ATWOOD & PALMER INC
Sector Allocation
- Other35.8%$697.1M
- Technology25.5%$497.4M
- Healthcare13.1%$255.1M
- Financials11.2%$218.4M
- Industrials7.1%$137.6M
- Consumer Discretionary4.5%$86.9M
- Consumer Staples1.9%$37.7M
- Energy0.3%$6.1M
- Materials0.3%$5.3M
- Utilities0.1%$2.6M
AUM History
13fpro.ai/research/fund/atwood-and-palmer-inc-1044929
Conviction and streaks
Stable · top 10 = 33.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
GOOG
$80.8MPLTR
$80.1M- AMERICAN$71.1M
- AMERICAN$64.2M
- ISHARES$62.3M
- JANUS$61.8M
- JANUS$61.0M
URI
$57.5MCSCO
$53.5MGILD
$52.4MABBV
$51.0M- PALMER$44.3M
AAPL
$42.3MFITB
$41.8M- AMERICAN$41.5M
TMO
$39.4M- BONDBLOXX$39.1M
AMP
$37.7M- JANUS$37.7M
NVDA
$35.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/atwood-and-palmer-inc-1044929
ATWOOD & PALMER INC 13F holdings — Q3 2026
$1.9B portfolio (+3.9% QoQ) · 496 holdings · Q3 2026 13F · top 10 are 33% of the stock portfolio
$80.8M
4.2% of stocks
+0.2%This quarter-8.9%Since filed1+ qtrsHeld$80.1M
4.1% of stocks
-2%This quarter+0.0%Since filed1+ qtrsHeld- 3
AMERICAN CENTY ETF TR - COM
$71.1M
3.6% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
AMERICAN CENTY ETF TR - COM
$64.2M
3.3% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - COM
$62.3M
3.2% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
JANUS DETROIT STR TR - COM
$61.8M
3.2% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
JANUS DETROIT STR TR - COM
$61.0M
3.1% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $57.5M
3.0% of stocks
-2%This quarter+6.8%Since filed1+ qtrsHeld$53.5M
2.8% of stocks
-2%This quarter-4.0%Since filed1+ qtrsHeld$52.4M
2.7% of stocks
+0.3%This quarter+7.9%Since filed1+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $80.8M | 4.2% | +0.2% | -8.9% | 1+ qtrs | 77.7#61 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | $80.1M | 4.1% | -2% | +0.0% | 1+ qtrs | 84.5#8 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | AMERICAN CENTY ETF TR - COM | $71.1M | 3.6% | +2% | — | — | — | — | |
| 4 | AMERICAN CENTY ETF TR - COM | $64.2M | 3.3% | +1% | — | — | — | — | |
| 5 | ISHARES TR - COM | $62.3M | 3.2% | +5% | — | — | — | — | |
| 6 | JANUS DETROIT STR TR - COM | $61.8M | 3.2% | +5% | — | — | — | — | |
| 7 | JANUS DETROIT STR TR - COM | $61.0M | 3.1% | +2% | — | — | — | — | |
| 8 | $57.5M | 3.0% | -2% | +6.8% | 1+ qtrs | 68.7#287 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $53.5M | 2.8% | -2% | -4.0% | 1+ qtrs | 70.4#206 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $52.4M | 2.7% | +0.3% | +7.9% | 1+ qtrs | 56.8#1,126 | Estimated buy price is Pro: unlock with a free trial |
All holdings — ATWOOD & PALMER INC (Q3 2026)
496 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AbbVie Inc. | Healthcare | $51.0M | 2.6% | 195K | -0.5% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | PALMER SQUARE FUNDS TR - COM | — | $44.3M | 2.3% | 2.15M | +5% | — | — | 13F |
| 13 | Apple Inc. | Technology | $42.3M | 2.2% | 127K | -0.1% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | FIFTH THIRD BANCORP | Financials | $41.8M | 2.1% | 826K | -2% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | AMERICAN CENTY ETF TR - COMetf/fund | — | $41.5M | 2.1% | 521K | +2% | — | — | 13F |
| 16 | THERMO FISHER SCIENTIFIC INC. | Healthcare | $39.4M | 2.0% | 58K | +7% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | BONDBLOXX ETF TRUST - COMetf/fund | — | $39.1M | 2.0% | 803K | +2% | — | — | 13F |
| 18 | AMERIPRISE FINANCIAL INC | Financials | $37.7M | 1.9% | 77K | -0.8% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | JANUS DETROIT STR TR - COM | — | $37.7M | 1.9% | 755K | +6% | — | — | 13F |
| 20 | NVIDIA CORP | Technology | $35.0M | 1.8% | 153K | +1% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | LOCKHEED MARTIN CORP | Industrials | $34.5M | 1.8% | 68K | -0.3% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | UNITED THERAPEUTICS Corp | Healthcare | $33.0M | 1.7% | 61K | -0.8% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Mastercard Inc | Financials | $33.0M | 1.7% | 60K | +0.2% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | GENERAC HOLDINGS INC. | Technology | $32.7M | 1.7% | 158K | +0.0% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Leidos Holdings, Inc. | Technology | $32.6M | 1.7% | 267K | +3% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $DHI | HORTON D R INC /DE/ | Industrials | $32.5M | 1.7% | 238K | +0.1% | |||
| 27 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $32.2M | 1.6% | 42K | +0.3% | |||
| 28 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $32.0M | 1.6% | 19K | +0.3% | |||
| 29 | — | AMERICAN CENTY ETF TR - COM | — | $31.2M | 1.6% | 285K | +2% | |||
| 30 | $GS | GOLDMAN SACHS GROUP INC | Financials | $29.9M | 1.5% | 33K | -0.6% | |||
| 31 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $29.6M | 1.5% | 57K | +0.3% | |||
| 32 | — | TORTOISE CAPITAL SERIES TRUS - COM | — | $27.1M | 1.4% | 679K | +1% | |||
| 33 | $WMT | Walmart Inc. | Consumer Staples | $26.1M | 1.3% | 252K | -1% | |||
| 34 | $GRMN | GARMIN LTD | Technology | $26.1M | 1.3% | 91K | -2% | |||
| 35 | $NOK | NOKIA CORP | Technology | $25.0M | 1.3% | 2.47M | +0.5% | |||
| 36 | — | BONDBLOXX ETF TRUST - COM | — | $20.7M | 1.1% | 523K | +3% | |||
| 37 | $CDW | CDW Corp | Consumer Discretionary | $20.3M | 1.0% | 158K | +0.2% | |||
| 38 | — | ISHARES TR - COM | — | $19.5M | 1.0% | 473K | +2% | |||
| 39 | — | ISHARES TR - COM | — | $19.4M | 1.0% | 913K | -5% | |||
| 40 | — | ISHARES TR - COM | — | $19.3M | 1.0% | 881K | -8% | |||
| 41 | — | ISHARES TR - COM | — | $18.6M | 1.0% | 363K | +0.1% | |||
| 42 | $ON | ON SEMICONDUCTOR CORP | Technology | $16.9M | 0.9% | 220K | +1% | |||
| 43 | $HLI | HOULIHAN LOKEY, INC. | Financials | $16.2M | 0.8% | 128K | +515% | |||
| 44 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $15.6M | 0.8% | 66K | +3% | |||
| 45 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $13.7M | 0.7% | 75K | +6% | |||
| 46 | $UBER | Uber Technologies, Inc | Technology | $13.3M | 0.7% | 195K | +4% | |||
| 47 | $ADBE | ADOBE INC. | Technology | $12.7M | 0.7% | 53K | New | |||
| 48 | — | ISHARES TR - COM | — | $11.4M | 0.6% | 216K | -4% | |||
| 49 | $GS | GOLDMAN SACHS GROUP INC | Financials | $11.3M | 0.6% | 247K | -4% | |||
| 50 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $11.0M | 0.6% | 103K | +3% | |||
| 51 | $GOOGL | Alphabet Inc. | Technology | $9.5M | 0.5% | 28K | +13% | |||
| 52 | — | ETF OPPORTUNITIES TRUST - COM | — | $9.0M | 0.5% | 186K | +4% | |||
| 53 | $CBC | Central Bancompany, Inc. | Financials | $8.8M | 0.5% | 282K | — | |||
| 54 | $JNJ | JOHNSON & JOHNSON | Healthcare | $7.2M | 0.4% | 27K | +11% | |||
| 55 | $IVZ | Invesco Ltd. | Financials | $6.8M | 0.3% | 33K | +10% | |||
| 56 | $JKHY | JACK HENRY & ASSOCIATES INC | Technology | $5.8M | 0.3% | 40K | -0.4% | |||
| 57 | — | BONDBLOXX ETF TRUST - COM | — | $5.3M | 0.3% | 114K | -78% | |||
| 58 | — | FIRST TR EXCHANGE TRADED FD - COM | — | $5.3M | 0.3% | 72K | -2% | |||
| 59 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $5.2M | 0.3% | 7 | +600% | |||
| 60 | $GS | GOLDMAN SACHS GROUP INC | Financials | $5.2M | 0.3% | 52K | +33% | |||
| 61 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $5.0M | 0.3% | 18K | -0.4% | |||
| 62 | $MSFT | MICROSOFT CORP | Technology | $4.8M | 0.3% | 9,438 | +88% | |||
| 63 | $JPM | JPMORGAN CHASE & CO | Financials | $3.8M | 0.2% | 11K | +30% | |||
| 64 | $KMB | KIMBERLY CLARK CORP | Materials | $3.7M | 0.2% | 38K | -5% | |||
| 65 | — | ETF OPPORTUNITIES TRUST - COM | — | $3.7M | 0.2% | 128K | +4% | |||
| 66 | $CBSH | COMMERCE BANCSHARES INC /MO/ | Financials | $3.6M | 0.2% | 66K | -8% | |||
| 67 | $BDX | BECTON DICKINSON & CO | Healthcare | $3.4M | 0.2% | 19K | -3% | |||
| 68 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $3.1M | 0.2% | 6,272 | +62% | |||
| 69 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $3.1M | 0.2% | 21K | +6% | |||
| 70 | $AMGN | AMGEN INC | Healthcare | $2.9M | 0.1% | 6,840 | +23% | |||
| 71 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2.7M | 0.1% | 17K | New | |||
| 72 | $RTX | RTX Corp | Industrials | $2.4M | 0.1% | 13K | -1% | |||
| 73 | — | ISHARES TR - COM | — | $2.4M | 0.1% | 124K | +42% | |||
| 74 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.3M | 0.1% | 9,292 | -1% | |||
| 75 | — | JANUS DETROIT STR TR - COM | — | $2.3M | 0.1% | 54K | +137% | |||
| 76 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $2.2M | 0.1% | 26K | — | |||
| 77 | $PH | Parker-Hannifin Corp | Industrials | $2.2M | 0.1% | 2,281 | -0.2% | |||
| 78 | $GS | GOLDMAN SACHS GROUP INC | Financials | $2.1M | 0.1% | 42K | -4% | |||
| 79 | $CAT | CATERPILLAR INC | Industrials | $2.0M | 0.1% | 2,445 | -0.1% | |||
| 80 | $PEP | PEPSICO INC | Consumer Staples | $1.9M | 0.1% | 15K | +15% | |||
| 81 | — | ISHARES TR - COM | — | $1.7M | 0.1% | 2,276 | +32% | |||
| 82 | $CVX | CHEVRON CORP | Energy | $1.5M | 0.1% | 7,474 | +50% | |||
| 83 | — | ISHARES TR - COM | — | $1.5M | 0.1% | 13K | -0.3% | |||
| 84 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.5M | 0.1% | 1,954 | -4% | |||
| 85 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.4M | 0.1% | 1,549 | +12% | |||
| 86 | — | ISHARES TR - COM | — | $1.4M | 0.1% | 8,137 | — | |||
| 87 | $HIW | HIGHWOODS PROPERTIES, INC. | Real Estate | $1.3M | 0.1% | 46K | -5% | |||
| 88 | — | FIRST TR EXCHANGE-TRADED FD - COM | — | $1.3M | 0.1% | 27K | — | |||
| 89 | $PAYX | PAYCHEX INC | Technology | $1.3M | 0.1% | 13K | — | |||
| 90 | $HTH | Hilltop Holdings Inc. | Financials | $1.2M | 0.1% | 33K | — | |||
| 91 | $UMBF | UMB FINANCIAL CORP | Financials | $1.2M | 0.1% | 9,166 | — | |||
| 92 | $DE | DEERE & CO | Industrials | $1.2M | 0.1% | 1,768 | — | |||
| 93 | $KO | COCA COLA CO | Consumer Staples | $1.2M | 0.1% | 14K | +23% | |||
| 94 | $WAT | WATERS CORP /DE/ | Healthcare | $1.1M | 0.1% | 2,464 | -3% | |||
| 95 | — | ISHARES TR - COM | — | $1.1M | 0.1% | 8,590 | +3% | |||
| 96 | $IRM | IRON MOUNTAIN INC | Real Estate | $1.1M | 0.1% | 9,496 | +0.1% | |||
| 97 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $1.0M | 0.1% | 4,546 | — | |||
| 98 | $EXP | EAGLE MATERIALS INC | Materials | $965K | 0.1% | 5,644 | New | |||
| 99 | $AVGO | Broadcom Inc. | Technology | $959K | 0.1% | 2,731 | -9% | |||
| 100 | $QCOM | QUALCOMM INC/DE | Technology | $895K | 0.1% | 4,863 | -1% | |||
| 101 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $872K | 0.0% | 3,965 | -6% | |||
| 102 | $PM | Philip Morris International Inc. | Consumer Staples | $837K | 0.0% | 4,386 | — | |||
| 103 | $ANET | Arista Networks, Inc. | Technology | $814K | 0.0% | 4,000 | — | |||
| 104 | — | VANGUARD WORLD FD - COM | — | $813K | 0.0% | 8,776 | — | |||
| 105 | $GS | GOLDMAN SACHS GROUP INC | Financials | $782K | 0.0% | 18K | — | |||
| 106 | $MCD | MCDONALDS CORP | Consumer Discretionary | $750K | 0.0% | 3,248 | — | |||
| 107 | $NEE | NEXTERA ENERGY INC | Utilities | $727K | 0.0% | 9,596 | — | |||
| 108 | $TSLA | Tesla, Inc. | Consumer Discretionary | $714K | 0.0% | 2,013 | -4% | |||
| 109 | $META | Meta Platforms, Inc. | Technology | $698K | 0.0% | 962 | — | |||
| 110 | $EMR | EMERSON ELECTRIC CO | Industrials | $662K | 0.0% | 4,271 | — | |||
| 111 | $LLY | ELI LILLY & Co | Healthcare | $657K | 0.0% | 568 | — | |||
| 112 | — | VANGUARD SCOTTSDALE FDS - COM | — | $657K | 0.0% | 8,500 | — | |||
| 113 | $USB | US BANCORP DE | Financials | $653K | 0.0% | 11K | -4% | |||
| 114 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $653K | 0.0% | 5,500 | — | |||
| 115 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $632K | 0.0% | 10K | -14% | |||
| 116 | — | VANGUARD INDEX FDS - COM | — | $572K | 0.0% | 1,529 | — | |||
| 117 | $GS | GOLDMAN SACHS GROUP INC | Financials | $533K | 0.0% | 11K | — | |||
| 118 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $526K | 0.0% | 1,988 | +300% | |||
| 119 | $RF | REGIONS FINANCIAL CORP | Financials | $497K | 0.0% | 19K | — | |||
| 120 | $WM | WASTE MANAGEMENT INC | Utilities | $479K | 0.0% | 2,350 | — | |||
| 121 | $INTC | INTEL CORP | Technology | $472K | 0.0% | 3,926 | -20% | |||
| 122 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $468K | 0.0% | 8,602 | +8% | |||
| 123 | $ORCL | ORACLE CORP | Technology | $465K | 0.0% | 3,384 | — | |||
| 124 | $PFE | PFIZER INC | Healthcare | $464K | 0.0% | 16K | +64% | |||
| 125 | $GE | GENERAL ELECTRIC CO | Industrials | $456K | 0.0% | 1,461 | +54% | |||
| 126 | $SCHW | SCHWAB CHARLES CORP | Financials | $443K | 0.0% | 4,535 | +0.1% | |||
| 127 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $443K | 0.0% | 3,350 | -8% | |||
| 128 | $UNP | UNION PACIFIC CORP | Industrials | $435K | 0.0% | 1,598 | +133% | |||
| 129 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $423K | 0.0% | 1,639 | -54% | |||
| 130 | $DIS | Walt Disney Co | Communication Services | $422K | 0.0% | 4,024 | +164% | |||
| 131 | $PANW | Palo Alto Networks Inc | Technology | $419K | 0.0% | 1,054 | — | |||
| 132 | $CARR | CARRIER GLOBAL Corp | Industrials | $417K | 0.0% | 7,607 | — | |||
| 133 | $SAIA | SAIA INC | Industrials | $409K | 0.0% | 1,225 | — | |||
| 134 | — | VANGUARD INDEX FDS - COM | — | $408K | 0.0% | 1,396 | -0.4% | |||
| 135 | $NXPI | NXP Semiconductors N.V. | Technology | $406K | 0.0% | 1,708 | — | |||
| 136 | — | VANGUARD INDEX FDS - COM | — | $402K | 0.0% | 573 | +309% | |||
| 137 | $GEV | GE Vernova Inc. | Industrials | $399K | 0.0% | 420 | +62% | |||
| 138 | $APH | AMPHENOL CORP /DE/ | Technology | $391K | 0.0% | 4,640 | +100% | |||
| 139 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $367K | 0.0% | 10K | +16% | |||
| 140 | — | VANGUARD WHITEHALL FDS - COM | — | $362K | 0.0% | 2,330 | -0.5% | |||
| 141 | $V | VISA INC. | Financials | $361K | 0.0% | 1,005 | — | |||
| 142 | — | VANGUARD INDEX FDS - COM | — | $358K | 0.0% | 1,831 | — | |||
| 143 | $CW | CURTISS WRIGHT CORP | Industrials | $352K | 0.0% | 648 | — | |||
| 144 | — | ISHARES TR - COM | — | $340K | 0.0% | 1,372 | +11% | |||
| 145 | $ETN | Eaton Corp plc | Industrials | $330K | 0.0% | 769 | — | |||
| 146 | $MPLX | MPLX LP | Energy | $329K | 0.0% | 5,844 | — | |||
| 147 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $324K | 0.0% | 4,808 | — | |||
| 148 | — | AMERICAN CENTY ETF TR - COM | — | $320K | 0.0% | 3,534 | +0.1% | |||
| 149 | $TT | Trane Technologies plc | Technology | $316K | 0.0% | 700 | — | |||
| 150 | — | ISHARES TR - COM | — | $315K | 0.0% | 4,380 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 19 new, 102 added to, 70 trimmed, 16 sold out. Share-count changes; largest moves by dollar size first.
New positions (19)
$XOM.R34088EXXON MOBIL CORP$2.7M
first bought this quarter
$EXPEAGLE MATERIALS INC$965K
first bought this quarter
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$246K
first bought this quarter
$MUMICRON TECHNOLOGY INC$133K
first bought this quarter
- VICTORY PORTFOLIOS II - COM$109K
first bought this quarter
$AERAerCap Holdings N.V.$61K
first bought this quarter
+13 more in the Excel export
Added to (102)
$HLIHOULIHAN LOKEY, INC.+515%
now $16.2M · held 1+ qtrs
$BRK.ABERKSHIRE HATHAWAY INC+600%
now $5.2M · held 1+ qtrs
- ISHARES TR - COM+5%
now $62.3M
- JANUS DETROIT STR TR - COM+5%
now $61.8M
now $39.4M · held 1+ qtrs
$MSFTMICROSOFT CORP+88%
now $4.8M · held 1+ qtrs
+96 more in the Excel export
Trimmed (70)
now $80.1M · held 1+ qtrs
now $57.5M · held 1+ qtrs
now $53.5M · held 1+ qtrs
now $41.8M · held 1+ qtrs
$ADPAUTOMATIC DATA PROCESSING INC-54%
now $423K · held 1+ qtrs
$GRMNGARMIN LTD-2%
now $26.1M · held 1+ qtrs
+64 more in the Excel export
Holdings by quarter
Every 13F ATWOOD & PALMER INC has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow ATWOOD & PALMER?
Q3 2026 13F filed with the SEC on Oct 8, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of ATWOOD & PALMER's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+1.2%
Value-weighted move of the 10 largest stock positions
Turnover
—
Last quarter
Top 10 weight
33%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
ATWOOD & PALMER INC disclosed 496 positions worth $1.9B in its Form 13F-HR for Q3 2026, led by $GOOG (Alphabet Inc.) at 4.2% of the equity portfolio, followed by $PLTR. During the quarter the fund opened 19 new positions and exited 16 — including a new stake in $XOM.R34088 and a full exit from $CDNS. The portfolio is most concentrated in Other (35.8% of disclosed assets). All figures are sourced directly from ATWOOD & PALMER INC’s Form 13F-HR filing with the SEC under CIK 1044929.
Funds like this
managers whose biggest positions overlap ATWOOD & PALMER'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: ATWOOD & PALMER INC
13F Pro is an AI hedge fund tracker and stock research platform. For ATWOOD & PALMER INC (SEC CIK: 1044929), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in ATWOOD & PALMER INC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.