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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CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:446

Value:$157.3K

% of Portfolio:0.0% ($157.3K/$1.4B)

STRYKER CORP

SYK|863667101

Shares:403

Value:$150.0K

% of Portfolio:0.0% ($150.0K/$1.4B)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:103

Value:$147.6K

% of Portfolio:0.0% ($147.6K/$1.4B)

Post Holdings, Inc.

POST|737446104

Shares:1.3K

Value:$147.5K

% of Portfolio:0.0% ($147.5K/$1.4B)

464287804

IJR|464287804

Shares:1.3K

Value:$139.9K

% of Portfolio:0.0% ($139.9K/$1.4B)

ENTERPRISE FINANCIAL SERVICES CORP

EFSC|293712105

Shares:2.5K

Value:$132.2K

% of Portfolio:0.0% ($132.2K/$1.4B)

NEW JERSEY RESOURCES CORP

NJR|646025106

Shares:2.7K

Value:$131.5K

% of Portfolio:0.0% ($131.5K/$1.4B)

ABBOTT LABORATORIES

ABT|002824100

Shares:986

Value:$130.8K

% of Portfolio:0.0% ($130.8K/$1.4B)

Discover Financial Services

DFS|254709108

Shares:750

Value:$128.0K

% of Portfolio:0.0% ($128.0K/$1.4B)

33734X176

Shares:950

Value:$125.6K

% of Portfolio:0.0% ($125.6K/$1.4B)

025072349

Shares:1.9K

Value:$125.0K

% of Portfolio:0.0% ($125.0K/$1.4B)

464287879

Shares:1.3K

Value:$123.9K

% of Portfolio:0.0% ($123.9K/$1.4B)

FLOWERS FOODS INC

FLO|343498101

Shares:6.4K

Value:$120.9K

% of Portfolio:0.0% ($120.9K/$1.4B)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:553

Value:$120.3K

% of Portfolio:0.0% ($120.3K/$1.4B)

BELLRING BRANDS, INC.

BRBR|07831C103

Shares:1.6K

Value:$119.7K

% of Portfolio:0.0% ($119.7K/$1.4B)

GENERAL ELECTRIC CO

GE|369604301

Shares:569

Value:$113.9K

% of Portfolio:0.0% ($113.9K/$1.4B)

33734X143

Shares:1.1K

Value:$112.9K

% of Portfolio:0.0% ($112.9K/$1.4B)

FISERV INC

FI|337738108

Shares:500

Value:$110.4K

% of Portfolio:0.0% ($110.4K/$1.4B)

Salesforce, Inc.

CRM|79466L302

Shares:408

Value:$109.6K

% of Portfolio:0.0% ($109.6K/$1.4B)

ENERGIZER HOLDINGS, INC.

ENR|29272W109

Shares:3.6K

Value:$109.0K

% of Portfolio:0.0% ($109.0K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	446	QoQ +11.50% (+46) YoY +10.66% (+43)	All Managers (Combined)	$157.3K	0.0% ($157.3K/$1.4B)	QoQ +14.89% (+$20.4K) YoY +21.71% (+$28.1K)
STRYKER CORP(SYKcusip863667101)	403	QoQ +13333.33% (+400) YoY +13333.33% (+400)	All Managers (Combined)	$150.0K	0.0% ($150.0K/$1.4B)	QoQ +13777.61% (+$148.9K) YoY +13868.06% (+$148.9K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	103	QoQ +35.52% (+27) YoY +35.52% (+27)	All Managers (Combined)	$147.6K	0.0% ($147.6K/$1.4B)	QoQ +63.73% (+$57.4K) YoY +71.98% (+$61.8K)
Post Holdings, Inc.(POSTcusip737446104)	1.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$147.5K	0.0% ($147.5K/$1.4B)	QoQ +1.65% (+$2.4K) YoY +9.48% (+$12.8K)
(IJRcusip464287804)	1.3K	QoQ 0.00% (-0) YoY +3.56% (-46)	All Managers (Combined)	$139.9K	0.0% ($139.9K/$1.4B)	QoQ -9.24% (-$14.3K) YoY -2.01% (-$2.9K)
ENTERPRISE FINANCIAL SERVICES CORP(EFSCcusip293712105)	2.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$132.2K	0.0% ($132.2K/$1.4B)	QoQ -4.71% (-$6.5K) YoY +32.49% (+$32.4K)
NEW JERSEY RESOURCES CORP(NJRcusip646025106)	2.7K	QoQ 0.00% (+0) YoY NEW(+2.7K)	All Managers (Combined)	$131.5K	0.0% ($131.5K/$1.4B)	QoQ +5.16% (+$6.5K) YoY NEW(+$131.5K)
ABBOTT LABORATORIES(ABTcusip002824100)	986	QoQ -33.28% (-492) YoY -35.76% (-549)	All Managers (Combined)	$130.8K	0.0% ($130.8K/$1.4B)	QoQ -21.76% (-$36.4K) YoY -25.03% (-$43.7K)
Discover Financial Services(DFScusip254709108)	750	QoQ 0.00% (-0) YoY -1.83% (-14)	All Managers (Combined)	$128.0K	0.0% ($128.0K/$1.4B)	QoQ -1.46% (-$1.9K) YoY +27.82% (-$27.9K)
(cusip33734X176)✕	950	QoQ -5.00% (-50) YoY -11.62% (-125)	All Managers (Combined)	$125.6K	0.0% ($125.6K/$1.4B)	QoQ -15.42% (-$22.9K) YoY -13.31% (-$19.3K)
(cusip025072349)✕	1.9K	QoQ 0.00% (-0) YoY NEW(+1.9K)	All Managers (Combined)	$125.0K	0.0% ($125.0K/$1.4B)	QoQ -2.33% (-$3.0K) YoY NEW(+$125.0K)
(cusip464287879)✕	1.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$123.9K	0.0% ($123.9K/$1.4B)	QoQ -10.24% (-$14.2K) YoY -5.13% (-$6.7K)
FLOWERS FOODS INC(FLOcusip343498101)	6.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$120.9K	0.0% ($120.9K/$1.4B)	QoQ -7.98% (-$10.5K) YoY -19.95% (-$30.2K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	553	QoQ +22.07% (+100) YoY +22.07% (+100)	All Managers (Combined)	$120.3K	0.0% ($120.3K/$1.4B)	QoQ +44.83% (+$37.2K) YoY +34.43% (+$30.8K)
BELLRING BRANDS, INC.(BRBRcusip07831C103)	1.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$119.7K	0.0% ($119.7K/$1.4B)	QoQ -1.16% (-$1.4K) YoY +26.13% (+$24.8K)
GENERAL ELECTRIC CO(GEcusip369604301)	569	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$113.9K	0.0% ($113.9K/$1.4B)	QoQ +20.00% (+$19.0K) YoY +14.02% (+$14.0K)
(cusip33734X143)✕	1.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$112.9K	0.0% ($112.9K/$1.4B)	QoQ -0.50% (-$578) YoY -5.46% (-$6.5K)
FISERV INC(FIcusip337738108)	500	QoQ -11.66% (-66) YoY -50.00% (-500)	All Managers (Combined)	$110.4K	0.0% ($110.4K/$1.4B)	QoQ -5.03% (-$5.9K) YoY -30.91% (-$49.4K)
Salesforce, Inc.(CRMcusip79466L302)	408	QoQ +7.36% (-28) YoY -18.23% (-91)	All Managers (Combined)	$109.6K	0.0% ($109.6K/$1.4B)	QoQ -13.73% (-$17.5K) YoY -27.08% (-$40.7K)
ENERGIZER HOLDINGS, INC.(ENRcusip29272W109)	3.6K	QoQ 0.00% (-0) YoY -2.67% (-100)	All Managers (Combined)	$109.0K	0.0% ($109.0K/$1.4B)	QoQ -14.24% (-$18.1K) YoY -1.08% (-$1.2K)