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 15 of 23

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Travel & Leisure Co.

TNL|894164102

Shares:500

Value:$23.1K

% of Portfolio:0.0% ($23.1K/$1.4B)

NIKE, Inc.

NKE|654106103

Shares:362

Value:$23.0K

% of Portfolio:0.0% ($23.0K/$1.4B)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:415

Value:$22.9K

% of Portfolio:0.0% ($22.9K/$1.4B)

SKYWORKS SOLUTIONS, INC.

SWKS|83088M102

Shares:351

Value:$22.7K

% of Portfolio:0.0% ($22.7K/$1.4B)

921078101

Shares:749

Value:$22.6K

% of Portfolio:0.0% ($22.6K/$1.4B)

PACCAR INC

PCAR|693718108

Shares:230

Value:$22.4K

% of Portfolio:0.0% ($22.4K/$1.4B)

92204A702

VGT|92204A702

Shares:40

Value:$21.7K

% of Portfolio:0.0% ($21.7K/$1.4B)

464286509

Shares:500

Value:$20.4K

% of Portfolio:0.0% ($20.4K/$1.4B)

STARBUCKS CORP

SBUX|855244109

Shares:207

Value:$20.3K

% of Portfolio:0.0% ($20.3K/$1.4B)

ADAMS DIVERSIFIED EQUITY FUND, INC.

ADX|006212104

Shares:1.1K

Value:$20.1K

% of Portfolio:0.0% ($20.1K/$1.4B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:81

Value:$19.8K

% of Portfolio:0.0% ($19.8K/$1.4B)

Archer-Daniels-Midland Co

ADM|039483102

Shares:410

Value:$19.7K

% of Portfolio:0.0% ($19.7K/$1.4B)

19762B707

Shares:330

Value:$19.6K

% of Portfolio:0.0% ($19.6K/$1.4B)

464287648

IWO|464287648

Shares:75

Value:$19.2K

% of Portfolio:0.0% ($19.2K/$1.4B)

MCKESSON CORP

MCK|58155Q103

Shares:27

Value:$18.2K

% of Portfolio:0.0% ($18.2K/$1.4B)

Targa Resources Corp.

TRGP|87612G101

Shares:90

Value:$18.0K

% of Portfolio:0.0% ($18.0K/$1.4B)

NICE Ltd.

NICE|653656108

Shares:115

Value:$17.7K

% of Portfolio:0.0% ($17.7K/$1.4B)

Shake Shack Inc.

SHAK|819047101

Shares:200

Value:$17.6K

% of Portfolio:0.0% ($17.6K/$1.4B)

Bank of New York Mellon Corp

BK|064058100

Shares:210

Value:$17.6K

% of Portfolio:0.0% ($17.6K/$1.4B)

Lineage, Inc.

LINE|53566V106

Shares:300

Value:$17.6K

% of Portfolio:0.0% ($17.6K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Travel & Leisure Co.(TNLcusip894164102)	500	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$23.1K	0.0% ($23.1K/$1.4B)	QoQ -8.24% (-$2.1K) YoY -5.45% (-$1.3K)
NIKE, Inc.(NKEcusip654106103)	362	QoQ -6.94% (-27) YoY 0.00% (-0)	All Managers (Combined)	$23.0K	0.0% ($23.0K/$1.4B)	QoQ -21.92% (-$6.5K) YoY -32.45% (-$11.1K)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	415	QoQ 0.00% (+0) YoY +382.55% (+329)	All Managers (Combined)	$22.9K	0.0% ($22.9K/$1.4B)	QoQ +3.84% (+$847) YoY +1.59% (+$359)
SKYWORKS SOLUTIONS, INC.(SWKScusip83088M102)	351	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$22.7K	0.0% ($22.7K/$1.4B)	QoQ -27.11% (-$8.4K) YoY -40.33% (-$15.3K)
(cusip921078101)✕	749	QoQ 0.00% (+0) YoY NEW(+749)	All Managers (Combined)	$22.6K	0.0% ($22.6K/$1.4B)	QoQ +19.12% (+$3.6K) YoY NEW(+$22.6K)
PACCAR INC(PCARcusip693718108)	230	QoQ NEW(+230) YoY NEW(+230)	All Managers (Combined)	$22.4K	0.0% ($22.4K/$1.4B)	QoQ NEW(+$22.4K) YoY NEW(+$22.4K)
(VGTcusip92204A702)	40	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$21.7K	0.0% ($21.7K/$1.4B)	QoQ -12.76% (-$3.2K) YoY +3.44% (+$722)
(cusip464286509)✕	500	QoQ NEW(+500) YoY NEW(+500)	All Managers (Combined)	$20.4K	0.0% ($20.4K/$1.4B)	QoQ NEW(+$20.4K) YoY NEW(+$20.4K)
STARBUCKS CORP(SBUXcusip855244109)	207	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$20.3K	0.0% ($20.3K/$1.4B)	QoQ +7.49% (+$1.4K) YoY +7.33% (+$1.4K)
ADAMS DIVERSIFIED EQUITY FUND, INC.(ADXcusip006212104)	1.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$20.1K	0.0% ($20.1K/$1.4B)	QoQ -5.99% (-$1.3K) YoY -2.71% (-$560)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	81	QoQ 0.00% (+0) YoY -25.68% (-28)	All Managers (Combined)	$19.8K	0.0% ($19.8K/$1.4B)	QoQ +14.88% (+$2.6K) YoY -11.95% (-$2.7K)
Archer-Daniels-Midland Co(ADMcusip039483102)	410	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$19.7K	0.0% ($19.7K/$1.4B)	QoQ -4.96% (-$1.0K) YoY -23.56% (-$6.1K)
(cusip19762B707)✕	330	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$19.6K	0.0% ($19.6K/$1.4B)	QoQ -7.60% (-$1.6K) YoY -7.00% (-$1.5K)
(IWOcusip464287648)	75	QoQ 0.00% (-0) YoY -50.00% (-75)	All Managers (Combined)	$19.2K	0.0% ($19.2K/$1.4B)	QoQ -11.21% (-$2.4K) YoY -52.81% (-$21.5K)
MCKESSON CORP(MCKcusip58155Q103)	27	QoQ -20.58% (-7) YoY NEW(+27)	All Managers (Combined)	$18.2K	0.0% ($18.2K/$1.4B)	QoQ -6.22% (-$1.2K) YoY NEW(+$18.2K)
Targa Resources Corp.(TRGPcusip87612G101)	90	QoQ 0.00% (+0) YoY NEW(+90)	All Managers (Combined)	$18.0K	0.0% ($18.0K/$1.4B)	QoQ +12.31% (+$2.0K) YoY NEW(+$18.0K)
NICE Ltd.(NICEcusip653656108)	115	QoQ NEW(+115) YoY NEW(+115)	All Managers (Combined)	$17.7K	0.0% ($17.7K/$1.4B)	QoQ NEW(+$17.7K) YoY NEW(+$17.7K)
Shake Shack Inc.(SHAKcusip819047101)	200	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$17.6K	0.0% ($17.6K/$1.4B)	QoQ -32.07% (-$8.3K) YoY -15.24% (-$3.2K)
Bank of New York Mellon Corp(BKcusip064058100)	210	QoQ 0.00% (+0) YoY +5.00% (+10)	All Managers (Combined)	$17.6K	0.0% ($17.6K/$1.4B)	QoQ +9.16% (+$1.5K) YoY +52.83% (+$6.1K)
Lineage, Inc.(LINEcusip53566V106)	300	QoQ 0.00% (+0) YoY NEW(+300)	All Managers (Combined)	$17.6K	0.0% ($17.6K/$1.4B)	QoQ +0.10% (+$18) YoY NEW(+$17.6K)