Atwood & Palmer Inc

Investment Portfolio & 13F Holdings Analysis

About

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:[
  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 • $1,441,701.232K total value

441 positions

Manager:

SEC FilingSEC DataHachi Filing

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Palantir Technologies Inc.

PLTR|69608A108

Shares:734.3K

Value:$62.0M

025072703

AVDE|025072703

Shares:710.6K

Value:$47.1M

47103U845

Shares:925.0K

Value:$46.9M

464287457

Shares:560.9K

Value:$46.4M

AbbVie Inc.

ABBV|00287Y109

Shares:191.3K

Value:$40.1M

GILEAD SCIENCES, INC.

GILD|375558103

Shares:345.1K

Value:$38.7M

Alphabet Inc.

GOOG|02079K107

Shares:245.3K

Value:$38.3M

025072604

AVEM|025072604

Shares:623.0K

Value:$37.5M

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:77.1K

Value:$37.3M

UNITED RENTALS, INC.

URI|911363109

Shares:57.1K

Value:$35.8M

Leidos Holdings, Inc.

LDOS|525327102

Shares:261.7K

Value:$35.3M

Mastercard Inc

MA|57636Q104

Shares:60.9K

Value:$33.4M

MERCADOLIBRE INC

MELI|58733R102

Shares:17.0K

Value:$33.2M

FIFTH THIRD BANCORP

FITB|316773100

Shares:840.7K

Value:$33.0M

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:521.2K

Value:$32.2M

LOCKHEED MARTIN CORP

LMT|539830109

Shares:68.0K

Value:$30.4M

HORTON D R INC /DE/

DHI|23331A109

Shares:229.4K

Value:$29.2M

Apple Inc.

AAPL|037833100

Shares:127.6K

Value:$28.3M

464288646

Shares:525.5K

Value:$27.5M

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:53.8K

Value:$26.8M

Instrument	Shares		Other Manager	Value
Palantir Technologies Inc.(PLTRcusip69608A108)	734.3K	QoQ -37.01% (-431.6K) YoY -39.48% (-479.2K)	All Managers (Combined)	$62.0M	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ -5.90% (-$1.7M) YoY -14.81% (-$4.7M)