ATWOOD & PALMER INC — 13F Holdings & Portfolio
CIK 1044929 · latest 13F-HR filed 2026-04-15
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
$1.77B
Long-equity book
Holdings
531
Distinct positions
Period
2026-03-31
Filed 2026-04-15
Q/Q Activity
+78 / −35 / ↑145 / ↓185
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ALIBABA GROUP HLDG LTD$12.6M +43110.8%
- GENERAC HLDGS INC$9.5M +44.0%
- LOCKHEED MARTIN CORP$8.2M +25.0%
- UNITED THERAPEUTICS CORP DEL$6.1M +19.6%
- GILEAD SCIENCES INC$5.5M +12.8%
Top Trims
- DRAFTKINGS INC NEW-$18.6M -99.5%
- PALANTIR TECHNOLOGIES INC-$15.0M -19.0%
- ALPHABET INC-$7.6M -10.0%
- LEIDOS HOLDINGS INC-$6.9M -14.7%
- THERMO FISHER SCIENTIFIC INC-$4.7M -15.0%
New Positions
- NOKIA CORP$19.8M
- ETF OPPORTUNITIES TRUST$3.2M
- WATERS CORP$835.9K
- VANGUARD WORLD FD$808.9K
- VANGUARD INDEX FDS$337.5K
Exited Positions
- JANUS DETROIT STR TR$934.2K
- AGILON HEALTH INC$144.6K
- LYFT INC$38.7K
- COEUR MNG INC$35.7K
- TELEFONICA S A$34.3K
All Holdings
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 | $68.8M | 3.88% | 239,876 | SH |
| 2 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $65.1M | 3.67% | 767,452 | SH |
| 3 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $64.0M | 3.61% | 437,524 | SH |
| 4 | JANUS DETROIT STR TR | JEMB | 47103U738 | $60.2M | 3.40% | 1,147,399 | SH |
| 5 | ISHARES TR | SHY | 464287457 | $59.2M | 3.34% | 717,219 | SH |
| 6 | JANUS DETROIT STR TR | JAAA | 47103U845 | $57.9M | 3.27% | 1,149,903 | SH |
| 7 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $54.1M | 3.05% | 671,428 | SH |
| 8 | GILEAD SCIENCES INC | GILD | 375558103 | $48.4M | 2.73% | 347,439 | SH |
| 9 | UNITED RENTALS INC | URI | 911363109 | $42.7M | 2.41% | 58,565 | SH |
| 10 | ABBVIE INC | ABBV | 00287Y109 | $42.2M | 2.38% | 194,148 | SH |
| 11 | PALMER SQUARE FUNDS TR | PSQO | 696930106 | $41.4M | 2.34% | 2,019,239 | SH |
| 12 | LOCKHEED MARTIN CORP | LMT | 539830109 | $41.1M | 2.32% | 67,977 | SH |
| 13 | LEIDOS HOLDINGS INC | LDOS | 525327102 | $40.0M | 2.26% | 257,074 | SH |
| 14 | CISCO SYS INC | CSCO | 17275R102 | $39.9M | 2.25% | 514,385 | SH |
| 15 | BONDBLOXX ETF TRUST | BBBI | 09789C747 | $39.6M | 2.24% | 770,820 | SH |
| 16 | FIFTH THIRD BANCORP | FITB | 316773100 | $38.9M | 2.20% | 837,279 | SH |
| 17 | AMERICAN CENTY ETF TR | AVIV | 025072364 | $37.3M | 2.11% | 499,116 | SH |
| 18 | UNITED THERAPEUTICS CORP DEL | UTHR | 91307C102 | $37.0M | 2.09% | 62,436 | SH |
| 19 | JANUS DETROIT STR TR | JSI | 47103U746 | $36.0M | 2.03% | 699,263 | SH |
| 20 | AMERIPRISE FINL INC | AMP | 03076C106 | $34.4M | 1.94% | 77,345 | SH |
| 21 | D R HORTON INC | DHI | 23331A109 | $32.7M | 1.84% | 238,240 | SH |
| 22 | APPLE INC | AAPL | 037833100 | $32.3M | 1.82% | 127,381 | SH |
| 23 | WALMART INC | WMT | 931142103 | $32.2M | 1.82% | 259,489 | SH |
| 24 | REGENERON PHARMACEUTICALS | REGN | 75886F107 | $32.2M | 1.82% | 41,702 | SH |
| 25 | MERCADOLIBRE INC | MELI | 58733R102 | $31.8M | 1.79% | 18,375 | SH |
| 26 | GENERAC HLDGS INC | GNRC | 368736104 | $31.0M | 1.75% | 158,703 | SH |
| 27 | MASTERCARD INCORPORATED | MA | 57636Q104 | $30.2M | 1.70% | 60,415 | SH |
| 28 | TORTOISE CAPITAL SERIES TRUS | TPYP | 890930308 | $28.3M | 1.59% | 667,141 | SH |
| 29 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $28.2M | 1.59% | 33,362 | SH |
| 30 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $27.2M | 1.54% | 272,527 | SH |
| 31 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $26.7M | 1.51% | 54,303 | SH |
| 32 | NVIDIA CORPORATION | NVDA | 67066G104 | $26.3M | 1.49% | 150,951 | SH |
| 33 | VERTEX PHARMACEUTICALS INC | VRTX | 92532F100 | $24.9M | 1.40% | 55,753 | SH |
| 34 | L3HARRIS TECHNOLOGIES INC | LHX | 502431109 | $22.0M | 1.24% | 63,667 | SH |
| 35 | GARMIN LTD | GRMN | H2906T109 | $21.5M | 1.22% | 92,844 | SH |
| 36 | ISHARES TR | IBTI | 46436E833 | $21.0M | 1.19% | 943,410 | SH |
| 37 | ISHARES TR | IBTJ | 46436E825 | $20.6M | 1.16% | 944,974 | SH |
| 38 | BONDBLOXX ETF TRUST | XBB | 09789C705 | $20.3M | 1.15% | 500,015 | SH |
| 39 | NOKIA CORP | NOK | 654902204 | $19.8M | 1.12% | 2,460,760 | SH |
| 40 | ISHARES TR | SHYG | 46434V407 | $19.4M | 1.09% | 457,730 | SH |
| 41 | CDW CORP | CDW | 12514G108 | $19.3M | 1.09% | 159,131 | SH |
| 42 | ON SEMICONDUCTOR CORP | ON | 682189105 | $19.0M | 1.07% | 306,776 | SH |
| 43 | ISHARES TR | IGSB | 464288646 | $18.8M | 1.06% | 357,227 | SH |
| 44 | LOWES COS INC | LOW | 548661107 | $16.6M | 0.94% | 70,190 | SH |
| 45 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $13.1M | 0.74% | 181,991 | SH |
| 46 | ALIBABA GROUP HLDG LTD | BABA | 01609W102 | $12.6M | 0.71% | 100,467 | SH |
| 47 | GOLDMAN SACHS ETF TR | GSIE | 381430107 | $11.2M | 0.63% | 260,166 | SH |
| 48 | ISHARES TR | IMTM | 46434V449 | $11.0M | 0.62% | 228,717 | SH |
| 49 | HOULIHAN LOKEY INC | HLI | 441593100 | $10.4M | 0.59% | 72,270 | SH |
| 50 | ETF OPPORTUNITIES TRUST | VSLU | 26923N405 | $8.5M | 0.48% | 204,495 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-15 | $1.77B | 531 | 0001044929-26-000003 |
| 2025-12-31 | 2026-01-28 | $1.76B | 488 | 0001044929-26-000002 |