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ATWOOD & PALMER INC — 13F Holdings & Portfolio

CIK 1044929 · latest 13F-HR filed 2026-10-08

Backtest portfolio

ATWOOD & PALMER INC manages $1.95B in 13F-reported U.S. long-equity assets across 496 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are GOOG (4.15%), PLTR (4.11%), AVDE (3.65%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 27 new positions and exited 26; 131 existing positions rose in reported value and 191 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$1.95B

Long-equity book

Holdings
496

Distinct positions

Period
2026-09-30

Filed 2026-10-08

Q/Q Activity
+27 / −26 / ↑131 / ↓191

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
GOOG4.1% · +0%PLTR4.1% · -2%AVDE3.7% · +2%AVEM3.3% · +1%SHY3.2% · +5%JAAA3.2% · +5%JEMB3.1% · +2%URI3.0% · -2%CSCO2.7% · -2%GILD2.7% · +0%ABBV2.6% · -0%PSQO2.3% · +5%AAPL2.2% · -0%FITB2.1% · -2%AVIV2.1% · +2%TMO2.0% · +7%BBBI2.0% · +2%AMP1.9% · -1%JSI1.9% · +6%NVDA1.8% · +1%LMT1.8% · -0%UTHR1.7% · -1%MA1.7% · +0%GNRC1.7% · 0%LDOS1.7% · +3%DHI1.7% · +0%REGN1.7% · +0%MELI1.6% · +0%AVDV1.6% · +2%GS1.5% · -1%VRTX1.5% · +0%TPYP1.4% · +1%WMT1.3% · -1%GRMN1.3% · -2%NOK1.3% · +0%XBB1.1% · +3%CDW1.0% · +0%SHYG1.0% · +2%IBTJ1.0% · -5%IBTI1.0% · -8%IGSB1.0% · +0%ON0.9% · +1%HLI0.8% · +515%LHX0.8% · +3%LOW0.7% · +6%UBER0.7% · +4%ADBE0.7% · +590267%IMTM0.6% · -4%GSIE0.6% · -4%BABA0.6% · +3%GOOGL0.5% · +13%VSLU0.5% · +4%CBC0.5% · 0%JNJ0.4% · +11%RSP0.3% · +10%JKHY0.3% · -0%XFIV0.3% · newFV0.3% · -2%BRK.A0.3% · +600%GBIL0.3% · +33%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 33.1%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Aug 25, 2026.

Assets Under Management
$2.04B
Discretionary
$2.04B
Employees
9
Accounts
1,362
Address
4520 MADISON AVENUE
SUITE 200
KANSAS CITY, MO 64111-3541
Phone
(816) 931-2266
Website
Name Title / Status Ownership Type
BURCH, TERESA, L. ControlCHIEF COMPLIANCE OFFICER
since Apr 2004
Less than 5%Individual
FRANKE, STEVEN, PATRICK ControlPARTNER
since Jan 2023
25–50%Individual
JONES, SPENCER, ALAN ControlPARTNER
since Jan 2023
25–50%Individual
SOWDEN, PETER, JAMES ControlPARTNER
since Jan 2023
25–50%Individual
PALMER, STEVEN, NELSONPARTNER
since Mar 1990
5–10%Individual
Ownership & leadership changes · 5 filings with changes since Apr 2, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Aug 26, 2025 filing
  • ChangedBURCH, TERESA, L. · now a control person
Mar 11, 2025 filing
  • No longer listedPALMER, WILLIAM, NELSON · PARTNER · 10–25% · control person · listed since Jan 2023
Mar 19, 2024 filing
  • ChangedPALMER, STEVEN, NELSON · title PRESIDENT → PARTNER; no longer a control person
Feb 10, 2023 filing
  • AddedFRANKE, STEVEN, PATRICK · PARTNER · 25–50% · control person
  • AddedJONES, SPENCER, ALAN · PARTNER · 25–50% · control person
  • AddedPALMER, WILLIAM, NELSON · PARTNER · 10–25% · control person
  • AddedSOWDEN, PETER, JAMES · PARTNER · 25–50% · control person
  • ChangedPALMER, STEVEN, NELSON · ownership 75% or more → 5–10%
Mar 2, 2017 filing
  • No longer listedATWOOD, WILLIAM, LEES · VICE PRESIDENT · Less than 5% · control person · listed since Mar 1990
Apr 2, 2012 filing (earliest on record)
  • ListedATWOOD, WILLIAM, LEES · VICE PRESIDENT · Less than 5% · control person
  • ListedBURCH, TERESA, L. · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ListedPALMER, STEVEN, NELSON · PRESIDENT · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

ATWOOD & PALMER INC Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ALPHABET INC GOOG 02079K107 $80.8M 4.15% 237,063 SH
2 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $80.1M 4.11% 428,247 SH
3 AMERICAN CENTY ETF TR AVDE 025072703 $71.1M 3.65% 789,054 SH
4 AMERICAN CENTY ETF TR AVEM 025072604 $64.2M 3.30% 683,140 SH
5 ISHARES TR SHY 464287457 $62.3M 3.20% 766,834 SH
6 JANUS DETROIT STR TR JAAA 47103U845 $61.8M 3.17% 1,224,066 SH
7 JANUS DETROIT STR TR JEMB 47103U738 $61.0M 3.13% 1,195,708 SH
8 UNITED RENTALS INC URI 911363109 $57.5M 2.95% 57,475 SH
9 CISCO SYS INC CSCO 17275R102 $53.5M 2.75% 496,901 SH
10 GILEAD SCIENCES INC GILD 375558103 $52.4M 2.69% 351,309 SH
11 ABBVIE INC ABBV 00287Y109 $51.0M 2.62% 194,803 SH
12 PALMER SQUARE FUNDS TR PSQO 696930106 $44.3M 2.27% 2,153,188 SH
13 APPLE INC AAPL 037833100 $42.3M 2.17% 126,960 SH
14 FIFTH THIRD BANCORP FITB 316773100 $41.8M 2.15% 826,018 SH
15 AMERICAN CENTY ETF TR AVIV 025072364 $41.5M 2.13% 520,568 SH
16 THERMO FISHER SCIENTIFIC INC TMO 883556102 $39.4M 2.03% 58,434 SH
17 BONDBLOXX ETF TRUST BBBI 09789C747 $39.1M 2.01% 802,739 SH
18 AMERIPRISE FINL INC AMP 03076C106 $37.7M 1.94% 76,665 SH
19 JANUS DETROIT STR TR JSI 47103U746 $37.7M 1.94% 755,491 SH
20 NVIDIA CORPORATION NVDA 67066G104 $35.0M 1.80% 153,289 SH
21 LOCKHEED MARTIN CORP LMT 539830109 $34.5M 1.77% 67,821 SH
22 UNITED THERAPEUTICS CORP DEL UTHR 91307C102 $33.0M 1.70% 60,976 SH
23 MASTERCARD INCORPORATED MA 57636Q104 $33.0M 1.69% 59,832 SH
24 GENERAC HLDGS INC GNRC 368736104 $32.7M 1.68% 157,889 SH
25 LEIDOS HOLDINGS INC LDOS 525327102 $32.6M 1.67% 267,358 SH
26 D R HORTON INC DHI 23331A109 $32.5M 1.67% 238,167 SH
27 REGENERON PHARMACEUTICALS REGN 75886F107 $32.2M 1.65% 42,454 SH
28 MERCADOLIBRE INC MELI 58733R102 $32.0M 1.64% 18,518 SH
29 AMERICAN CENTY ETF TR AVDV 025072802 $31.2M 1.60% 285,145 SH
30 GOLDMAN SACHS GROUP INC GS 38141G104 $29.9M 1.54% 33,230 SH
31 VERTEX PHARMACEUTICALS INC VRTX 92532F100 $29.6M 1.52% 56,545 SH
32 TORTOISE CAPITAL SERIES TRUS TPYP 890930308 $27.1M 1.39% 679,046 SH
33 WALMART INC WMT 931142103 $26.1M 1.34% 251,626 SH
34 GARMIN LTD GRMN H2906T109 $26.1M 1.34% 91,081 SH
35 NOKIA CORP NOK 654902204 $25.0M 1.29% 2,470,183 SH
36 BONDBLOXX ETF TRUST XBB 09789C705 $20.7M 1.06% 523,438 SH
37 CDW CORP CDW 12514G108 $20.3M 1.04% 158,232 SH
38 ISHARES TR SHYG 46434V407 $19.5M 1.00% 473,032 SH
39 ISHARES TR IBTJ 46436E825 $19.4M 1.00% 913,459 SH
40 ISHARES TR IBTI 46436E833 $19.3M 0.99% 880,996 SH
41 ISHARES TR IGSB 464288646 $18.6M 0.96% 363,385 SH
42 ON SEMICONDUCTOR CORP ON 682189105 $16.9M 0.87% 219,533 SH
43 HOULIHAN LOKEY INC HLI 441593100 $16.2M 0.83% 128,463 SH
44 L3HARRIS TECHNOLOGIES INC LHX 502431109 $15.6M 0.80% 66,052 SH
45 LOWES COS INC LOW 548661107 $13.7M 0.71% 74,589 SH
46 UBER TECHNOLOGIES INC UBER 90353T100 $13.3M 0.68% 194,658 SH
47 ADOBE INC ADBE 00724F101 $12.7M 0.65% 53,133 SH
48 ISHARES TR IMTM 46434V449 $11.4M 0.58% 216,001 SH
49 GOLDMAN SACHS ETF TR GSIE 381430107 $11.3M 0.58% 246,568 SH
50 ALIBABA GROUP HLDG LTD BABA 01609W102 $11.0M 0.57% 102,748 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-08 $1.95B 496 0001044929-26-000006
2026-06-30 2026-07-08 $1.87B 495 0001044929-26-000004
2026-03-31 2026-04-15 $1.77B 531 0001044929-26-000003
2025-12-31 2026-01-28 $1.76B 488 0001044929-26-000002
Filer Information
Address
4520 MADISON AVE
SUITE 200
KANSAS CITY, MO 64111
Phone
(816) 931-2266
Filing Manager
ATWOOD & PALMER INC
KANSAS CITY, MO
Signatory
Teresa Burch
CCO