Atwood & Palmer Inc Portfolio Stock Holdings
According to the SEC 13F filed on July 8, 2026, Atwood & Palmer Inc disclosed 480 stock positions valued at approximately $1.87B as of quarter-end June 30, 2026. The largest holdings include ALPHABET INC, AMERICAN CENTY ETF TR, and UNITED RENTALS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 480
- Portfolio Value
- $1.87B
Holdings by Sector
Atwood & Palmer Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOG | Communication Services | 4.46% | 236,545 | -3,331 | -1.39% | $83,578,315 |
| AMERICAN CENTY ETF TR | AVDE | Other | 3.67% | 771,462 | +4,010 | +0.52% | $68,814,442 |
| UNITED RENTALS INC | URI | Industrials | 3.54% | 58,622 | +57 | +0.10% | $66,412,391 |
| AMERICAN CENTY ETF TR | AVEM | Other | 3.47% | 674,517 | +3,089 | +0.46% | $65,084,166 |
| ISHARES TR | SHY | Other | 3.21% | 732,119 | +14,900 | +2.08% | $60,114,277 |
| CISCO SYS INC | CSCO | Technology | 3.17% | 506,582 | -7,803 | -1.52% | $59,503,120 |
| JANUS DETROIT STR TR | JAAA | Other | 3.15% | 1,170,199 | +20,296 | +1.77% | $59,083,360 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 2.71% | 436,259 | -1,265 | -0.29% | $50,898,338 |
| ABBVIE INC | ABBV | Healthcare | 2.63% | 195,763 | +1,615 | +0.83% | $49,261,888 |
| FIFTH THIRD BANCORP | FITB | Financial Services | 2.52% | 838,806 | +1,527 | +0.18% | $47,283,492 |
| GENERAC HLDGS INC | GNRC | Industrials | 2.47% | 157,868 | -835 | -0.53% | $46,225,292 |
| GILEAD SCIENCES INC | GILD | Healthcare | 2.36% | 350,240 | +2,801 | +0.81% | $44,249,360 |
| AMERICAN CENTY ETF TR | AVIV | Other | 2.10% | 508,168 | +9,052 | +1.81% | $39,342,335 |
| D R HORTON INC | DHI | Consumer Cyclical | 2.07% | 237,817 | -423 | -0.18% | $38,735,628 |
| APPLE INC | AAPL | Technology | 1.96% | 127,072 | -309 | -0.24% | $36,769,674 |
| JANUS DETROIT STR TR | JSI | Other | 1.96% | 715,976 | +16,713 | +2.39% | $36,665,114 |
| AMERIPRISE FINL INC | AMP | Financial Services | 1.89% | 77,270 | -75 | -0.10% | $35,448,277 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 1.85% | 67,995 | +18 | +0.03% | $34,640,733 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 1.80% | 33,444 | +82 | +0.25% | $33,824,556 |
| UNITED THERAPEUTICS CORP DEL | UTHR | Healthcare | 1.78% | 61,479 | -957 | -1.53% | $33,310,987 |
| NOKIA CORP | NOK | Technology | 1.74% | 2,457,295 | -3,465 | -0.14% | $32,632,882 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 1.67% | 18,454 | +79 | +0.43% | $31,323,636 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.64% | 59,733 | -682 | -1.13% | $30,678,926 |
| NVIDIA CORPORATION | NVDA | Technology | 1.62% | 151,676 | +725 | +0.48% | $30,348,870 |
| WALMART INC | WMT | Consumer Defensive | 1.54% | 254,376 | -5,113 | -1.97% | $28,810,649 |
| AMERICAN CENTY ETF TR | AVDV | Other | 1.53% | 278,701 | +6,174 | +2.27% | $28,720,164 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 1.49% | 56,357 | +604 | +1.08% | $27,994,213 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.46% | 54,746 | +443 | +0.82% | $27,447,526 |
| LEIDOS HOLDINGS INC | LDOS | Technology | 1.42% | 258,982 | +1,908 | +0.74% | $26,667,326 |
| REGENERON PHARMACEUTICALS | REGN | Healthcare | 1.41% | 42,332 | +630 | +1.51% | $26,395,520 |
Showing 30 of 480 holdings in the latest reporting period.