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Latest ATWOOD & PALMER INC Stock Portfolio

$1.87Billion | No. of Holdings #493

ATWOOD & PALMER INC Performance

2026 Q2+6.38%
YTD+5.07%
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 2026-07-08, 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 Jun, 2026. <br><br> The top stock holdings of ATWOOD & PALMER INC are GOOG, AEMB, URI. The fund has invested 4.5% of it's portfolio in ALPHABET INC and 3.7% of portfolio in AMERICAN CENTY ETF TR. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), HONEYWELL INTL INC (HON) and ELBIT SYS LTD (ESLT) stocks. They significantly reduced their stock positions in ADOBE INC (ADBE), SELECT SECTOR SPDR TR (XLB) and UBIQUITI INC (UI). ATWOOD & PALMER INC opened new stock positions in HONEYWELL INTL INC (HON), HONEYWELL AEROSPACE INC and CORNING INC (GLW). The fund showed a lot of confidence in some stocks as they added substantially to PHILLIPS 66 (PSX), QNITY ELECTRONICS INC and VANGUARD INDEX FDS (VB).
ATWOOD & PALMER INC Equity Portfolio Value
Last Reported on: 08 Jul, 2026
$1.87Billion
  as of Jul 08, 2026

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

Our best estimate is that ATWOOD & PALMER INC made a return of 6.38% in the last quarter. In trailing 12 months, it's portfolio return was 15.17%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
honeywell intl inc140,610
honeywell aerospace inc138,839
klarna group plc85,818
space exploration techn corp28,534
corning inc25,543
general dynamics corp19,129
illinois tool wks inc14,876
dupont de nemours inc13,836
New stocks bought by ATWOOD & PALMER INC

Additions

Ticker% Inc.
phillips 666,400
qnity electronics inc1,783
vanguard index fds1,506
dell technologies inc860
vanguard world fd712
spdr gold tr645
vanguard admiral fds inc500
ishares tr300
Additions to existing portfolio by ATWOOD & PALMER INC

Reductions

Ticker% Reduced
adobe inc-92.74
select sector spdr tr-91.23
ubiquiti inc-82.94
advanced micro devices inc-82.46
invesco qqq tr-78.53
zoetis inc-76.99
houlihan lokey inc-71.08
biogen inc-58.33
ATWOOD & PALMER INC reduced stake in above stock

Sold off

Ticker$ Sold
elbit sys ltd-169,818
astrazeneca plc-19,722
janus henderson group plc-1,028
nvent elec plc-710
sharkninja inc-424
vaneck etf trust-44.00
prog holdings inc-7.00
ATWOOD & PALMER INC got rid off the above stocks

Sector Distribution

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

  • Others
  • Technology
  • Healthcare
  • Industrials
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Consumer Defensive
Sector%
Others40.8
Technology15.9
Healthcare11.9
Industrials9.7
Financial Services8.8
Consumer Cyclical5.2
Communication Services5
Consumer Defensive2.3

Market Cap. Distribution

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

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
Category%
UNALLOCATED40.8
LARGE-CAP34.5
MEGA-CAP24.2

Stocks belong to which Index?

About 51.5% 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 50051.5
Others48.3
Top 5 Winners (%)%
astera labs inc
340.9 %
INTC
intel corp
188.6 %
FLEX
flex ltd
147.6 %
STX
seagate technology hldngs pl
146.3 %
HUM
humana inc
129.1 %
Top 5 Winners ($)$
URI
united rentals inc
23.7 M
CSCO
cisco sys inc
20.4 M
GOOG
alphabet inc
15.8 M
GNRC
generac hldgs inc
15.4 M
NOK
nokia corp
12.9 M
Top 5 Losers (%)%
sable offshore corp
-81.4 %
VAW
vanguard world fd
-73.1 %
IVOG
vanguard admiral fds inc
-69.7 %
VB
vanguard index fds
-68.4 %
EDV
vanguard world fd
-66.5 %
Top 5 Losers ($)$
LDOS
leidos holdings inc
-13.6 M
PLTR
palantir technologies inc
-12.9 M
LMT
lockheed martin corp
-6.5 M
REGN
regeneron pharmaceuticals
-6.3 M
GILD
gilead sciences inc
-4.5 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 493 stocks in it's portfolio. About 33.4% of the portfolio is in top 10 stocks. LDOS proved to be the most loss making stock for the portfolio. URI was the most profitable stock for ATWOOD & PALMER INC last quarter.

$1.87BTotal Value
500Positions
08 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of ATWOOD & PALMER INC, last reported on 08 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ATWOOD & PALMER INC's holding in Ishares Tr over time
1.01%362,875
$19.02M
1.01%
increased 1.58 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ATWOOD & PALMER INC's holding in Ishares Tr over time
0.08%13,255
$1.56M
0.08%
decreased 4.64 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ATWOOD & PALMER INC's holding in Ishares Tr over time
0%853
$91.8K
0%
increased 0.83 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ATWOOD & PALMER INC's holding in Ishares Tr over time
0%411
$31.5K
0%
increased 2.49 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ATWOOD & PALMER INC's holding in Ishares Tr over time
0%195
$24.2K
0%
increased 1.04 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ATWOOD & PALMER INC's holding in Ishares Tr over time
0%514
$15.7K
0%
increased 2.8 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ATWOOD & PALMER INC's holding in Ishares Tr over time
0%17.00
$1.7K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ATWOOD & PALMER INC's holding in Ishares Tr over time
0%3.00
$728
0%
new position
ACVF
Etf Opportunities Trust

Etf Opportunities Trust

ACVF
ATWOOD & PALMER INC's holding in Etf Opportunities Trust over time
0.44%178,279
$8.24M
0.44%
decreased 12.82 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
ATWOOD & PALMER INC's holding in Ishares Tr over time
1.05%465,716
$19.75M
1.05%
increased 1.74 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
ATWOOD & PALMER INC's holding in Ishares Tr over time
0.64%224,812
$11.99M
0.64%
decreased 1.71 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
ATWOOD & PALMER INC's holding in Ishares Tr over time
0.01%3,598
$272.7K
0.01%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
ATWOOD & PALMER INC's holding in Ishares Tr over time
0%1,525
$77.1K
0%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
ATWOOD & PALMER INC's holding in Ishares Inc over time
0%500
$28.8K
0%
unchanged 0 percentunchanged