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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LABCORP HOLDINGS INC.

LH|504922105

Shares:1.0K

Value:$232.7K

% of Portfolio:0.0% ($232.7K/$1.4B)

Palo Alto Networks Inc

PANW|697435105

Shares:1.4K

Value:$232.4K

% of Portfolio:0.0% ($232.4K/$1.4B)

464287598

IWD|464287598

Shares:1.2K

Value:$232.2K

% of Portfolio:0.0% ($232.2K/$1.4B)

Duke Energy CORP

DUK|26441C204

Shares:1.9K

Value:$229.1K

% of Portfolio:0.0% ($229.1K/$1.4B)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:6.7K

Value:$228.7K

% of Portfolio:0.0% ($228.7K/$1.4B)

TYLER TECHNOLOGIES INC

TYL|902252105

Shares:374

Value:$217.4K

% of Portfolio:0.0% ($217.4K/$1.4B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:2.9K

Value:$210.0K

% of Portfolio:0.0% ($210.0K/$1.4B)

464287234

EEM|464287234

Shares:4.8K

Value:$209.3K

% of Portfolio:0.0% ($209.3K/$1.4B)

78464A508

SPYV|78464A508

Shares:4.1K

Value:$207.9K

% of Portfolio:0.0% ($207.9K/$1.4B)

CURTISS WRIGHT CORP

CW|231561101

Shares:648

Value:$205.6K

% of Portfolio:0.0% ($205.6K/$1.4B)

Ubiquiti Inc.

UI|90353W103

Shares:660

Value:$204.5K

% of Portfolio:0.0% ($204.5K/$1.4B)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:373

Value:$198.7K

% of Portfolio:0.0% ($198.7K/$1.4B)

UNION PACIFIC CORP

UNP|907818108

Shares:832

Value:$196.6K

% of Portfolio:0.0% ($196.6K/$1.4B)

46090A887

Shares:3.8K

Value:$190.5K

% of Portfolio:0.0% ($190.5K/$1.4B)

MOODYS CORP /DE/

MCO|615369105

Shares:400

Value:$186.3K

% of Portfolio:0.0% ($186.3K/$1.4B)

78464A805

Shares:2.5K

Value:$173.3K

% of Portfolio:0.0% ($173.3K/$1.4B)

ARCH CAPITAL GROUP LTD.

ACGL|G0450A105

Shares:1.8K

Value:$173.1K

% of Portfolio:0.0% ($173.1K/$1.4B)

922908736

VUG|922908736

Shares:460

Value:$170.6K

% of Portfolio:0.0% ($170.6K/$1.4B)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:2.4K

Value:$168.4K

% of Portfolio:0.0% ($168.4K/$1.4B)

Walt Disney Co

DIS|254687106

Shares:1.7K

Value:$164.8K

% of Portfolio:0.0% ($164.8K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
LABCORP HOLDINGS INC.(LHcusip504922105)	1.0K	QoQ 0.00% (+0) YoY NEW(+1.0K)	All Managers (Combined)	$232.7K	0.0% ($232.7K/$1.4B)	QoQ +1.49% (+$3.4K) YoY NEW(+$232.7K)
Palo Alto Networks Inc(PANWcusip697435105)	1.4K	QoQ +149.45% (+816) YoY +398.90% (+1.1K)	All Managers (Combined)	$232.4K	0.0% ($232.4K/$1.4B)	QoQ +133.93% (+$133.1K) YoY +199.62% (+$154.8K)
(IWDcusip464287598)	1.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$232.2K	0.0% ($232.2K/$1.4B)	QoQ +1.63% (+$3.7K) YoY +5.05% (+$11.2K)
Duke Energy CORP(DUKcusip26441C204)	1.9K	QoQ +39.31% (+530) YoY +39.31% (+530)	All Managers (Combined)	$229.1K	0.0% ($229.1K/$1.4B)	QoQ +57.71% (+$83.8K) YoY +75.70% (+$98.7K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	6.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$228.7K	0.0% ($228.7K/$1.4B)	QoQ +8.86% (+$18.6K) YoY +16.99% (+$33.2K)
TYLER TECHNOLOGIES INC(TYLcusip902252105)	374	QoQ +259.61% (+270) YoY +259.61% (+270)	All Managers (Combined)	$217.4K	0.0% ($217.4K/$1.4B)	QoQ +262.57% (+$157.5K) YoY +391.92% (+$173.2K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	2.9K	QoQ -33.89% (-1.5K) YoY -50.63% (-3.0K)	All Managers (Combined)	$210.0K	0.0% ($210.0K/$1.4B)	QoQ -32.43% (-$100.8K) YoY -38.85% (-$133.4K)
(EEMcusip464287234)	4.8K	QoQ -5.89% (-300) YoY -5.89% (-300)	All Managers (Combined)	$209.3K	0.0% ($209.3K/$1.4B)	QoQ -1.66% (-$3.5K) YoY +0.10% (-$225)
(SPYVcusip78464A508)	4.1K	QoQ 0.00% (-0) YoY +8.12% (+306)	All Managers (Combined)	$207.9K	0.0% ($207.9K/$1.4B)	QoQ -0.13% (-$285) YoY +10.22% (+$19.3K)
CURTISS WRIGHT CORP(CWcusip231561101)	648	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$205.6K	0.0% ($205.6K/$1.4B)	QoQ -10.59% (-$24.4K) YoY +23.96% (+$39.7K)
Ubiquiti Inc.(UIcusip90353W103)	660	QoQ NEW(+660) YoY NEW(+660)	All Managers (Combined)	$204.5K	0.0% ($204.5K/$1.4B)	QoQ NEW(+$204.5K) YoY NEW(+$204.5K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	373	QoQ 0.00% (-0) YoY -19.43% (-90)	All Managers (Combined)	$198.7K	0.0% ($198.7K/$1.4B)	QoQ -6.33% (-$13.4K) YoY -22.77% (-$58.6K)
UNION PACIFIC CORP(UNPcusip907818108)	832	QoQ -2.91% (-25) YoY -9.76% (-90)	All Managers (Combined)	$196.6K	0.0% ($196.6K/$1.4B)	QoQ +0.57% (-$1.1K) YoY -13.31% (-$30.2K)
(cusip46090A887)✕	3.8K	QoQ -14.60% (-650) YoY -40.15% (-2.5K)	All Managers (Combined)	$190.5K	0.0% ($190.5K/$1.4B)	QoQ -14.58% (-$32.5K) YoY -39.88% (-$126.3K)
MOODYS CORP /DE/(MCOcusip615369105)	400	QoQ -50.00% (-400) YoY -50.00% (-400)	All Managers (Combined)	$186.3K	0.0% ($186.3K/$1.4B)	QoQ -50.81% (-$192.4K) YoY -40.75% (-$128.1K)
(cusip78464A805)✕	2.5K	QoQ -4.39% (-117) YoY NEW(+2.5K)	All Managers (Combined)	$173.3K	0.0% ($173.3K/$1.4B)	QoQ -8.96% (-$17.1K) YoY NEW(+$173.3K)
ARCH CAPITAL GROUP LTD.(ACGLcusipG0450A105)	1.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$173.1K	0.0% ($173.1K/$1.4B)	QoQ +4.14% (+$6.9K) YoY +4.04% (+$6.7K)
(VUGcusip922908736)	460	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$170.6K	0.0% ($170.6K/$1.4B)	QoQ -9.65% (-$18.2K) YoY +7.73% (+$12.2K)
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	2.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$168.4K	0.0% ($168.4K/$1.4B)	QoQ -2.98% (-$5.2K) YoY -20.36% (-$43.1K)
Walt Disney Co(DIScusip254687106)	1.7K	QoQ +6.09% (-96) YoY +3.98% (-64)	All Managers (Combined)	$164.8K	0.0% ($164.8K/$1.4B)	QoQ -5.94% (-$10.4K) YoY -16.11% (-$31.7K)