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 17 of 23

Sort by:

Airbnb, Inc.

ABNB|009066101

Shares:100

Value:$11.9K

% of Portfolio:0.0% ($11.9K/$1.4B)

RALPH LAUREN CORP

RL|751212101

Shares:51

Value:$11.3K

% of Portfolio:0.0% ($11.3K/$1.4B)

Cinemark Holdings, Inc.

CNK|17243V102

Shares:452

Value:$11.3K

% of Portfolio:0.0% ($11.3K/$1.4B)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:188

Value:$11.2K

% of Portfolio:0.0% ($11.2K/$1.4B)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:75

Value:$10.9K

% of Portfolio:0.0% ($10.9K/$1.4B)

EQUINIX INC

EQIX|29444U700

Shares:13

Value:$10.6K

% of Portfolio:0.0% ($10.6K/$1.4B)

464287572

Shares:110

Value:$10.6K

% of Portfolio:0.0% ($10.6K/$1.4B)

Ulta Beauty, Inc.

ULTA|90384S303

Shares:28

Value:$10.3K

% of Portfolio:0.0% ($10.3K/$1.4B)

MANNKIND CORP

MNKD|56400P706

Shares:2.0K

Value:$10.1K

% of Portfolio:0.0% ($10.1K/$1.4B)

MORGAN STANLEY

MS|617446448

Shares:85

Value:$9.9K

% of Portfolio:0.0% ($9.9K/$1.4B)

NORTHERN TRUST CORP

NTRS|665859104

Shares:100

Value:$9.9K

% of Portfolio:0.0% ($9.9K/$1.4B)

92204A108

Shares:30

Value:$9.8K

% of Portfolio:0.0% ($9.8K/$1.4B)

FIRST SOLAR, INC.

FSLR|336433107

Shares:75

Value:$9.5K

% of Portfolio:0.0% ($9.5K/$1.4B)

BANC OF CALIFORNIA, INC.

BANC|05990K106

Shares:656

Value:$9.3K

% of Portfolio:0.0% ($9.3K/$1.4B)

CME GROUP INC.

CME|12572Q105

Shares:35

Value:$9.3K

% of Portfolio:0.0% ($9.3K/$1.4B)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:225

Value:$9.3K

% of Portfolio:0.0% ($9.3K/$1.4B)

EMCOR Group, Inc.

EME|29084Q100

Shares:25

Value:$9.2K

% of Portfolio:0.0% ($9.2K/$1.4B)

CINTAS CORP

CTAS|172908105

Shares:44

Value:$9.0K

% of Portfolio:0.0% ($9.0K/$1.4B)

SPDR GOLD TRUST

GLD|78463V107

Shares:31

Value:$8.9K

% of Portfolio:0.0% ($8.9K/$1.4B)

TEXTRON INC

TXT|883203101

Shares:120

Value:$8.7K

% of Portfolio:0.0% ($8.7K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Airbnb, Inc.(ABNBcusip009066101)	100	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$11.9K	0.0% ($11.9K/$1.4B)	QoQ -9.09% (-$1.2K) YoY -27.58% (-$4.5K)
RALPH LAUREN CORP(RLcusip751212101)	51	QoQ 0.00% (-0) YoY +264.28% (+37)	All Managers (Combined)	$11.3K	0.0% ($11.3K/$1.4B)	QoQ -4.43% (-$522) YoY +328.22% (+$8.6K)
Cinemark Holdings, Inc.(CNKcusip17243V102)	452	QoQ +2913.33% (+437) YoY NEW(+452)	All Managers (Combined)	$11.3K	0.0% ($11.3K/$1.4B)	QoQ +2319.56% (+$10.8K) YoY NEW(+$11.3K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	188	QoQ 0.00% (+0) YoY NEW(+188)	All Managers (Combined)	$11.2K	0.0% ($11.2K/$1.4B)	QoQ +10.41% (+$1.1K) YoY NEW(+$11.2K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	75	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$10.9K	0.0% ($10.9K/$1.4B)	QoQ -10.77% (-$1.3K) YoY -29.63% (-$4.6K)
EQUINIX INC(EQIXcusip29444U700)	13	QoQ +333.33% (+10) YoY +333.33% (+10)	All Managers (Combined)	$10.6K	0.0% ($10.6K/$1.4B)	QoQ +274.69% (+$7.8K) YoY +328.10% (+$8.1K)
(cusip464287572)✕	110	QoQ 0.00% (-0) YoY NEW(+110)	All Managers (Combined)	$10.6K	0.0% ($10.6K/$1.4B)	QoQ -4.44% (-$493) YoY NEW(+$10.6K)
Ulta Beauty, Inc.(ULTAcusip90384S303)	28	QoQ 0.00% (-0) YoY +12.00% (-3)	All Managers (Combined)	$10.3K	0.0% ($10.3K/$1.4B)	QoQ -15.72% (-$1.9K) YoY -21.48% (-$2.8K)
MANNKIND CORP(MNKDcusip56400P706)	2.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$10.1K	0.0% ($10.1K/$1.4B)	QoQ -21.77% (-$2.8K) YoY +11.03% (+$1.0K)
MORGAN STANLEY(MScusip617446448)	85	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$9.9K	0.0% ($9.9K/$1.4B)	QoQ -7.20% (-$770) YoY +23.90% (+$1.9K)
NORTHERN TRUST CORP(NTRScusip665859104)	100	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$9.9K	0.0% ($9.9K/$1.4B)	QoQ -3.75% (-$385) YoY +10.94% (+$973)
(cusip92204A108)✕	30	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$9.8K	0.0% ($9.8K/$1.4B)	QoQ -13.28% (-$1.5K) YoY +2.45% (+$234)
FIRST SOLAR, INC.(FSLRcusip336433107)	75	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$9.5K	0.0% ($9.5K/$1.4B)	QoQ -28.25% (-$3.7K) YoY -25.09% (-$3.2K)
BANC OF CALIFORNIA, INC.(BANCcusip05990K106)	656	QoQ 0.00% (-0) YoY -28.54% (-262)	All Managers (Combined)	$9.3K	0.0% ($9.3K/$1.4B)	QoQ -8.21% (-$833) YoY -33.33% (-$4.7K)
CME GROUP INC.(CMEcusip12572Q105)	35	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$9.3K	0.0% ($9.3K/$1.4B)	QoQ +14.23% (+$1.2K) YoY +23.22% (+$1.8K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	225	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$9.3K	0.0% ($9.3K/$1.4B)	QoQ -5.14% (-$502) YoY +5.56% (+$488)
EMCOR Group, Inc.(EMEcusip29084Q100)	25	QoQ NEW(+25) YoY NEW(+25)	All Managers (Combined)	$9.2K	0.0% ($9.2K/$1.4B)	QoQ NEW(+$9.2K) YoY NEW(+$9.2K)
CINTAS CORP(CTAScusip172908105)	44	QoQ 0.00% (+0) YoY NEW(+44)	All Managers (Combined)	$9.0K	0.0% ($9.0K/$1.4B)	QoQ +12.50% (+$1.0K) YoY NEW(+$9.0K)
SPDR GOLD TRUST(GLDcusip78463V107)	31	QoQ 0.00% (+0) YoY NEW(+31)	All Managers (Combined)	$8.9K	0.0% ($8.9K/$1.4B)	QoQ +18.99% (+$1.4K) YoY NEW(+$8.9K)
TEXTRON INC(TXTcusip883203101)	120	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$8.7K	0.0% ($8.7K/$1.4B)	QoQ -5.54% (-$509) YoY -24.68% (-$2.8K)