Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ATWOOD & PALMER INC (CIK 1044929) reported $1.77B across 524 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($68.8M, 3.88%), AVDE ($65.1M, 3.67%), PLTR ($64.0M, 3.61%), JEMB ($60.2M, 3.40%), SHY ($59.2M, 3.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $68.8M | 3.88% | 239,876 | Trimmed |
| 2 | AVDE | AMERICAN CENTY ETF TR | $65.1M | 3.67% | 767,452 | Added |
| 3 | PLTR | PALANTIR TECHNOLOGIES INC | $64.0M | 3.61% | 437,524 | Trimmed |
| 4 | JEMB | JANUS DETROIT STR TR | $60.2M | 3.40% | 1.1M | Added |
| 5 | SHY | ISHARES TR | $59.2M | 3.34% | 717,219 | Added |
| 6 | JAAA | JANUS DETROIT STR TR | $57.9M | 3.27% | 1.1M | Added |
| 7 | AVEM | AMERICAN CENTY ETF TR | $54.1M | 3.05% | 671,428 | Added |
| 8 | GILD | GILEAD SCIENCES INC | $48.4M | 2.73% | 347,439 | Trimmed |
| 9 | URI | UNITED RENTALS INC | $42.7M | 2.41% | 58,565 | Added |
| 10 | ABBV | ABBVIE INC | $42.2M | 2.38% | 194,148 | Trimmed |
| 11 | PSQO | PALMER SQUARE FUNDS TR | $41.4M | 2.34% | 2.0M | Added |
| 12 | LMT | LOCKHEED MARTIN CORP | $41.1M | 2.32% | 67,977 | Hold |
| 13 | LDOS | LEIDOS HOLDINGS INC | $40.0M | 2.26% | 257,074 | Trimmed |
| 14 | CSCO | CISCO SYS INC | $39.9M | 2.25% | 514,385 | Trimmed |
| 15 | BBBI | BONDBLOXX ETF TRUST | $39.6M | 2.24% | 770,820 | Added |
| 16 | FITB | FIFTH THIRD BANCORP | $38.9M | 2.20% | 837,279 | Trimmed |
| 17 | AVIV | AMERICAN CENTY ETF TR | $37.3M | 2.11% | 499,116 | Added |
| 18 | UTHR | UNITED THERAPEUTICS CORP DEL | $37.0M | 2.09% | 62,436 | Trimmed |
| 19 | JSI | JANUS DETROIT STR TR | $36.0M | 2.03% | 699,263 | Added |
| 20 | AMP | AMERIPRISE FINL INC | $34.4M | 1.94% | 77,345 | Added |
| 21 | DHI | D R HORTON INC | $32.7M | 1.84% | 238,240 | Added |
| 22 | WMT | WALMART INC | $32.2M | 1.82% | 259,489 | Trimmed |
| 23 | REGN | REGENERON PHARMACEUTICALS | $32.2M | 1.82% | 41,702 | Trimmed |
| 24 | AAPL | APPLE INC | $32.3M | 1.82% | 127,381 | Added |
| 25 | MELI | MERCADOLIBRE INC | $31.8M | 1.79% | 18,375 | Added |
Source: SEC Form 13F filings · as of 2026-03-31