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CIK: 0001044929
Total reported value
$1.9B
$1.9B
531 檔
16.9%
During the Q1 2026 filing period, Atwood & Palmer Inc (CIK: 0001044929) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.9B across 531 reported positions.
Atwood & Palmer Inc executed strategic sector rebalancing during Q1 2026, establishing 13 new positions while fully exiting 12 holdings and trimming 67 positions.
Showing top 200 holdings (of 531 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.88% | +0.58% | -1.52% | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 3.67% | — | +1.38% | |
| 3 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.61% | -0.90% | -1.59% | |
| 4 | JEMB | Jh Em Debt Hard Currency ETF | ETF-Other | 3.40% | -0.05% | +4.06% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 3.34% | -0.13% | +3.20% | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.27% | -0.12% | +3.92% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.05% | +0.42% | +1.05% | |
| 8 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.73% | -0.37% | -0.68% | |
| 9 | URI | United Rentals Inc | Stock-Industrials | 2.41% | +1.13% | +0.29% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.38% | +0.25% | -0.12% | |
| 11 | PSQO | Plmr Sq Credit Opp ETF | ETF-Other | 2.34% | -0.08% | +6.21% | |
| 12 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.32% | -0.47% | — | |
| 13 | LDOS | Leidos Holdings Inc | Stock-Tech | 2.26% | -0.84% | -1.09% | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 2.25% | +0.92% | -1.42% | |
| 15 | BBBI | Bblx Bbb 5-10y Corpbond ETF | ETF-Other | 2.24% | -0.09% | +2.49% | |
| 16 | FITB | Fifth Third Bancorp | Stock-Financials | 2.20% | +0.32% | -0.79% | |
| 17 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 2.11% | -0.01% | +2.24% | |
| 18 | UTHR | United Therapeutics CORP | Stock-Healthcare | 2.09% | -0.31% | -1.73% | |
| 19 | JSI | Jh Securitized Income ETF | ETF-Other | 2.03% | -0.07% | +2.22% | |
| 20 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.94% | -0.05% | +0.37% | |
| 21 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.84% | +0.23% | +0.16% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.82% | +0.14% | +1.45% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 1.82% | -0.28% | -2.80% | |
| 24 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.82% | -0.41% | -0.28% | |
| 25 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.79% | -0.12% | +6.56% | |
| 26 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.75% | +0.72% | +0.50% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 1.70% | -0.06% | +0.99% | |
| 28 | TPYP | Tortoise North American Pipe | ETF-Other | 1.59% | -0.09% | +0.37% | |
| 29 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.59% | +0.21% | +1.10% | |
| 30 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.54% | -0.01% | +2.83% | |
| 31 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.51% | -0.05% | +0.23% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 1.49% | +0.13% | +0.51% | |
| 33 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.40% | +0.09% | +0.65% | |
| 34 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.24% | -0.25% | -0.47% | |
| 35 | GRMN | Garmin Ltd. | Stock-Tech | 1.22% | -0.05% | -0.20% | |
| 36 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 1.19% | -0.06% | +2.09% | |
| 37 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.16% | -0.05% | +1.90% | |
| 38 | XBB | Bondbloxx-bb Rated Usd Hy Cb | ETF-Other | 1.15% | -0.04% | +2.83% | |
| 39 | NOK | Nokia Corp-spon Adr | Stock-Tech | 1.12% | +0.62% | — | |
| 40 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.09% | -0.04% | +1.73% | |
| 41 | CDW | Cdw Corp/de | Stock-Tech | 1.09% | +0.09% | +0.63% | |
| 42 | ON | On Semiconductor | Stock-Tech | 1.07% | +0.02% | +1.01% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.06% | -0.05% | +2.38% | |
| 44 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.94% | -0.11% | +0.69% | |
| 45 | UBER | Uber Technologies Inc | Stock-Industrials | 0.74% | -0.02% | +2.42% | |
| 46 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.71% | -0.20% | +50385.93% | |
| 47 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.63% | -0.01% | -3.51% | |
| 48 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.62% | +0.02% | -3.10% | |
| 49 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.59% | -0.44% | +3.30% | |
| 50 | VSLU | Applied Finance Valuat ETF | ETF-Other | 0.48% | -0.04% | -3.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | +0.7% | +50385.93% | Add |
| 2 | GNRC | Generac Holdings Inc | +0.5% | +0.50% | Add |
| 3 | LMT | Lockheed Martin CORP | +0.5% | — | Unchanged |
| 4 | UTHR | United Therapeutics CORP | +0.3% | -1.73% | Trim |
| 5 | GILD | Gilead Sciences Inc | +0.3% | -0.68% | Trim |
| 6 | TPYP | Tortoise North American Pipe | +0.3% | +0.37% | Add |
| 7 | LHX | L3harris Technologies Inc | +0.2% | -0.47% | Trim |
| 8 | GRMN | Garmin Ltd. | +0.2% | -0.20% | Trim |
| 9 | AVEM | Avantis Emerging Markets Eq | +0.1% | +1.05% | Add |
| 10 | ON | On Semiconductor | +0.1% | +1.01% | Add |
| 11 | AVDE | Avantis International Equity | +0.1% | +1.38% | Add |
| 12 | AVIV | Avantis Int Lrg Cap Val ETF | +0.1% | +2.24% | Add |
| 13 | WMT | Walmart Inc | +0.1% | -2.80% | Trim |
| 14 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +2.83% | Add |
| 15 | PSQO | Plmr Sq Credit Opp ETF | +0.1% | +6.21% | Add |
| 16 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +3.92% | Add |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +3.20% | Add |
| 18 | XOM | Exxon Mobil CORP | +0.1% | +0.32% | Add |
| 19 | JEMB | Jh Em Debt Hard Currency ETF | 0% | +4.06% | Add |
| 20 | JNJ | Johnson & Johnson | 0% | -1.84% | Trim |
| 21 | GBIL | Goldman Sachs Access Treasur | 0% | +15.19% | Add |
| 22 | BBBI | Bblx Bbb 5-10y Corpbond ETF | 0% | +2.49% | Add |
| 23 | VOT | Vanguard Mid-cap Growth ETF | 0% | +6905.00% | Add |
| 24 | IBTI | Ishares Ibonds Dec 2028 Term | 0% | +2.09% | Add |
| 25 | CAT | Caterpillar Inc | 0% | +0.08% | Add |
| 26 | VYM | Vanguard High Dvd Yield ETF | 0% | +1069.85% | Add |
| 27 | CVX | Chevron CORP | 0% | -0.37% | Trim |
| 28 | INTC | Intel CORP | 0% | +449.71% | Add |
| 29 | JSI | Jh Securitized Income ETF | 0% | +2.22% | Add |
| 30 | XBB | Bondbloxx-bb Rated Usd Hy Cb | 0% | +2.83% | Add |
| 31 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +2.38% | Add |
| 32 | SCHW | Schwab (charles) CORP | 0% | +126.34% | Add |
| 33 | ETN | Eaton Corporation plc | 0% | +445.04% | Add |
| 34 | TJX | Tjx Companies Inc | 0% | +46.34% | Add |
| 35 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 36 | IRM | Iron Mountain Inc | 0% | +0.13% | Add |
| 37 | DE | Deere & Co | 0% | +0.11% | Add |
| 38 | CL | Colgate-palmolive Co | 0% | — | Unchanged |
| 39 | CDNS | Cadence Design Sys Inc | 0% | +1162.50% | Add |
| 40 | PEP | Pepsico Inc | 0% | -2.02% | Trim |
| 41 | NEE | Nextera Energy Inc | 0% | -1.04% | Trim |
| 42 | RTX | Rtx CORP | 0% | -0.74% | Trim |
| 43 | VBK | Vanguard Small-cap Grwth ETF | 0% | +2200.00% | Add |
| 44 | HTH | Hilltop Holdings Inc | 0% | — | Unchanged |
| 45 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 46 | PFE | Pfizer Inc | 0% | +1.05% | Add |
| 47 | SAIA | Saia Inc | 0% | — | Unchanged |
| 48 | WM | Waste Management Inc | 0% | — | Unchanged |
| 49 | PWR | Quanta Services Inc | 0% | — | Unchanged |
| 50 | IBTJ | Ishares Ibonds Dec 2029 Term | — | +1.90% | Add |
According to official SEC Form 13F filings, Atwood & Palmer Inc reported a total U.S. public equity portfolio value of $1.9B across 531 disclosed positions in Q1 2026.
During Q1 2026, Atwood & Palmer Inc's top holdings by market value included GOOG (3.9%)、AVDE (3.7%)、PLTR (3.6%). The largest single position, GOOG, represented 3.9% 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 GOOG, AVDE, PLTR) accounted for 16.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
NOK
市值: $19.8M
Top Position Liquidated / Trimmed
JBBB
前期市值: $934.2K
In Q1 2026, Atwood & Palmer Inc made 159 total portfolio adjustments, initiating 13 new buys, adding to 67 positions, trimming 67 holdings, and fully liquidating 12 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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