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
$82.5B
$560,000 0.04% of portfolio
4,271
Q1 2025 Reduced 2.24%
$0
$535,000 0.04% of portfolio
10,558
Q3 2025 Reduced 2.91%
$104B
$532,000 0.04% of portfolio
3,118
Q3 2025 Added 0.58%
$82B
$619,000 0.04% of portfolio
2,805
Q1 2025 Added 3.62%
$0
$667,000 0.04% of portfolio
2,033
Q3 2025 Reduced 20.43%
$61.8B
$618,000 0.04% of portfolio
5,500
Q1 2020 Reduced 2.65%
$98B
$528,000 0.04% of portfolio
11,728
Q2 2025 Reduced 4.14%
$69.4B
$628,000 0.04% of portfolio
12,998
Q2 2025 Reduced 16.13%
$52B
$516,000 0.03% of portfolio
720
Q1 2025 Added 38.46%
$22.6B
$487,000 0.03% of portfolio
18,500
Q4 2023 Reduced 11.9%
$557B
$445,000 0.03% of portfolio
1,305
Q3 2025 Reduced 5.57%
$820B
$415,000 0.03% of portfolio
544
Q2 2025 Reduced 12.26%
$49.7B
$454,000 0.03% of portfolio
7,607
Q1 2025 Reduced 1.3%
$7.73B
$396,000 0.03% of portfolio
1,325
Q4 2024 Reduced 11.67%
$67B
$279,000 0.02% of portfolio
8,931
Q2 2025 Added 33.3%
$0
$279,000 0.02% of portfolio
6,635
Q2 2024 New
$52.5B
$306,000 0.02% of portfolio
989
Q3 2025 Reduced 4.9%
$338B
$284,000 0.02% of portfolio
945
Q3 2025 Added 0.11%
$8.31B
$328,000 0.02% of portfolio
5,078
Q2 2023 Added 5.79%
$28.9B
$296,000 0.02% of portfolio
3,300
Q3 2023 Added 100.0%
$135B
$264,000 0.02% of portfolio
1,257
Q1 2025 Reduced 1.02%
$0
$295,000 0.02% of portfolio
4,530
Q4 2024 Added 6.84%
$0
$301,000 0.02% of portfolio
502
Q1 2025 Added 191.86%
$67.5B
$229,000 0.02% of portfolio
1,569
Q1 2025 Reduced 27.66%
$50B
$345,000 0.02% of portfolio
2,201
Q3 2025 Added 465.81%
$47.6B
$270,000 0.02% of portfolio
410
Q3 2025 Reduced 37.88%
$0
$263,000 0.02% of portfolio
549
Q3 2025 Added 19.35%
$0
$251,000 0.02% of portfolio
1,234
Q4 2022 New
$65.9B
$277,000 0.02% of portfolio
1,362
Q1 2025 Added 149.45%
$73.1B
$299,000 0.02% of portfolio
1,092
Q1 2025 Reduced 2.41%
$330B
$264,000 0.02% of portfolio
3,156
Q2 2025 Added 7.9%
$101B
$317,000 0.02% of portfolio
4,808
Q2 2024 Reduced 0.76%
$163B
$351,000 0.02% of portfolio
2,434
Q1 2025 Reduced 1.7%
$38.6B
$358,000 0.02% of portfolio
3,925
Q1 2025 Reduced 1.43%
$0
$253,000 0.02% of portfolio
3,514
Q3 2025 Added 83.31%
$138B
$252,000 0.02% of portfolio
9,929
Q2 2025 Reduced 5.79%
$104B
$295,000 0.02% of portfolio
700
Q2 2024 Reduced 1.41%
$157B
$227,000 0.02% of portfolio
1,145
Q2 2025 Reduced 17.03%
$51.1B
$291,000 0.02% of portfolio
5,844
Q2 2025 New
$22.9B
$351,000 0.02% of portfolio
648
Q1 2024 Added 1.25%
$0
$177,000 0.01% of portfolio
3,500
Q2 2025 Reduced 66.59%
$59.6B
$88,000 0.01% of portfolio
986
Q2 2024 New
$70.5B
$112,000 0.01% of portfolio
1,779
Q2 2025 Added 846.28%
$260B
$96,000 0.01% of portfolio
408
Q1 2025 Added 7.37%
$0
$105,000 0.01% of portfolio
927
Q3 2025 Added 387.89%
$216B
$114,000 0.01% of portfolio
854
Q3 2025 Reduced 13.39%
$172B
$191,000 0.01% of portfolio
2,006
Q3 2025 Reduced 13.27%
$15.3B
$108,000 0.01% of portfolio
1,327
Q2 2025 New
$4.87B
$84,000 0.01% of portfolio
2,400
Q1 2022 Reduced 5.88%

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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