Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

ATWOOD & PALMER INC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

ATWOOD & PALMER INC (CIK 1044929) reported $1.87B across 493 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOG ($83.6M, 4.46%), AVDE ($68.8M, 3.67%), URI ($66.4M, 3.54%), AVEM ($65.1M, 3.47%), JEMB ($62.8M, 3.35%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1GOOGALPHABET INC$83.6M4.46%236,545Trimmed
2AVDEAMERICAN CENTY ETF TR$68.8M3.67%771,462Added
3URIUNITED RENTALS INC$66.4M3.54%58,622Added
4AVEMAMERICAN CENTY ETF TR$65.1M3.47%674,517Added
5JEMBJANUS DETROIT STR TR$62.8M3.35%1.2MAdded
6SHYISHARES TR$60.1M3.21%732,119Added
7CSCOCISCO SYS INC$59.5M3.17%506,582Trimmed
8JAAAJANUS DETROIT STR TR$59.1M3.15%1.2MAdded
9PLTRPALANTIR TECHNOLOGIES INC$50.9M2.71%436,259Trimmed
10ABBVABBVIE INC$49.3M2.63%195,763Added
11FITBFIFTH THIRD BANCORP$47.3M2.52%838,806Added
12GNRCGENERAC HLDGS INC$46.2M2.47%157,868Trimmed
13GILDGILEAD SCIENCES INC$44.2M2.36%350,240Added
14PSQOPALMER SQUARE FUNDS TR$42.4M2.26%2.0MAdded
15BBBIBONDBLOXX ETF TRUST$40.4M2.15%785,064Added
16AVIVAMERICAN CENTY ETF TR$39.3M2.10%508,168Added
17DHID R HORTON INC$38.7M2.07%237,817Trimmed
18JSIJANUS DETROIT STR TR$36.7M1.96%715,976Added
19AAPLAPPLE INC$36.8M1.96%127,072Trimmed
20AMPAMERIPRISE FINL INC$35.4M1.89%77,270Trimmed
21LMTLOCKHEED MARTIN CORP$34.6M1.85%67,995Added
22GSGOLDMAN SACHS GROUP INC$33.8M1.80%33,444Added
23UTHRUNITED THERAPEUTICS CORP DEL$33.3M1.78%61,479Trimmed
24NOKNOKIA CORP$32.6M1.74%2.5MTrimmed
25MELIMERCADOLIBRE INC$31.3M1.67%18,454Added

Source: SEC Form 13F filings · as of 2026-06-30