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CIK: 0001044929
Total reported value
$1.9B
$1.9B
495 檔
17.8%
As reported in its official Q2 2026 Form 13F filing, Atwood & Palmer Inc's tracked investment portfolio stood at $1.9B with 495 total positions.
Atwood & Palmer Inc executed strategic sector rebalancing during Q2 2026, establishing 6 new positions while fully exiting 11 holdings and trimming 64 positions.
In terms of portfolio concentration, the top 5 core holdings (including GOOG, AVDE, URI) accounted for 17.8% of total reported equity market value during Q2 2026.
Showing top 200 holdings (of 495 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.46% | -0.31% | -1.39% | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 3.67% | -0.02% | +0.52% | |
| 3 | URI | United Rentals Inc | Stock-Industrials | 3.54% | -0.59% | +0.10% | |
| 4 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.47% | -0.17% | +0.46% | |
| 5 | JEMB | Jh Em Debt Hard Currency ETF | ETF-Other | 3.35% | -0.22% | +1.70% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 3.21% | -0.01% | +2.08% | |
| 7 | CSCO | Cisco Systems Inc | Stock-Tech | 3.17% | -0.42% | -1.52% | |
| 8 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.15% | +0.02% | +1.76% | |
| 9 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.71% | +1.40% | -0.29% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.63% | -0.01% | +0.83% | |
| 11 | FITB | Fifth Third Bancorp | Stock-Financials | 2.52% | -0.37% | +0.18% | |
| 12 | GNRC | Generac Holdings Inc | Stock-Industrials | 2.47% | -0.79% | -0.53% | |
| 13 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.36% | +0.33% | +0.81% | |
| 14 | PSQO | Plmr Sq Credit Opp ETF | ETF-Other | 2.26% | +0.01% | +1.47% | |
| 15 | BBBI | Bblx Bbb 5-10y Corpbond ETF | ETF-Other | 2.15% | -0.14% | +1.85% | |
| 16 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 2.10% | +0.03% | +1.81% | |
| 17 | DHI | Dr Horton Inc | Stock-Consumer Disc | 2.07% | -0.40% | -0.18% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.96% | +0.21% | -0.24% | |
| 19 | JSI | Jh Securitized Income ETF | ETF-Other | 1.96% | -0.02% | +2.39% | |
| 20 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.89% | +0.05% | -0.10% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.85% | -0.08% | +0.03% | |
| 22 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.80% | -0.26% | +0.25% | |
| 23 | UTHR | United Therapeutics CORP | Stock-Healthcare | 1.78% | -0.08% | -1.53% | |
| 24 | NOK | Nokia Corp-spon Adr | Stock-Tech | 1.74% | -0.45% | -0.14% | |
| 25 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.67% | -0.03% | +0.43% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 1.64% | +0.05% | -1.13% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 1.62% | +0.18% | +0.48% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 1.54% | -0.20% | -1.97% | |
| 29 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.53% | +0.07% | +2.27% | |
| 30 | TPYP | Tortoise North American Pipe | ETF-Other | 1.50% | -0.11% | +0.48% | |
| 31 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.49% | +0.03% | +1.08% | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.46% | +0.57% | +0.82% | |
| 33 | LDOS | Leidos Holdings Inc | Stock-Tech | 1.42% | +0.25% | +0.74% | |
| 34 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.41% | +0.24% | +1.51% | |
| 35 | CDW | Cdw Corp/de | Stock-Tech | 1.18% | -0.14% | -0.78% | |
| 36 | GRMN | Garmin Ltd. | Stock-Tech | 1.17% | +0.17% | -0.37% | |
| 37 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 1.13% | -0.14% | +1.69% | |
| 38 | XBB | Bondbloxx-bb Rated Usd Hy Cb | ETF-Other | 1.11% | -0.05% | +1.41% | |
| 39 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.11% | -0.11% | +1.46% | |
| 40 | ON | On Semiconductor | Stock-Tech | 1.09% | -0.22% | -29.29% | |
| 41 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.05% | -0.05% | +1.74% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.01% | -0.05% | +1.58% | |
| 43 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.99% | -0.19% | +0.63% | |
| 44 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.83% | -0.12% | +0.28% | |
| 45 | UBER | Uber Technologies Inc | Stock-Industrials | 0.72% | -0.04% | +2.42% | |
| 46 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.64% | -0.06% | -1.71% | |
| 47 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.62% | -0.04% | -1.72% | |
| 48 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.51% | +0.06% | -0.52% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | +0.02% | -0.41% | |
| 50 | CBC | Central Bancompany | Stock-Other | 0.46% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | URI | United Rentals Inc | +1.1% | +0.10% | Add |
| 2 | CSCO | Cisco Systems Inc | +0.9% | -1.52% | Trim |
| 3 | GNRC | Generac Holdings Inc | +0.7% | -0.53% | Trim |
| 4 | NOK | Nokia Corp-spon Adr | +0.6% | -0.14% | Trim |
| 5 | GOOG | Alphabet Inc-cl C | +0.6% | -1.39% | Trim |
| 6 | AVEM | Avantis Emerging Markets Eq | +0.4% | +0.46% | Add |
| 7 | FITB | Fifth Third Bancorp | +0.3% | +0.18% | Add |
| 8 | ABBV | Abbvie Inc | +0.3% | +0.83% | Add |
| 9 | DHI | Dr Horton Inc | +0.2% | -0.18% | Trim |
| 10 | GS | Goldman Sachs Group Inc | +0.2% | +0.25% | Add |
| 11 | AAPL | Apple Inc | +0.1% | -0.24% | Trim |
| 12 | NVDA | Nvidia CORP | +0.1% | +0.48% | Add |
| 13 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +1.08% | Add |
| 14 | CDW | Cdw Corp/de | +0.1% | -0.78% | Trim |
| 15 | CBC | Central Bancompany | +0.1% | — | Unchanged |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.41% | Trim |
| 17 | CAT | Caterpillar Inc | 0% | -4.64% | Trim |
| 18 | ON | On Semiconductor | 0% | -29.29% | Trim |
| 19 | IMTM | Ishares Msci Intl Momentum F | 0% | -1.71% | Trim |
| 20 | FV | First Trust Dw Focus 5 Fund | 0% | -8.93% | Trim |
| 21 | CBSH | Commerce Bancshares Inc | 0% | -0.70% | Trim |
| 22 | IVSS | Applied Fin Ivs US Smid ETF | 0% | -0.18% | Trim |
| 23 | HIW | Highwoods Properties Inc | 0% | — | Unchanged |
| 24 | INTC | Intel CORP | 0% | -25.69% | Trim |
| 25 | KMB | Kimberly-clark CORP | 0% | -0.16% | Trim |
| 26 | GEM | Goldman Sachs Activebeta Em | 0% | -2.78% | Trim |
| 27 | AMZN | Amazon.com Inc | 0% | +2.51% | Add |
| 28 | QCOM | Qualcomm Inc | 0% | — | Unchanged |
| 29 | IRM | Iron Mountain Inc | 0% | +0.12% | Add |
| 30 | PH | Parker Hannifin CORP | 0% | +1.37% | Add |
| 31 | CRWD | Crowdstrike Holdings Inc - A | 0% | +11.44% | Add |
| 32 | AVGO | Broadcom Inc | 0% | -1.12% | Trim |
| 33 | LLY | Eli Lilly & Co | 0% | +7.17% | Add |
| 34 | PNC | Pnc Financial Services Group | 0% | -0.26% | Trim |
| 35 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 36 | IWF | Ishares Russell 1000 Growth | 0% | +300.00% | Add |
| 37 | NXPI | NXP Semiconductors N.V. | 0% | — | Unchanged |
| 38 | VUG | Vanguard Growth ETF | 0% | +1506.71% | Add |
| 39 | PANW | Palo Alto Networks Inc | 0% | -22.61% | Trim |
| 40 | ✓ | 0% | NEW | New buy | |
| 41 | ✓ | 0% | NEW | New buy | |
| 42 | ANET | Arista Networks Inc | 0% | -10.33% | Trim |
| 43 | CARR | Carrier Global CORP | 0% | — | Unchanged |
| 44 | TSLA | Tesla Inc | 0% | +2.59% | Add |
| 45 | GEV | GE Vernova Inc | 0% | +11.11% | Add |
| 46 | USB | US Bancorp | 0% | — | Unchanged |
| 47 | ETN | Eaton Corporation plc | 0% | +7.70% | Add |
| 48 | KLAC | Kla CORP | 0% | +900.00% | Add |
| 49 | AXON | Axon Enterprise Inc | 0% | — | Unchanged |
| 50 | FTNT | Fortinet Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Atwood & Palmer Inc reported a total U.S. public equity portfolio value of $1.9B across 495 disclosed positions in Q2 2026.
During Q2 2026, Atwood & Palmer Inc's top holdings by market value included GOOG (4.5%)、AVDE (3.7%)、URI (3.5%). The largest single position, GOOG, represented 4.5% 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
市值: $140.6K
Top Position Liquidated / Trimmed
XOM
前期市值: $2.8M
In Q2 2026, Atwood & Palmer Inc made 141 total portfolio adjustments, initiating 6 new buys, adding to 60 positions, trimming 64 holdings, and fully liquidating 11 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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