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CIK: 0001044929
Total reported value
$1.9B
$1.9B
415 檔
10.8%
As reported in its official Q1 2024 Form 13F filing, Atwood & Palmer Inc's tracked investment portfolio stood at $1.9B with 415 total positions.
During Q1 2024, Atwood & Palmer Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including REGN, URI, JAAA) accounted for 10.8% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 415 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 3.21% | -0.41% | -1.21% | |
| 2 | URI | United Rentals Inc | Stock-Industrials | 3.11% | +1.13% | -27.49% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.05% | -0.12% | +10.61% | |
| 4 | CDW | Cdw Corp/de | Stock-Tech | 3.02% | +0.09% | -0.42% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.99% | -0.13% | +11.67% | |
| 6 | AVDE | Avantis International Equity | ETF-Other | 2.87% | — | +10.39% | |
| 7 | DHI | Dr Horton Inc | Stock-Consumer Disc | 2.82% | +0.23% | -14.74% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.81% | +0.58% | +0.28% | |
| 9 | AMP | Ameriprise Financial Inc | Stock-Financials | 2.69% | -0.05% | -13.65% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.63% | +0.25% | +0.59% | |
| 11 | LDOS | Leidos Holdings Inc | Stock-Tech | 2.54% | -0.84% | +54.57% | |
| 12 | FITB | Fifth Third Bancorp | Stock-Financials | 2.49% | +0.32% | -0.95% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.39% | +0.42% | +10.95% | |
| 14 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.38% | -0.05% | +0.49% | |
| 15 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.35% | -0.47% | — | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 2.33% | -0.06% | -0.44% | |
| 17 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.12% | -0.90% | +0.13% | |
| 18 | HO1 | Hologic Inc | Stock-Other | 2.07% | — | +2.35% | |
| 19 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 2.01% | -0.01% | +1.26% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.96% | +0.92% | +1.82% | |
| 21 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.93% | -0.37% | +2.47% | |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.87% | -0.05% | +6.56% | |
| 23 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.80% | — | +0.54% | |
| 24 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.72% | +0.09% | +3.11% | |
| 25 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 1.69% | — | +2.60% | |
| 26 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 1.68% | — | NEW | |
| 27 | AAPL | Apple Inc | Stock-Tech | 1.68% | +0.14% | +0.73% | |
| 28 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 1.63% | -0.01% | +9.89% | |
| 29 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 1.54% | -0.06% | +12.79% | |
| 30 | ON | On Semiconductor | Stock-Tech | 1.53% | +0.02% | -20.68% | |
| 31 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.51% | -0.05% | +12.75% | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.42% | — | -1.17% | |
| 33 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-Other | 1.40% | -0.01% | +13.64% | |
| 34 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.40% | +0.72% | +2.37% | |
| 35 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 1.34% | +0.02% | -2.33% | |
| 36 | TPYP | Tortoise North American Pipeline Fund | Stock-Other | 1.33% | — | +3.54% | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.29% | -0.11% | +1.49% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 1.29% | -0.28% | +207.36% | |
| 39 | GHYB | Goldman Sachs Access Hy CORP | ETF-Commodities | 1.27% | -0.01% | +2.61% | |
| 40 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 1.19% | — | +5.75% | |
| 41 | UTHR | United Therapeutics CORP | Stock-Healthcare | 1.11% | -0.31% | +6.22% | |
| 42 | GRMN | Garmin Ltd. | Stock-Tech | 1.08% | -0.05% | +3.77% | |
| 43 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.01% | +0.02% | -1.75% | |
| 44 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.00% | -0.01% | -1.78% | |
| 45 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.99% | -0.01% | +14.56% | |
| 46 | JSI | Jh Securitized Income ETF | ETF-Other | 0.94% | -0.07% | +1689.45% | |
| 47 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.92% | -0.25% | +4.98% | |
| 48 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.90% | -0.04% | +1.24% | |
| 49 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.64% | -0.01% | +2025.03% | |
| 50 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.54% | -0.06% | — |
According to official SEC Form 13F filings, Atwood & Palmer Inc reported a total U.S. public equity portfolio value of $1.9B across 415 disclosed positions in Q1 2024.
During Q1 2024, Atwood & Palmer Inc's top holdings by market value included REGN (3.2%)、URI (3.1%)、JAAA (3.0%). The largest single position, REGN, represented 3.2% of total portfolio value.
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In Q1 2024, Atwood & Palmer Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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