Latest ATWOOD & PALMER INC Stock Portfolio

ATWOOD & PALMER INC Performance:

2025 Q3: 7.46%YTD: 11.45%2024: 14.18%

Performance for 2025 Q3 is 7.46%, and YTD is 11.45%, and 2024 is 14.18%.

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 $1.7 Billions as of 30 Sep, 2025.

The top stock holdings of ATWOOD & PALMER INC are PLTR, GOOG, AEMB. The fund has invested 4.8% of it's portfolio in PALANTIR TECHNOLOGIES INC and 3.5% of portfolio in ALPHABET INC.

The fund managers got completely rid off DXC TECHNOLOGY CO (DXC), PROG HOLDINGS INC (PRG) and HP INC (HPQ) stocks. They significantly reduced their stock positions in OCCIDENTAL PETE CORP (OXY), INVESCO EXCH TRD SLF IDX FD (BSAE) and PERMIAN RESOURCES CORP (PR). ATWOOD & PALMER INC opened new stock positions in AGILON HEALTH INC (AGL), ISHARES BITCOIN TRUST ETF and SPDR SERIES TRUST (BIL). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), KRANESHARES TRUST (BNDD) and J P MORGAN EXCHANGE TRADED F (BBAX).

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

Our best estimate is that ATWOOD & PALMER INC made a return of 7.46% in the last quarter. In trailing 12 months, it's portfolio return was 11.14%.

New Buys

Ticker	$ Bought
agilon health inc	216,300
ishares bitcoin trust etf	201,500
spdr series trust	61,483
american centy etf tr	59,868
spdr series trust	48,828
spdr series trust	47,656
galectin therapeutics inc	42,350
live nation entertainment in	32,680

New stocks bought by ATWOOD & PALMER INC

Additions

Ticker	% Inc.
ishares tr	3,786
kraneshares trust	1,852
j p morgan exchange traded f	569
cardinal health inc	465
ishares tr	387
american centy etf tr	83.31
vanguard index fds	30.4
vanguard index fds	19.35

Additions to existing portfolio by ATWOOD & PALMER INC

Reductions

Ticker	% Reduced
occidental pete corp	-96.84
invesco exch trd slf idx fd	-96.77
permian resources corp	-73.16
first tr exchange-traded fd	-66.75
selectquote inc	-62.5
american tower corp new	-58.79
bp plc	-56.9
marsh & mclennan cos inc	-48.15

ATWOOD & PALMER INC reduced stake in above stock

Sold off

Ticker	$ Sold
sitio royalties corp	-51,979
third harmonic bio inc	-8,145
walgreens boots alliance inc	-17,220
nomad foods ltd	-7,306
tegna inc	-5,028
ugi corp new	-9,834
jazz pharmaceuticals plc	-8,702
snap on inc	-10,581

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	19.1
Healthcare	11.4
Financial Services	8.9
Industrials	8.6
Consumer Cyclical	7.6
Communication Services	4
Consumer Defensive	2.6

Market Cap. Distribution

ATWOOD & PALMER INC has about 60.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	43.3
UNALLOCATED	37.3
MEGA-CAP	17.3
MID-CAP	2

Stocks belong to which Index?

About 51% of the stocks held by ATWOOD & PALMER INC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	51
Others	48.8

Top 5 Winners (%)		%
TLRY	tilray brands inc	250.0 %
CDE	coeur mng inc	111.7 %
GRWG	growgeneration corp	99.8 %
STX	seagate technology hldngs pl	63.5 %
UI	ubiquiti inc	60.6 %

Top 5 Winners ($)		$
PLTR	palantir technologies inc	30.5 M
GOOG	alphabet inc	16.4 M
URI	united rentals inc	11.5 M
DHI	d r horton inc	9.4 M
ABBV	abbvie inc	8.8 M

Top 5 Losers (%)		%
SABR	sabre corp	-42.1 %
BRBR	bellring brands inc	-37.3 %
BRP	the baldwin insurance grp in	-34.1 %
SHAK	shake shack inc	-33.4 %
CMG	chipotle mexican grill inc	-30.2 %

Top 5 Losers ($)		$
MELI	mercadolibre inc	-4.7 M
AMP	ameriprise finl inc	-3.3 M
CDW	cdw corp	-3.0 M
DKNG	draftkings inc new	-3.0 M
VRTX	vertex pharmaceuticals inc	-3.0 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 33.1% of the portfolio is in top 10 stocks. MELI 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 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.90	126,977	32,332,100	reduced	-0.31

AAXJ	ishares tr	1.06	340,653	18,064,800	added	0.26

AAXJ	ishares tr	0.12	16,814	2,009,410	reduced	-1.25

AAXJ	ishares tr	0.01	927	105,579	added	387

AAXJ	ishares tr	0.00	833	88,700	added	0.85

AAXJ	ishares tr	0.00	392	26,562	unchanged	0.00

AAXJ	ishares tr	0.00	540	17,075	unchanged	0.00

AAXJ	ishares tr	0.00	45.00	2,999	new

ABBV	abbvie inc	2.60	190,852	44,189,900	added	0.05

ABT	abbott labs	0.01	854	114,385	reduced	-13.39

ACGL	arch cap group ltd	0.01	1,800	163,314	reduced	-4.61

ACM	aecom	0.00	28.00	3,654	unchanged	0.00

ACN	accenture plc ireland	0.00	27.00	6,659	unchanged	0.00

ACVF	etf opportunities trust	0.53	211,130	9,013,560	added	1.08

ACWF	ishares tr	1.12	441,503	19,117,100	added	1.22

ACWF	ishares tr	0.67	239,136	11,449,800	reduced	-0.47

ACWF	ishares tr	0.00	1,525	77,394	unchanged	0.00

ACWV	ishares inc	0.00	500	25,275	unchanged	0.00

ADBE	adobe inc	0.00	189	66,670	unchanged	0.00

ADI	analog devices inc	0.00	35.00	8,600	unchanged	0.00