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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WASTE MANAGEMENT INC

WM|94106L109

Shares:2.8K

Value:$649.4K

% of Portfolio:0.0% ($649.4K/$1.4B)

Meta Platforms, Inc.

META|30303M102

Shares:1.1K

Value:$642.6K

% of Portfolio:0.0% ($642.6K/$1.4B)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:14.5K

Value:$605.4K

% of Portfolio:0.0% ($605.4K/$1.4B)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:5.5K

Value:$601.0K

% of Portfolio:0.0% ($601.0K/$1.4B)

NXP Semiconductors N.V.

NXPI|N6596X109

Shares:3.0K

Value:$571.7K

% of Portfolio:0.0% ($571.7K/$1.4B)

Broadcom Inc.

AVGO|11135F101

Shares:3.4K

Value:$564.2K

% of Portfolio:0.0% ($564.2K/$1.4B)

46641Q837

Shares:10.5K

Value:$530.4K

% of Portfolio:0.0% ($530.4K/$1.4B)

ELI LILLY & Co

LLY|532457108

Shares:620

Value:$512.1K

% of Portfolio:0.0% ($512.1K/$1.4B)

ORACLE CORP

ORCL|68389X105

Shares:3.6K

Value:$507.9K

% of Portfolio:0.0% ($507.9K/$1.4B)

VISA INC.

V|92826C839

Shares:1.4K

Value:$484.3K

% of Portfolio:0.0% ($484.3K/$1.4B)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:7.6K

Value:$482.3K

% of Portfolio:0.0% ($482.3K/$1.4B)

EMERSON ELECTRIC CO

EMR|291011104

Shares:4.3K

Value:$468.2K

% of Portfolio:0.0% ($468.2K/$1.4B)

SAIA INC

SAIA|78709Y105

Shares:1.3K

Value:$463.0K

% of Portfolio:0.0% ($463.0K/$1.4B)

47103U886

Shares:9.2K

Value:$453.9K

% of Portfolio:0.0% ($453.9K/$1.4B)

Palmer Square Capital BDC Inc.

PSBD|69702V107

Shares:34.0K

Value:$453.0K

% of Portfolio:0.0% ($453.0K/$1.4B)

Tesla, Inc.

TSLA|88160R101

Shares:1.7K

Value:$439.3K

% of Portfolio:0.0% ($439.3K/$1.4B)

Otis Worldwide Corp

OTIS|68902V107

Shares:3.9K

Value:$405.1K

% of Portfolio:0.0% ($405.1K/$1.4B)

REGIONS FINANCIAL CORP

RF|7591EP100

Shares:18.5K

Value:$402.0K

% of Portfolio:0.0% ($402.0K/$1.4B)

Arista Networks, Inc.

ANET|040413205

Shares:5.2K

Value:$400.5K

% of Portfolio:0.0% ($400.5K/$1.4B)

33739Q408

Shares:6.3K

Value:$380.0K

% of Portfolio:0.0% ($380.0K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
WASTE MANAGEMENT INC(WMcusip94106L109)	2.8K	QoQ +3.62% (+98) YoY +3.62% (+98)	All Managers (Combined)	$649.4K	0.0% ($649.4K/$1.4B)	QoQ +18.88% (+$103.1K) YoY +12.54% (+$72.4K)
Meta Platforms, Inc.(METAcusip30303M102)	1.1K	QoQ +9.85% (+100) YoY +1.73% (+19)	All Managers (Combined)	$642.6K	0.0% ($642.6K/$1.4B)	QoQ +8.13% (+$48.3K) YoY +20.75% (+$110.4K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	14.5K	QoQ +31.27% (+3.5K) YoY +19.31% (+2.3K)	All Managers (Combined)	$605.4K	0.0% ($605.4K/$1.4B)	QoQ +24.64% (+$119.7K) YoY +31.30% (+$144.3K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	5.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$601.0K	0.0% ($601.0K/$1.4B)	QoQ +18.47% (+$93.7K) YoY +26.91% (+$127.4K)
NXP Semiconductors N.V.(NXPIcusipN6596X109)	3.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$571.7K	0.0% ($571.7K/$1.4B)	QoQ -8.55% (-$53.5K) YoY -23.29% (-$173.6K)
Broadcom Inc.(AVGOcusip11135F101)	3.4K	QoQ +54.44% (+1.2K) YoY +818.25% (+3.0K)	All Managers (Combined)	$564.2K	0.0% ($564.2K/$1.4B)	QoQ +11.53% (+$58.4K) YoY +15.99% (+$77.8K)
(cusip46641Q837)✕	10.5K	QoQ -1.41% (-150) YoY -1.41% (-150)	All Managers (Combined)	$530.4K	0.0% ($530.4K/$1.4B)	QoQ -0.90% (-$4.8K) YoY -1.06% (-$5.7K)
ELI LILLY & Co(LLYcusip532457108)	620	QoQ +16.54% (+88) YoY +21.80% (+111)	All Managers (Combined)	$512.1K	0.0% ($512.1K/$1.4B)	QoQ +24.67% (+$101.4K) YoY +29.31% (+$116.1K)
ORACLE CORP(ORCLcusip68389X105)	3.6K	QoQ +8.02% (-270) YoY +1.39% (+50)	All Managers (Combined)	$507.9K	0.0% ($507.9K/$1.4B)	QoQ -9.36% (-$52.5K) YoY +12.85% (+$57.9K)
VISA INC.(Vcusip92826C839)	1.4K	QoQ +122.90% (+762) YoY +83.28% (+628)	All Managers (Combined)	$484.3K	0.0% ($484.3K/$1.4B)	QoQ +147.17% (+$288.4K) YoY +130.16% (+$273.9K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	7.6K	QoQ -1.29% (-100) YoY -2.56% (-200)	All Managers (Combined)	$482.3K	0.0% ($482.3K/$1.4B)	QoQ -8.32% (-$43.8K) YoY +6.27% (-$28.5K)
EMERSON ELECTRIC CO(EMRcusip291011104)	4.3K	QoQ -2.24% (-98) YoY -2.82% (-124)	All Managers (Combined)	$468.2K	0.0% ($468.2K/$1.4B)	QoQ -13.51% (-$73.2K) YoY -6.06% (-$30.2K)
SAIA INC(SAIAcusip78709Y105)	1.3K	QoQ 0.00% (-0) YoY -11.66% (-175)	All Managers (Combined)	$463.0K	0.0% ($463.0K/$1.4B)	QoQ -23.32% (-$140.8K) YoY -47.23% (-$414.5K)
(cusip47103U886)✕	9.2K	QoQ -11.71% (-1.2K) YoY -42.58% (-6.8K)	All Managers (Combined)	$453.9K	0.0% ($453.9K/$1.4B)	QoQ -11.27% (-$57.7K) YoY -41.81% (-$326.2K)
Palmer Square Capital BDC Inc.(PSBDcusip69702V107)	34.0K	QoQ NEW(+34.0K) YoY NEW(+34.0K)	All Managers (Combined)	$453.0K	0.0% ($453.0K/$1.4B)	QoQ NEW(+$453.0K) YoY NEW(+$453.0K)
Tesla, Inc.(TSLAcusip88160R101)	1.7K	QoQ -0.87% (-15) YoY -0.87% (-15)	All Managers (Combined)	$439.3K	0.0% ($439.3K/$1.4B)	QoQ -36.38% (-$251.3K) YoY +46.13% (-$138.7K)
Otis Worldwide Corp(OTIScusip68902V107)	3.9K	QoQ -1.43% (-57) YoY -2.48% (-100)	All Managers (Combined)	$405.1K	0.0% ($405.1K/$1.4B)	QoQ +9.83% (-$36.3K) YoY +1.37% (-$5.5K)
REGIONS FINANCIAL CORP(RFcusip7591EP100)	18.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$402.0K	0.0% ($402.0K/$1.4B)	QoQ -7.61% (-$33.1K) YoY +3.27% (+$12.8K)
Arista Networks, Inc.(ANETcusip040413205)	5.2K	QoQ +2.39% (-121) YoY NEW(+5.2K)	All Managers (Combined)	$400.5K	0.0% ($400.5K/$1.4B)	QoQ -28.22% (-$157.5K) YoY NEW(+$400.5K)
(cusip33739Q408)✕	6.3K	QoQ -48.99% (-6.1K) YoY -51.05% (-6.6K)	All Managers (Combined)	$380.0K	0.0% ($380.0K/$1.4B)	QoQ -48.93% (-$364.2K) YoY -50.87% (-$393.6K)