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 21 of 23

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00214Q104

Shares:30

Value:$1.4K

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

CARGO Therapeutics, Inc.

CRGX|14179K101

Shares:350

Value:$1.4K

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

lululemon athletica inc.

LULU|550021109

Shares:5

Value:$1.4K

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

TransDigm Group INC

TDG|893641100

Shares:1

Value:$1.4K

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

EMBRAER S.A.

ERJ|29082A107

Shares:29

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$1.4B)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:10

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$1.4B)

On Holding AG

ONON|H5919C104

Shares:30

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$1.4B)

Diamondback Energy, Inc.

FANG|25278X109

Shares:7

Value:$1.1K

% of Portfolio:0.0% ($1.1K/$1.4B)

Shell plc

SHEL|780259305

Shares:15

Value:$1.1K

% of Portfolio:0.0% ($1.1K/$1.4B)

Brighthouse Financial, Inc.

BHF|10922N103

Shares:18

Value:$1.0K

% of Portfolio:0.0% ($1.0K/$1.4B)

Nextracker Inc.

NXT|65290E101

Shares:24

Value:$1.0K

% of Portfolio:0.0% ($1.0K/$1.4B)

NETFLIX INC

NFLX|64110L106

Shares:1

Value:$933

% of Portfolio:0.0% ($933/$1.4B)

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:5

Value:$918

% of Portfolio:0.0% ($918/$1.4B)

Dell Technologies Inc.

DELL|24703L202

Shares:10

Value:$912

% of Portfolio:0.0% ($912/$1.4B)

TIMKEN CO

TKR|887389104

Shares:12

Value:$863

% of Portfolio:0.0% ($863/$1.4B)

Ingersoll Rand Inc.

IR|45687V106

Shares:10

Value:$801

% of Portfolio:0.0% ($801/$1.4B)

92189F676

Shares:4

Value:$764

% of Portfolio:0.0% ($764/$1.4B)

BIOGEN INC.

BIIB|09062X103

Shares:5

Value:$685

% of Portfolio:0.0% ($685/$1.4B)

NIO Inc.

NIO|62914V106

Shares:175

Value:$667

% of Portfolio:0.0% ($667/$1.4B)

ASML HOLDING NV

ASML|N07059210

Shares:1

Value:$663

% of Portfolio:0.0% ($663/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip00214Q104)✕	30	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.4K	0.0% ($1.4K/$1.4B)	QoQ -16.19% (-$276) YoY -4.99% (-$75)
CARGO Therapeutics, Inc.(CRGXcusip14179K101)	350	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.4K	0.0% ($1.4K/$1.4B)	QoQ -71.76% (-$3.6K) YoY -81.75% (-$6.4K)
lululemon athletica inc.(LULUcusip550021109)	5	QoQ 0.00% (-0) YoY NEW(+5)	All Managers (Combined)	$1.4K	0.0% ($1.4K/$1.4B)	QoQ -25.98% (-$497) YoY NEW(+$1.4K)
TransDigm Group INC(TDGcusip893641100)	1	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.4K	0.0% ($1.4K/$1.4B)	QoQ +9.14% (+$116) YoY +12.33% (+$152)
EMBRAER S.A.(ERJcusip29082A107)	29	QoQ 0.00% (+0) YoY NEW(+29)	All Managers (Combined)	$1.3K	0.0% ($1.3K/$1.4B)	QoQ +25.93% (+$276) YoY NEW(+$1.3K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	10	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.3K	0.0% ($1.3K/$1.4B)	QoQ +56.01% (+$475) YoY +82.73% (+$599)
On Holding AG(ONONcusipH5919C104)	30	QoQ 0.00% (-0) YoY NEW(+30)	All Managers (Combined)	$1.3K	0.0% ($1.3K/$1.4B)	QoQ -19.82% (-$326) YoY NEW(+$1.3K)
Diamondback Energy, Inc.(FANGcusip25278X109)	7	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.1K	0.0% ($1.1K/$1.4B)	QoQ -2.35% (-$27) YoY -19.30% (-$268)
Shell plc(SHELcusip780259305)	15	QoQ -93.92% (-232) YoY -93.92% (-232)	All Managers (Combined)	$1.1K	0.0% ($1.1K/$1.4B)	QoQ -92.89% (-$14.4K) YoY -93.35% (-$15.5K)
Brighthouse Financial, Inc.(BHFcusip10922N103)	18	QoQ 0.00% (+0) YoY NEW(+18)	All Managers (Combined)	$1.0K	0.0% ($1.0K/$1.4B)	QoQ +20.69% (+$179) YoY NEW(+$1.0K)
Nextracker Inc.(NXTcusip65290E101)	24	QoQ 0.00% (+0) YoY NEW(+24)	All Managers (Combined)	$1.0K	0.0% ($1.0K/$1.4B)	QoQ +15.39% (+$135) YoY NEW(+$1.0K)
NETFLIX INC(NFLXcusip64110L106)	1	QoQ 0.00% (+0) YoY -50.00% (-1)	All Managers (Combined)	$933	0.0% ($933/$1.4B)	QoQ +4.59% (+$41) YoY +1.19% (-$11)
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	5	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$918	0.0% ($918/$1.4B)	QoQ -16.92% (-$187) YoY -32.45% (-$441)
Dell Technologies Inc.(DELLcusip24703L202)	10	QoQ 0.00% (-0) YoY NEW(+10)	All Managers (Combined)	$912	0.0% ($912/$1.4B)	QoQ -20.90% (-$241) YoY NEW(+$912)
TIMKEN CO(TKRcusip887389104)	12	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$863	0.0% ($863/$1.4B)	QoQ +0.70% (+$6) YoY -17.80% (-$187)
Ingersoll Rand Inc.(IRcusip45687V106)	10	QoQ 0.00% (-0) YoY -62.96% (-17)	All Managers (Combined)	$801	0.0% ($801/$1.4B)	QoQ -11.49% (-$104) YoY -68.75% (-$1.8K)
(cusip92189F676)✕	4	QoQ 0.00% (-0) YoY NEW(+4)	All Managers (Combined)	$764	0.0% ($764/$1.4B)	QoQ -12.68% (-$111) YoY NEW(+$764)
BIOGEN INC.(BIIBcusip09062X103)	5	QoQ 0.00% (-0) YoY -37.50% (-3)	All Managers (Combined)	$685	0.0% ($685/$1.4B)	QoQ -10.45% (-$80) YoY -57.66% (-$933)
NIO Inc.(NIOcusip62914V106)	175	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$667	0.0% ($667/$1.4B)	QoQ -12.58% (-$96) YoY -15.35% (-$121)
ASML HOLDING NV(ASMLcusipN07059210)	1	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$663	0.0% ($663/$1.4B)	QoQ -4.46% (-$31) YoY -31.71% (-$308)