Latest ATWOOD & PALMER INC Stock Portfolio

ATWOOD & PALMER INC Performance:

2025 Q4: 1.24%YTD: 15.47%2024: 14.45%

Performance for 2025 Q4 is 1.24%, and YTD is 15.47%, and 2024 is 14.45%.

About ATWOOD & PALMER INC and 13F Hedge Fund Stock Holdings

ATWOOD & PALMER INC is a hedge fund based in Kansas City, MO. On 2026-01-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, ATWOOD & PALMER INC reported an equity portfolio of $1.8 Billions as of 31 Dec, 2025.

The top stock holdings of ATWOOD & PALMER INC are PLTR, GOOG, AEMB. The fund has invested 4.5% of it's portfolio in PALANTIR TECHNOLOGIES INC and 4.3% of portfolio in ALPHABET INC.

The fund managers got completely rid off PALMER SQUARE CAPITAL BDC IN, ONEOK INC NEW (OKE) and SPDR SERIES TRUST (BIL) stocks. They significantly reduced their stock positions in STRYKER CORPORATION (SYK), KRANESHARES TRUST (BNDD) and COPART INC (CPRT). ATWOOD & PALMER INC opened new stock positions in HOULIHAN LOKEY INC (HLI), CENTRAL BANCOMPANY and AMERICAN CENTY ETF TR (AEMB). The fund showed a lot of confidence in some stocks as they added substantially to SHOPIFY INC, VANGUARD INDEX FDS (VB) and SELECT SECTOR SPDR TR (XLB).

ATWOOD & PALMER INC Annual Return Estimates Vs S&P 500

Our best estimate is that ATWOOD & PALMER INC made a return of 1.24% in the last quarter. In trailing 12 months, it's portfolio return was 15.47%.

Performance
S&P 500

New Buys

Ticker	$ Bought
houlihan lokey inc	12,186,300
central bancompany	7,116,610
solstice advanced matls inc	15,206
sable offshore corp	10,824
american centy etf tr	9,371
ishares tr	3,829
coastal finl corp wa	3,782
j p morgan exchange traded f	3,204

New stocks bought by ATWOOD & PALMER INC

Additions

Ticker	% Inc.
shopify inc	205
vanguard index fds	183
select sector spdr tr	100
select sector spdr tr	100
first tr exchange-traded fd	85.64
target corp	39.69
union pac corp	29.99
ishares tr	22.47

Additions to existing portfolio by ATWOOD & PALMER INC

Reductions

Ticker	% Reduced
stryker corporation	-99.26
kraneshares trust	-94.7
copart inc	-87.19
j p morgan exchange traded f	-84.49
ishares tr	-79.18
mondelez intl inc	-76.95
vanguard index fds	-72.86
danaher corporation	-65.5

ATWOOD & PALMER INC reduced stake in above stock

Sold off

Ticker	$ Sold
palmer square capital bdc in	-417,303
oneok inc new	-62,609
spdr series trust	-48,828
spdr series trust	-47,656
paccar inc	-22,614
unilever plc	-2,490
valero energy corp	-4,257
nutex health inc	-1,344

ATWOOD & PALMER INC got rid off the above stocks

Sector Distribution

ATWOOD & PALMER INC has about 37.9% of it's holdings in Others sector.

Sector	%
Others	37.9
Technology	17.9
Healthcare	12.6
Financial Services	9.5
Industrials	7.6
Consumer Cyclical	6.6
Communication Services	4.8
Consumer Defensive	2.5

Market Cap. Distribution

ATWOOD & PALMER INC has about 59.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	41.5
UNALLOCATED	37.9
MEGA-CAP	18.2
MID-CAP	2.4

Stocks belong to which Index?

About 50.7% of the stocks held by ATWOOD & PALMER INC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	50.7
Others	49.1

Top 5 Winners (%)		%
	fortrea hldgs inc	104.9 %
TEVA	teva pharmaceutical inds ltd	54.5 %
LLY	eli lilly & co	40.8 %
REGN	regeneron pharmaceuticals	37.0 %
RIG	transocean ltd	32.4 %

Top 5 Winners ($)		$
GOOG	alphabet inc	17.3 M
REGN	regeneron pharmaceuticals	8.7 M
TMO	thermo fisher scientific inc	5.1 M
CSCO	cisco sys inc	4.5 M
UTHR	united therapeutics corp del	4.3 M

Top 5 Losers (%)		%
EVTV	envirotech vehicles inc	-75.5 %
CORT	corcept therapeutics inc	-58.1 %
	fiserv inc	-47.9 %
XLB	select sector spdr tr	-43.0 %
XLB	select sector spdr tr	-42.3 %

Top 5 Losers ($)		$
URI	united rentals inc	-8.4 M
DHI	d r horton inc	-6.0 M
MELI	mercadolibre inc	-5.5 M
GNRC	generac hldgs inc	-4.8 M
GRMN	garmin ltd	-4.0 M

ATWOOD & PALMER INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of ATWOOD & PALMER INC

ATWOOD & PALMER INC has 484 stocks in it's portfolio. About 33% of the portfolio is in top 10 stocks. URI proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for ATWOOD & PALMER INC last quarter.

Last Reported on: 28 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.94	125,566	34,136,300	reduced	-1.11

AAXJ	ishares tr	1.05	348,920	18,450,900	added	2.43

AAXJ	ishares tr	0.11	16,419	1,959,660	reduced	-2.35

AAXJ	ishares tr	0.00	842	90,169	added	1.08

AAXJ	ishares tr	0.00	401	28,601	added	2.3

AAXJ	ishares tr	0.00	193	21,987	reduced	-79.18

AAXJ	ishares tr	0.00	540	16,719	unchanged	0.00

AAXJ	ishares tr	0.00	45.00	3,083	unchanged	0.00

ABBV	abbvie inc	2.52	194,376	44,412,900	added	1.85

ABT	abbott labs	0.01	854	106,998	unchanged	0.00

ACGL	arch cap group ltd	0.01	1,800	172,656	unchanged	0.00

ACM	aecom	0.00	28.00	2,670	unchanged	0.00

ACN	accenture plc ireland	0.00	27.00	7,245	unchanged	0.00

ACVF	etf opportunities trust	0.54	212,589	9,409,210	added	0.69

ACWF	ishares tr	1.10	449,928	19,288,400	added	1.91

ACWF	ishares tr	0.64	236,042	11,322,900	reduced	-1.29

ACWF	ishares tr	0.00	1,525	77,135	unchanged	0.00

ACWV	ishares inc	0.00	500	26,965	unchanged	0.00

ADBE	adobe inc	0.00	149	52,149	reduced	-21.16

ADI	analog devices inc	0.00	35.00	9,492	unchanged	0.00