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Atwood & Palmer Inc 13F Disclosure (Q3 2026) — Portfolio & Holdings
Atwood & Palmer IncCIK: 0001044929
Diversified strategyMomentum followerLong-term holder
Total reported value
$1.9B
Reporting period: 2026-09-30 · Number of holdings: 496
ATWOOD & PALMER INC disclosed 496 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $1.9B and a quarterly turnover rate of 12.9%.
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Personality snowflake
- Concentration
- 8.25
- Portfolio Stability
- 12.89
- Momentum
- 100
- Sector conviction
- 57.33
- Diversification
- 100
- Sizing Uniformity
- 69.58
Atwood & Palmer Inc's disclosed holdings carry a Herfindahl concentration index of 0.021 — mathematically equivalent to about 48 equally-sized positions, well below its 496 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.04), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 62% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd PLTR
-1.8% $29.2M
Trim GNRC
+0.0% -$13.6M
Add HLI
+514.7% $13.4M
Add ADBE
+590266.7% $12.7M
Trim URI
-2.0% -$8.9M
Add TMO
+6.7% $12.0M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 496 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.15% | -0.31% | +0.22% | |
| 2 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 4.11% | +1.40% | -1.84% | |
| 3 | AVDE | Avantis International Equity | ETF-Other | 3.65% | -0.02% | +2.28% | |
| 4 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.30% | -0.17% | +1.28% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 3.20% | -0.01% | +4.74% | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.17% | +0.02% | +4.60% | |
| 7 | JEMB | Jh Em Debt Hard Currency ETF | ETF-Other | 3.13% | -0.22% | +2.47% | |
| 8 | URI | United Rentals Inc | Stock-Industrials | 2.95% | -0.59% | -1.96% | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 2.75% | -0.42% | -1.91% | |
| 10 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.69% | +0.33% | +0.31% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 2.62% | -0.01% | -0.49% | |
| 12 | PSQO | Plmr Sq Credit Opp ETF | ETF-Other | 2.27% | +0.01% | +5.09% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.17% | +0.21% | -0.09% | |
| 14 | FITB | Fifth Third Bancorp | Stock-Financials | 2.15% | -0.37% | -1.52% | |
| 15 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 2.13% | +0.03% | +2.44% | |
| 16 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.03% | +0.57% | +6.74% | |
| 17 | BBBI | Bblx Bbb 5-10y Corpbond ETF | ETF-Other | 2.01% | -0.14% | +2.25% | |
| 18 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.94% | +0.05% | -0.78% | |
| 19 | JSI | Jh Securitized Income ETF | ETF-Other | 1.94% | -0.02% | +5.52% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.80% | +0.18% | +1.06% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.77% | -0.08% | -0.26% | |
| 22 | UTHR | United Therapeutics CORP | Stock-Healthcare | 1.70% | -0.08% | -0.82% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.69% | +0.05% | +0.17% | |
| 24 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.68% | -0.79% | +0.01% | |
| 25 | LDOS | Leidos Holdings Inc | Stock-Tech | 1.67% | +0.25% | +3.23% | |
| 26 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.67% | -0.40% | +0.15% | |
| 27 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.65% | +0.24% | +0.29% | |
| 28 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.64% | -0.03% | +0.35% | |
| 29 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.60% | +0.07% | +2.31% | |
| 30 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.54% | -0.26% | -0.64% | |
| 31 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.52% | +0.03% | +0.33% | |
| 32 | TPYP | Tortoise North American Pipe | ETF-Other | 1.39% | -0.11% | +1.30% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 1.34% | -0.20% | -1.08% | |
| 34 | GRMN | Garmin Ltd. | Stock-Tech | 1.34% | +0.17% | -1.53% | |
| 35 | NOK | Nokia Corp-spon Adr | Stock-Tech | 1.29% | -0.45% | +0.52% | |
| 36 | XBB | Bondbloxx-bb Rated Usd Hy Cb | ETF-Other | 1.06% | -0.05% | +3.23% | |
| 37 | CDW | Cdw Corp/de | Stock-Tech | 1.04% | -0.14% | +0.21% | |
| 38 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.00% | -0.05% | +1.57% | |
| 39 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.00% | -0.11% | -4.72% | |
| 40 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.99% | -0.14% | -8.17% | |
| 41 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.96% | -0.05% | +0.14% | |
| 42 | ON | On Semiconductor | Stock-Tech | 0.87% | -0.22% | +1.20% | |
| 43 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.83% | +0.68% | +514.74% | |
| 44 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.80% | -0.19% | +3.10% | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.71% | -0.12% | +5.97% | |
| 46 | UBER | Uber Technologies Inc | Stock-Industrials | 0.68% | -0.04% | +4.43% | |
| 47 | ADBE | Adobe Inc | Stock-Tech | 0.65% | +0.65% | +590266.67% | |
| 48 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.58% | -0.06% | -3.92% | |
| 49 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.58% | -0.04% | -3.57% | |
| 50 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.57% | +0.06% | +2.80% |
1–50 of 200
Portfolio Performance
Performance for Q4 2026
+1.4%
Performance Last 4 Quarters
+9.2%
- Stdev
- +9.9%
- Beta
- +0.7
- Alpha
- +3.6%
- Max Drawdown
- -4.6%
- Annualized Perf
- +20.9%
- Batting Avg vs S&P
- +47.2%
- Sortino
- +4.3
- Stutzer
- +0.57
- Treynor
- +0.28
- Sterling
- +1.49
- Calmar
- +4.55
- Information Ratio
- -0.52
- Tracking Error
- +6.1%
- Stdev Down
- +4.5%
- Winning Months %
- +75%
- Losing Months %
- +25%
- Best 12 Months
- +34%
- Worst 12 Months
- +9.2%
- Efficiency Ratio
- +0.78
- Sharpe
- +1.98
- Stdev Sectors
- +9.5%
- Skewness
- -0.24
- Kurtosis
- -0.17
- Upside Potential
- +5.77
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q3 | 496 | $1.9B | 13 | ||
| 2026 Q2 | 495 | $1.9B | 0 | ||
| 2026 Q1 | 531 | $1.8B | 12 | ||
| 2025 Q4 | 488 | $1.8B | 9 | ||
| 2025 Q3 | 489 | $1.7B | 41 | ||
| 2025 Q2 | 514 | $1.6B | 0 | ||
| 2025 Q1 | 441 | $1.4B | 100 | ||
| 2024 Q4 | 469 | $1.5B | 0 | ||
| 2024 Q3 | 472 | $1.5B | 0 | ||
| 2024 Q2 | 436 | $1.3B | 0 | ||
| 2024 Q1 | 415 | $1.3B | 0 | ||
| 2023 Q4 | 402 | $1.2B | 0 | ||
| 2023 Q3 | 425 | $1.1B | 0 | ||
| 2023 Q2 | 396 | $1.1B | 0 | ||
| 2023 Q1 | 370 | $1.1B | 0 | ||
| 2022 Q4 | 390 | $1.1B | 0 | ||
| 2022 Q3 | 381 | $1.0B | 0 | ||
| 2022 Q2 | 400 | $1.0B | 0 | ||
| 2022 Q1 | 445 | $1.2B | 0 | ||
| 2021 Q4 | 458 | $1.2B | 0 | ||
| 2021 Q3 | 432 | $1.1B | 0 | ||
| 2021 Q2 | 416 | $1.1B | 97 | ||
| 2021 Q1 | 442 | $1.0B | 15 | ||
| 2020 Q4 | 378 | $931.4M | 22 | ||
| 2020 Q3 | 342 | $794.1M | 27 | ||
| 2020 Q2 | 322 | $739.8M | 24 | ||
| 2020 Q1 | 322 | $636.7M | 30 | ||
| 2019 Q4 | 301 | $778.0M | 9 | ||
| 2019 Q3 | 307 | $742.0M | 18 | ||
| 2019 Q2 | 305 | $740.4M | 20 | ||
| 2019 Q1 | 333 | $706.3M | 13 | ||
| 2018 Q4 | 325 | $629.5M | 30 | ||
| 2018 Q3 | 315 | $766.2M | 10 | ||
| 2018 Q2 | 320 | $728.6M | 46 | ||
| 2018 Q1 | 295 | $701.5M | 20 | ||
| 2017 Q4 | 292 | $712.8M | 20 | ||
| 2017 Q3 | 301 | $690.7M | 11 | ||
| 2017 Q2 | 320 | $637.4M | 20 | ||
| 2017 Q1 | 297 | $625.6M | 24 | ||
| 2016 Q4 | 334 | $555.8M | 11 | ||
| 2016 Q3 | 326 | $550.6M | 13 | ||
| 2016 Q2 | 312 | $553.3M | 9 | ||
| 2016 Q1 | 324 | $562.5M | 53 | ||
| 2015 Q4 | 402 | $526.8M | 26 | ||
| 2015 Q3 | 434 | $512.3M | 32 | ||
| 2015 Q2 | 377 | $556.3M | 12 | ||
| 2015 Q1 | 329 | $560.3M | 28 | ||
| 2014 Q4 | 383 | $535.7M | 28 | ||
| 2014 Q3 | 384 | $529.4M | 41 | ||
| 2014 Q2 | 336 | $374.9M | 77 | ||
| 2014 Q1 | 116 | $427.5M | 27 | ||
| 2013 Q4 | 109 | $405.3M | 16 | ||
| 2013 Q3 | 108 | $362.4M | 17 | ||
| 2013 Q2 | 110 | $369.7M | 0 |
Holding changes this quarter
Atwood & Palmer Inc's most significant position changes for 2026-09-30: New buy: Bondbloxx Bbg 5 Yr US Treas (XFIV); New buy: ; New buy: Eagle Materials Inc (EXP); New buy: Taiwan Semiconductor-sp Adr (TSM); Sold out: Cadence Design Sys Inc (CDNS).
Showing top 200 changes by size (of 522 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +1.4% | -1.84% | Trim |
| 2 | HLI | Houlihan Lokey Inc | +0.7% | +514.74% | Add |
| 3 | ADBE | Adobe Inc | +0.7% | +590266.67% | Add |
| 4 | TMO | Thermo Fisher Scientific Inc | +0.6% | +6.74% | Add |
| 5 | GILD | Gilead Sciences Inc | +0.3% | +0.31% | Add |
| 6 | XFIV | Bondbloxx Bbg 5 Yr US Treas | +0.3% | NEW | New buy |
| 7 | LDOS | Leidos Holdings Inc | +0.3% | +3.23% | Add |
| 8 | REGN | Regeneron Pharmaceuticals | +0.2% | +0.29% | Add |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | +600.00% | Add |
| 10 | AAPL | Apple Inc | +0.2% | -0.09% | Trim |
| 11 | NVDA | Nvidia CORP | +0.2% | +1.06% | Add |
| 12 | GRMN | Garmin Ltd. | +0.2% | -1.53% | Trim |
| 13 | MSFT | Microsoft CORP | +0.2% | +87.71% | Add |
| 14 | ✓ | +0.1% | NEW | New buy | |
| 15 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +2.31% | Add |
| 16 | JMBS | Janus Henderson Mortg Backed | +0.1% | +137.47% | Add |
| 17 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +2.80% | Add |
| 18 | GBIL | Goldman Sachs Access Treasur | +0.1% | +33.40% | Add |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +62.11% | Add |
| 20 | MA | Mastercard Inc - A | +0.1% | +0.17% | Add |
| 21 | AMP | Ameriprise Financial Inc | +0.1% | -0.78% | Trim |
| 22 | EXP | Eagle Materials Inc | +0.1% | NEW | New buy |
| 23 | JNJ | Johnson & Johnson | 0% | +10.57% | Add |
| 24 | JPM | Jpmorgan Chase & Co | 0% | +29.91% | Add |
| 25 | AMGN | Amgen Inc | 0% | +23.47% | Add |
| 26 | CVX | Chevron CORP | 0% | +50.26% | Add |
| 27 | AVIV | Avantis Int Lrg Cap Val ETF | 0% | +2.44% | Add |
| 28 | VRTX | Vertex Pharmaceuticals Inc | 0% | +0.33% | Add |
| 29 | IBTK | Ishares Ibonds Dec 2030 Trea | 0% | +42.07% | Add |
| 30 | JAAA | Janus Henderson Aaa Clo ETF | 0% | +4.60% | Add |
| 31 | VSLU | Applied Finance Valuat ETF | 0% | +4.40% | Add |
| 32 | GOOGL | Alphabet Inc-cl A | 0% | +12.88% | Add |
| 33 | IVV | Ishares Core S&p 500 ETF | 0% | +31.94% | Add |
| 34 | BDX | Becton Dickinson And Co | 0% | -3.39% | Trim |
| 35 | PSQO | Plmr Sq Credit Opp ETF | 0% | +5.09% | Add |
| 36 | RSP | Invesco S&p 500 Equal Weight | 0% | +9.56% | Add |
| 37 | VOO | Vanguard S&p 500 ETF | 0% | +309.29% | Add |
| 38 | DIS | Walt Disney Co/the | 0% | +164.04% | Add |
| 39 | KO | Coca-cola Co/the | 0% | +22.89% | Add |
| 40 | UNP | Union Pacific CORP | 0% | +133.28% | Add |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 0% | NEW | New buy |
| 42 | PHM | Pultegroup Inc | 0% | +2593.67% | Add |
| 43 | PFE | Pfizer Inc | 0% | +63.77% | Add |
| 44 | OMC | Omnicom Group | 0% | +213.94% | Add |
| 45 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 46 | RSPH | Invesco S&p 500 Equal Weight | 0% | NEW | New buy |
| 47 | CRWD | Crowdstrike Holdings Inc - A | 0% | +300.00% | Add |
| 48 | PEP | Pepsico Inc | 0% | +15.37% | Add |
| 49 | MU | Micron Technology Inc | 0% | NEW | New buy |
| 50 | WAT | Waters CORP | 0% | -3.45% | Trim |
1–50 of 200
Filing History
FAQ
What is Atwood & Palmer Inc and what type of investor is it?
Atwood & Palmer Inc is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $1.9B, spread across 496 disclosed positions.
What are Atwood & Palmer Inc's largest equity positions?
Based on the latest 13F filing, Atwood & Palmer Inc's top holdings by market value are:
1. Alphabet Inc-cl C (GOOG) — $80.8M (4.2%)
2. Palantir Technologies Inc-a (PLTR) — $80.1M (4.1%)
3. Avantis International Equity (AVDE) — $71.1M (3.6%)
4. Avantis Emerging Markets Eq (AVEM) — $64.2M (3.3%)
5. Ishares 1-3 Year Treasury Bo (SHY) — $62.3M (3.2%)
What changes did Atwood & Palmer Inc make in its most recent portfolio filing?
In the latest reported quarter, Atwood & Palmer Inc made 153 notable position adjustments: 20 new positions were initiated, 83 existing holdings were added to, 49 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Bondbloxx Bbg 5 Yr US Treas (XFIV); New buy: ; New buy: Eagle Materials Inc (EXP); New buy: Taiwan Semiconductor-sp Adr (TSM); Sold out: Cadence Design Sys Inc (CDNS)
What sectors does Atwood & Palmer Inc focus on?
Atwood & Palmer Inc is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 30.4%
• Health Care: 21.3%
• Financials: 14.3%
• Industrials: 13.9%
• Consumer Discretionary: 8.3%
• Communication Services: 7.7%
Investment Profile
Atwood & Palmer Inc returned an annualized 20.9% over the trailing 36 months — outperforming the S&P 500 by 3.6 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.70 (less volatile than the market) and a 47% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 30.4% of the portfolio concentrated in Information Technology.
Its turnover score has fallen from 41 to 13 over the past 4 quarters — a shift toward longer holding periods.
It has added to its TMO position over the past two quarters (+$12.8M, now $39.4M), while trimming LMT over the same stretch (-$6.5M, still holding $34.5M).
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Developer Access
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