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CIK: 0001044929
Total reported value
$1.9B
$1.9B
472 檔
12.1%
According to the latest 13F quarterly dataset, Atwood & Palmer Inc managed an equity portfolio of $1.9B at the end of Q3 2024, spanning 472 distinct U.S. exchange-listed positions.
In Q3 2024, Atwood & Palmer Inc displayed an active expansion posture, initiating 1 new positions and adding to 35 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 472 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.23% | -0.90% | -0.37% | |
| 2 | URI | United Rentals Inc | Stock-Industrials | 3.16% | +1.13% | -0.03% | |
| 3 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 3.13% | -0.41% | -0.13% | |
| 4 | DHI | Dr Horton Inc | Stock-Consumer Disc | 2.97% | +0.23% | -0.52% | |
| 5 | AVDE | Avantis International Equity | ETF-Other | 2.96% | — | +7.92% | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.87% | -0.12% | +3.74% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.86% | -0.13% | +3.86% | |
| 8 | LDOS | Leidos Holdings Inc | Stock-Tech | 2.83% | -0.84% | -0.03% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.80% | +0.58% | +1.46% | |
| 10 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.70% | -0.47% | — | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 2.60% | +0.25% | -0.37% | |
| 12 | FITB | Fifth Third Bancorp | Stock-Financials | 2.55% | +0.32% | -0.26% | |
| 13 | AMP | Ameriprise Financial Inc | Stock-Financials | 2.54% | -0.05% | -0.12% | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.54% | +0.42% | +4.32% | |
| 15 | CDW | Cdw Corp/de | Stock-Tech | 2.41% | +0.09% | +0.29% | |
| 16 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.29% | -0.05% | +0.49% | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 2.15% | -0.06% | +0.99% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 2.04% | +0.14% | +0.73% | |
| 19 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.98% | -0.37% | +0.21% | |
| 20 | HO1 | Hologic Inc | Stock-Other | 1.97% | — | +0.48% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 1.90% | +0.92% | +0.77% | |
| 22 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.87% | — | -0.64% | |
| 23 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.78% | -0.01% | -0.05% | |
| 24 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.78% | -0.05% | +2.29% | |
| 25 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.72% | +0.09% | -0.03% | |
| 26 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 1.61% | -0.01% | +4.87% | |
| 27 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.59% | +0.72% | +0.83% | |
| 28 | UTHR | United Therapeutics CORP | Stock-Healthcare | 1.56% | -0.31% | +0.46% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 1.55% | -0.28% | +0.18% | |
| 30 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 1.54% | -0.06% | +7.47% | |
| 31 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.52% | -0.05% | +7.61% | |
| 32 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-Other | 1.39% | -0.01% | +6.08% | |
| 33 | ON | On Semiconductor | Stock-Tech | 1.38% | +0.02% | +2.03% | |
| 34 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 1.37% | — | +4.02% | |
| 35 | TPYP | Tortoise North American Pipeline Fund | Stock-Other | 1.37% | — | +1.26% | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.30% | -0.11% | +2.22% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.28% | — | -0.21% | |
| 38 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.21% | -0.12% | +2.80% | |
| 39 | GHYB | Goldman Sachs Access Hy CORP | ETF-Commodities | 1.16% | -0.01% | -0.62% | |
| 40 | GRMN | Garmin Ltd. | Stock-Tech | 1.15% | -0.05% | +0.23% | |
| 41 | JSI | Jh Securitized Income ETF | ETF-Other | 1.12% | -0.07% | +10.44% | |
| 42 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 1.07% | — | -0.30% | |
| 43 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.05% | -0.01% | +8.29% | |
| 44 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.98% | -0.25% | +6.39% | |
| 45 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.85% | -0.01% | -9.47% | |
| 46 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.83% | +0.02% | -9.96% | |
| 47 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.83% | -0.04% | +1.88% | |
| 48 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.77% | -0.01% | +8.42% | |
| 49 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.55% | +0.02% | -54.88% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | — | +0.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +0.8% | -0.37% | Trim |
| 2 | DHI | Dr Horton Inc | +0.5% | -0.52% | Trim |
| 3 | RSP | Invesco S&p 500 Equal Weight | +0.4% | +5845.45% | Add |
| 4 | URI | United Rentals Inc | +0.4% | -0.03% | Trim |
| 5 | PYPL | Paypal Holdings Inc | +0.3% | -0.64% | Trim |
| 6 | LMT | Lockheed Martin CORP | +0.3% | — | Unchanged |
| 7 | VSLU | Applied Finance Valuat ETF | +0.3% | +189.65% | Add |
| 8 | GILD | Gilead Sciences Inc | +0.2% | +0.21% | Add |
| 9 | MELI | Mercadolibre Inc | +0.2% | +2.80% | Add |
| 10 | LOW | Lowe's Cos Inc | +0.2% | +2.22% | Add |
| 11 | AVDE | Avantis International Equity | +0.1% | +7.92% | Add |
| 12 | FITB | Fifth Third Bancorp | +0.1% | -0.26% | Trim |
| 13 | GNRC | Generac Holdings Inc | +0.1% | +0.83% | Add |
| 14 | WMT | Walmart Inc | +0.1% | +0.18% | Add |
| 15 | PSQO | Plmr Sq Credit Opp ETF | +0.1% | NEW | New buy |
| 16 | ABBV | Abbvie Inc | +0.1% | -0.37% | Trim |
| 17 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +8.29% | Add |
| 18 | MA | Mastercard Inc - A | 0% | +0.99% | Add |
| 19 | CSCO | Cisco Systems Inc | 0% | +0.77% | Add |
| 20 | HD | Home Depot Inc | 0% | +0.01% | Add |
| 21 | TMO | Thermo Fisher Scientific Inc | 0% | +0.49% | Add |
| 22 | UTHR | United Therapeutics CORP | 0% | +0.46% | Add |
| 23 | LDOS | Leidos Holdings Inc | 0% | -0.03% | Trim |
| 24 | AVIV | Avantis Int Lrg Cap Val ETF | 0% | +4.87% | Add |
| 25 | JSI | Jh Securitized Income ETF | 0% | +10.44% | Add |
| 26 | LHX | L3harris Technologies Inc | 0% | +6.39% | Add |
| 27 | AAPL | Apple Inc | — | +0.73% | Add |
| 28 | IBTJ | Ishares Ibonds Dec 2029 Term | — | +7.61% | Add |
| 29 | LMBS | First Trust Low Duration Opp | — | +8.42% | Add |
| 30 | JNJ | Johnson & Johnson | — | +0.24% | Add |
| 31 | IBTI | Ishares Ibonds Dec 2028 Term | 0% | +7.47% | Add |
| 32 | IBTK | Ishares Ibonds Dec 2030 Trea | 0% | +6.08% | Add |
| 33 | AVEM | Avantis Emerging Markets Eq | 0% | +4.32% | Add |
| 34 | HO1 | Hologic Inc | 0% | +0.48% | Add |
| 35 | TPYP | Tortoise North American Pipeline Fund | 0% | +1.26% | Add |
| 36 | JKHY | Jack Henry & Associates Inc | 0% | — | Unchanged |
| 37 | GRMN | Garmin Ltd. | 0% | +0.23% | Add |
| 38 | AMP | Ameriprise Financial Inc | 0% | -0.12% | Trim |
| 39 | ON | On Semiconductor | 0% | +2.03% | Add |
| 40 | SHYG | Ishares 0-5 Yr Hy CORP Bond | -0.1% | +1.88% | Add |
| 41 | DKNG | Draftkings Inc-cl A | -0.1% | +4.02% | Add |
| 42 | GHYB | Goldman Sachs Access Hy CORP | -0.1% | -0.62% | Trim |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | -0.1% | +2.29% | Add |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -0.21% | Trim |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | -0.2% | +3.86% | Add |
| 46 | IMTM | Ishares Msci Intl Momentum F | -0.2% | -9.96% | Trim |
| 47 | JAAA | Janus Henderson Aaa Clo ETF | -0.2% | +3.74% | Add |
| 48 | CDW | Cdw Corp/de | -0.2% | +0.29% | Add |
| 49 | GOOG | Alphabet Inc-cl C | -0.6% | +1.46% | Add |
| 50 | FV | First Trust Dw Focus 5 Fund | -0.8% | -54.88% | Trim |
According to official SEC Form 13F filings, Atwood & Palmer Inc reported a total U.S. public equity portfolio value of $1.9B across 472 disclosed positions in Q3 2024.
During Q3 2024, Atwood & Palmer Inc's top holdings by market value included PLTR (3.2%)、URI (3.2%)、REGN (3.1%). The largest single position, PLTR, represented 3.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PLTR, URI, REGN) accounted for 12.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
PSQO
市值: $1.4M
Top Position Liquidated / Trimmed
LDOS
前期市值: $37.3M
In Q3 2024, Atwood & Palmer Inc made 48 total portfolio adjustments, initiating 1 new buys, adding to 35 positions, trimming 12 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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