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CIK: 0001044929
Total reported value
$1.9B
$1.9B
489 檔
16.6%
In Q3 2025, Atwood & Palmer Inc's U.S. equity holdings reached a combined market value of $1.9B, distributed across 489 disclosed stock positions.
In Q3 2025, Atwood & Palmer Inc displayed an active expansion posture, initiating 4 new positions and adding to 27 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including PLTR, GOOG, AVDE) accounted for 16.6% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 489 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 4.83% | -0.90% | -31.95% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.54% | +0.58% | -0.26% | |
| 3 | AVDE | Avantis International Equity | ETF-Other | 3.41% | — | +0.65% | |
| 4 | JEMB | Jh Em Debt Hard Currency ETF | ETF-Other | 3.32% | -0.05% | +2.49% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 3.24% | -0.13% | +0.75% | |
| 6 | URI | United Rentals Inc | Stock-Industrials | 3.21% | +1.13% | -0.36% | |
| 7 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.17% | -0.12% | +0.65% | |
| 8 | LDOS | Leidos Holdings Inc | Stock-Tech | 2.90% | -0.84% | -0.15% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.87% | +0.42% | +0.66% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.60% | +0.25% | +0.05% | |
| 11 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.34% | -0.12% | -0.06% | |
| 12 | DHI | Dr Horton Inc | Stock-Consumer Disc | 2.31% | +0.23% | -0.11% | |
| 13 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.24% | -0.37% | +0.02% | |
| 14 | BBBI | Bblx Bbb 5-10y Corpbond ETF | ETF-Other | 2.24% | -0.09% | +2.28% | |
| 15 | PSQO | Plmr Sq Credit Opp ETF | ETF-Other | 2.22% | -0.08% | +2.18% | |
| 16 | AMP | Ameriprise Financial Inc | Stock-Financials | 2.22% | -0.05% | -0.25% | |
| 17 | FITB | Fifth Third Bancorp | Stock-Financials | 2.20% | +0.32% | -0.21% | |
| 18 | CSCO | Cisco Systems Inc | Stock-Tech | 2.10% | +0.92% | -0.09% | |
| 19 | JSI | Jh Securitized Income ETF | ETF-Other | 2.02% | -0.07% | +1.44% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 2.02% | -0.06% | -0.27% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.99% | -0.47% | — | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.90% | +0.14% | -0.31% | |
| 23 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 1.87% | -0.01% | +0.89% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.71% | +0.13% | -0.39% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 1.62% | -0.28% | -1.31% | |
| 26 | UTHR | United Therapeutics CORP | Stock-Healthcare | 1.57% | -0.31% | -0.07% | |
| 27 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.55% | +0.21% | -0.03% | |
| 28 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.54% | -0.05% | +0.05% | |
| 29 | CDW | Cdw Corp/de | Stock-Tech | 1.47% | +0.09% | -0.05% | |
| 30 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.47% | +0.72% | +0.21% | |
| 31 | TPYP | Tortoise North American Pipe | ETF-Other | 1.41% | -0.09% | +0.24% | |
| 32 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.37% | -0.41% | -0.38% | |
| 33 | GRMN | Garmin Ltd. | Stock-Tech | 1.35% | -0.05% | -0.24% | |
| 34 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.33% | -0.01% | +1.04% | |
| 35 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.27% | +0.09% | +0.19% | |
| 36 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 1.19% | — | +0.27% | |
| 37 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 1.19% | -0.06% | -0.47% | |
| 38 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.17% | -0.05% | +0.18% | |
| 39 | XBB | Bondbloxx-bb Rated Usd Hy Cb | ETF-Other | 1.15% | -0.04% | +2.46% | |
| 40 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.14% | -0.25% | +0.34% | |
| 41 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.12% | -0.04% | +1.22% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.06% | -0.05% | +0.26% | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.03% | -0.11% | -0.52% | |
| 44 | UBER | Uber Technologies Inc | Stock-Industrials | 1.01% | -0.02% | +0.71% | |
| 45 | ON | On Semiconductor | Stock-Tech | 0.88% | +0.02% | +0.45% | |
| 46 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.67% | +0.02% | -0.47% | |
| 47 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.66% | -0.01% | -0.25% | |
| 48 | VSLU | Applied Finance Valuat ETF | ETF-Other | 0.53% | -0.04% | +1.08% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.48% | -0.04% | +2.24% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | — | +0.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PSQO | Plmr Sq Credit Opp ETF | +1.7% | +2.18% | Add |
| 2 | NVDA | Nvidia CORP | +1.6% | -0.39% | Add |
| 3 | GS | Goldman Sachs Group Inc | +1.6% | -0.03% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.9% | -0.26% | Add |
| 5 | URI | United Rentals Inc | +0.7% | -0.36% | Add |
| 6 | PLTR | Palantir Technologies Inc-a | +0.5% | -31.95% | Trim |
| 7 | LDOS | Leidos Holdings Inc | +0.5% | -0.15% | Trim |
| 8 | JSI | Jh Securitized Income ETF | +0.4% | +1.44% | Add |
| 9 | DHI | Dr Horton Inc | +0.3% | -0.11% | Add |
| 10 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.3% | +1.22% | Add |
| 11 | AVEM | Avantis Emerging Markets Eq | +0.3% | +0.66% | Add |
| 12 | LHX | L3harris Technologies Inc | +0.2% | +0.34% | Add |
| 13 | UTHR | United Therapeutics CORP | +0.2% | -0.07% | Add |
| 14 | GNRC | Generac Holdings Inc | +0.2% | +0.21% | Add |
| 15 | AVDV | Avantis Intl S/c Value ETF | +0.2% | +1.04% | Add |
| 16 | UBER | Uber Technologies Inc | +0.2% | +0.71% | Add |
| 17 | AVDE | Avantis International Equity | +0.1% | +0.65% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Add |
| 19 | AVIV | Avantis Int Lrg Cap Val ETF | +0.1% | +0.89% | Add |
| 20 | ON | On Semiconductor | +0.1% | +0.45% | Add |
| 21 | MELI | Mercadolibre Inc | 0% | -0.06% | Add |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +0.75% | Add |
| 23 | VSLU | Applied Finance Valuat ETF | 0% | +1.08% | Add |
| 24 | WMT | Walmart Inc | 0% | -1.31% | Trim |
| 25 | DKNG | Draftkings Inc-cl A | 0% | +0.27% | Add |
| 26 | GRMN | Garmin Ltd. | -0.1% | -0.24% | Add |
| 27 | AAPL | Apple Inc | -0.1% | -0.31% | Trim |
| 28 | JAAA | Janus Henderson Aaa Clo ETF | -0.1% | +0.65% | Add |
| 29 | FITB | Fifth Third Bancorp | -0.1% | -0.21% | Add |
| 30 | LMT | Lockheed Martin CORP | -0.1% | — | Unchanged |
| 31 | CSCO | Cisco Systems Inc | -0.1% | -0.09% | Add |
| 32 | ABBV | Abbvie Inc | -0.2% | +0.05% | Trim |
| 33 | REGN | Regeneron Pharmaceuticals | -0.5% | -0.38% | Trim |
| 34 | IBTJ | Ishares Ibonds Dec 2029 Term | -0.6% | +0.18% | Trim |
| 35 | IBTI | Ishares Ibonds Dec 2028 Term | -0.6% | -0.47% | Trim |
| 36 | VRTX | Vertex Pharmaceuticals Inc | -0.6% | +0.19% | Add |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | -0.9% | +0.26% | Trim |
| 38 | JBBB | Janus Henderson B-bbb Clo Et | -0.9% | -19.60% | Trim |
| 39 | LMBS | First Trust Low Duration Opp | -1% | -29.97% | Trim |
| 40 | GHYB | Goldman Sachs Access Hy CORP | -1.1% | -21.68% | Trim |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | -1.1% | — | Trim |
| 42 | PYPL | Paypal Holdings Inc | -1.1% | -40.09% | Trim |
| 43 | IBTK | Ishares Ibonds Dec 2030 Trea | -1.4% | -8.19% | Trim |
| 44 | GBIL | Goldman Sachs Access Treasur | -1.5% | -4.96% | Trim |
| 45 | JEMB | Jh Em Debt Hard Currency ETF | — | NEW | New buy |
| 46 | BBBI | Bblx Bbb 5-10y Corpbond ETF | — | NEW | New buy |
| 47 | TPYP | Tortoise North American Pipe | — | NEW | New buy |
| 48 | TPYP | Tortoise North American Pipeline Fund | — | EXIT | Sold out |
| 49 | HO1 | Hologic Inc | — | EXIT | Sold out |
| 50 | XBB | Bondbloxx-bb Rated Usd Hy Cb | — | NEW | New buy |
According to official SEC Form 13F filings, Atwood & Palmer Inc reported a total U.S. public equity portfolio value of $1.9B across 489 disclosed positions in Q3 2025.
During Q3 2025, Atwood & Palmer Inc's top holdings by market value included PLTR (4.8%)、GOOG (3.5%)、AVDE (3.4%). The largest single position, PLTR, represented 4.8% 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.
Top New Position Initiated
JEMB
市值: $56.5M
Top Position Liquidated / Trimmed
TPYP
前期市值: $23.9M
In Q3 2025, Atwood & Palmer Inc made 49 total portfolio adjustments, initiating 4 new buys, adding to 27 positions, trimming 16 holdings, and fully liquidating 2 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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