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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LOWES COMPANIES INC

LOW|548661107

Shares:69.7K

Value:$16.2M

% of Portfolio:1.1% ($16.2M/$1.4B)

33739Q200

Shares:310.1K

Value:$15.2M

% of Portfolio:1.1% ($15.2M/$1.4B)

47103U753

Shares:293.4K

Value:$14.3M

% of Portfolio:1.0% ($14.3M/$1.4B)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:62.7K

Value:$13.1M

% of Portfolio:0.9% ($13.1M/$1.4B)

Uber Technologies, Inc

UBER|90353T100

Shares:170.6K

Value:$12.4M

% of Portfolio:0.9% ($12.4M/$1.4B)

46434V407

Shares:286.0K

Value:$12.2M

% of Portfolio:0.8% ($12.2M/$1.4B)

ON SEMICONDUCTOR CORP

ON|682189105

Shares:289.1K

Value:$11.8M

% of Portfolio:0.8% ($11.8M/$1.4B)

381430107

GSIE|381430107

Shares:279.1K

Value:$10.0M

% of Portfolio:0.7% ($10.0M/$1.4B)

46434V449

Shares:243.9K

Value:$9.7M

% of Portfolio:0.7% ($9.7M/$1.4B)

696930106

Shares:398.1K

Value:$8.1M

% of Portfolio:0.6% ($8.1M/$1.4B)

JACK HENRY & ASSOCIATES INC

JKHY|426281101

Shares:40.9K

Value:$7.5M

% of Portfolio:0.5% ($7.5M/$1.4B)

26923N405

Shares:208.5K

Value:$7.3M

% of Portfolio:0.5% ($7.3M/$1.4B)

46137V357

RSP|46137V357

Shares:41.9K

Value:$7.3M

% of Portfolio:0.5% ($7.3M/$1.4B)

HOME DEPOT, INC.

HD|437076102

Shares:18.2K

Value:$6.7M

% of Portfolio:0.5% ($6.7M/$1.4B)

KIMBERLY CLARK CORP

KMB|494368103

Shares:43.1K

Value:$6.1M

% of Portfolio:0.4% ($6.1M/$1.4B)

BECTON DICKINSON & CO

BDX|075887109

Shares:25.0K

Value:$5.7M

% of Portfolio:0.4% ($5.7M/$1.4B)

33738R605

Shares:95.0K

Value:$5.2M

% of Portfolio:0.4% ($5.2M/$1.4B)

COMMERCE BANCSHARES INC /MO/

CBSH|200525103

Shares:71.3K

Value:$4.4M

% of Portfolio:0.3% ($4.4M/$1.4B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:24.1K

Value:$4.0M

% of Portfolio:0.3% ($4.0M/$1.4B)

Alphabet Inc.

GOOGL|02079K305

Shares:25.0K

Value:$3.9M

% of Portfolio:0.3% ($3.9M/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
LOWES COMPANIES INC(LOWcusip548661107)	69.7K	QoQ -1.13% (-797) YoY +4.13% (-2.8K)	All Managers (Combined)	$16.2M	1.1% ($16.2M/$1.4B)	QoQ -6.56% (-$1.1M) YoY -4.65% (-$792.9K)
(cusip33739Q200)✕	310.1K	QoQ +14.93% (+40.3K) YoY +76.47% (+134.4K)	All Managers (Combined)	$15.2M	1.1% ($15.2M/$1.4B)	QoQ +16.09% (+$2.1M) YoY +79.80% (+$6.8M)
(cusip47103U753)✕	293.4K	QoQ -4.17% (-12.8K) YoY -8.59% (-27.6K)	All Managers (Combined)	$14.3M	1.0% ($14.3M/$1.4B)	QoQ -5.13% (-$772.8K) YoY -9.00% (-$1.4M)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	62.7K	QoQ +1.71% (+1.1K) YoY +10.49% (+6.0K)	All Managers (Combined)	$13.1M	0.9% ($13.1M/$1.4B)	QoQ +1.24% (+$161.1K) YoY +8.53% (+$1.0M)
Uber Technologies, Inc(UBERcusip90353T100)	170.6K	QoQ +16840.41% (+169.6K) YoY +16959.00% (+169.6K)	All Managers (Combined)	$12.4M	0.9% ($12.4M/$1.4B)	QoQ +20361.92% (+$12.4M) YoY +16043.89% (+$12.4M)
(cusip46434V407)✕	286.0K	QoQ +0.28% (+800) YoY +2.79% (+7.8K)	All Managers (Combined)	$12.2M	0.8% ($12.2M/$1.4B)	QoQ +0.06% (+$8.3K) YoY +2.72% (+$322.2K)
ON SEMICONDUCTOR CORP(ONcusip682189105)	289.1K	QoQ +2.46% (-6.9K) YoY +5.76% (-15.7K)	All Managers (Combined)	$11.8M	0.8% ($11.8M/$1.4B)	QoQ -33.87% (-$6.0M) YoY -41.48% (-$8.3M)
(GSIEcusip381430107)	279.1K	QoQ -4.96% (-14.6K) YoY -27.72% (-107.1K)	All Managers (Combined)	$10.0M	0.7% ($10.0M/$1.4B)	QoQ +1.62% (-$158.7K) YoY -24.85% (-$3.3M)
(cusip46434V449)✕	243.9K	QoQ -4.73% (-12.1K) YoY -28.22% (-95.9K)	All Managers (Combined)	$9.7M	0.7% ($9.7M/$1.4B)	QoQ +1.72% (-$165.7K) YoY -26.92% (-$3.6M)
(cusip696930106)✕	398.1K	QoQ +117.46% (+215.1K) YoY NEW(+398.1K)	All Managers (Combined)	$8.1M	0.6% ($8.1M/$1.4B)	QoQ +118.92% (+$4.4M) YoY NEW(+$8.1M)
JACK HENRY & ASSOCIATES INC(JKHYcusip426281101)	40.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$7.5M	0.5% ($7.5M/$1.4B)	QoQ +4.16% (+$298.2K) YoY +5.10% (+$362.4K)
(cusip26923N405)✕	208.5K	QoQ +12.78% (+23.6K) YoY +250.86% (+149.0K)	All Managers (Combined)	$7.3M	0.5% ($7.3M/$1.4B)	QoQ +7.95% (+$538.0K) YoY +277.04% (+$5.4M)
(RSPcusip46137V357)	41.9K	QoQ +22.66% (+7.7K) YoY +11593.01% (+41.5K)	All Managers (Combined)	$7.3M	0.5% ($7.3M/$1.4B)	QoQ +21.25% (+$1.3M) YoY +11859.30% (+$7.2M)
HOME DEPOT, INC.(HDcusip437076102)	18.2K	QoQ +0.23% (-42) YoY -0.09% (-17)	All Managers (Combined)	$6.7M	0.5% ($6.7M/$1.4B)	QoQ -5.56% (-$392.4K) YoY -4.54% (-$317.3K)
KIMBERLY CLARK CORP(KMBcusip494368103)	43.1K	QoQ -3.36% (-1.5K) YoY -5.62% (-2.6K)	All Managers (Combined)	$6.1M	0.4% ($6.1M/$1.4B)	QoQ +4.88% (-$285.6K) YoY +3.75% (-$222.3K)
BECTON DICKINSON & CO(BDXcusip075887109)	25.0K	QoQ -2.06% (-529) YoY -5.86% (-1.6K)	All Managers (Combined)	$5.7M	0.4% ($5.7M/$1.4B)	QoQ -1.12% (-$65.2K) YoY -12.85% (-$846.6K)
(cusip33738R605)✕	95.0K	QoQ -28.98% (-38.8K) YoY -69.25% (-214.1K)	All Managers (Combined)	$5.2M	0.4% ($5.2M/$1.4B)	QoQ -34.03% (-$2.7M) YoY -70.52% (-$12.5M)
COMMERCE BANCSHARES INC /MO/(CBSHcusip200525103)	71.3K	QoQ -1.01% (-730) YoY +1.55% (+1.1K)	All Managers (Combined)	$4.4M	0.3% ($4.4M/$1.4B)	QoQ -1.14% (-$51.2K) YoY +18.79% (+$701.4K)
JOHNSON & JOHNSON(JNJcusip478160104)	24.1K	QoQ +0.51% (+124) YoY -2.69% (-667)	All Managers (Combined)	$4.0M	0.3% ($4.0M/$1.4B)	QoQ +15.26% (+$529.5K) YoY +2.01% (-$78.9K)
Alphabet Inc.(GOOGLcusip02079K305)	25.0K	QoQ +6.60% (-1.6K) YoY +5.82% (+1.4K)	All Managers (Combined)	$3.9M	0.3% ($3.9M/$1.4B)	QoQ -12.91% (-$573.7K) YoY +8.42% (+$300.7K)