Atwood--Palmer

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ARES",
  "GFL.TO",
  "FLEX",
  "MPWR",
  "ODD",
  "PLMR",
  null,
  null,
  null,
  "FLO",
  "HUM",
  null,
  "RF",
  "ONON",
  "ACN",
  "ABNB",
  "ABT",
  "MBC",
  "ABBV",
  "ADBE",
  "BABA",
  "ALL",
  "GOOGL",
  "RIG",
  "AXP",
  null,
  "ASML",
  "BLK",
  "ENR",
  null,
  "ADX",
  null,
  "CAT",
  null,
  "AVDE",
  "AVGO",
  "LOW",
  null,
  null,
  "AVEM",
  "CP.TO",
  "FMS",
  null,
  null,
  null,
  "BSX",
  "HRB",
  null,
  null,
  "LINE",
  "NMRK",
  "DUK",
  "D",
  "NICE",
  null,
  "ERJ",
  "RL",
  null,
  null,
  null,
  "FCX",
  "FITB",
  "DDD",
  "THRD",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "AZN",
  null,
  "MCD",
  "INTU",
  "RPM",
  "EVTV",
  "FBIN",
  "UNP",
  "QCOM",
  null,
  "ISRG",
  null,
  "HPK",
  "GSIE",
  "AMAT",
  "EMR",
  "NBIX",
  "META",
  null,
  null,
  "MNKD",
  "MBIN",
  "STIM",
  "NUTX",
  "IVW",
  "PSBD",
  "IJH",
  null,
  null,
  "WKHS",
  null,
  null,
  null,
  "LHX",
  "LRCX",
  "LIN",
  null,
  "MMC",
  "TLRY",
  null,
  "PWR",
  null,
  "MA",
  "UI",
  "MDT",
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "EQIX",
  "EQT",
  "EXC",
  "EVRG",
  null,
  "GE",
  null,
  "NTRS",
  "HEI",
  "HOLX",
  "OXY",
  "ODFL",
  "ORLY",
  "EMN",
  "ADM",
  null,
  "PCAR",
  "BX",
  "AMP",
  "IJR",
  "ANET",
  "KLAC",
  "IWD",
  "ORCL",
  "NOC",
  "PAYX",
  null,
  "VHT",
  "AMH",
  null,
  "EEM",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  null,
  "PGR",
  "IEMG",
  "IJK",
  null,
  "IVV",
  "PBR",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "INTC",
  "LDOS",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "MSTR",
  null,
  "REGN",
  "IEFA",
  "SPGI",
  null,
  null,
  "SHOP",
  "SLB",
  "SPG",
  "ROP",
  "SRE",
  "SHEL",
  "RTX",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  "BP",
  "AMT",
  "RSG",
  null,
  "IBM",
  "SSNC",
  "SYK",
  "SBUX",
  "TEL",
  "CI",
  "TXN",
  "TD",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TRV",
  "TYL",
  "UBER",
  "UL",
  "UTHR",
  "UNM",
  "UPS",
  "VNQ",
  "SLQT",
  "OGE",
  "MRNA",
  "SCHW",
  "UMBF",
  "EPC",
  "VWO",
  null,
  null,
  null,
  "NJR",
  null,
  "TY",
  null,
  "EME",
  "VIG",
  "TRGP",
  null,
  "TXT",
  "TSCO",
  "NXT",
  "ULTA",
  "IWO",
  "XLB",
  null,
  "IWN",
  "IEF",
  null,
  "ETR",
  "GRWG",
  "VRTX",
  "EW",
  "TT",
  "SAIA",
  "SRPT",
  "TCBI",
  "ADSK",
  "ACGL",
  "AFL",
  "TKR",
  "AXON",
  "SDY",
  "FI",
  "WAB",
  "IP",
  "GNRC",
  "AJG",
  "WM",
  "FSLR",
  "FTNT",
  "IWP",
  "IR",
  "CAH",
  "AEP",
  "EFSC",
  "FTRE",
  "HTH",
  "GTY",
  null,
  "INO",
  "EEFT",
  null,
  null,
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "NIO",
  "CMS",
  "HCA",
  "PFG",
  "LUV",
  null,
  "DKNG",
  "ACM",
  null,
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  null,
  "VOOG",
  "VTEB",
  "VBR",
  "VT",
  "VB",
  "VOO",
  "VLTO",
  "VTRS",
  "V",
  "WMT",
  "WBA",
  "WFC",
  "WMB",
  "WH",
  null,
  "GRMN",
  "POST",
  null,
  "ET",
  "BIIB",
  null,
  "HIW",
  "JKHY",
  "JCI",
  "NXPI",
  "LH",
  "ESLT",
  "EMBC",
  null,
  "ON",
  "OTIS",
  "PSX",
  "CRM",
  "SWKS",
  "PENN",
  "RBLX",
  "SCI",
  null,
  "RDDT",
  "SHAK",
  "SEE",
  "SPOT",
  null,
  "TNL",
  null,
  "GEV",
  "MELI",
  "MCK",
  "SPYV",
  "GWW",
  null,
  "FDX",
  "AME",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "BAC",
  "BANC",
  "BK",
  "BRK-B",
  "BDX",
  "BRBR",
  "BHF",
  "BMY",
  "CFFN",
  "CARR",
  "CRGX",
  "CDW",
  "CNP",
  "CVX",
  "CB",
  "CMG",
  "CNK",
  "CTAS",
  "CSCO",
  "CME",
  "KO",
  "CBSH",
  "CMCSA",
  "CL",
  "COP",
  "STZ",
  "CEG",
  "CPRT",
  "CORT",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "CVS",
  "CW",
  "DHR",
  "DELL",
  "DE",
  "FANG",
  "DAL",
  "DXCM",
  "DFS",
  "RSP",
  "IJT",
  null,
  "EFA",
  "ADI",
  "MCO",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  "MO",
  "MLM",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 441
Total Value: 1441701232
Accession Number: 0001044929-25-000005
Form Type: 13F-HR
CIK: atwood--palmer
Manager Name: Atwood--Palmer

Data Enrichment

83% identified

367 identified74 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

441 positions • $1.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 10 of 23

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025072125

Shares:1.7K

Value:$108.1K

% of Portfolio:0.0% ($108.1K/$1.4B)

COPART INC

CPRT|217204106

Shares:1.8K

Value:$102.0K

% of Portfolio:0.0% ($102.0K/$1.4B)

78464A763

SDY|78464A763

Shares:750

Value:$101.8K

% of Portfolio:0.0% ($101.8K/$1.4B)

922908553

VNQ|922908553

Shares:1.1K

Value:$100.6K

% of Portfolio:0.0% ($100.6K/$1.4B)

S&P Global Inc.

SPGI|78409V104

Shares:193

Value:$98.1K

% of Portfolio:0.0% ($98.1K/$1.4B)

EASTMAN CHEMICAL CO

EMN|277432100

Shares:1.1K

Value:$96.9K

% of Portfolio:0.0% ($96.9K/$1.4B)

025072190

Shares:1.7K

Value:$92.7K

% of Portfolio:0.0% ($92.7K/$1.4B)

Sarepta Therapeutics, Inc.

SRPT|803607100

Shares:1.4K

Value:$89.3K

% of Portfolio:0.0% ($89.3K/$1.4B)

25400Q113

Shares:7.1K

Value:$88.2K

% of Portfolio:0.0% ($88.2K/$1.4B)

T-Mobile US, Inc.

TMUS|872590104

Shares:330

Value:$88.0K

% of Portfolio:0.0% ($88.0K/$1.4B)

Evergy, Inc.

EVRG|30034W106

Shares:1.3K

Value:$87.4K

% of Portfolio:0.0% ($87.4K/$1.4B)

032108409

Shares:2.1K

Value:$86.8K

% of Portfolio:0.0% ($86.8K/$1.4B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:175

Value:$86.7K

% of Portfolio:0.0% ($86.7K/$1.4B)

33733E302

Shares:385

Value:$85.5K

% of Portfolio:0.0% ($85.5K/$1.4B)

TRI-CONTINENTAL Corp

TY|895436103

Shares:2.7K

Value:$83.6K

% of Portfolio:0.0% ($83.6K/$1.4B)

LINDE PLC

LIN|G54950103

Shares:177

Value:$82.4K

% of Portfolio:0.0% ($82.4K/$1.4B)

464287887

IJT|464287887

Shares:658

Value:$81.9K

% of Portfolio:0.0% ($81.9K/$1.4B)

46138G870

Shares:3.4K

Value:$81.7K

% of Portfolio:0.0% ($81.7K/$1.4B)

464287630

IWN|464287630

Shares:539

Value:$81.4K

% of Portfolio:0.0% ($81.4K/$1.4B)

HEICO CORP

HEI|422806109

Shares:300

Value:$80.2K

% of Portfolio:0.0% ($80.2K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip025072125)✕	1.7K	QoQ 0.00% (-0) YoY NEW(+1.7K)	All Managers (Combined)	$108.1K	0.0% ($108.1K/$1.4B)	QoQ -4.63% (-$5.2K) YoY NEW(+$108.1K)
COPART INC(CPRTcusip217204106)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$102.0K	0.0% ($102.0K/$1.4B)	QoQ NEW(+$102.0K) YoY NEW(+$102.0K)
(SDYcusip78464A763)	750	QoQ 0.00% (+0) YoY -42.30% (-550)	All Managers (Combined)	$101.8K	0.0% ($101.8K/$1.4B)	QoQ +2.71% (+$2.7K) YoY -40.35% (-$68.9K)
(VNQcusip922908553)	1.1K	QoQ 0.00% (+0) YoY NEW(+1.1K)	All Managers (Combined)	$100.6K	0.0% ($100.6K/$1.4B)	QoQ +1.63% (+$1.6K) YoY NEW(+$100.6K)
S&P Global Inc.(SPGIcusip78409V104)	193	QoQ 0.00% (+0) YoY +2044.44% (+184)	All Managers (Combined)	$98.1K	0.0% ($98.1K/$1.4B)	QoQ +2.02% (+$1.9K) YoY +2460.41% (+$94.2K)
EASTMAN CHEMICAL CO(EMNcusip277432100)	1.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$96.9K	0.0% ($96.9K/$1.4B)	QoQ -3.51% (-$3.5K) YoY -12.08% (-$13.3K)
(cusip025072190)✕	1.7K	QoQ 0.00% (+0) YoY NEW(+1.7K)	All Managers (Combined)	$92.7K	0.0% ($92.7K/$1.4B)	QoQ +4.76% (+$4.2K) YoY NEW(+$92.7K)
Sarepta Therapeutics, Inc.(SRPTcusip803607100)	1.4K	QoQ 0.00% (-0) YoY -53.33% (-1.6K)	All Managers (Combined)	$89.3K	0.0% ($89.3K/$1.4B)	QoQ -47.51% (-$80.9K) YoY -76.99% (-$299.0K)
(cusip25400Q113)✕	7.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$88.2K	0.0% ($88.2K/$1.4B)	QoQ -46.13% (-$75.5K) YoY -54.65% (-$106.3K)
T-Mobile US, Inc.(TMUScusip872590104)	330	QoQ -1.49% (-5) YoY +26.43% (+69)	All Managers (Combined)	$88.0K	0.0% ($88.0K/$1.4B)	QoQ +19.02% (-$14.1K) YoY +106.60% (+$45.4K)
Evergy, Inc.(EVRGcusip30034W106)	1.3K	QoQ -0.07% (-1) YoY +48.30% (+413)	All Managers (Combined)	$87.4K	0.0% ($87.4K/$1.4B)	QoQ +11.93% (-$9.3K) YoY +91.56% (+$41.8K)
(cusip032108409)✕	2.1K	QoQ 0.00% (+0) YoY NEW(+2.1K)	All Managers (Combined)	$86.8K	0.0% ($86.8K/$1.4B)	QoQ +0.71% (+$618) YoY NEW(+$86.8K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	175	QoQ 0.00% (-0) YoY +2.33% (+4)	All Managers (Combined)	$86.7K	0.0% ($86.7K/$1.4B)	QoQ -5.11% (-$4.7K) YoY +27.00% (+$18.4K)
(cusip33733E302)✕	385	QoQ 0.00% (-0) YoY -62.43% (-640)	All Managers (Combined)	$85.5K	0.0% ($85.5K/$1.4B)	QoQ -8.64% (-$8.1K) YoY -59.31% (-$124.7K)
TRI-CONTINENTAL Corp(TYcusip895436103)	2.7K	QoQ 0.00% (-0) YoY NEW(+2.7K)	All Managers (Combined)	$83.6K	0.0% ($83.6K/$1.4B)	QoQ -3.21% (-$2.8K) YoY NEW(+$83.6K)
LINDE PLC(LINcusipG54950103)	177	QoQ -0.56% (-1) YoY -25.94% (-62)	All Managers (Combined)	$82.4K	0.0% ($82.4K/$1.4B)	QoQ +10.59% (-$7.9K) YoY -25.73% (-$28.6K)
(IJTcusip464287887)	658	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$81.9K	0.0% ($81.9K/$1.4B)	QoQ -8.03% (-$7.2K) YoY -4.76% (-$4.1K)
(cusip46138G870)✕	3.4K	QoQ -20.38% (-863) YoY -62.35% (-5.6K)	All Managers (Combined)	$81.7K	0.0% ($81.7K/$1.4B)	QoQ -20.22% (-$20.7K) YoY -61.60% (-$131.1K)
(IWNcusip464287630)	539	QoQ 0.00% (-0) YoY -15.64% (-100)	All Managers (Combined)	$81.4K	0.0% ($81.4K/$1.4B)	QoQ -8.03% (-$7.1K) YoY -19.80% (-$20.1K)
HEICO CORP(HEIcusip422806109)	300	QoQ NEW(+300) YoY NEW(+300)	All Managers (Combined)	$80.2K	0.0% ($80.2K/$1.4B)	QoQ NEW(+$80.2K) YoY NEW(+$80.2K)