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

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PRINCIPAL FINANCIAL GROUP INC

PFG|74251V102

Shares:100

Value:$8.4K

% of Portfolio:0.0% ($8.4K/$1.4B)

921932505

VOOG|921932505

Shares:25

Value:$8.4K

% of Portfolio:0.0% ($8.4K/$1.4B)

Johnson Controls International plc

JCI|G51502105

Shares:104

Value:$8.3K

% of Portfolio:0.0% ($8.3K/$1.4B)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:71

Value:$7.9K

% of Portfolio:0.0% ($7.9K/$1.4B)

Transocean Ltd.

RIG|H8817H100

Shares:2.5K

Value:$7.9K

% of Portfolio:0.0% ($7.9K/$1.4B)

AUTOZONE INC

AZO|053332102

Shares:2

Value:$7.6K

% of Portfolio:0.0% ($7.6K/$1.4B)

Fortrea Holdings Inc.

FTRE|34965K107

Shares:1.0K

Value:$7.5K

% of Portfolio:0.0% ($7.5K/$1.4B)

OLD DOMINION FREIGHT LINE, INC.

ODFL|679580100

Shares:45

Value:$7.4K

% of Portfolio:0.0% ($7.4K/$1.4B)

389930207

Shares:197

Value:$7.2K

% of Portfolio:0.0% ($7.2K/$1.4B)

ANALOG DEVICES INC

ADI|032654105

Shares:35

Value:$7.1K

% of Portfolio:0.0% ($7.1K/$1.4B)

MONOLITHIC POWER SYSTEMS INC

MPWR|609839105

Shares:12

Value:$7.0K

% of Portfolio:0.0% ($7.0K/$1.4B)

464287465

EFA|464287465

Shares:84

Value:$6.9K

% of Portfolio:0.0% ($6.9K/$1.4B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:24

Value:$6.5K

% of Portfolio:0.0% ($6.5K/$1.4B)

81369Y605

Shares:127

Value:$6.3K

% of Portfolio:0.0% ($6.3K/$1.4B)

35473P736

Shares:250

Value:$6.3K

% of Portfolio:0.0% ($6.3K/$1.4B)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:25

Value:$6.1K

% of Portfolio:0.0% ($6.1K/$1.4B)

W.W. GRAINGER, INC.

GWW|384802104

Shares:6

Value:$5.9K

% of Portfolio:0.0% ($5.9K/$1.4B)

81369Y407

Shares:29

Value:$5.7K

% of Portfolio:0.0% ($5.7K/$1.4B)

Capitol Federal Financial, Inc.

CFFN|14057J101

Shares:1.0K

Value:$5.6K

% of Portfolio:0.0% ($5.6K/$1.4B)

31613E103

Shares:300

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
PRINCIPAL FINANCIAL GROUP INC(PFGcusip74251V102)	100	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$8.4K	0.0% ($8.4K/$1.4B)	QoQ +8.99% (+$696) YoY -2.24% (-$194)
(VOOGcusip921932505)	25	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$8.4K	0.0% ($8.4K/$1.4B)	QoQ -8.63% (-$790) YoY +9.76% (+$744)
Johnson Controls International plc(JCIcusipG51502105)	104	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$8.3K	0.0% ($8.3K/$1.4B)	QoQ +1.49% (+$123) YoY +22.63% (+$1.5K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	71	QoQ 0.00% (-0) YoY NEW(+71)	All Managers (Combined)	$7.9K	0.0% ($7.9K/$1.4B)	QoQ -5.77% (-$486) YoY NEW(+$7.9K)
Transocean Ltd.(RIGcusipH8817H100)	2.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$7.9K	0.0% ($7.9K/$1.4B)	QoQ -15.46% (-$1.4K) YoY -49.52% (-$7.8K)
AUTOZONE INC(AZOcusip053332102)	2	QoQ 0.00% (+0) YoY -83.33% (-10)	All Managers (Combined)	$7.6K	0.0% ($7.6K/$1.4B)	QoQ +19.08% (+$1.2K) YoY -79.83% (-$30.2K)
Fortrea Holdings Inc.(FTREcusip34965K107)	1.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$7.5K	0.0% ($7.5K/$1.4B)	QoQ -59.51% (-$11.1K) YoY -81.19% (-$32.6K)
OLD DOMINION FREIGHT LINE, INC.(ODFLcusip679580100)	45	QoQ 0.00% (-0) YoY +1025.00% (+41)	All Managers (Combined)	$7.4K	0.0% ($7.4K/$1.4B)	QoQ -6.19% (-$492) YoY +748.06% (+$6.6K)
(cusip389930207)✕	197	QoQ 0.00% (-0) YoY NEW(+197)	All Managers (Combined)	$7.2K	0.0% ($7.2K/$1.4B)	QoQ -12.85% (-$1.1K) YoY NEW(+$7.2K)
ANALOG DEVICES INC(ADIcusip032654105)	35	QoQ -63.54% (-61) YoY NEW(+35)	All Managers (Combined)	$7.1K	0.0% ($7.1K/$1.4B)	QoQ -65.39% (-$13.3K) YoY NEW(+$7.1K)
MONOLITHIC POWER SYSTEMS INC(MPWRcusip609839105)	12	QoQ 0.00% (-0) YoY NEW(+12)	All Managers (Combined)	$7.0K	0.0% ($7.0K/$1.4B)	QoQ -1.98% (-$141) YoY NEW(+$7.0K)
(EFAcusip464287465)	84	QoQ 0.00% (+0) YoY NEW(+84)	All Managers (Combined)	$6.9K	0.0% ($6.9K/$1.4B)	QoQ +8.09% (+$514) YoY NEW(+$6.9K)
AMERICAN EXPRESS CO(AXPcusip025816109)	24	QoQ 0.00% (-0) YoY -53.84% (-28)	All Managers (Combined)	$6.5K	0.0% ($6.5K/$1.4B)	QoQ -9.33% (-$665) YoY -45.45% (-$5.4K)
(cusip81369Y605)✕	127	QoQ 0.00% (+0) YoY NEW(+127)	All Managers (Combined)	$6.3K	0.0% ($6.3K/$1.4B)	QoQ +3.06% (+$188) YoY NEW(+$6.3K)
(cusip35473P736)✕	250	QoQ NEW(+250) YoY NEW(+250)	All Managers (Combined)	$6.3K	0.0% ($6.3K/$1.4B)	QoQ NEW(+$6.3K) YoY NEW(+$6.3K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	25	QoQ 0.00% (+0) YoY -47.91% (-23)	All Managers (Combined)	$6.1K	0.0% ($6.1K/$1.4B)	QoQ +20.35% (+$1.0K) YoY -34.12% (-$3.1K)
W.W. GRAINGER, INC.(GWWcusip384802104)	6	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.9K	0.0% ($5.9K/$1.4B)	QoQ -6.29% (-$398) YoY -2.89% (-$177)
(cusip81369Y407)✕	29	QoQ 0.00% (-0) YoY NEW(+29)	All Managers (Combined)	$5.7K	0.0% ($5.7K/$1.4B)	QoQ -11.98% (-$780) YoY NEW(+$5.7K)
Capitol Federal Financial, Inc.(CFFNcusip14057J101)	1.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.6K	0.0% ($5.6K/$1.4B)	QoQ -5.24% (-$310) YoY -6.04% (-$360)
(cusip31613E103)✕	300	QoQ 0.00% (-0) YoY NEW(+300)	All Managers (Combined)	$5.5K	0.0% ($5.5K/$1.4B)	QoQ -45.37% (-$4.5K) YoY NEW(+$5.5K)