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 19 of 23

Sort by:

46434G103

IEMG|46434G103

Shares:99

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$1.4B)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:125

Value:$5.2K

% of Portfolio:0.0% ($5.2K/$1.4B)

Third Harmonic Bio, Inc.

THRD|88427A107

Shares:1.5K

Value:$5.2K

% of Portfolio:0.0% ($5.2K/$1.4B)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:10

Value:$5.1K

% of Portfolio:0.0% ($5.1K/$1.4B)

81369Y100

XLB|81369Y100

Shares:59

Value:$5.1K

% of Portfolio:0.0% ($5.1K/$1.4B)

EQT Corp

EQT|26884L109

Shares:89

Value:$4.8K

% of Portfolio:0.0% ($4.8K/$1.4B)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:8

Value:$4.7K

% of Portfolio:0.0% ($4.7K/$1.4B)

PETROBRAS - PETROLEO BRASILEIRO SA

PBR|71654V408

Shares:327

Value:$4.7K

% of Portfolio:0.0% ($4.7K/$1.4B)

FLEX LTD.

FLEX|Y2573F102

Shares:141

Value:$4.7K

% of Portfolio:0.0% ($4.7K/$1.4B)

Energy Transfer LP

ET|29273V100

Shares:223

Value:$4.1K

% of Portfolio:0.0% ($4.1K/$1.4B)

46138G888

Shares:39

Value:$4.1K

% of Portfolio:0.0% ($4.1K/$1.4B)

HighPeak Energy, Inc.

HPK|43114Q105

Shares:325

Value:$4.1K

% of Portfolio:0.0% ($4.1K/$1.4B)

Roblox Corp

RBLX|771049103

Shares:70

Value:$4.1K

% of Portfolio:0.0% ($4.1K/$1.4B)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:106

Value:$4.0K

% of Portfolio:0.0% ($4.0K/$1.4B)

SHOPIFY INC.

SHOP|82509L107

Shares:40

Value:$3.8K

% of Portfolio:0.0% ($3.8K/$1.4B)

Seagate Technology Holdings plc

STX|G7997R103

Shares:44

Value:$3.7K

% of Portfolio:0.0% ($3.7K/$1.4B)

TE Connectivity plc

TEL|G87052109

Shares:26

Value:$3.7K

% of Portfolio:0.0% ($3.7K/$1.4B)

Reddit, Inc.

RDDT|75734B100

Shares:35

Value:$3.7K

% of Portfolio:0.0% ($3.7K/$1.4B)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:25

Value:$3.3K

% of Portfolio:0.0% ($3.3K/$1.4B)

PENN Entertainment, Inc.

PENN|707569109

Shares:200

Value:$3.3K

% of Portfolio:0.0% ($3.3K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IEMGcusip46434G103)	99	QoQ NEW(+99) YoY NEW(+99)	All Managers (Combined)	$5.3K	0.0% ($5.3K/$1.4B)	QoQ NEW(+$5.3K) YoY NEW(+$5.3K)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	125	QoQ -65.65% (-239) YoY -75.44% (-384)	All Managers (Combined)	$5.2K	0.0% ($5.2K/$1.4B)	QoQ -62.56% (-$8.7K) YoY -81.27% (-$22.7K)
Third Harmonic Bio, Inc.(THRDcusip88427A107)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$5.2K	0.0% ($5.2K/$1.4B)	QoQ NEW(+$5.2K) YoY NEW(+$5.2K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	10	QoQ -44.44% (-8) YoY 0.00% (+0)	All Managers (Combined)	$5.1K	0.0% ($5.1K/$1.4B)	QoQ -39.38% (-$3.3K) YoY +6.97% (+$334)
(XLBcusip81369Y100)	59	QoQ 0.00% (+0) YoY NEW(+59)	All Managers (Combined)	$5.1K	0.0% ($5.1K/$1.4B)	QoQ +2.17% (+$108) YoY NEW(+$5.1K)
EQT Corp(EQTcusip26884L109)	89	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$4.8K	0.0% ($4.8K/$1.4B)	QoQ +15.88% (+$652) YoY +44.12% (+$1.5K)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	8	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$4.7K	0.0% ($4.7K/$1.4B)	QoQ +13.41% (+$558) YoY +5.12% (+$230)
PETROBRAS - PETROLEO BRASILEIRO SA(PBRcusip71654V408)	327	QoQ 0.00% (+0) YoY NEW(+327)	All Managers (Combined)	$4.7K	0.0% ($4.7K/$1.4B)	QoQ +11.50% (+$484) YoY NEW(+$4.7K)
FLEX LTD.(FLEXcusipY2573F102)	141	QoQ 0.00% (-0) YoY NEW(+141)	All Managers (Combined)	$4.7K	0.0% ($4.7K/$1.4B)	QoQ -13.81% (-$748) YoY NEW(+$4.7K)
Energy Transfer LP(ETcusip29273V100)	223	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$4.1K	0.0% ($4.1K/$1.4B)	QoQ -5.10% (-$223) YoY +18.18% (+$638)
(cusip46138G888)✕	39	QoQ NEW(+39) YoY NEW(+39)	All Managers (Combined)	$4.1K	0.0% ($4.1K/$1.4B)	QoQ NEW(+$4.1K) YoY NEW(+$4.1K)
HighPeak Energy, Inc.(HPKcusip43114Q105)	325	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$4.1K	0.0% ($4.1K/$1.4B)	QoQ -13.87% (-$663) YoY -19.72% (-$1.0K)
Roblox Corp(RBLXcusip771049103)	70	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$4.1K	0.0% ($4.1K/$1.4B)	QoQ +0.74% (+$30) YoY +52.67% (+$1.4K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	106	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$4.0K	0.0% ($4.0K/$1.4B)	QoQ -0.56% (-$23) YoY -19.47% (-$971)
SHOPIFY INC.(SHOPcusip82509L107)	40	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$3.8K	0.0% ($3.8K/$1.4B)	QoQ -10.20% (-$434) YoY +23.74% (+$733)
Seagate Technology Holdings plc(STXcusipG7997R103)	44	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$3.7K	0.0% ($3.7K/$1.4B)	QoQ -1.57% (-$60) YoY -8.71% (-$357)
TE Connectivity plc(TELcusipG87052109)	26	QoQ 0.00% (-0) YoY NEW(+26)	All Managers (Combined)	$3.7K	0.0% ($3.7K/$1.4B)	QoQ -1.15% (-$43) YoY NEW(+$3.7K)
Reddit, Inc.(RDDTcusip75734B100)	35	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$3.7K	0.0% ($3.7K/$1.4B)	QoQ -35.81% (-$2.0K) YoY +112.62% (+$1.9K)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	25	QoQ 0.00% (+0) YoY -87.50% (-175)	All Managers (Combined)	$3.3K	0.0% ($3.3K/$1.4B)	QoQ +7.73% (+$237) YoY -90.32% (-$30.8K)
PENN Entertainment, Inc.(PENNcusip707569109)	200	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$3.3K	0.0% ($3.3K/$1.4B)	QoQ -17.70% (-$702) YoY -10.43% (-$380)