CIK: 0001044929
Total reported value
$1.8B
Reporting period: 2026-03-31 · Number of holdings: 531
ATWOOD & PALMER INC disclosed 531 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.8B and a quarterly turnover rate of 11.9%.
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Atwood & Palmer INC's disclosed holdings carry a Herfindahl concentration index of 0.020 — mathematically equivalent to about 49 equally-sized positions, well below its 531 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.15), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 61% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim DKNG
-99.2% -$18.6M
Trim PLTR
-1.6% -$15.0M
Add BABA
+50385.9% $12.6M
Add GNRC
+0.5% $9.5M
Trim GOOG
-1.5% -$7.6M
Add LMT
0.0% $8.2M
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% | -0.46% | -1.52% | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 3.67% | +0.13% | +1.38% | |
| 3 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.61% | -0.88% | -1.59% | |
| 4 | JEMB | Jh Em Debt Hard Currency ETF | ETF-Other | 3.40% | +0.04% | +4.06% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 3.34% | +0.07% | +3.20% | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.27% | +0.09% | +3.92% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.05% | +0.14% | +1.05% | |
| 8 | GILD | Gilead Sciences INC | Stock-Healthcare | 2.73% | +0.29% | -0.68% | |
| 9 | URI | United Rentals INC | Stock-Industrials | 2.41% | -0.28% | +0.29% | |
| 10 | ABBV | Abbvie INC | Stock-Healthcare | 2.38% | -0.14% | -0.12% | |
| 11 | PSQO | Plmr Sq Credit Opp ETF | ETF-Other | 2.34% | +0.11% | +6.21% | |
| 12 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.32% | +0.45% | — | |
| 13 | LDOS | Leidos Holdings INC | Stock-Tech | 2.26% | -0.40% | -1.09% | |
| 14 | CSCO | Cisco Systems INC | Stock-Tech | 2.25% | — | -1.42% | |
| 15 | BBBI | Bblx Bbb 5-10y Corpbond ETF | ETF-Other | 2.24% | — | +2.49% | |
| 16 | FITB | Fifth Third Bancorp | Stock-Financials | 2.20% | -0.04% | -0.79% | |
| 17 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 2.11% | +0.13% | +2.24% | |
| 18 | UTHR | United Therapeutics CORP | Stock-Healthcare | 2.09% | +0.33% | -1.73% | |
| 19 | JSI | Jh Securitized Income ETF | ETF-Other | 2.03% | — | +2.22% | |
| 20 | AMP | Ameriprise Financial INC | Stock-Financials | 1.94% | -0.21% | +0.37% | |
| 21 | DHI | Dr Horton INC | Stock-Consumer Disc | 1.84% | -0.11% | +0.16% | |
| 22 | AAPL | Apple INC | Stock-Tech | 1.82% | -0.12% | +1.45% | |
| 23 | WMT | Walmart INC | Stock-Consumer Staples | 1.82% | +0.13% | -2.80% | |
| 24 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.82% | — | -0.28% | |
| 25 | MELI | Mercadolibre INC | Stock-Consumer Disc | 1.79% | -0.18% | +6.56% | |
| 26 | GNRC | Generac Holdings INC | Stock-Industrials | 1.75% | +0.53% | +0.50% | |
| 27 | MA | Mastercard INC - A | Stock-Financials | 1.70% | -0.24% | +0.99% | |
| 28 | TPYP | Tortoise North American Pipe | ETF-Other | 1.59% | +0.26% | +0.37% | |
| 29 | GS | Goldman Sachs Group INC | Stock-Financials | 1.59% | -0.06% | +1.10% | |
| 30 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.54% | +0.12% | +2.83% | |
| 31 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 1.51% | -0.27% | +0.23% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 1.49% | -0.10% | +0.51% | |
| 33 | VRTX | Vertex Pharmaceuticals INC | Stock-Healthcare | 1.40% | — | +0.65% | |
| 34 | LHX | L3harris Technologies INC | Stock-Industrials | 1.24% | +0.17% | -0.47% | |
| 35 | GRMN | Garmin Ltd. | Stock-Tech | 1.22% | +0.15% | -0.20% | |
| 36 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 1.19% | — | +2.09% | |
| 37 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.16% | — | +1.90% | |
| 38 | XBB | Bondbloxx-bb Rated Usd Hy Cb | ETF-Other | 1.15% | — | +2.83% | |
| 39 | NOK | Nokia Corp-spon Adr | Stock-Tech | 1.12% | +1.12% | NEW | |
| 40 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.09% | — | +1.73% | |
| 41 | CDW | Cdw Corp/de | Stock-Tech | 1.09% | -0.13% | +0.63% | |
| 42 | ON | On Semiconductor | Stock-Tech | 1.07% | +0.14% | +1.01% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.06% | — | +2.38% | |
| 44 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 0.94% | — | +0.69% | |
| 45 | UBER | Uber Technologies INC | Stock-Industrials | 0.74% | -0.09% | +2.42% | |
| 46 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.71% | +0.71% | +50385.93% | |
| 47 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.63% | — | -3.51% | |
| 48 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.62% | — | -3.10% | |
| 49 | HLI | Houlihan Lokey INC | Stock-Financials | 0.59% | -0.10% | +3.30% | |
| 50 | VSLU | Applied Finance Valuat ETF | ETF-Other | 0.48% | -0.05% | -3.81% |
Performance for Q3 2026
+3.3%
Performance Last 4 Quarters
+16.5%
Based on 75% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 531 | $1.8B | 12 | |
| 2025-12-31 | 488 | $1.8B | 9 | |
| 2025-09-30 | 489 | $1.7B | 41 | |
| 2025-06-30 | 514 | $1.6B | 0 | |
| 2025-03-31 | 441 | $1.4B | 100 | |
| 2024-12-31 | 469 | $1.5B | 0 | |
| 2024-09-30 | 472 | $1.5B | 0 | |
| 2024-06-30 | 436 | $1.3B | 0 | |
| 2024-03-31 | 415 | $1.3B | 0 | |
| 2023-12-31 | 402 | $1.2B | 0 | |
| 2023-09-30 | 425 | $1.1B | 0 | |
| 2023-06-30 | 396 | $1.1B | 0 | |
| 2023-03-31 | 370 | $1.1B | 0 | |
| 2022-12-31 | 390 | $1.1B | 0 | |
| 2022-09-30 | 381 | $1.0B | 0 | |
| 2022-06-30 | 400 | $1.0B | 0 | |
| 2022-03-31 | 445 | $1.2B | 0 | |
| 2021-12-31 | 458 | $1.2B | 0 | |
| 2021-09-30 | 432 | $1.1B | 0 | |
| 2021-06-30 | 416 | $1.1B | 97 | |
| 2021-03-31 | 442 | $1.0B | 15 | |
| 2020-12-31 | 378 | $931.4M | 22 | |
| 2020-09-30 | 342 | $794.1M | 27 | |
| 2020-06-30 | 322 | $739.8M | 24 | |
| 2020-03-31 | 322 | $636.7M | 30 | |
| 2019-12-31 | 301 | $778.0M | 9 | |
| 2019-09-30 | 307 | $742.0M | 18 | |
| 2019-06-30 | 305 | $740.4M | 20 | |
| 2019-03-31 | 333 | $706.3M | 13 | |
| 2018-12-31 | 325 | $629.5M | 30 | |
| 2018-09-30 | 315 | $766.2M | 10 | |
| 2018-06-30 | 320 | $728.6M | 46 | |
| 2018-03-31 | 295 | $701.5M | 20 | |
| 2017-12-31 | 292 | $712.8M | 20 | |
| 2017-09-30 | 301 | $690.7M | 11 | |
| 2017-06-30 | 320 | $637.4M | 20 | |
| 2017-03-31 | 297 | $625.6M | 24 | |
| 2016-12-31 | 334 | $555.8M | 11 | |
| 2016-09-30 | 326 | $550.6M | 13 | |
| 2016-06-30 | 312 | $553.3M | 9 | |
| 2016-03-31 | 324 | $562.5M | 53 | |
| 2015-12-31 | 402 | $526.8M | 26 | |
| 2015-09-30 | 434 | $512.3M | 32 | |
| 2015-06-30 | 377 | $556.3M | 12 | |
| 2015-03-31 | 329 | $560.3M | 28 | |
| 2014-12-31 | 383 | $535.7M | 28 | |
| 2014-09-30 | 384 | $529.4M | 41 | |
| 2014-06-30 | 336 | $374.9M | 77 | |
| 2014-03-31 | 116 | $427.5M | 27 | |
| 2013-12-31 | 109 | $405.3M | 16 | |
| 2013-09-30 | 108 | $362.4M | 17 | |
| 2013-06-30 | 110 | $369.7M | 0 |
Atwood & Palmer INC's most significant position changes for 2026-03-31: New buy: Nokia Corp-spon Adr (NOK); New buy: Applied Fin Ivs US Smid ETF (IVSS); Sold out: Janus Henderson B-bbb Clo Et (JBBB); New buy: Waters CORP (WAT); New buy: Vanguard Mega Cap Growth ETF (MGK).
| # | 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 | GOOGL | Alphabet Inc-cl A | 0% | +0.51% | Add |
| 23 | FITB | Fifth Third Bancorp | 0% | -0.79% | Trim |
| 24 | FV | First Trust Dw Focus 5 Fund | -0.1% | -12.24% | Trim |
| 25 | VSLU | Applied Finance Valuat ETF | -0.1% | -3.81% | Trim |
| 26 | BDX | Becton Dickinson And Co | -0.1% | -6.28% | Trim |
| 27 | JKHY | Jack Henry & Associates INC | -0.1% | -0.73% | Trim |
| 28 | GS | Goldman Sachs Group INC | -0.1% | +1.10% | Add |
| 29 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -16.68% | Trim |
| 30 | UBER | Uber Technologies INC | -0.1% | +2.42% | Add |
| 31 | HLI | Houlihan Lokey INC | -0.1% | +3.30% | Add |
| 32 | NVDA | Nvidia CORP | -0.1% | +0.51% | Add |
| 33 | DHI | Dr Horton INC | -0.1% | +0.16% | Add |
| 34 | AAPL | Apple INC | -0.1% | +1.45% | Add |
| 35 | CDW | Cdw Corp/de | -0.1% | +0.63% | Add |
| 36 | ABBV | Abbvie INC | -0.1% | -0.12% | Trim |
| 37 | MELI | Mercadolibre INC | -0.2% | +6.56% | Add |
| 38 | AMP | Ameriprise Financial INC | -0.2% | +0.37% | Add |
| 39 | MA | Mastercard INC - A | -0.2% | +0.99% | Add |
| 40 | TMO | Thermo Fisher Scientific INC | -0.3% | +0.23% | Add |
| 41 | URI | United Rentals INC | -0.3% | +0.29% | Add |
| 42 | LDOS | Leidos Holdings INC | -0.4% | -1.09% | Trim |
| 43 | GOOG | Alphabet Inc-cl C | -0.5% | -1.52% | Trim |
| 44 | PLTR | Palantir Technologies Inc-a | -0.9% | -1.59% | Trim |
| 45 | DKNG | Draftkings Inc-cl A | -1.1% | -99.16% | Trim |
| 46 | NOK | Nokia Corp-spon Adr | — | NEW | New buy |
| 47 | IVSS | Applied Fin Ivs US Smid ETF | — | NEW | New buy |
| 48 | JBBB | Janus Henderson B-bbb Clo Et | — | EXIT | Sold out |
| 49 | WAT | Waters CORP | — | NEW | New buy |
| 50 | MGK | Vanguard Mega Cap Growth ETF | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-28 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-15 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-08 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-16 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-07 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-10 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-10 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-12 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-20 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-18 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-21 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-31 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-12 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-21 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-29 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-24 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-29 | Amendment | View on EDGAR |
| 2021-09-30 | 2021-10-19 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-26 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-26 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-04 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-28 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-24 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-20 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-05 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-21 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-17 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-04-23 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-01 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-29 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-19 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-04-30 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-08 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-10-16 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-08 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-04-28 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-06 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-08 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-07-21 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-04-28 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-01-28 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-12 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-07-31 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-05 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-17 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-12-02 | Amendment | View on EDGAR |
| 2014-09-30 | 2014-11-12 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-11 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-04-11 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-01-17 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-10-09 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-07-18 | 13F-HR | View on EDGAR |
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