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CIK: 0001044929
Total reported value
$1.9B
$1.9B
488 檔
17.2%
At the close of Q4 2025, Atwood & Palmer Inc disclosed equity holdings valued at approximately $1.9B, spread across 488 reported holdings.
Atwood & Palmer Inc executed strategic sector rebalancing during Q4 2025, establishing 5 new positions while fully exiting 7 holdings and trimming 52 positions.
In terms of portfolio concentration, the top 5 core holdings (including PLTR, GOOG, AVDE) accounted for 17.2% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 488 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 4.49% | +1.40% | -1.28% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.34% | -0.31% | -1.60% | |
| 3 | AVDE | Avantis International Equity | ETF-Other | 3.54% | -0.02% | +2.84% | |
| 4 | JEMB | Jh Em Debt Hard Currency ETF | ETF-Other | 3.36% | -0.22% | +3.91% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 3.27% | -0.01% | +4.47% | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.18% | +0.02% | +3.97% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.91% | -0.17% | +2.30% | |
| 8 | URI | United Rentals Inc | Stock-Industrials | 2.69% | -0.59% | +2.15% | |
| 9 | LDOS | Leidos Holdings Inc | Stock-Tech | 2.66% | +0.25% | -0.46% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.52% | -0.01% | +1.85% | |
| 11 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.44% | +0.33% | +1.65% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 2.28% | -0.42% | -0.11% | |
| 13 | FITB | Fifth Third Bancorp | Stock-Financials | 2.24% | -0.37% | +0.22% | |
| 14 | PSQO | Plmr Sq Credit Opp ETF | ETF-Other | 2.23% | +0.01% | +3.55% | |
| 15 | BBBI | Bblx Bbb 5-10y Corpbond ETF | ETF-Other | 2.22% | -0.14% | +3.33% | |
| 16 | AMP | Ameriprise Financial Inc | Stock-Financials | 2.15% | +0.05% | +0.19% | |
| 17 | JSI | Jh Securitized Income ETF | ETF-Other | 2.02% | -0.02% | +3.94% | |
| 18 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 1.98% | +0.03% | +3.20% | |
| 19 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.97% | -0.03% | +1.23% | |
| 20 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.95% | -0.40% | +2.64% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.94% | +0.05% | -0.98% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.94% | +0.21% | -1.11% | |
| 23 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.87% | -0.08% | — | |
| 24 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.83% | +0.24% | +0.93% | |
| 25 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.78% | +0.57% | +0.16% | |
| 26 | UTHR | United Therapeutics CORP | Stock-Healthcare | 1.76% | -0.08% | -0.54% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 1.69% | -0.20% | -0.04% | |
| 28 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.65% | -0.26% | -0.18% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 1.59% | +0.18% | -3.52% | |
| 30 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.43% | +0.03% | +0.17% | |
| 31 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.42% | +0.07% | +3.84% | |
| 32 | TPYP | Tortoise North American Pipe | ETF-Other | 1.33% | -0.11% | +0.58% | |
| 33 | CDW | Cdw Corp/de | Stock-Tech | 1.22% | -0.14% | +0.38% | |
| 34 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.22% | -0.79% | +5.40% | |
| 35 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 1.17% | -0.14% | +2.30% | |
| 36 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.16% | -0.11% | +2.49% | |
| 37 | XBB | Bondbloxx-bb Rated Usd Hy Cb | ETF-Other | 1.14% | -0.05% | +2.34% | |
| 38 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.10% | -0.05% | +1.91% | |
| 39 | GRMN | Garmin Ltd. | Stock-Tech | 1.07% | +0.17% | -0.08% | |
| 40 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.07% | -0.19% | +0.52% | |
| 41 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 1.06% | -0.01% | +0.16% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.05% | -0.05% | +2.43% | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.96% | -0.12% | +0.31% | |
| 44 | ON | On Semiconductor | Stock-Tech | 0.93% | -0.22% | +0.49% | |
| 45 | UBER | Uber Technologies Inc | Stock-Industrials | 0.83% | -0.04% | +0.78% | |
| 46 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.69% | +0.68% | — | |
| 47 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.66% | -0.04% | -1.26% | |
| 48 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.64% | -0.06% | -1.29% | |
| 49 | VSLU | Applied Finance Valuat ETF | ETF-Other | 0.53% | +0.02% | +0.69% | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.46% | +0.01% | -1.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.8% | -1.60% | Trim |
| 2 | REGN | Regeneron Pharmaceuticals | +0.5% | +0.93% | Add |
| 3 | TMO | Thermo Fisher Scientific Inc | +0.2% | +0.16% | Add |
| 4 | GILD | Gilead Sciences Inc | +0.2% | +1.65% | Add |
| 5 | UTHR | United Therapeutics CORP | +0.2% | -0.54% | Trim |
| 6 | CSCO | Cisco Systems Inc | +0.2% | -0.11% | Trim |
| 7 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | +0.17% | Add |
| 8 | AVDE | Avantis International Equity | +0.1% | +2.84% | Add |
| 9 | AVIV | Avantis Int Lrg Cap Val ETF | +0.1% | +3.20% | Add |
| 10 | GS | Goldman Sachs Group Inc | +0.1% | -0.18% | Trim |
| 11 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +3.84% | Add |
| 12 | WMT | Walmart Inc | +0.1% | -0.04% | Trim |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.73% | Trim |
| 14 | JKHY | Jack Henry & Associates Inc | +0.1% | — | Unchanged |
| 15 | ON | On Semiconductor | +0.1% | +0.49% | Add |
| 16 | JEMB | Jh Em Debt Hard Currency ETF | 0% | +3.91% | Add |
| 17 | AVEM | Avantis Emerging Markets Eq | 0% | +2.30% | Add |
| 18 | FITB | Fifth Third Bancorp | 0% | +0.22% | Add |
| 19 | AAPL | Apple Inc | 0% | -1.11% | Trim |
| 20 | LMBS | First Trust Low Duration Opp | 0% | +85.64% | Add |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +4.47% | Add |
| 22 | JNJ | Johnson & Johnson | 0% | -0.85% | Trim |
| 23 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 24 | JAAA | Janus Henderson Aaa Clo ETF | 0% | +3.97% | Add |
| 25 | PSQO | Plmr Sq Credit Opp ETF | 0% | +3.55% | Add |
| 26 | PH | Parker Hannifin CORP | 0% | — | Unchanged |
| 27 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 28 | RTX | Rtx CORP | 0% | — | Unchanged |
| 29 | LLY | Eli Lilly & Co | 0% | +0.18% | Add |
| 30 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 31 | VOO | Vanguard S&p 500 ETF | 0% | +183.33% | Add |
| 32 | ISRG | Intuitive Surgical Inc | 0% | +0.58% | Add |
| 33 | SDA | Sealed Air CORP | 0% | — | Unchanged |
| 34 | AVLV | Avantis US Large Cap Value | 0% | +0.17% | Add |
| 35 | JSI | Jh Securitized Income ETF | — | +3.94% | Add |
| 36 | VSLU | Applied Finance Valuat ETF | — | +0.69% | Add |
| 37 | GSIE | Goldman Sachs Activebeta Int | — | -1.26% | Trim |
| 38 | DHR | Danaher CORP | — | -65.50% | Trim |
| 39 | XOM | Exxon Mobil CORP | — | — | Unchanged |
| 40 | BDX | Becton Dickinson And Co | — | -0.96% | Trim |
| 41 | TYL | Tyler Technologies Inc | — | -45.45% | Trim |
| 42 | IBIT | Ishares Bitcoin Trust ETF | — | -20.97% | Trim |
| 43 | KEMX | Kraneshares Msci E-mkt Ex-ch | — | -94.70% | Trim |
| 44 | CPRT | Copart Inc | — | -87.19% | Trim |
| 45 | AGL | agilon health, inc. | — | — | Unchanged |
| 46 | JPM | Jpmorgan Chase & Co | — | +0.12% | Add |
| 47 | IBM | Intl Business Machines CORP | — | — | Unchanged |
| 48 | CAH | Cardinal Health Inc | — | -36.21% | Trim |
| 49 | BX | Blackstone Inc | — | +0.87% | Add |
| 50 | NEE | Nextera Energy Inc | — | — | Unchanged |
According to official SEC Form 13F filings, Atwood & Palmer Inc reported a total U.S. public equity portfolio value of $1.9B across 488 disclosed positions in Q4 2025.
During Q4 2025, Atwood & Palmer Inc's top holdings by market value included PLTR (4.5%)、GOOG (4.3%)、AVDE (3.5%). The largest single position, PLTR, represented 4.5% of total portfolio value.
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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
HLI
市值: $12.2M
Top Position Liquidated / Trimmed
PSBD
前期市值: $417.3K
In Q4 2025, Atwood & Palmer Inc made 119 total portfolio adjustments, initiating 5 new buys, adding to 55 positions, trimming 52 holdings, and fully liquidating 7 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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