$221,000 0.02% of portfolio
1,878
Q1 2025 Added 39.32%
$51.1B
$301,000 0.02% of portfolio
5,844
Q2 2025 New
$61.7B
$278,000 0.02% of portfolio
1,362
Q1 2025 Added 149.45%
$8.31B
$328,000 0.02% of portfolio
5,078
Q2 2023 Added 5.79%
$24.1B
$221,000 0.02% of portfolio
374
Q1 2025 Added 259.62%
$0
$280,000 0.02% of portfolio
4,530
Q4 2024 Added 6.84%
$143B
$240,000 0.02% of portfolio
9,929
Q2 2025 Reduced 5.79%
$146B
$300,000 0.02% of portfolio
2,434
Q1 2025 Reduced 1.7%
$0
$276,000 0.02% of portfolio
502
Q1 2025 Added 191.86%
$0
$223,000 0.02% of portfolio
4,623
Q2 2025 Reduced 3.49%
$0
$239,000 0.02% of portfolio
1,234
Q4 2022 New
$24.4B
$271,000 0.02% of portfolio
660
Q1 2025 New
$110B
$227,000 0.02% of portfolio
446
Q1 2025 Added 11.5%
$74.1B
$244,000 0.02% of portfolio
1,569
Q1 2025 Reduced 27.66%
$18.6B
$316,000 0.02% of portfolio
648
Q1 2024 Added 1.25%
$146B
$226,000 0.02% of portfolio
1,145
Q2 2025 Reduced 17.03%
$100B
$306,000 0.02% of portfolio
700
Q2 2024 Reduced 1.41%
$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%
$14.8B
$95,000 0.01% of portfolio
1,327
Q2 2025 New
$6.32B
$116,000 0.01% of portfolio
1,068
Q2 2025 Reduced 15.77%
$0
$86,000 0.01% of portfolio
826
Q2 2025 New
$62.5B
$117,000 0.01% of portfolio
4,000
Q2 2025 New
$0
$113,000 0.01% of portfolio
1,090
Q1 2021 Reduced 21.86%
$92B
$200,000 0.01% of portfolio
400
Q1 2025 Reduced 50.0%
$0
$141,000 0.01% of portfolio
900
Q2 2025 Reduced 5.26%

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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