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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GENERAL MILLS INC

GIS|370334104

Shares:50

Value:$3.0K

% of Portfolio:0.0% ($3.0K/$1.4B)

CORNING INC /NY

GLW|219350105

Shares:65

Value:$3.0K

% of Portfolio:0.0% ($3.0K/$1.4B)

WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

WAB|929740108

Shares:16

Value:$2.9K

% of Portfolio:0.0% ($2.9K/$1.4B)

Moderna, Inc.

MRNA|60770K107

Shares:100

Value:$2.8K

% of Portfolio:0.0% ($2.8K/$1.4B)

American Homes 4 Rent

AMH|02665T306

Shares:73

Value:$2.8K

% of Portfolio:0.0% ($2.8K/$1.4B)

Cigna Group

CI|125523100

Shares:8

Value:$2.6K

% of Portfolio:0.0% ($2.6K/$1.4B)

AECOM

ACM|00766T100

Shares:28

Value:$2.6K

% of Portfolio:0.0% ($2.6K/$1.4B)

UNILEVER PLC

UL|904767704

Shares:42

Value:$2.5K

% of Portfolio:0.0% ($2.5K/$1.4B)

Fresenius Medical Care AG

FMS|358029106

Shares:100

Value:$2.5K

% of Portfolio:0.0% ($2.5K/$1.4B)

FEDEX CORP

FDX|31428X106

Shares:10

Value:$2.4K

% of Portfolio:0.0% ($2.4K/$1.4B)

Autodesk, Inc.

ADSK|052769106

Shares:9

Value:$2.4K

% of Portfolio:0.0% ($2.4K/$1.4B)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:20

Value:$2.2K

% of Portfolio:0.0% ($2.2K/$1.4B)

DELTA AIR LINES, INC.

DAL|247361702

Shares:50

Value:$2.2K

% of Portfolio:0.0% ($2.2K/$1.4B)

Oddity Tech Ltd

ODD|M7518J104

Shares:50

Value:$2.2K

% of Portfolio:0.0% ($2.2K/$1.4B)

EXELON CORP

EXC|30161N101

Shares:46

Value:$2.1K

% of Portfolio:0.0% ($2.1K/$1.4B)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:19

Value:$1.9K

% of Portfolio:0.0% ($1.9K/$1.4B)

Viatris Inc

VTRS|92556V106

Shares:204

Value:$1.8K

% of Portfolio:0.0% ($1.8K/$1.4B)

AMETEK INC/

AME|031100100

Shares:10

Value:$1.7K

% of Portfolio:0.0% ($1.7K/$1.4B)

SERVICE CORP INTERNATIONAL

SCI|817565104

Shares:18

Value:$1.4K

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

MICROSTRATEGY Inc

MSTR|594972408

Shares:5

Value:$1.4K

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

Instrument	Shares		Other Manager	Value	% of Portfolio
GENERAL MILLS INC(GIScusip370334104)	50	QoQ -81.81% (-225) YoY -92.30% (-600)	All Managers (Combined)	$3.0K	0.0% ($3.0K/$1.4B)	QoQ -82.95% (-$14.5K) YoY -93.42% (-$42.5K)
CORNING INC /NY(GLWcusip219350105)	65	QoQ 0.00% (-0) YoY NEW(+65)	All Managers (Combined)	$3.0K	0.0% ($3.0K/$1.4B)	QoQ -3.65% (-$113) YoY NEW(+$3.0K)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP(WABcusip929740108)	16	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.9K	0.0% ($2.9K/$1.4B)	QoQ -4.35% (-$132) YoY +24.49% (+$571)
Moderna, Inc.(MRNAcusip60770K107)	100	QoQ 0.00% (-0) YoY -80.00% (-400)	All Managers (Combined)	$2.8K	0.0% ($2.8K/$1.4B)	QoQ -31.81% (-$1.3K) YoY -94.67% (-$50.4K)
American Homes 4 Rent(AMHcusip02665T306)	73	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.8K	0.0% ($2.8K/$1.4B)	QoQ +1.06% (+$29) YoY +2.83% (+$76)
Cigna Group(CIcusip125523100)	8	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$2.6K	0.0% ($2.6K/$1.4B)	QoQ +19.09% (+$422) YoY -9.42% (-$274)
AECOM(ACMcusip00766T100)	28	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.6K	0.0% ($2.6K/$1.4B)	QoQ -13.17% (-$394) YoY -5.46% (-$150)
UNILEVER PLC(ULcusip904767704)	42	QoQ -80.99% (-179) YoY 0.00% (+0)	All Managers (Combined)	$2.5K	0.0% ($2.5K/$1.4B)	QoQ -80.03% (-$10.0K) YoY +18.69% (+$394)
Fresenius Medical Care AG(FMScusip358029106)	100	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.5K	0.0% ($2.5K/$1.4B)	QoQ +9.98% (+$226) YoY +29.14% (+$562)
FEDEX CORP(FDXcusip31428X106)	10	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.4K	0.0% ($2.4K/$1.4B)	QoQ -13.36% (-$376) YoY -15.87% (-$460)
Autodesk, Inc.(ADSKcusip052769106)	9	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.4K	0.0% ($2.4K/$1.4B)	QoQ -11.42% (-$304) YoY +0.55% (+$13)
UNITED PARCEL SERVICE INC(UPScusip911312106)	20	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.2K	0.0% ($2.2K/$1.4B)	QoQ -12.76% (-$322) YoY -26.00% (-$773)
DELTA AIR LINES, INC.(DALcusip247361702)	50	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.2K	0.0% ($2.2K/$1.4B)	QoQ -27.93% (-$845) YoY -8.93% (-$214)
Oddity Tech Ltd(ODDcusipM7518J104)	50	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$2.2K	0.0% ($2.2K/$1.4B)	QoQ +2.95% (+$62) YoY -0.46% (-$10)
EXELON CORP(EXCcusip30161N101)	46	QoQ -81.30% (-200) YoY -81.30% (-200)	All Managers (Combined)	$2.1K	0.0% ($2.1K/$1.4B)	QoQ -77.10% (-$7.1K) YoY -77.06% (-$7.1K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	19	QoQ -90.64% (-184) YoY -77.38% (-65)	All Managers (Combined)	$1.9K	0.0% ($1.9K/$1.4B)	QoQ -89.42% (-$16.2K) YoY -66.68% (-$3.8K)
Viatris Inc(VTRScusip92556V106)	204	QoQ -17.40% (-43) YoY -42.04% (-148)	All Managers (Combined)	$1.8K	0.0% ($1.8K/$1.4B)	QoQ -42.23% (-$1.3K) YoY -57.72% (-$2.4K)
AMETEK INC/(AMEcusip031100100)	10	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.7K	0.0% ($1.7K/$1.4B)	QoQ -4.49% (-$81) YoY -5.85% (-$107)
SERVICE CORP INTERNATIONAL(SCIcusip817565104)	18	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.4K	0.0% ($1.4K/$1.4B)	QoQ +0.48% (+$7) YoY +8.08% (+$108)
MICROSTRATEGY Inc(MSTRcusip594972408)	5	QoQ NEW(+5) YoY NEW(+5)	All Managers (Combined)	$1.4K	0.0% ($1.4K/$1.4B)	QoQ NEW(+$1.4K) YoY NEW(+$1.4K)