ATWOOD & PALMER INC — 13F Holdings & Portfolio
CIK 1044929 · latest 13F-HR filed 2026-07-08
ATWOOD & PALMER INC manages $1.87B in 13F-reported U.S. long-equity assets across 495 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOG (4.46%), AVDE (3.67%), URI (3.54%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 27 new positions, exited 63, added to 254, and trimmed 98.
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.
SUITE 200
KANSAS CITY, MO 64111
$1.87B
Long-equity book
495
Distinct positions
2026-06-30
Filed 2026-07-08
+27 / −63 / ↑254 / ↓98
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- UNITED RENTALS INC$23.7M +55.6%
- CISCO SYS INC$19.6M +49.1%
- GENERAC HLDGS INC$15.2M +49.1%
- ALPHABET INC$14.8M +21.5%
- NOKIA CORP$12.8M +64.9%
Top Trims
- LEIDOS HOLDINGS INC-$13.3M -33.3%
- PALANTIR TECHNOLOGIES INC-$13.1M -20.5%
- HOULIHAN LOKEY INC-$7.6M -73.0%
- LOCKHEED MARTIN CORP-$6.4M -15.7%
- REGENERON PHARMACEUTICALS-$5.8M -18.1%
New Positions
- HONEYWELL INTL INC$140.6K
- HONEYWELL AEROSPACE INC$138.8K
- KLARNA GROUP PLC$85.8K
- SPACE EXPLORATION TECHN CORP$28.5K
- CORNING INC$25.5K
Exited Positions
- EXXON MOBIL CORP$2.8M
- HONEYWELL INTL INC$284.1K
- ELBIT SYS LTD$169.8K
- SEALED AIR CORP NEW$100.9K
- MOODYS CORP$87.2K
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 | $83.6M | 4.46% | 236,545 | SH |
| 2 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $68.8M | 3.67% | 771,462 | SH |
| 3 | UNITED RENTALS INC | URI | 911363109 | $66.4M | 3.54% | 58,622 | SH |
| 4 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $65.1M | 3.47% | 674,517 | SH |
| 5 | JANUS DETROIT STR TR | JEMB | 47103U738 | $62.8M | 3.35% | 1,166,905 | SH |
| 6 | ISHARES TR | SHY | 464287457 | $60.1M | 3.21% | 732,119 | SH |
| 7 | CISCO SYS INC | CSCO | 17275R102 | $59.5M | 3.17% | 506,582 | SH |
| 8 | JANUS DETROIT STR TR | JAAA | 47103U845 | $59.1M | 3.15% | 1,170,199 | SH |
| 9 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $50.9M | 2.71% | 436,259 | SH |
| 10 | ABBVIE INC | ABBV | 00287Y109 | $49.3M | 2.63% | 195,763 | SH |
| 11 | FIFTH THIRD BANCORP | FITB | 316773100 | $47.3M | 2.52% | 838,806 | SH |
| 12 | GENERAC HLDGS INC | GNRC | 368736104 | $46.2M | 2.47% | 157,868 | SH |
| 13 | GILEAD SCIENCES INC | GILD | 375558103 | $44.2M | 2.36% | 350,240 | SH |
| 14 | PALMER SQUARE FUNDS TR | PSQO | 696930106 | $42.4M | 2.26% | 2,048,978 | SH |
| 15 | BONDBLOXX ETF TRUST | BBBI | 09789C747 | $40.4M | 2.15% | 785,064 | SH |
| 16 | AMERICAN CENTY ETF TR | AVIV | 025072364 | $39.3M | 2.10% | 508,168 | SH |
| 17 | D R HORTON INC | DHI | 23331A109 | $38.7M | 2.07% | 237,817 | SH |
| 18 | APPLE INC | AAPL | 037833100 | $36.8M | 1.96% | 127,072 | SH |
| 19 | JANUS DETROIT STR TR | JSI | 47103U746 | $36.7M | 1.96% | 715,976 | SH |
| 20 | AMERIPRISE FINL INC | AMP | 03076C106 | $35.4M | 1.89% | 77,270 | SH |
| 21 | LOCKHEED MARTIN CORP | LMT | 539830109 | $34.6M | 1.85% | 67,995 | SH |
| 22 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $33.8M | 1.80% | 33,444 | SH |
| 23 | UNITED THERAPEUTICS CORP DEL | UTHR | 91307C102 | $33.3M | 1.78% | 61,479 | SH |
| 24 | NOKIA CORP | NOK | 654902204 | $32.6M | 1.74% | 2,457,295 | SH |
| 25 | MERCADOLIBRE INC | MELI | 58733R102 | $31.3M | 1.67% | 18,454 | SH |
| 26 | MASTERCARD INCORPORATED | MA | 57636Q104 | $30.7M | 1.64% | 59,733 | SH |
| 27 | NVIDIA CORPORATION | NVDA | 67066G104 | $30.3M | 1.62% | 151,676 | SH |
| 28 | WALMART INC | WMT | 931142103 | $28.8M | 1.54% | 254,376 | SH |
| 29 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $28.7M | 1.53% | 278,701 | SH |
| 30 | TORTOISE CAPITAL SERIES TRUS | TPYP | 890930308 | $28.1M | 1.50% | 670,333 | SH |
| 31 | VERTEX PHARMACEUTICALS INC | VRTX | 92532F100 | $28.0M | 1.49% | 56,357 | SH |
| 32 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $27.4M | 1.46% | 54,746 | SH |
| 33 | LEIDOS HOLDINGS INC | LDOS | 525327102 | $26.7M | 1.42% | 258,982 | SH |
| 34 | REGENERON PHARMACEUTICALS | REGN | 75886F107 | $26.4M | 1.41% | 42,332 | SH |
| 35 | CDW CORP | CDW | 12514G108 | $22.2M | 1.18% | 157,897 | SH |
| 36 | GARMIN LTD | GRMN | H2906T109 | $22.0M | 1.17% | 92,500 | SH |
| 37 | ISHARES TR | IBTI | 46436E833 | $21.2M | 1.13% | 959,379 | SH |
| 38 | BONDBLOXX ETF TRUST | XBB | 09789C705 | $20.8M | 1.11% | 507,082 | SH |
| 39 | ISHARES TR | IBTJ | 46436E825 | $20.8M | 1.11% | 958,727 | SH |
| 40 | ON SEMICONDUCTOR CORP | ON | 682189105 | $20.5M | 1.09% | 216,936 | SH |
| 41 | ISHARES TR | SHYG | 46434V407 | $19.8M | 1.05% | 465,716 | SH |
| 42 | ISHARES TR | IGSB | 464288646 | $19.0M | 1.01% | 362,875 | SH |
| 43 | L3HARRIS TECHNOLOGIES INC | LHX | 502431109 | $18.6M | 0.99% | 64,066 | SH |
| 44 | LOWES COS INC | LOW | 548661107 | $15.5M | 0.83% | 70,385 | SH |
| 45 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $13.5M | 0.72% | 186,402 | SH |
| 46 | ISHARES TR | IMTM | 46434V449 | $12.0M | 0.64% | 224,812 | SH |
| 47 | GOLDMAN SACHS ETF TR | GSIE | 381430107 | $11.7M | 0.62% | 255,696 | SH |
| 48 | ALIBABA GROUP HLDG LTD | BABA | 01609W102 | $9.6M | 0.51% | 99,948 | SH |
| 49 | ALPHABET INC | GOOGL | 02079K305 | $8.7M | 0.47% | 24,456 | SH |
| 50 | CENTRAL BANCOMPANY | CBC | 152413100 | $8.6M | 0.46% | 282,050 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |