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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VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:55.0K

Value:$26.7M

% of Portfolio:1.8% ($26.7M/$1.4B)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

Shares:42.0K

Value:$26.6M

% of Portfolio:1.8% ($26.6M/$1.4B)

025072364

Shares:456.2K

Value:$25.9M

% of Portfolio:1.8% ($25.9M/$1.4B)

46436E833

Shares:1.1M

Value:$25.2M

% of Portfolio:1.7% ($25.2M/$1.4B)

CDW Corp

CDW|12514G108

Shares:156.3K

Value:$25.0M

% of Portfolio:1.7% ($25.0M/$1.4B)

46436E825

Shares:1.1M

Value:$24.8M

% of Portfolio:1.7% ($24.8M/$1.4B)

381430529

Shares:245.0K

Value:$24.5M

% of Portfolio:1.7% ($24.5M/$1.4B)

56167N720

Shares:657.0K

Value:$23.9M

% of Portfolio:1.7% ($23.9M/$1.4B)

Walmart Inc.

WMT|931142103

Shares:268.9K

Value:$23.6M

% of Portfolio:1.6% ($23.6M/$1.4B)

47103U746

Shares:449.2K

Value:$23.5M

% of Portfolio:1.6% ($23.5M/$1.4B)

46436E593

Shares:1.1M

Value:$22.2M

% of Portfolio:1.5% ($22.2M/$1.4B)

HOLOGIC INC

HOLX|436440101

Shares:353.3K

Value:$21.8M

% of Portfolio:1.5% ($21.8M/$1.4B)

GARMIN LTD

GRMN|H2906T109

Shares:92.9K

Value:$20.2M

% of Portfolio:1.4% ($20.2M/$1.4B)

UNITED THERAPEUTICS Corp

UTHR|91307C102

Shares:63.7K

Value:$19.6M

% of Portfolio:1.4% ($19.6M/$1.4B)

GENERAC HOLDINGS INC.

GNRC|368736104

Shares:148.0K

Value:$18.7M

% of Portfolio:1.3% ($18.7M/$1.4B)

DraftKings Inc.

DKNG|26142V105

Shares:526.9K

Value:$17.5M

% of Portfolio:1.2% ($17.5M/$1.4B)

025072802

Shares:244.1K

Value:$17.0M

% of Portfolio:1.2% ($17.0M/$1.4B)

92206C409

Shares:214.3K

Value:$16.9M

% of Portfolio:1.2% ($16.9M/$1.4B)

381430453

Shares:377.1K

Value:$16.8M

% of Portfolio:1.2% ($16.8M/$1.4B)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:251.6K

Value:$16.4M

% of Portfolio:1.1% ($16.4M/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	55.0K	QoQ -0.73% (-406) YoY +1.57% (+851)	All Managers (Combined)	$26.7M	1.8% ($26.7M/$1.4B)	QoQ +19.50% (-$4.4M) YoY +17.80% (+$4.0M)
REGENERON PHARMACEUTICALS, INC.(REGNcusip75886F107)	42.0K	QoQ -3.91% (-1.7K) YoY -4.46% (-2.0K)	All Managers (Combined)	$26.6M	1.8% ($26.6M/$1.4B)	QoQ -14.44% (-$4.5M) YoY -37.05% (-$15.7M)
(cusip025072364)✕	456.2K	QoQ +2.55% (+11.3K) YoY +14.94% (+59.3K)	All Managers (Combined)	$25.9M	1.8% ($25.9M/$1.4B)	QoQ +11.99% (+$2.8M) YoY +20.47% (+$4.4M)
(cusip46436E833)✕	1.1M	QoQ +4.61% (+50.0K) YoY +22.32% (+206.9K)	All Managers (Combined)	$25.2M	1.7% ($25.2M/$1.4B)	QoQ +6.26% (+$1.5M) YoY +24.08% (+$4.9M)
CDW Corp(CDWcusip12514G108)	156.3K	QoQ -0.64% (-1.0K) YoY +0.39% (-617)	All Managers (Combined)	$25.0M	1.7% ($25.0M/$1.4B)	QoQ -8.50% (-$2.3M) YoY -37.09% (-$14.8M)
(cusip46436E825)✕	1.1M	QoQ +4.49% (+48.9K) YoY +22.85% (+211.8K)	All Managers (Combined)	$24.8M	1.7% ($24.8M/$1.4B)	QoQ +6.66% (+$1.5M) YoY +24.39% (+$4.9M)
(cusip381430529)✕	245.0K	QoQ -6.21% (-16.2K) YoY -6.73% (-17.7K)	All Managers (Combined)	$24.5M	1.7% ($24.5M/$1.4B)	QoQ -5.96% (-$1.6M) YoY -7.38% (-$2.0M)
(cusip56167N720)✕	657.0K	QoQ -0.04% (-316) YoY +4.47% (+28.1K)	All Managers (Combined)	$23.9M	1.7% ($23.9M/$1.4B)	QoQ +6.63% (-$1.5M) YoY +35.89% (+$6.3M)
Walmart Inc.(WMTcusip931142103)	268.9K	QoQ -3.75% (-10.5K) YoY -4.78% (-13.5K)	All Managers (Combined)	$23.6M	1.6% ($23.6M/$1.4B)	QoQ -6.48% (-$1.6M) YoY +38.91% (-$6.6M)
(cusip47103U746)✕	449.2K	QoQ +24.84% (+89.4K) YoY +87.90% (+210.2K)	All Managers (Combined)	$23.5M	1.6% ($23.5M/$1.4B)	QoQ +26.14% (+$4.9M) YoY +90.53% (+$11.2M)
(cusip46436E593)✕	1.1M	QoQ +4.62% (+49.9K) YoY +18.49% (+176.2K)	All Managers (Combined)	$22.2M	1.5% ($22.2M/$1.4B)	QoQ +7.17% (+$1.5M) YoY +19.96% (+$3.7M)
HOLOGIC INC(HOLXcusip436440101)	353.3K	QoQ -1.22% (-4.4K) YoY +1.15% (-4.0K)	All Managers (Combined)	$21.8M	1.5% ($21.8M/$1.4B)	QoQ -15.36% (-$4.0M) YoY -19.85% (-$5.4M)
GARMIN LTD(GRMNcusipH2906T109)	92.9K	QoQ -2.50% (-2.4K) YoY -2.64% (-2.5K)	All Managers (Combined)	$20.2M	1.4% ($20.2M/$1.4B)	QoQ +2.63% (-$518.4K) YoY +41.99% (-$6.0M)
UNITED THERAPEUTICS Corp(UTHRcusip91307C102)	63.7K	QoQ -1.36% (-879) YoY +0.15% (+99)	All Managers (Combined)	$19.6M	1.4% ($19.6M/$1.4B)	QoQ -13.82% (-$3.1M) YoY +34.40% (+$5.0M)
GENERAC HOLDINGS INC.(GNRCcusip368736104)	148.0K	QoQ -0.39% (-586) YoY +1.03% (+1.5K)	All Managers (Combined)	$18.7M	1.3% ($18.7M/$1.4B)	QoQ -18.63% (-$4.3M) YoY +1.44% (+$266.9K)
DraftKings Inc.(DKNGcusip26142V105)	526.9K	QoQ +0.49% (-2.6K) YoY +7.63% (-37.4K)	All Managers (Combined)	$17.5M	1.2% ($17.5M/$1.4B)	QoQ -10.28% (-$2.0M) YoY -21.28% (-$4.7M)
(cusip025072802)✕	244.1K	QoQ +0.53% (+1.3K) YoY +22.64% (+45.1K)	All Managers (Combined)	$17.0M	1.2% ($17.0M/$1.4B)	QoQ +7.73% (+$1.2M) YoY +29.87% (+$3.9M)
(cusip92206C409)✕	214.3K	QoQ -5.13% (-11.6K) YoY -11.37% (-27.5K)	All Managers (Combined)	$16.9M	1.2% ($16.9M/$1.4B)	QoQ -4.00% (-$706.1K) YoY -9.50% (-$1.8M)
(cusip381430453)✕	377.1K	QoQ -0.04% (-165) YoY -0.50% (-1.9K)	All Managers (Combined)	$16.8M	1.2% ($16.8M/$1.4B)	QoQ +0.16% (-$27.1K) YoY +0.19% (-$32.7K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	251.6K	QoQ -0.18% (-468) YoY -29.10% (-103.3K)	All Managers (Combined)	$16.4M	1.1% ($16.4M/$1.4B)	QoQ -23.69% (-$5.1M) YoY -30.95% (-$7.4M)