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 11 of 23

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ELBIT SYSTEMS LTD

ESLT|M3760D101

Shares:200

Value:$76.7K

% of Portfolio:0.0% ($76.7K/$1.4B)

Medtronic plc

MDT|G5960L103

Shares:775

Value:$69.6K

% of Portfolio:0.0% ($69.6K/$1.4B)

SEALED AIR CORP/DE

SEE|81211K100

Shares:2.4K

Value:$69.4K

% of Portfolio:0.0% ($69.4K/$1.4B)

464287440

IEF|464287440

Shares:710

Value:$67.7K

% of Portfolio:0.0% ($67.7K/$1.4B)

MasterBrand, Inc.

MBC|57638P104

Shares:5.1K

Value:$66.3K

% of Portfolio:0.0% ($66.3K/$1.4B)

Edwards Lifesciences Corp

EW|28176E108

Shares:912

Value:$66.1K

% of Portfolio:0.0% ($66.1K/$1.4B)

Merck & Co., Inc.

MRK|58933Y105

Shares:730

Value:$65.5K

% of Portfolio:0.0% ($65.5K/$1.4B)

921908844

VIG|921908844

Shares:336

Value:$65.2K

% of Portfolio:0.0% ($65.2K/$1.4B)

389637109

Shares:986

Value:$64.3K

% of Portfolio:0.0% ($64.3K/$1.4B)

ADOBE INC.

ADBE|00724F101

Shares:167

Value:$64.0K

% of Portfolio:0.0% ($64.0K/$1.4B)

CONOCOPHILLIPS

COP|20825C104

Shares:603

Value:$63.3K

% of Portfolio:0.0% ($63.3K/$1.4B)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:238

Value:$62.9K

% of Portfolio:0.0% ($62.9K/$1.4B)

TEXAS CAPITAL BANCSHARES INC/TX

TCBI|88224Q107

Shares:800

Value:$59.8K

% of Portfolio:0.0% ($59.8K/$1.4B)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:317

Value:$57.0K

% of Portfolio:0.0% ($57.0K/$1.4B)

78468R853

Shares:1.4K

Value:$56.5K

% of Portfolio:0.0% ($56.5K/$1.4B)

337345102

Shares:325

Value:$56.4K

% of Portfolio:0.0% ($56.4K/$1.4B)

DOMINION ENERGY, INC

D|25746U109

Shares:1.0K

Value:$56.1K

% of Portfolio:0.0% ($56.1K/$1.4B)

CVS HEALTH Corp

CVS|126650100

Shares:820

Value:$55.6K

% of Portfolio:0.0% ($55.6K/$1.4B)

464287481

IWP|464287481

Shares:460

Value:$54.0K

% of Portfolio:0.0% ($54.0K/$1.4B)

CORCEPT THERAPEUTICS INC

CORT|218352102

Shares:464

Value:$53.0K

% of Portfolio:0.0% ($53.0K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
ELBIT SYSTEMS LTD(ESLTcusipM3760D101)	200	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$76.7K	0.0% ($76.7K/$1.4B)	QoQ +48.67% (+$25.1K) YoY +82.50% (+$34.7K)
Medtronic plc(MDTcusipG5960L103)	775	QoQ -11.32% (-99) YoY 0.00% (+0)	All Managers (Combined)	$69.6K	0.0% ($69.6K/$1.4B)	QoQ -0.24% (-$174) YoY +3.10% (+$2.1K)
SEALED AIR CORP/DE(SEEcusip81211K100)	2.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$69.4K	0.0% ($69.4K/$1.4B)	QoQ -14.57% (-$11.8K) YoY -22.31% (-$19.9K)
(IEFcusip464287440)	710	QoQ +136.66% (+410) YoY +136.66% (+410)	All Managers (Combined)	$67.7K	0.0% ($67.7K/$1.4B)	QoQ +144.14% (+$40.0K) YoY +138.44% (+$39.3K)
MasterBrand, Inc.(MBCcusip57638P104)	5.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$66.3K	0.0% ($66.3K/$1.4B)	QoQ -10.60% (-$7.9K) YoY -30.30% (-$28.8K)
Edwards Lifesciences Corp(EWcusip28176E108)	912	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$66.1K	0.0% ($66.1K/$1.4B)	QoQ -2.09% (-$1.4K) YoY -24.15% (-$21.0K)
Merck & Co., Inc.(MRKcusip58933Y105)	730	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$65.5K	0.0% ($65.5K/$1.4B)	QoQ -9.77% (-$7.1K) YoY -31.97% (-$30.8K)
(VIGcusip921908844)	336	QoQ 0.00% (-0) YoY +197.34% (+223)	All Managers (Combined)	$65.2K	0.0% ($65.2K/$1.4B)	QoQ -0.93% (-$618) YoY +215.87% (+$44.5K)
(cusip389637109)✕	986	QoQ 0.00% (-0) YoY NEW(+986)	All Managers (Combined)	$64.3K	0.0% ($64.3K/$1.4B)	QoQ -11.95% (-$8.7K) YoY NEW(+$64.3K)
ADOBE INC.(ADBEcusip00724F101)	167	QoQ -5.64% (-10) YoY +1.82% (-3)	All Managers (Combined)	$64.0K	0.0% ($64.0K/$1.4B)	QoQ -18.62% (-$14.7K) YoY -22.60% (-$18.7K)
CONOCOPHILLIPS(COPcusip20825C104)	603	QoQ -25.73% (-209) YoY -44.01% (-474)	All Managers (Combined)	$63.3K	0.0% ($63.3K/$1.4B)	QoQ -21.35% (-$17.2K) YoY -53.80% (-$73.8K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	238	QoQ 0.00% (+0) YoY -58.46% (-335)	All Managers (Combined)	$62.9K	0.0% ($62.9K/$1.4B)	QoQ +9.78% (+$5.6K) YoY -52.27% (-$68.9K)
TEXAS CAPITAL BANCSHARES INC/TX(TCBIcusip88224Q107)	800	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$59.8K	0.0% ($59.8K/$1.4B)	QoQ -4.47% (-$2.8K) YoY +21.36% (+$10.5K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	317	QoQ 0.00% (-0) YoY +534.00% (+267)	All Managers (Combined)	$57.0K	0.0% ($57.0K/$1.4B)	QoQ -4.16% (-$2.5K) YoY +553.94% (+$48.3K)
(cusip78468R853)✕	1.4K	QoQ 0.00% (-0) YoY +78.02% (+607)	All Managers (Combined)	$56.5K	0.0% ($56.5K/$1.4B)	QoQ -9.26% (-$5.8K) YoY +68.58% (+$23.0K)
(cusip337345102)✕	325	QoQ -7.14% (-25) YoY -71.86% (-830)	All Managers (Combined)	$56.4K	0.0% ($56.4K/$1.4B)	QoQ -14.40% (-$9.5K) YoY -74.38% (-$163.8K)
DOMINION ENERGY, INC(Dcusip25746U109)	1.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$56.1K	0.0% ($56.1K/$1.4B)	QoQ +4.10% (+$2.2K) YoY +13.98% (+$6.9K)
CVS HEALTH Corp(CVScusip126650100)	820	QoQ +228.00% (+570) YoY -84.38% (-4.4K)	All Managers (Combined)	$55.6K	0.0% ($55.6K/$1.4B)	QoQ +395.01% (+$44.3K) YoY -86.73% (-$363.2K)
(IWPcusip464287481)	460	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$54.0K	0.0% ($54.0K/$1.4B)	QoQ -7.30% (-$4.3K) YoY +2.93% (+$1.5K)
CORCEPT THERAPEUTICS INC(CORTcusip218352102)	464	QoQ 0.00% (+0) YoY NEW(+464)	All Managers (Combined)	$53.0K	0.0% ($53.0K/$1.4B)	QoQ +126.67% (+$29.6K) YoY NEW(+$53.0K)