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Latest ATWOOD & PALMER INC Stock Portfolio

$1.95Billion | No. of Holdings #492

ATWOOD & PALMER INC Performance

2026 Q3+0.25%
YTD+5.34%
2025+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 2026-10-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, ATWOOD & PALMER INC reported an equity portfolio of $1.9 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of ATWOOD & PALMER INC are GOOG, PLTR, AEMB. The fund has invested 4.2% of it's portfolio in ALPHABET INC and 4.1% of portfolio in PALANTIR TECHNOLOGIES INC. <br><br> The fund managers got completely rid off J P MORGAN EXCHANGE TRADED F (BBAX), J P MORGAN EXCHANGE TRADED F and CADENCE DESIGN SYSTEM INC (CDNS) stocks. They significantly reduced their stock positions in INTUITIVE SURGICAL INC (ISRG), INVESCO EXCH TRADED FD TR II (CGW) and THE BALDWIN INSURANCE GRP IN (BRP). ATWOOD & PALMER INC opened new stock positions in BONDBLOXX ETF TRUST (XHYC), EXXONMOBIL HOLDINGS CORP and EAGLE MATLS INC (EXP). The fund showed a lot of confidence in some stocks as they added substantially to ADOBE INC (ADBE), VANECK ETF TRUST (AFK) and PULTE GROUP INC (PHM).
ATWOOD & PALMER INC Equity Portfolio Value
Last Reported on: 08 Oct, 2026
$1.95Billion
  as of Oct 08, 2026

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

Our best estimate is that ATWOOD & PALMER INC made a return of 0.25% in the last quarter. In trailing 12 months, it's portfolio return was 6.66%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
bondbloxx etf trust5,323,440
exxonmobil holdings corp2,694,160
eagle matls inc965,237
taiwan semiconductor manufac246,343
invesco exchange traded fd t154,184
micron technology inc133,139
victory portfolios ii109,387
schwab strategic tr104,275
New stocks bought by ATWOOD & PALMER INC

Additions

Ticker% Inc.
adobe inc590,267
vaneck etf trust10,700
pulte group inc2,593
berkshire hathaway inc del600
houlihan lokey inc514
vanguard index fds309
wabtec293
space exploration techn corp239
Additions to existing portfolio by ATWOOD & PALMER INC

Reductions

Ticker% Reduced
intuitive surgical inc-97.67
invesco exch traded fd tr ii-96.67
the baldwin insurance grp in-76.53
automatic data processing in-53.69
blackstone inc-53.63
western digital corp-47.06
cardinal health inc-41.39
morgan stanley-33.07
ATWOOD & PALMER INC reduced stake in above stock

Sold off

Ticker$ Sold
flex ltd-3,404
trinity biotech invt ltd-8.00
vanguard world fd-979
take-two interactive softwar-750
vaneck etf trust-36.00
j p morgan exchange traded f
prog holdings inc-11.00
j p morgan exchange traded f
ATWOOD & PALMER INC got rid off the above stocks

Sector Distribution

ATWOOD & PALMER INC has about 40.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Industrials
  • Communication Services
  • Consumer Cyclical
  • Consumer Defensive
Sector%
Others40.2
Technology18
Healthcare13.1
Financial Services8.9
Industrials8
Communication Services4.7
Consumer Cyclical4.5
Consumer Defensive2.1

Market Cap. Distribution

ATWOOD & PALMER INC has about 58.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
Category%
UNALLOCATED40.2
LARGE-CAP31.5
MEGA-CAP27
MID-CAP1.3

Stocks belong to which Index?

About 50.2% of the stocks held by ATWOOD & PALMER INC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50050.2
Others49.6
Top 5 Winners (%)%
EMBC
embecta corp
73.6 %
DWAC
trump media & technology gro
71.5 %
fidelity ethereum fd
68.8 %
PLTR
palantir technologies inc
59.8 %
PSX
phillips 66
51.0 %
Top 5 Winners ($)$
PLTR
palantir technologies inc
30.4 M
TMO
thermo fisher scientific inc
9.8 M
GILD
gilead sciences inc
8.0 M
REGN
regeneron pharmaceuticals
5.7 M
AAPL
apple inc
5.5 M
Top 5 Losers (%)%
LQDA
liquidia corporation
-61.3 %
fervo energy co
-53.5 %
SLQT
selectquote inc
-51.8 %
CCB
coastal finl corp wa
-48.4 %
APH
amphenol corp
-45.0 %
Top 5 Losers ($)$
GNRC
generac hldgs inc
-13.6 M
NOK
nokia corp
-7.7 M
URI
united rentals inc
-7.7 M
DHI
d r horton inc
-6.2 M
CSCO
cisco sys inc
-4.9 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 492 stocks in it's portfolio. About 33.1% of the portfolio is in top 10 stocks. GNRC proved to be the most loss making stock for the portfolio. PLTR was the most profitable stock for ATWOOD & PALMER INC last quarter.

$1.95BTotal Value
500Positions
08 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of ATWOOD & PALMER INC, last reported on 08 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ATWOOD & PALMER INC's holding in Ishares Tr over time
0.96%363,385
$18.62M
0.96%
increased 0.14 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ATWOOD & PALMER INC's holding in Ishares Tr over time
0.08%13,220
$1.50M
0.08%
decreased 0.26 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ATWOOD & PALMER INC's holding in Ishares Tr over time
0%860
$87.0K
0%
increased 0.82 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ATWOOD & PALMER INC's holding in Ishares Tr over time
0%583
$49.2K
0%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ATWOOD & PALMER INC's holding in Ishares Tr over time
0%411
$32.5K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ATWOOD & PALMER INC's holding in Ishares Tr over time
0%195
$23.3K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ATWOOD & PALMER INC's holding in Ishares Tr over time
0%500
$14.8K
0%
decreased 2.72 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ATWOOD & PALMER INC's holding in Ishares Tr over time
0%17.00
$1.6K
0%
unchanged 0 percentunchanged
ACVF
Etf Opportunities Trust

Etf Opportunities Trust

ACVF
ATWOOD & PALMER INC's holding in Etf Opportunities Trust over time
0.46%186,115
$9.03M
0.46%
increased 4.4 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
ATWOOD & PALMER INC's holding in Ishares Tr over time
1%473,032
$19.51M
1%
increased 1.57 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
ATWOOD & PALMER INC's holding in Ishares Tr over time
0.58%216,001
$11.37M
0.58%
decreased 3.92 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
ATWOOD & PALMER INC's holding in Ishares Tr over time
0.01%3,598
$271.2K
0.01%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
ATWOOD & PALMER INC's holding in Ishares Tr over time
0%1,525
$76.9K
0%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
ATWOOD & PALMER INC's holding in Ishares Inc over time
0%500
$29.2K
0%
unchanged 0 percentunchanged