Atwood & Palmer Inc

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 441Value: $1.4BLatest: 2025Q1

ATWOOD & PALMER INC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 441 holdings worth $1.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  "EVRG",
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "SHOP",
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  null,
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  null,
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  null,
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  "NJR",
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "GOOG",
  "XOM",
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  null,
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  "MO",
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]

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:

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Palantir Technologies Inc.

PLTR|69608A108

Shares:734.3K

Value:$62.0M

% of Portfolio:4.3% ($62.0M/$1.4B)

025072703

AVDE|025072703

Shares:710.6K

Value:$47.1M

% of Portfolio:3.3% ($47.1M/$1.4B)

47103U845

Shares:925.0K

Value:$46.9M

% of Portfolio:3.3% ($46.9M/$1.4B)

464287457

Shares:560.9K

Value:$46.4M

% of Portfolio:3.2% ($46.4M/$1.4B)

AbbVie Inc.

ABBV|00287Y109

Shares:191.3K

Value:$40.1M

% of Portfolio:2.8% ($40.1M/$1.4B)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:345.1K

Value:$38.7M

% of Portfolio:2.7% ($38.7M/$1.4B)

Alphabet Inc.

GOOG|02079K107

Shares:245.3K

Value:$38.3M

% of Portfolio:2.7% ($38.3M/$1.4B)

025072604

AVEM|025072604

Shares:623.0K

Value:$37.5M

% of Portfolio:2.6% ($37.5M/$1.4B)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:77.1K

Value:$37.3M

% of Portfolio:2.6% ($37.3M/$1.4B)

UNITED RENTALS, INC.

URI|911363109

Shares:57.1K

Value:$35.8M

% of Portfolio:2.5% ($35.8M/$1.4B)

Leidos Holdings, Inc.

LDOS|525327102

Shares:261.7K

Value:$35.3M

% of Portfolio:2.4% ($35.3M/$1.4B)

Mastercard Inc

MA|57636Q104

Shares:60.9K

Value:$33.4M

% of Portfolio:2.3% ($33.4M/$1.4B)

MERCADOLIBRE INC

MELI|58733R102

Shares:17.0K

Value:$33.2M

% of Portfolio:2.3% ($33.2M/$1.4B)

FIFTH THIRD BANCORP

FITB|316773100

Shares:840.7K

Value:$33.0M

% of Portfolio:2.3% ($33.0M/$1.4B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:521.2K

Value:$32.2M

% of Portfolio:2.2% ($32.2M/$1.4B)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:68.0K

Value:$30.4M

% of Portfolio:2.1% ($30.4M/$1.4B)

HORTON D R INC /DE/

DHI|23331A109

Shares:229.4K

Value:$29.2M

% of Portfolio:2.0% ($29.2M/$1.4B)

Apple Inc.

AAPL|037833100

Shares:127.6K

Value:$28.3M

% of Portfolio:2.0% ($28.3M/$1.4B)

464288646

Shares:525.5K

Value:$27.5M

% of Portfolio:1.9% ($27.5M/$1.4B)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:53.8K

Value:$26.8M

% of Portfolio:1.9% ($26.8M/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Palantir Technologies Inc.(PLTRcusip69608A108)	734.3K	QoQ -37.01% (-431.6K) YoY -39.48% (-479.2K)	All Managers (Combined)	$62.0M	4.3% ($62.0M/$1.4B)	QoQ -29.71% (-$26.2M) YoY +121.96% (-$34.1M)
(AVDEcusip025072703)	710.6K	QoQ +2.92% (+20.2K) YoY +19.65% (+116.7K)	All Managers (Combined)	$47.1M	3.3% ($47.1M/$1.4B)	QoQ +11.14% (+$4.7M) YoY +24.40% (+$9.2M)
(cusip47103U845)✕	925.0K	QoQ +4.57% (+40.5K) YoY +16.84% (+133.4K)	All Managers (Combined)	$46.9M	3.3% ($46.9M/$1.4B)	QoQ +4.57% (+$2.1M) YoY +16.78% (+$6.7M)
(cusip464287457)✕	560.9K	QoQ +3.56% (+19.3K) YoY +16.33% (+78.8K)	All Managers (Combined)	$46.4M	3.2% ($46.4M/$1.4B)	QoQ +4.51% (+$2.0M) YoY +17.68% (+$7.0M)
AbbVie Inc.(ABBVcusip00287Y109)	191.3K	QoQ -2.32% (-4.6K) YoY +0.48% (+917)	All Managers (Combined)	$40.1M	2.8% ($40.1M/$1.4B)	QoQ +15.16% (-$5.3M) YoY +15.61% (+$5.4M)
GILEAD SCIENCES, INC.(GILDcusip375558103)	345.1K	QoQ -1.19% (-4.2K) YoY -0.49% (-1.7K)	All Managers (Combined)	$38.7M	2.7% ($38.7M/$1.4B)	QoQ +19.85% (-$6.4M) YoY +52.20% (-$13.3M)
Alphabet Inc.(GOOGcusip02079K107)	245.3K	QoQ -0.34% (-859) YoY +0.89% (+2.2K)	All Managers (Combined)	$38.3M	2.7% ($38.3M/$1.4B)	QoQ -18.24% (-$8.6M) YoY +3.52% (+$1.3M)
(AVEMcusip025072604)	623.0K	QoQ +3.12% (+18.9K) YoY +14.47% (+78.8K)	All Managers (Combined)	$37.5M	2.6% ($37.5M/$1.4B)	QoQ +5.54% (+$2.0M) YoY +18.84% (+$5.9M)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	77.1K	QoQ -2.85% (-2.3K) YoY -4.85% (-3.9K)	All Managers (Combined)	$37.3M	2.6% ($37.3M/$1.4B)	QoQ -11.66% (-$4.9M) YoY +5.05% (-$1.8M)
UNITED RENTALS, INC.(URIcusip911363109)	57.1K	QoQ -0.92% (-535) YoY +0.33% (-192)	All Managers (Combined)	$35.8M	2.5% ($35.8M/$1.4B)	QoQ -11.86% (-$4.8M) YoY -12.79% (-$5.3M)
Leidos Holdings, Inc.(LDOScusip525327102)	261.7K	QoQ +1.92% (-5.0K) YoY +2.27% (+5.8K)	All Managers (Combined)	$35.3M	2.4% ($35.3M/$1.4B)	QoQ -4.52% (-$1.7M) YoY +5.28% (+$1.8M)
Mastercard Inc(MAcusip57636Q104)	60.9K	QoQ -4.69% (-3.0K) YoY -4.49% (-2.9K)	All Managers (Combined)	$33.4M	2.3% ($33.4M/$1.4B)	QoQ -0.79% (-$267.9K) YoY +8.70% (-$2.7M)
MERCADOLIBRE INC(MELIcusip58733R102)	17.0K	QoQ +82.84% (+7.7K) YoY NEW(+17.0K)	All Managers (Combined)	$33.2M	2.3% ($33.2M/$1.4B)	QoQ +109.77% (+$17.4M) YoY NEW(+$33.2M)
FIFTH THIRD BANCORP(FITBcusip316773100)	840.7K	QoQ -4.21% (-37.0K) YoY -4.54% (-40.0K)	All Managers (Combined)	$33.0M	2.3% ($33.0M/$1.4B)	QoQ -11.19% (-$4.2M) YoY +0.56% (-$184.9K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	521.2K	QoQ -0.33% (-1.7K) YoY +0.48% (+2.5K)	All Managers (Combined)	$32.2M	2.2% ($32.2M/$1.4B)	QoQ +3.89% (-$1.2M) YoY +24.23% (+$6.3M)
LOCKHEED MARTIN CORP(LMTcusip539830109)	68.0K	QoQ -0.10% (-73) YoY -0.07% (-50)	All Managers (Combined)	$30.4M	2.1% ($30.4M/$1.4B)	QoQ -8.17% (-$2.7M) YoY -1.86% (-$577.4K)
HORTON D R INC /DE/(DHIcusip23331A109)	229.4K	QoQ -0.88% (-2.1K) YoY +1.54% (-3.5K)	All Managers (Combined)	$29.2M	2.0% ($29.2M/$1.4B)	QoQ -9.88% (-$3.2M) YoY -21.54% (-$8.0M)
Apple Inc.(AAPLcusip037833100)	127.6K	QoQ -0.75% (-964) YoY -1.05% (-1.4K)	All Managers (Combined)	$28.3M	2.0% ($28.3M/$1.4B)	QoQ -11.96% (-$3.8M) YoY +28.16% (-$6.2M)
(cusip464288646)✕	525.5K	QoQ +2.46% (+12.6K) YoY +9.57% (+45.9K)	All Managers (Combined)	$27.5M	1.9% ($27.5M/$1.4B)	QoQ +3.79% (+$1.0M) YoY +11.89% (+$2.9M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	53.8K	QoQ -1.62% (-888) YoY -0.50% (-274)	All Managers (Combined)	$26.8M	1.9% ($26.8M/$1.4B)	QoQ -5.90% (-$1.7M) YoY -14.81% (-$4.7M)