Atwood & Palmer Inc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$1.77B
Q ending 2026-03-31
Prior quarter
$1.76B
Q ending 2025-12-31
Change
+0.7% QoQ · +22.9% YoY
Positions
531
reported holdings

Largest positions

Top 100 of 531 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Alphabet IncGOOGShares$68.8M240K
American Centy Etf TrAVDEShares$65.1M767K
Palantir Technologies IncPLTRShares$64.0M438K
Janus Detroit Str TrJEMBShares$60.2M1.1M
Ishares TrSHYShares$59.2M717K
Janus Detroit Str TrJAAAShares$57.9M1.1M
American Centy Etf TrAVEMShares$54.1M671K
Gilead Sciences IncGILDShares$48.4M347K
United Rentals IncURIShares$42.7M59K
Abbvie IncABBVShares$42.2M194K
Palmer Square Funds TrPSQOShares$41.4M2.0M
Lockheed Martin CorpLMTShares$41.1M68K
Leidos Holdings IncLDOSShares$40.0M257K
Cisco Sys IncCSCOShares$39.9M514K
Bondbloxx Etf TrustBBBIShares$39.6M771K
Fifth Third BancorpFITBShares$38.9M837K
American Centy Etf TrAVIVShares$37.3M499K
United Therapeutics Corp DelUTHRShares$37.0M62K
Janus Detroit Str TrJSIShares$36.0M699K
Ameriprise Finl IncAMPShares$34.4M77K
D R Horton IncDHIShares$32.7M238K
Apple IncAAPLShares$32.3M127K
Walmart IncWMTShares$32.2M259K
Regeneron PharmaceuticalsREGNShares$32.2M42K
Mercadolibre IncMELIShares$31.8M18K
Generac Hldgs IncGNRCShares$31.0M159K
Mastercard IncorporatedMAShares$30.2M60K
Tortoise Capital Series TrusTPYPShares$28.3M667K
Goldman Sachs Group IncGSShares$28.2M33K
American Centy Etf TrAVDVShares$27.2M273K
Thermo Fisher Scientific IncTMOShares$26.7M54K
Nvidia CorporationNVDAShares$26.3M151K
Vertex Pharmaceuticals IncVRTXShares$24.9M56K
L3Harris Technologies IncLHXShares$22.0M64K
Garmin LtdShares$21.5M93K
Ishares TrIBTIShares$21.0M943K
Ishares TrIBTJShares$20.6M945K
Bondbloxx Etf TrustXBBShares$20.3M500K
Nokia CorpNOKShares$19.8M2.5M
Ishares TrSHYGShares$19.4M458K
Cdw CorpCDWShares$19.3M159K
On Semiconductor CorpONShares$19.0M307K
Ishares TrIGSBShares$18.8M357K
Lowes Cos IncLOWShares$16.6M70K
Uber Technologies IncUBERShares$13.1M182K
Alibaba Group Hldg LtdBABAShares$12.6M100K
Goldman Sachs Etf TrGSIEShares$11.2M260K
Ishares TrIMTMShares$11.0M229K
Houlihan Lokey IncHLIShares$10.4M72K
Etf Opportunities TrustVSLUShares$8.5M204K
Alphabet IncGOOGLShares$7.1M25K
Invesco Exchange Traded Fd TRSPShares$6.8M35K
Central BancompanyCBCShares$6.8M282K
Henry Jack & Assoc IncJKHYShares$6.4M40K
Johnson & JohnsonJNJShares$6.0M25K
Home Depot IncHDShares$5.8M18K
First Tr Exchange Traded FdFVShares$4.9M81K
Goldman Sachs Etf TrGBILShares$3.9M39K
Kimberly-Clark CorpKMBShares$3.9M40K
Commerce Bancshares IncCBSHShares$3.5M72K
Becton Dickinson & CoBDXShares$3.3M21K
Etf Opportunities TrustIVSSShares$3.2M123K
Procter & Gamble CoPGShares$3.0M20K
Exxon Mobil CorpXOMShares$2.8M17K
Jpmorgan Chase & CoJPMShares$2.6M9K
Rtx CorporationRTXShares$2.6M13K
Colgate Palmolive CoCLShares$2.2M26K
Pepsico IncPEPShares$2.1M13K
Parker-Hannifin CorpPHShares$2.0M2K
Microsoft CorpMSFTShares$2.0M5K
Amgen IncAMGNShares$2.0M6K
Goldman Sachs Etf TrGEMShares$1.9M45K
Amazon Com IncAMZNShares$1.9M9K
Berkshire Hathaway Inc DelBRK/BShares$1.9M4K
Caterpillar IncCATShares$1.8M3K
Ishares TrIBTKShares$1.8M90K
Ishares TrIEIShares$1.6M14K
State Str Spdr S&P 500 Etf TSPYShares$1.6M3K
First Tr Exchange-Traded FdLMBSShares$1.5M30K
Costco Wholesale CorporationCOSTShares$1.4M1K
Umb Finl CorpUMBFShares$1.2M11K
Paychex IncPAYXShares$1.2M13K
Hilltop Hldgs IncHTHShares$1.2M33K
Ishares TrITOTShares$1.2M8K
Ishares TrIVVShares$1.1M2K
Chevron CorporationCVXShares$1.1M5K
Highwoods Pptys IncHIWShares$1.0M48K
International Business MachsIBMShares$1.0M4K
Janus Detroit Str TrJMBSShares$1.0M23K
Deere & CoDEShares$997K2K
Mcdonalds CorpMCDShares$991K3K
Iron Mtn Inc DelIRMShares$968K9K
Pnc Finl Svcs Group IncPNCShares$948K5K
Broadcom IncAVGOShares$941K3K
Ishares TrIWFShares$892K2K
Nextera Energy IncNEEShares$884K10K
Goldman Sachs Etf TrGHYBShares$843K19K
Coca Cola CoKOShares$842K11K
Waters CorpWATShares$836K3K
Vanguard World FdMGKShares$809K2K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.