ATWOOD & PALMER INC
13F Reported Value
ⓘ$1.9B
Holdings
495
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
ATWOOD & PALMER INC disclosed 495 positions worth $1.9B in its Form 13F-HR for Q2 2026, led by $GOOGL (Alphabet Inc.) at 4.5% of the equity portfolio. During the quarter the fund opened 24 new positions and exited 60 — including a new stake in $HONA and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (36.4% of disclosed assets). All figures are sourced directly from ATWOOD & PALMER INC’s Form 13F-HR filing with the SEC under CIK 1044929.
AI Fund Analysis
Concentrating
$GOOG
$URISector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 78.2#57
Quality
$83.6M236,545 sh AMERICAN CENTY ETF TR - COM
—Quality
$68.8M771,462 sh- 63.9#585
Quality
$66.4M58,622 sh AMERICAN CENTY ETF TR - COM
—Quality
$65.1M674,517 shJANUS DETROIT STR TR - COM
—Quality
$62.8M1,166,905 shISHARES TR - COM
—Quality
$60.1M732,119 sh- 70.3
Quality
$59.5M506,582 sh JANUS DETROIT STR TR - COM
—Quality
$59.1M1,170,199 sh- 84.6
Quality
$50.9M436,259 sh - 72.6
Quality
$49.3M195,763 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Alphabet Inc.$GOOGL | 78.2#57 | $83.6M | 236,545 |
| AMERICAN CENTY ETF TR - COM | — | $68.8M | 771,462 |
| UNITED RENTALS, INC.$URI | 63.9#585 | $66.4M | 58,622 |
| AMERICAN CENTY ETF TR - COM | — | $65.1M | 674,517 |
| JANUS DETROIT STR TR - COM | — | $62.8M | 1,166,905 |
| ISHARES TR - COM | — | $60.1M | 732,119 |
 CISCO SYSTEMS, INC.$CSCO | 70.3 | $59.5M | 506,582 |
| JANUS DETROIT STR TR - COM | — | $59.1M | 1,170,199 |
 Palantir Technologies Inc.$PLTR | 84.6 | $50.9M | 436,259 |
 AbbVie Inc.$ABBV | 72.6 | $49.3M | 195,763 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of ATWOOD & PALMER INC's 495 positions.
Showing top 10 of 495 holdings.
Sector Allocation
Other
$683.1M
Technology
$497.0M
Financials
$202.5M
Healthcare
$195.2M
Industrials
$163.6M
Consumer Discretionary
$109.7M
Consumer Staples
$9.8M
Materials
$5.1M
Top Holdings — ATWOOD & PALMER INC (Q2 2026)
Top 150 of 495 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GOOGL | Alphabet Inc. | $83.6M | 4.5% | -1% | 78.2 |
| 2 | — | AMERICAN CENTY ETF TR - COM | $68.8M | 3.7% | +1% | — |
| 3 | $URI | UNITED RENTALS, INC. | $66.4M | 3.5% | +0% | 63.9 |
| 4 | — | AMERICAN CENTY ETF TR - COM | $65.1M | 3.5% | +0% | — |
| 5 | — | JANUS DETROIT STR TR - COM | $62.8M | 3.4% | +2% | — |
| 6 | — | ISHARES TR - COM | $60.1M | 3.2% | +2% | — |
| 7 | $CSCO | CISCO SYSTEMS, INC. | $59.5M | 3.2% | -2% | 70.3 |
| 8 | — | JANUS DETROIT STR TR - COM | $59.1M | 3.1% | +2% | — |
| 9 | $PLTR | Palantir Technologies Inc. | $50.9M | 2.7% | -0% | 84.6 |
| 10 | $ABBV | AbbVie Inc. | $49.3M | 2.6% | +1% | 72.6 |
| 11 |  $FITB | FIFTH THIRD BANCORP | $47.3M | 2.5% | +0% | 63.2 |
| 12 |  $GNRC | GENERAC HOLDINGS INC. | $46.2M | 2.5% | -1% | 54.4 |
| 13 |  $GILD | GILEAD SCIENCES, INC. | $44.2M | 2.4% | +1% | 57.4 |
| 14 | — | PALMER SQUARE FUNDS TR - COM | $42.4M | 2.3% | +1% | — |
| 15 | — | BONDBLOXX ETF TRUST - COM | $40.4M | 2.1% | +2% | — |
| 16 | — | AMERICAN CENTY ETF TR - COM | $39.3M | 2.1% | +2% | — |
| 17 |  $DHI | HORTON D R INC /DE/ | $38.7M | 2.1% | -0% | 53.6 |
| 18 |  $AAPL | Apple Inc. | $36.8M | 2.0% | -0% | 76.4 |
| 19 | — | JANUS DETROIT STR TR - COM | $36.7M | 2.0% | +2% | — |
| 20 |  $AMP | AMERIPRISE FINANCIAL INC | $35.4M | 1.9% | -0% | 68.7 |
| 21 |  $LMT | LOCKHEED MARTIN CORP | $34.6M | 1.9% | +0% | 65.6 |
| 22 |  $GS | GOLDMAN SACHS GROUP INC | $33.8M | 1.8% | +0% | 73.5 |
| 23 |  $UTHR | UNITED THERAPEUTICS Corp | $33.3M | 1.8% | -2% | 71.3 |
| 24 |  $NOK | NOKIA CORP | $32.6M | 1.7% | -0% | — |
| 25 |  $MELI | MERCADOLIBRE INC | $31.3M | 1.7% | +0% | 80.2 |
| 26 |  $MA | Mastercard Inc | $30.7M | 1.6% | -1% | 85.1 |
| 27 |  $NVDA | NVIDIA CORP | $30.3M | 1.6% | +0% | 85.9 |
| 28 |  $WMT | Walmart Inc. | $28.8M | 1.5% | -2% | 60.2 |
| 29 | — | AMERICAN CENTY ETF TR - COM | $28.7M | 1.5% | +2% | — |
| 30 | — | TORTOISE CAPITAL SERIES TRUS - COM | $28.1M | 1.5% | +0% | — |
| 31 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $28.0M | 1.5% | +1% | 75.4 |
| 32 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $27.4M | 1.5% | +1% | 65.1 |
| 33 |  $LDOS | Leidos Holdings, Inc. | $26.7M | 1.4% | +1% | 65.4 |
| 34 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $26.4M | 1.4% | +2% | 71 |
| 35 |  $CDW | CDW Corp | $22.2M | 1.2% | -1% | 55.5 |
| 36 |  $GRMN | GARMIN LTD | $22.0M | 1.2% | -0% | — |
| 37 | — | ISHARES TR - COM | $21.2M | 1.1% | +2% | — |
| 38 | — | BONDBLOXX ETF TRUST - COM | $20.8M | 1.1% | +1% | — |
| 39 | — | ISHARES TR - COM | $20.8M | 1.1% | +1% | — |
| 40 |  $ON | ON SEMICONDUCTOR CORP | $20.5M | 1.1% | -29% | 55 |
| 41 | — | ISHARES TR - COM | $19.8M | 1.1% | +2% | — |
| 42 | — | ISHARES TR - COM | $19.0M | 1.0% | +2% | — |
| 43 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $18.6M | 1.0% | +1% | 64.4 |
| 44 |  $LOW | LOWES COMPANIES INC | $15.5M | 0.8% | +0% | 60.8 |
| 45 |  $UBER | Uber Technologies, Inc | $13.5M | 0.7% | +2% | 73.5 |
| 46 | — | ISHARES TR - COM | $12.0M | 0.6% | -2% | — |
| 47 | $GS | GOLDMAN SACHS GROUP INC | $11.7M | 0.6% | -2% | 73.5 |
| 48 |  $BABA | Alibaba Group Holding Ltd | $9.6M | 0.5% | -1% | — |
| 49 | $GOOG | Alphabet Inc. | $8.7M | 0.5% | -0% | 78.2 |
| 50 |  $CBC | Central Bancompany, Inc. | $8.6M | 0.5% | +0% | 61.2 |
| 51 | — | ETF OPPORTUNITIES TRUST - COM | $8.2M | 0.4% | -13% | — |
| 52 |  $IVZ | Invesco Ltd. | $6.4M | 0.3% | -15% | — |
| 53 |  $JNJ | JOHNSON & JOHNSON | $6.3M | 0.3% | +0% | 69 |
| 54 |  $HD | HOME DEPOT, INC. | $6.3M | 0.3% | +0% | 60.3 |
| 55 | — | FIRST TR EXCHANGE TRADED FD - COM | $5.6M | 0.3% | -9% | — |
| 56 |  $JKHY | JACK HENRY & ASSOCIATES INC | $5.6M | 0.3% | -0% | 66.2 |
| 57 |  $KMB | KIMBERLY CLARK CORP | $4.4M | 0.2% | -0% | 58.7 |
| 58 |  $CBSH | COMMERCE BANCSHARES INC /MO/ | $4.1M | 0.2% | -1% | 59.1 |
| 59 | $GS | GOLDMAN SACHS GROUP INC | $3.9M | 0.2% | +0% | 73.5 |
| 60 | — | ETF OPPORTUNITIES TRUST - COM | $3.7M | 0.2% | -0% | — |
| 61 |  $BDX | BECTON DICKINSON & CO | $3.0M | 0.2% | -6% | 59 |
| 62 |  $PG | PROCTER & GAMBLE Co | $3.0M | 0.2% | -1% | 64.6 |
| 63 |  $JPM | JPMORGAN CHASE & CO | $2.9M | 0.1% | -1% | 70.7 |
| 64 |  $HLI | HOULIHAN LOKEY, INC. | $2.8M | 0.1% | -71% | 67.8 |
| 65 |  $CAT | CATERPILLAR INC | $2.6M | 0.1% | -5% | 66.5 |
| 66 |  $RTX | RTX Corp | $2.5M | 0.1% | +0% | 73.2 |
| 67 |  $CL | COLGATE PALMOLIVE CO | $2.4M | 0.1% | +0% | 61.3 |
| 68 | $GS | GOLDMAN SACHS GROUP INC | $2.3M | 0.1% | -3% | 73.5 |
| 69 |  $AMZN | AMAZON COM INC | $2.2M | 0.1% | +3% | 68.7 |
| 70 |  $PH | Parker-Hannifin Corp | $2.2M | 0.1% | +1% | 65.8 |
| 71 |  $AMGN | AMGEN INC | $2.0M | 0.1% | -2% | 79.2 |
| 72 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.9M | 0.1% | +0% | 73.8 |
| 73 |  $MSFT | MICROSOFT CORP | $1.9M | 0.1% | -8% | 79.8 |
| 74 |  $PEP | PEPSICO INC | $1.8M | 0.1% | -2% | 63.4 |
| 75 | — | ISHARES TR - COM | $1.7M | 0.1% | -3% | — |
| 76 | — | ISHARES TR - COM | $1.6M | 0.1% | -5% | — |
| 77 |  $SPY | SPDR S&P 500 ETF TRUST | $1.5M | 0.1% | -19% | — |
| 78 |  $HIW | HIGHWOODS PROPERTIES, INC. | $1.4M | 0.1% | +0% | 52.1 |
| 79 | — | FIRST TR EXCHANGE-TRADED FD - COM | $1.3M | 0.1% | -9% | — |
| 80 | — | ISHARES TR - COM | $1.3M | 0.1% | +0% | — |
| 81 |  $UMBF | UMB FINANCIAL CORP | $1.3M | 0.1% | -15% | 77.3 |
| 82 | — | ISHARES TR - COM | $1.3M | 0.1% | +0% | — |
| 83 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.3M | 0.1% | -1% | 66.2 |
| 84 |  $HTH | Hilltop Holdings Inc. | $1.3M | 0.1% | +0% | 51.3 |
| 85 |  $PAYX | PAYCHEX INC | $1.3M | 0.1% | +0% | 74.6 |
| 86 |  $IRM | IRON MOUNTAIN INC | $1.2M | 0.1% | +0% | 62.9 |
| 87 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.2M | 0.1% | -0% | 70 |
| 88 |  $AVGO | Broadcom Inc. | $1.1M | 0.1% | -1% | 84.5 |
| 89 |  $DE | DEERE & CO | $1.1M | 0.1% | -0% | 55.4 |
| 90 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $1.1M | 0.1% | -0% | 73.7 |
| 91 | — | ISHARES TR - COM | $1.0M | 0.1% | +300% | — |
| 92 | — | JANUS DETROIT STR TR - COM | $1.0M | 0.1% | +0% | — |
| 93 |  $WAT | WATERS CORP /DE/ | $957,103 | 0.1% | -9% | 60.4 |
| 94 |  $QCOM | QUALCOMM INC/DE | $908,798 | 0.1% | +0% | 70.5 |
| 95 |  $KO | COCA COLA CO | $899,334 | 0.1% | +0% | 69.5 |
| 96 |  $TSLA | Tesla, Inc. | $883,681 | 0.1% | +3% | 53.9 |
| 97 |  $MCD | MCDONALDS CORP | $877,967 | 0.1% | +2% | 69 |
| 98 |  $NEE | NEXTERA ENERGY INC | $842,241 | 0.0% | +1% | 64.6 |
| 99 |  $CVX | CHEVRON CORP | $824,491 | 0.0% | -2% | 62.8 |
| 100 | $GS | GOLDMAN SACHS GROUP INC | $811,733 | 0.0% | -4% | 73.5 |
| 101 |  $PM | Philip Morris International Inc. | $793,472 | 0.0% | +0% | 75.9 |
| 102 |  $ADP | AUTOMATIC DATA PROCESSING INC | $792,560 | 0.0% | +2% | 69.8 |
| 103 | — | VANGUARD WORLD FD - COM | $771,527 | 0.0% | +299% | — |
| 104 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $752,455 | 0.0% | +0% | 66.8 |
| 105 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.0% | +0% | 73.8 |
| 106 |  $USB | US BANCORP \DE\ | $712,600 | 0.0% | +0% | 65.3 |
| 107 |  $INTC | INTEL CORP | $685,010 | 0.0% | -26% | 45.6 |
| 108 |  $LLY | ELI LILLY & Co | $681,277 | 0.0% | +7% | 87.5 |
| 109 |  $ANET | Arista Networks, Inc. | $679,520 | 0.0% | -10% | 81.9 |
| 110 |  $BMY | BRISTOL MYERS SQUIBB CO | $675,768 | 0.0% | -0% | 70.4 |
| 111 | — | VANGUARD SCOTTSDALE FDS - COM | $671,755 | 0.0% | +0% | — |
| 112 |  $EMR | EMERSON ELECTRIC CO | $611,323 | 0.0% | +0% | 65.3 |
| 113 | — | VANGUARD INDEX FDS - COM | $565,792 | 0.0% | +0% | — |
| 114 |  $RF | REGIONS FINANCIAL CORP | $558,700 | 0.0% | +0% | 61.5 |
| 115 |  $CARR | CARRIER GLOBAL Corp | $557,974 | 0.0% | +0% | 56.6 |
| 116 |  $TJX | TJX COMPANIES INC /DE/ | $552,975 | 0.0% | +2% | 68.7 |
| 117 |  $META | Meta Platforms, Inc. | $541,885 | 0.0% | +5% | 79.6 |
| 118 | $GS | GOLDMAN SACHS GROUP INC | $533,988 | 0.0% | +0% | 73.5 |
| 119 |  $WM | WASTE MANAGEMENT INC | $523,768 | 0.0% | -15% | 67.6 |
| 120 |  $SAIA | SAIA INC | $515,921 | 0.0% | -8% | 58.2 |
| 121 |  $ORCL | ORACLE CORP | $495,926 | 0.0% | -2% | 66.2 |
| 122 |  $CW | CURTISS WRIGHT CORP | $491,029 | 0.0% | +0% | 69.5 |
| 123 |  $NXPI | NXP Semiconductors N.V. | $480,000 | 0.0% | +0% | — |
| 124 |  $BAC | BANK OF AMERICA CORP /DE/ | $453,928 | 0.0% | -19% | 67.6 |
| 125 | — | VANGUARD INDEX FDS - COM | $429,051 | 0.0% | +0% | — |
| 126 |  $SCHW | SCHWAB CHARLES CORP | $417,924 | 0.0% | -1% | 79.4 |
| 127 |  $ECL | ECOLAB INC. | $409,557 | 0.0% | +0% | 63.3 |
| 128 |  $APH | AMPHENOL CORP /DE/ | $409,063 | 0.0% | +0% | 79.3 |
| 129 |  $CRWD | CrowdStrike Holdings, Inc. | $379,281 | 0.0% | +11% | 67.7 |
| 130 |  $BX | Blackstone Inc. | $377,603 | 0.0% | +1% | 74.4 |
| 131 | — | VANGUARD WHITEHALL FDS - COM | $369,964 | 0.0% | +1% | — |
| 132 | — | VANGUARD INDEX FDS - COM | $361,857 | 0.0% | +0% | — |
| 133 |  $PANW | Palo Alto Networks Inc | $359,436 | 0.0% | -23% | 65.5 |
| 134 |  $GE | GENERAL ELECTRIC CO | $354,809 | 0.0% | -1% | 73.8 |
| 135 |  $MO | ALTRIA GROUP, INC. | $345,936 | 0.0% | +0% | 67.4 |
| 136 |  $V | VISA INC. | $344,806 | 0.0% | -23% | 82.9 |
| 137 |  $TT | Trane Technologies plc | $343,812 | 0.0% | +0% | — |
| 138 | — | ISHARES TR - COM | $337,742 | 0.0% | +0% | — |
| 139 |  $MPLX | MPLX LP | $329,178 | 0.0% | +0% | 70 |
| 140 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $328,304 | 0.0% | +0% | 61.4 |
| 141 |  $ETN | Eaton Corp plc | $327,687 | 0.0% | +8% | — |
| 142 | — | AMERICAN CENTY ETF TR - COM | $321,940 | 0.0% | +0% | — |
| 143 | — | ISHARES TR - COM | $307,777 | 0.0% | +0% | — |
| 144 |  $SRE | SEMPRA | $305,943 | 0.0% | -0% | 41.9 |
| 145 |  $GEV | GE Vernova Inc. | $305,686 | 0.0% | +11% | 81.1 |
| 146 | — | ISHARES TR - COM | $299,159 | 0.0% | +0% | — |
| 147 |  $AXON | AXON ENTERPRISE, INC. | $291,518 | 0.0% | +0% | 56.6 |
| 148 |  $LH | LABCORP HOLDINGS INC. | $280,000 | 0.0% | +0% | 65 |
| 149 |  $FBIN | Fortune Brands Innovations, Inc. | $278,783 | 0.0% | +0% | 49.2 |
| 150 | — | AMERICAN CENTY ETF TR - COM | $274,756 | 0.0% | +0% | — |
New Positions (24)
$HONA Honeywell Aerospace Inc.$138,839
$KLAR Klarna Group plc$85,818
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$28,534
$GLW CORNING INC /NY$25,543
$GD GENERAL DYNAMICS CORP$19,129
$ITW ILLINOIS TOOL WORKS INC$14,876
$HLT Hilton Worldwide Holdings Inc.$6,940
$ROST ROSS STORES, INC.$6,386
$FRVO Fervo Energy Co$2,923
$BE Bloom Energy Corp$1,211
$FDXF FedEx Freight Holding Company, Inc.$755Exited Positions (60)
$XOM.R34088 EXXON MOBIL CORP
$ESLT ELBIT SYSTEMS LTD
$SDA SunCar Technology Group Inc.
$MCO MOODYS CORP /DE/
$AGL agilon health, inc.
$OGE OGE ENERGY CORP.
$MCK MCKESSON CORP
$GFL GFL Environmental Inc.
$AZN ASTRAZENECA PLC
$CORT CORCEPT THERAPEUTICS INC
$MPWR MONOLITHIC POWER SYSTEMS, INC.
$CTAS CINTAS CORP
$PBR PETROBRAS - PETROLEO BRASILEIRO SABrowse Top Institutional Investors
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