Latest ATWOOD & PALMER INC Stock Portfolio

ATWOOD & PALMER INC Performance:

2026 Q1: -1.23%YTD: -1.23%2025: 15.56%

Performance for 2026 Q1 is -1.23%, and YTD is -1.23%, and 2025 is 15.56%.

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

ATWOOD & PALMER INC is a hedge fund based in Kansas City, MO. On 2026-04-15, 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 Mar, 2026.

The top stock holdings of ATWOOD & PALMER INC are GOOG, AEMB, PLTR. The fund has invested 3.9% of it's portfolio in ALPHABET INC and 3.7% of portfolio in AMERICAN CENTY ETF TR.

The fund managers got completely rid off JANUS DETROIT STR TR (JAAA), AGILON HEALTH INC (AGL) and LYFT INC (LYFT) stocks. They significantly reduced their stock positions in DRAFTKINGS INC NEW (DKNG), ANHEUSER BUSCH INBEV SA NV (BUD) and CAPITOL FED FINL INC (CFFN). ATWOOD & PALMER INC opened new stock positions in NOKIA CORP (NOK), ETF OPPORTUNITIES TRUST and WATERS CORP (WAT). The fund showed a lot of confidence in some stocks as they added substantially to ALIBABA GROUP HLDG LTD (BABA), VANGUARD INDEX FDS (VB) and CADENCE DESIGN SYSTEM INC (CDNS).

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

Our best estimate is that ATWOOD & PALMER INC made a return of -1.23% in the last quarter. In trailing 12 months, it's portfolio return was 15.49%.

Performance
S&P 500

New Buys

Ticker	$ Bought
nokia corp	19,784,500
etf opportunities trust	3,197,550
waters corp	835,925
vanguard world fd	808,854
vanguard index fds	337,465
amphenol corp	293,132
ishares tr	252,485
vanguard index fds	151,942

New stocks bought by ATWOOD & PALMER INC

Additions

Ticker	% Inc.
alibaba group hldg ltd	50,385
vanguard index fds	6,905
vanguard index fds	2,200
cadence design system inc	1,162
vanguard whitehall fds	1,069
intel corp	449
eaton corp plc	445
biogen inc	140

Additions to existing portfolio by ATWOOD & PALMER INC

Reductions

Ticker	% Reduced
draftkings inc new	-99.16
anheuser busch inbev sa nv	-93.34
capitol fed finl inc	-88.00
flextronics intl ltd	-85.11
autodesk inc	-79.07
equinix inc	-76.92
intuit	-67.16
spdr series trust	-56.17

ATWOOD & PALMER INC reduced stake in above stock

Sold off

None of the stocks were completely sold off by ATWOOD & PALMER INC

Sector Distribution

ATWOOD & PALMER INC has about 40.8% of it's holdings in Others sector.

Sector	%
Others	40.8
Technology	16.4
Healthcare	12.8
Financial Services	8.8
Industrials	8.5
Consumer Cyclical	5.2
Communication Services	4.3
Consumer Defensive	2.6

Market Cap. Distribution

ATWOOD & PALMER INC has about 58.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	40.8
LARGE-CAP	35.4
MEGA-CAP	23.3

Stocks belong to which Index?

About 49.8% of the stocks held by ATWOOD & PALMER INC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	50
S&P 500	49.8

Top 5 Winners (%)		%
EVTV	envirotech vehicles inc	354.2 %
OXY	occidental pete corp	115.0 %
	sable offshore corp	83.2 %
DOW	dow hldgs inc	78.1 %
PBR	petroleo brasileiro s a	75.1 %

Top 5 Winners ($)		$
GNRC	generac hldgs inc	9.3 M
LMT	lockheed martin corp	8.2 M
UTHR	united therapeutics corp del	6.7 M
GILD	gilead sciences inc	5.8 M
	tortoise capital series trus	4.7 M

Top 5 Losers (%)		%
	oddity tech ltd	-66.7 %
MNKD	mannkind corp	-56.8 %
SLQT	selectquote inc	-55.3 %
CGC	canopy growth corporation	-50.0 %
	fortrea hldgs inc	-45.4 %

Top 5 Losers ($)		$
PLTR	palantir technologies inc	-13.9 M
GOOG	alphabet inc	-6.5 M
LDOS	leidos holdings inc	-6.4 M
MELI	mercadolibre inc	-5.1 M
TMO	thermo fisher scientific inc	-4.8 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 530 stocks in it's portfolio. About 31.8% of the portfolio is in top 10 stocks. PLTR proved to be the most loss making stock for the portfolio. GNRC was the most profitable stock for ATWOOD & PALMER INC last quarter.

Last Reported on: 15 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.82	127,381	32,328,100	added	1.45

AAXJ	ishares tr	1.06	357,227	18,775,800	added	2.38

AAXJ	ishares tr	0.09	13,900	1,648,540	reduced	-15.34

AAXJ	ishares tr	0.00	846	89,835	added	0.48

AAXJ	ishares tr	0.00	401	29,779	unchanged	0.00

AAXJ	ishares tr	0.00	193	21,495	unchanged	0.00

AAXJ	ishares tr	0.00	500	15,160	reduced	-7.41

AAXJ	ishares tr	0.00	17.00	1,713	new

ABBV	abbvie inc	2.38	194,148	42,225,300	reduced	-0.12

ABT	abbott laboratories	0.00	582	59,754	reduced	-31.85

ACGL	arch cap group ltd	0.01	1,800	172,782	unchanged	0.00

ACM	aecom	0.00	28.00	2,375	unchanged	0.00

ACVF	etf opportunities trust	0.48	204,495	8,549,960	reduced	-3.81

ACWF	ishares tr	1.09	457,730	19,366,600	added	1.73

ACWF	ishares tr	0.62	228,717	10,983,000	reduced	-3.1

ACWF	ishares tr	0.01	3,598	252,485	new

ACWF	ishares tr	0.00	1,525	77,196	unchanged	0.00

ACWV	ishares inc	0.00	500	27,395	unchanged	0.00

ADBE	adobe inc	0.00	124	30,142	reduced	-16.78

ADI	analog devices inc	0.00	35.00	11,135	unchanged	0.00