Atwood & Palmer Inc Portfolio Stock Holdings
Atwood & Palmer Inc disclosed 495 stock positions valued at approximately $1.9 billion in its latest SEC 13F filing. The largest holdings include ALPHABET INC, AMERICAN CENTY ETF TR, and UNITED RENTALS INC. The filing reflects positions held as of June 30, 2026 and was filed on July 8, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 495
- Portfolio Value
- $1.9B
Holdings by Sector
Atwood & Palmer Inc Portfolio Holdings in Q2 2026
470 holdings in the latest reporting period.
Page 1 of 5
| 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 |
| CDW CORP | CDW | Technology | 1.18% | 157,897 | -1,234 | -0.78% | $22,206,620 |
| GARMIN LTD | GRMN | Other | 1.17% | 92,500 | -344 | -0.37% | $21,972,479 |
| ISHARES TR | IBTI | Other | 1.13% | 959,379 | +15,969 | +1.69% | $21,240,651 |
| BONDBLOXX ETF TRUST | XBB | Other | 1.11% | 507,082 | +7,067 | +1.41% | $20,787,843 |
| ISHARES TR | IBTJ | Other | 1.11% | 958,727 | +13,753 | +1.46% | $20,756,432 |
| ON SEMICONDUCTOR CORP | ON | Technology | 1.09% | 216,936 | -89,840 | -29.29% | $20,509,162 |
| ISHARES TR | SHYG | Other | 1.05% | 465,716 | +7,986 | +1.74% | $19,751,035 |
| ISHARES TR | IGSB | Other | 1.01% | 362,875 | +5,648 | +1.58% | $19,018,262 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.99% | 64,066 | +399 | +0.63% | $18,616,983 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.83% | 70,385 | +195 | +0.28% | $15,519,165 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.72% | 186,402 | +4,411 | +2.42% | $13,450,769 |
| ISHARES TR | IMTM | Other | 0.64% | 224,812 | -3,905 | -1.71% | $11,989,208 |
| GOLDMAN SACHS ETF TR | GSIE | Other | 0.62% | 255,696 | -4,470 | -1.72% | $11,685,316 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 0.51% | 99,948 | -519 | -0.52% | $9,593,010 |
| ALPHABET INC | GOOGL | Communication Services | 0.47% | 24,456 | -100 | -0.41% | $8,739,841 |
| ETF OPPORTUNITIES TRUST | VSLU | Other | 0.44% | 178,279 | -26,216 | -12.82% | $8,244,768 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.34% | 29,921 | -5,302 | -15.05% | $6,366,254 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.33% | 24,671 | +6 | +0.02% | $6,265,626 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.33% | 17,732 | - | - | $6,253,887 |
| FIRST TR EXCHANGE TRADED FD | FV | Other | 0.30% | 73,527 | -7,210 | -8.93% | $5,579,229 |
| HENRY JACK & ASSOC INC | JKHY | Technology | 0.30% | 40,316 | -20 | -0.05% | $5,553,126 |
| KIMBERLY-CLARK CORP | KMB | Consumer Defensive | 0.23% | 40,101 | -65 | -0.16% | $4,401,887 |
| COMMERCE BANCSHARES INC | CBSH | Financial Services | 0.22% | 71,288 | -500 | -0.70% | $4,116,882 |
| GOLDMAN SACHS ETF TR | GBIL | Other | 0.21% | 38,925 | - | - | $3,898,728 |
| BECTON DICKINSON & CO | BDX | Healthcare | 0.16% | 19,929 | -1,202 | -5.69% | $3,015,856 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.16% | 20,292 | -146 | -0.71% | $2,975,619 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.15% | 8,799 | -52 | -0.59% | $2,880,197 |
| HOULIHAN LOKEY INC | HLI | Financial Services | 0.15% | 20,897 | -51,373 | -71.08% | $2,802,978 |
| CATERPILLAR INC | CAT | Industrials | 0.14% | 2,448 | -119 | -4.64% | $2,606,876 |
| RTX CORPORATION | RTX | Industrials | 0.14% | 13,343 | - | - | $2,531,473 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.13% | 26,200 | - | - | $2,402,016 |
| GOLDMAN SACHS ETF TR | GEM | Other | 0.12% | 43,693 | -1,248 | -2.78% | $2,272,059 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.12% | 9,387 | +230 | +2.51% | $2,237,298 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.12% | 2,286 | +31 | +1.37% | $2,235,983 |
| AMGEN INC | AMGN | Healthcare | 0.11% | 5,540 | -107 | -1.89% | $2,006,145 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.10% | 3,869 | +5 | +0.13% | $1,936,009 |
| MICROSOFT CORP | MSFT | Technology | 0.10% | 5,028 | -414 | -7.61% | $1,875,545 |
| PEPSICO INC | PEP | Consumer Defensive | 0.09% | 13,016 | -296 | -2.22% | $1,762,367 |
| ISHARES TR | IBTK | Other | 0.09% | 87,410 | -2,885 | -3.20% | $1,707,994 |
| ISHARES TR | IEI | Other | 0.08% | 13,255 | -645 | -4.64% | $1,556,800 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.08% | 2,041 | -476 | -18.91% | $1,524,509 |
| HIGHWOODS PPTYS INC | HIW | Real Estate | 0.08% | 48,007 | - | - | $1,447,892 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 0.07% | 27,025 | -2,650 | -8.93% | $1,345,309 |
| ISHARES TR | ITOT | Other | 0.07% | 8,137 | - | - | $1,336,665 |
| UMB FINL CORP | UMBF | Financial Services | 0.07% | 9,166 | -1,563 | -14.57% | $1,308,539 |
| ISHARES TR | IVV | Other | 0.07% | 1,725 | - | - | $1,292,120 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.07% | 1,380 | -10 | -0.72% | $1,290,949 |
| HILLTOP HLDGS INC | HTH | Financial Services | 0.07% | 33,100 | - | - | $1,283,618 |
| PAYCHEX INC | PAYX | Technology | 0.07% | 12,887 | - | - | $1,267,179 |
| IRON MTN INC DEL | IRM | Real Estate | 0.06% | 9,487 | +11 | +0.12% | $1,198,254 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.06% | 4,200 | -4 | -0.10% | $1,181,082 |
| BROADCOM INC | AVGO | Technology | 0.06% | 3,006 | -34 | -1.12% | $1,135,517 |
| DEERE & CO | DE | Industrials | 0.06% | 1,768 | -2 | -0.11% | $1,121,496 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.06% | 4,546 | -12 | -0.26% | $1,119,317 |
| ISHARES TR | IWF | Other | 0.06% | 8,368 | +6,276 | +300.00% | $1,039,055 |
| JANUS DETROIT STR TR | JMBS | Other | 0.05% | 22,550 | - | - | $1,014,525 |
| WATERS CORP | WAT | Healthcare | 0.05% | 2,552 | -255 | -9.08% | $957,103 |
| QUALCOMM INC | QCOM | Technology | 0.05% | 4,918 | - | - | $908,798 |
| COCA COLA CO | KO | Consumer Defensive | 0.05% | 11,066 | - | - | $899,334 |
| TESLA INC | TSLA | Consumer Cyclical | 0.05% | 2,101 | +53 | +2.59% | $883,681 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.05% | 3,248 | +60 | +1.88% | $877,967 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.04% | 9,596 | +80 | +0.84% | $842,241 |
| CHEVRON CORPORATION | CVX | Energy | 0.04% | 4,974 | -110 | -2.16% | $824,491 |
| GOLDMAN SACHS ETF TR | GHYB | Other | 0.04% | 18,095 | -815 | -4.31% | $811,733 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.04% | 4,386 | - | - | $793,472 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.04% | 3,539 | +64 | +1.84% | $792,560 |
| VANGUARD WORLD FD | MGK | Other | 0.04% | 8,776 | +6,575 | +298.73% | $771,527 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 0.04% | 5,500 | - | - | $752,455 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.04% | 1 | - | - | $748,850 |
| US BANCORP | USB | Financial Services | 0.04% | 11,798 | - | - | $712,600 |