Latest ATWOOD & PALMER INC Stock Portfolio
ATWOOD & PALMER INC Performance:
2025 Q1: -2.02%YTD: -2.02%2024: 13.81%
Performance for 2025 Q1 is -2.02%, and YTD is -2.02%, and 2024 is 13.81%.
About ATWOOD & PALMER INC and 13F Hedge Fund Stock Holdings
ATWOOD & PALMER INC is a hedge fund based in KANSAS CITY, MO. On 14-Apr-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.2 Billions. In it's latest 13F Holdings report, ATWOOD & PALMER INC reported an equity portfolio of $1.4 Billions as of 31 Mar, 2025.
The top stock holdings of ATWOOD & PALMER INC are PLTR, AEMB, JAAA. The fund has invested 4.3% of it's portfolio in PALANTIR TECHNOLOGIES INC and 3.3% of portfolio in AMERICAN CENTY ETF TR.
The fund managers got completely rid off VANGUARD INDEX FDS (VB), HEARTLAND FINL USA INC (HTLF) and INTRA-CELLULAR THERAPIES INC (ITCI) stocks. They significantly reduced their stock positions in SHELL PLC, BOSTON SCIENTIFIC CORP (BSX) and GENERAL MLS INC (GIS). ATWOOD & PALMER INC opened new stock positions in PALMER SQUARE CAPITAL BDC IN, UBIQUITI INC (UI) and COPART INC (CPRT). The fund showed a lot of confidence in some stocks as they added substantially to UBER TECHNOLOGIES INC (UBER), STRYKER CORPORATION (SYK) and CINEMARK HLDGS INC (CNK).
The top stock holdings of ATWOOD & PALMER INC are PLTR, AEMB, JAAA. The fund has invested 4.3% of it's portfolio in PALANTIR TECHNOLOGIES INC and 3.3% of portfolio in AMERICAN CENTY ETF TR.
The fund managers got completely rid off VANGUARD INDEX FDS (VB), HEARTLAND FINL USA INC (HTLF) and INTRA-CELLULAR THERAPIES INC (ITCI) stocks. They significantly reduced their stock positions in SHELL PLC, BOSTON SCIENTIFIC CORP (BSX) and GENERAL MLS INC (GIS). ATWOOD & PALMER INC opened new stock positions in PALMER SQUARE CAPITAL BDC IN, UBIQUITI INC (UI) and COPART INC (CPRT). The fund showed a lot of confidence in some stocks as they added substantially to UBER TECHNOLOGIES INC (UBER), STRYKER CORPORATION (SYK) and CINEMARK HLDGS INC (CNK).
ATWOOD & PALMER INC Annual Return Estimates Vs S&P 500
Our best estimate is that ATWOOD & PALMER INC made a return of -2.02% in the last quarter. In trailing 12 months, it's portfolio return was 5.99%.
New Buys
| Ticker | $ Bought |
|---|---|
| palmer square capital bdc in | 453,014 |
| ubiquiti inc | 204,547 |
| copart inc | 102,032 |
| heico corp new | 80,157 |
| hca healthcare inc | 28,336 |
| schwab charles corp | 24,502 |
| martin marietta matls inc | 24,385 |
| paccar inc | 22,396 |
New stocks bought by ATWOOD & PALMER INC
Additions
| Ticker | % Inc. |
|---|---|
| uber technologies inc | 16,840 |
| stryker corporation | 13,333 |
| cinemark hldgs inc | 2,913 |
| target corp | 951 |
| accenture plc ireland | 407 |
| equinix inc | 333 |
| tyler technologies inc | 259 |
| danaher corporation | 249 |
Additions to existing portfolio by ATWOOD & PALMER INC
Reductions
| Ticker | % Reduced |
|---|---|
| shell plc | -93.93 |
| boston scientific corp | -90.64 |
| general mls inc | -81.82 |
| exelon corp | -81.3 |
| unilever plc | -81.00 |
| schlumberger ltd | -65.66 |
| ishares tr | -64.34 |
| analog devices inc | -63.54 |
ATWOOD & PALMER INC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| heartland finl usa inc | -774,834 |
| inventrust pptys corp | -44,472 |
| vaneck etf trust | -28,485 |
| intra-cellular therapies inc | -50,112 |
| kyndryl hldgs inc | -13,840 |
| ishares tr | -19,284 |
| huntsman corp | -5,806 |
| ishares tr | -27,458 |
ATWOOD & PALMER INC got rid off the above stocks
Sector Distribution
ATWOOD & PALMER INC has about 37.3% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 37.3 |
| Technology | 16.9 |
| Healthcare | 14.9 |
| Financial Services | 9.3 |
| Industrials | 7.7 |
| Consumer Cyclical | 7.4 |
| Communication Services | 3 |
| Consumer Defensive | 2.9 |
Market Cap. Distribution
ATWOOD & PALMER INC has about 60.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 44.9 |
| UNALLOCATED | 37.3 |
| MEGA-CAP | 15.8 |
| MID-CAP | 2 |
Stocks belong to which Index?
About 51.8% of the stocks held by ATWOOD & PALMER INC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 51.8 |
| Others | 47.9 |
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 440 stocks in it's portfolio. About 29.8% of the portfolio is in top 10 stocks. GOOG proved to be the most loss making stock for the portfolio. PLTR was the most profitable stock for ATWOOD & PALMER INC last quarter.
Last Reported on: 15 Apr, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.97 | 127,555 | 28,333,800 | reduced | -0.75 | ||
| AAXJ | ishares tr | 1.91 | 525,487 | 27,519,800 | added | 2.47 | ||
| AAXJ | ishares tr | 0.14 | 16,830 | 1,988,210 | added | 10.18 | ||
| AAXJ | ishares tr | 0.06 | 8,316 | 918,586 | reduced | -5.69 | ||
| AAXJ | ishares tr | 0.00 | 1,140 | 35,033 | reduced | -64.34 | ||
| AAXJ | ishares tr | 0.00 | 303 | 17,453 | reduced | -8.46 | ||
| ABBV | abbvie inc | 2.78 | 191,348 | 40,091,100 | reduced | -2.33 | ||
| ABNB | airbnb inc | 0.00 | 100 | 11,946 | unchanged | 0.00 | ||
| ABT | abbott labs | 0.01 | 986 | 130,793 | reduced | -33.29 | ||
| ACGL | arch cap group ltd | 0.01 | 1,800 | 173,124 | unchanged | 0.00 | ||
| ACM | aecom | 0.00 | 28.00 | 2,597 | unchanged | 0.00 | ||
| ACN | accenture plc ireland | 0.00 | 137 | 42,750 | added | 407 | ||
| ACVF | etf opportunities trust | 0.51 | 208,457 | 7,300,540 | added | 12.79 | ||
| ACWF | ishares tr | 0.84 | 286,023 | 12,161,700 | added | 0.28 | ||
| ACWF | ishares tr | 0.68 | 243,931 | 9,742,610 | reduced | -4.74 | ||
| ACWF | ishares tr | 0.02 | 5,777 | 292,894 | reduced | -58.07 | ||
| ACWV | ishares inc | 0.00 | 500 | 20,375 | new | |||
| ACWV | ishares inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADBE | adobe inc | 0.00 | 167 | 64,050 | reduced | -5.65 | ||
| ADI | analog devices inc | 0.00 | 35.00 | 7,059 | reduced | -63.54 | ||