Atwood & Palmer Inc Portfolio Stock Holdings
Atwood & Palmer Inc disclosed 531 stock positions valued at approximately $1.8 billion in its latest SEC 13F filing. The largest holdings include ALPHABET INC, AMERICAN CENTY ETF TR, and PALANTIR TECHNOLOGIES INC. The filing reflects positions held as of March 31, 2026 and was filed on April 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 531
- Portfolio Value
- $1.8B
Holdings by Sector
Atwood & Palmer Inc Portfolio Holdings in Q1 2026
510 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOG | Communication Services | 3.88% | 239,876 | -3,698 | -1.52% | $68,810,705 |
| AMERICAN CENTY ETF TR | AVDE | Other | 3.67% | 767,452 | +10,440 | +1.38% | $65,110,632 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 3.61% | 437,524 | -7,089 | -1.59% | $64,001,012 |
| ISHARES TR | SHY | Other | 3.34% | 717,219 | +22,248 | +3.20% | $59,220,759 |
| JANUS DETROIT STR TR | JAAA | Other | 3.27% | 1,149,903 | +43,395 | +3.92% | $57,920,598 |
| AMERICAN CENTY ETF TR | AVEM | Other | 3.05% | 671,428 | +7,005 | +1.05% | $54,103,664 |
| GILEAD SCIENCES INC | GILD | Healthcare | 2.73% | 347,439 | -2,396 | -0.68% | $48,422,556 |
| UNITED RENTALS INC | URI | Industrials | 2.41% | 58,565 | +169 | +0.29% | $42,668,107 |
| ABBVIE INC | ABBV | Healthcare | 2.38% | 194,148 | -228 | -0.12% | $42,225,320 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 2.32% | 67,977 | - | - | $41,084,620 |
| LEIDOS HOLDINGS INC | LDOS | Technology | 2.26% | 257,074 | -2,824 | -1.09% | $39,980,176 |
| CISCO SYS INC | CSCO | Technology | 2.25% | 514,385 | -7,393 | -1.42% | $39,911,120 |
| FIFTH THIRD BANCORP | FITB | Financial Services | 2.20% | 837,279 | -6,649 | -0.79% | $38,899,965 |
| AMERICAN CENTY ETF TR | AVIV | Other | 2.11% | 499,116 | +10,931 | +2.24% | $37,348,877 |
| UNITED THERAPEUTICS CORP DEL | UTHR | Healthcare | 2.09% | 62,436 | -1,096 | -1.73% | $37,023,103 |
| JANUS DETROIT STR TR | JSI | Other | 2.03% | 699,263 | +15,174 | +2.22% | $36,046,985 |
| AMERIPRISE FINL INC | AMP | Financial Services | 1.94% | 77,345 | +283 | +0.37% | $34,371,945 |
| D R HORTON INC | DHI | Consumer Cyclical | 1.84% | 238,240 | +369 | +0.16% | $32,691,278 |
| APPLE INC | AAPL | Technology | 1.82% | 127,381 | +1,815 | +1.45% | $32,328,085 |
| WALMART INC | WMT | Consumer Defensive | 1.82% | 259,489 | -7,472 | -2.80% | $32,249,245 |
| REGENERON PHARMACEUTICALS | REGN | Healthcare | 1.82% | 41,702 | -115 | -0.28% | $32,220,355 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 1.79% | 18,375 | +1,131 | +6.56% | $31,770,743 |
| GENERAC HLDGS INC | GNRC | Industrials | 1.75% | 158,703 | +795 | +0.50% | $30,999,432 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.70% | 60,415 | +590 | +0.99% | $30,186,988 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 1.59% | 33,362 | +364 | +1.10% | $28,224,075 |
| AMERICAN CENTY ETF TR | AVDV | Other | 1.54% | 272,527 | +7,492 | +2.83% | $27,214,562 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.51% | 54,303 | +126 | +0.23% | $26,691,595 |
| NVIDIA CORPORATION | NVDA | Technology | 1.49% | 150,951 | +772 | +0.51% | $26,325,864 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 1.40% | 55,753 | +361 | +0.65% | $24,895,945 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 1.24% | 63,667 | -301 | -0.47% | $21,974,529 |
| GARMIN LTD | GRMN | Other | 1.22% | 92,844 | -186 | -0.20% | $21,540,665 |
| ISHARES TR | IBTI | Other | 1.19% | 943,410 | +19,318 | +2.09% | $21,022,011 |
| ISHARES TR | IBTJ | Other | 1.16% | 944,974 | +17,579 | +1.90% | $20,641,072 |
| BONDBLOXX ETF TRUST | XBB | Other | 1.15% | 500,015 | +13,740 | +2.83% | $20,345,601 |
| NOKIA CORP | NOK | Technology | 1.12% | 2,460,760 | +2,460,760 | +100.00% | $19,784,511 |
| ISHARES TR | SHYG | Other | 1.09% | 457,730 | +7,802 | +1.73% | $19,366,560 |
| CDW CORP | CDW | Technology | 1.09% | 159,131 | +994 | +0.63% | $19,258,012 |
| ON SEMICONDUCTOR CORP | ON | Technology | 1.07% | 306,776 | +3,080 | +1.01% | $18,995,592 |
| ISHARES TR | IGSB | Other | 1.06% | 357,227 | +8,307 | +2.38% | $18,775,834 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.94% | 70,190 | +480 | +0.69% | $16,584,398 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.74% | 181,991 | +4,301 | +2.42% | $13,090,613 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 0.71% | 100,467 | +100,268 | +50385.93% | $12,604,590 |
| GOLDMAN SACHS ETF TR | GSIE | Other | 0.63% | 260,166 | -9,455 | -3.51% | $11,220,968 |
| ISHARES TR | IMTM | Other | 0.62% | 228,717 | -7,325 | -3.10% | $10,982,976 |
| HOULIHAN LOKEY INC | HLI | Financial Services | 0.59% | 72,270 | +2,310 | +3.30% | $10,379,486 |
| ETF OPPORTUNITIES TRUST | VSLU | Other | 0.48% | 204,495 | -8,094 | -3.81% | $8,549,957 |
| ALPHABET INC | GOOGL | Communication Services | 0.40% | 24,556 | +124 | +0.51% | $7,061,324 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.38% | 35,223 | -7,052 | -16.68% | $6,759,989 |
| HENRY JACK & ASSOC INC | JKHY | Technology | 0.36% | 40,336 | -295 | -0.73% | $6,374,702 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.34% | 24,665 | -463 | -1.84% | $6,029,020 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.33% | 17,732 | -112 | -0.63% | $5,831,969 |
| FIRST TR EXCHANGE TRADED FD | FV | Other | 0.28% | 80,737 | -11,262 | -12.24% | $4,879,543 |
| GOLDMAN SACHS ETF TR | GBIL | Other | 0.22% | 38,925 | +5,133 | +15.19% | $3,899,896 |
| KIMBERLY-CLARK CORP | KMB | Consumer Defensive | 0.22% | 40,166 | -1,500 | -3.60% | $3,874,815 |
| COMMERCE BANCSHARES INC | CBSH | Financial Services | 0.20% | 71,788 | -491 | -0.68% | $3,531,970 |
| BECTON DICKINSON & CO | BDX | Healthcare | 0.19% | 21,131 | -1,416 | -6.28% | $3,322,428 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.17% | 20,438 | -125 | -0.61% | $2,952,065 |
| EXXON MOBIL CORP | XOM | Energy | 0.16% | 16,782 | +53 | +0.32% | $2,847,235 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.15% | 8,851 | +14 | +0.16% | $2,603,717 |
| RTX CORPORATION | RTX | Industrials | 0.15% | 13,343 | -100 | -0.74% | $2,573,769 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.13% | 26,200 | - | - | $2,233,026 |
| PEPSICO INC | PEP | Consumer Defensive | 0.12% | 13,312 | -274 | -2.02% | $2,067,221 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.11% | 2,255 | +5 | +0.22% | $2,018,767 |
| MICROSOFT CORP | MSFT | Technology | 0.11% | 5,442 | +740 | +15.74% | $2,014,466 |
| AMGEN INC | AMGN | Healthcare | 0.11% | 5,647 | -577 | -9.27% | $1,986,897 |
| GOLDMAN SACHS ETF TR | GEM | Other | 0.11% | 44,941 | -1,760 | -3.77% | $1,941,470 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.11% | 9,157 | -20 | -0.22% | $1,907,129 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.10% | 3,864 | -140 | -3.50% | $1,851,629 |
| CATERPILLAR INC | CAT | Industrials | 0.10% | 2,567 | +2 | +0.08% | $1,818,617 |
| ISHARES TR | IBTK | Other | 0.10% | 90,295 | -700 | -0.77% | $1,780,620 |
| ISHARES TR | IEI | Other | 0.09% | 13,900 | -2,519 | -15.34% | $1,648,540 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.09% | 2,517 | -175 | -6.50% | $1,636,981 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 0.08% | 29,675 | -1,150 | -3.73% | $1,478,116 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.08% | 1,390 | - | - | $1,385,038 |
| UMB FINL CORP | UMBF | Financial Services | 0.07% | 10,729 | - | - | $1,210,124 |
| PAYCHEX INC | PAYX | Technology | 0.07% | 12,887 | - | - | $1,187,151 |
| HILLTOP HLDGS INC | HTH | Financial Services | 0.07% | 33,100 | - | - | $1,185,642 |
| ISHARES TR | ITOT | Other | 0.07% | 8,137 | +10 | +0.12% | $1,158,953 |
| ISHARES TR | IVV | Other | 0.06% | 1,725 | -50 | -2.82% | $1,127,035 |
| CHEVRON CORPORATION | CVX | Energy | 0.06% | 5,084 | -19 | -0.37% | $1,051,880 |
| HIGHWOODS PPTYS INC | HIW | Real Estate | 0.06% | 48,007 | - | - | $1,027,830 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.06% | 4,204 | +4 | +0.10% | $1,019,008 |
| JANUS DETROIT STR TR | JMBS | Other | 0.06% | 22,550 | -75 | -0.33% | $1,018,809 |
| DEERE & CO | DE | Industrials | 0.06% | 1,770 | +2 | +0.11% | $997,041 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.06% | 3,188 | - | - | $990,799 |
| IRON MTN INC DEL | IRM | Real Estate | 0.05% | 9,476 | +12 | +0.13% | $967,904 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.05% | 4,558 | +12 | +0.26% | $948,475 |
| BROADCOM INC | AVGO | Technology | 0.05% | 3,040 | +40 | +1.33% | $940,911 |
| ISHARES TR | IWF | Other | 0.05% | 2,092 | - | - | $892,029 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.05% | 9,516 | -100 | -1.04% | $883,847 |
| GOLDMAN SACHS ETF TR | GHYB | Other | 0.05% | 18,910 | -242 | -1.26% | $842,855 |
| COCA COLA CO | KO | Consumer Defensive | 0.05% | 11,066 | -350 | -3.07% | $841,570 |
| WATERS CORP | WAT | Healthcare | 0.05% | 2,807 | +2,807 | +100.00% | $835,925 |
| VANGUARD WORLD FD | MGK | Other | 0.05% | 2,201 | +2,201 | +100.00% | $808,854 |
| TESLA INC | TSLA | Consumer Cyclical | 0.04% | 2,048 | +35 | +1.74% | $761,344 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.04% | 4,386 | -150 | -3.31% | $725,182 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 0.04% | 5,500 | - | - | $720,940 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.04% | 1 | - | - | $718,140 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.04% | 11,751 | +23 | +0.20% | $712,699 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.04% | 3,475 | -450 | -11.46% | $706,051 |