Filed: 1/16/2025ACC: 0001044929-25-000002
📋 What this filing means
ATWOOD & PALMER INC filed this quarterly 13F‑HR report disclosing 469 equity positions with a total reported market value of $1.46B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
469
Positions
$1.46B
Total AUM (reported)
18.83M
Total Shares
Allocation by class
COM$1.46B100.0%
Portfolio Concentration
Top 3$179.91M12.3%
4–10$279.23M19.1%
11–25$443.62M30.4%
Rest$556.60M38.1%
Top 3 weight
12.3%
Top 10 weight
31.5%
Voting Authority Distribution
Total shares with voting rights: 18.83M
Sole
Full voting authority
18.82M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.94K
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole469
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings469
Rows:
PALANTIR TECHNOLOGIES INC
SOLEShares1.17M
TypeSH
Market value$88.18M
6.04%
Sole
1.17M
Shared
0.00
None
275.00
ALPHABET INC
SOLEShares246.12K
TypeSH
Market value$46.87M
3.21%
Sole
246.03K
Shared
0.00
None
95.00
JANUS DETROIT STR TR
SOLEShares884.51K
TypeSH
Market value$44.85M
3.07%
Sole
884.50K
Shared
0.00
None
5.00
ISHARES TR
SOLEShares541.63K
TypeSH
Market value$44.40M
3.04%
Sole
541.55K
Shared
0.00
None
80.00
AMERICAN CENTY ETF TR
SOLEShares690.44K
TypeSH
Market value$42.37M
2.90%
Sole
689.89K
Shared
0.00
None
555.00
AMERIPRISE FINL INC
SOLEShares79.34K
TypeSH
Market value$42.24M
2.89%
Sole
79.33K
Shared
0.00
None
15.00
UNITED RENTALS INC
SOLEShares57.64K
TypeSH
Market value$40.60M
2.78%
Sole
57.63K
Shared
0.00
None
10.00
FIFTH THIRD BANCORP
SOLEShares877.69K
TypeSH
Market value$37.11M
2.54%
Sole
877.54K
Shared
0.00
None
150.00
LEIDOS HOLDINGS INC
SOLEShares256.73K
TypeSH
Market value$36.99M
2.53%
Sole
256.67K
Shared
0.00
None
65.00
AMERICAN CENTY ETF TR
SOLEShares604.14K
TypeSH
Market value$35.52M
2.43%
Sole
603.70K
Shared
0.00
None
440.00
ABBVIE INC
SOLEShares195.90K
TypeSH
Market value$34.81M
2.39%
Sole
195.86K
Shared
0.00
None
40.00
MASTERCARD INCORPORATED
SOLEShares63.92K
TypeSH
Market value$33.66M
2.31%
Sole
63.92K
Shared
0.00
None
5.00
LOCKHEED MARTIN CORP
SOLEShares68.05K
TypeSH
Market value$33.07M
2.27%
Sole
68.05K
Shared
0.00
None
0.00
D R HORTON INC
SOLEShares231.41K
TypeSH
Market value$32.36M
2.22%
Sole
231.33K
Shared
0.00
None
80.00
GILEAD SCIENCES INC
SOLEShares349.26K
TypeSH
Market value$32.26M
2.21%
Sole
349.15K
Shared
0.00
None
105.00
APPLE INC
SOLEShares128.52K
TypeSH
Market value$32.18M
2.21%
Sole
128.49K
Shared
0.00
None
25.00
REGENERON PHARMACEUTICALS
SOLEShares43.68K
TypeSH
Market value$31.12M
2.13%
Sole
43.67K
Shared
0.00
None
13.00
CISCO SYS INC
SOLEShares522.95K
TypeSH
Market value$30.96M
2.12%
Sole
522.75K
Shared
0.00
None
202.00
THERMO FISHER SCIENTIFIC INC
SOLEShares54.68K
TypeSH
Market value$28.44M
1.95%
Sole
54.67K
Shared
0.00
None
10.00
CDW CORP
SOLEShares157.30K
TypeSH
Market value$27.38M
1.88%
Sole
157.28K
Shared
0.00
None
25.00
ISHARES TR
SOLEShares512.84K
TypeSH
Market value$26.51M
1.82%
Sole
512.75K
Shared
0.00
None
85.00
GOLDMAN SACHS ETF TR
SOLEShares261.25K
TypeSH
Market value$26.10M
1.79%
Sole
261.19K
Shared
0.00
None
60.00
HOLOGIC INC
SOLEShares357.74K
TypeSH
Market value$25.79M
1.77%
Sole
357.63K
Shared
0.00
None
100.00
WALMART INC
SOLEShares279.34K
TypeSH
Market value$25.24M
1.73%
Sole
279.22K
Shared
0.00
None
125.00
ISHARES TR
SOLEShares1.08M
TypeSH
Market value$23.74M
1.63%
Sole
1.08M
Shared
0.00
None
90.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCSOLE | COM | 1.17M | SH | $88.18M 6.04% | 1.17M | 0.00 | 275.00 |
ALPHABET INCSOLE | COM | 246.12K | SH | $46.87M 3.21% | 246.03K | 0.00 | 95.00 |
JANUS DETROIT STR TRSOLE | COM | 884.51K | SH | $44.85M 3.07% | 884.50K | 0.00 | 5.00 |
ISHARES TRSOLE | COM | 541.63K | SH | $44.40M 3.04% | 541.55K | 0.00 | 80.00 |
AMERICAN CENTY ETF TRSOLE | COM | 690.44K | SH | $42.37M 2.90% | 689.89K | 0.00 | 555.00 |
AMERIPRISE FINL INCSOLE | COM | 79.34K | SH | $42.24M 2.89% | 79.33K | 0.00 | 15.00 |
UNITED RENTALS INCSOLE | COM | 57.64K | SH | $40.60M 2.78% | 57.63K | 0.00 | 10.00 |
FIFTH THIRD BANCORPSOLE | COM | 877.69K | SH | $37.11M 2.54% | 877.54K | 0.00 | 150.00 |
LEIDOS HOLDINGS INCSOLE | COM | 256.73K | SH | $36.99M 2.53% | 256.67K | 0.00 | 65.00 |
AMERICAN CENTY ETF TRSOLE | COM | 604.14K | SH | $35.52M 2.43% | 603.70K | 0.00 | 440.00 |
ABBVIE INCSOLE | COM | 195.90K | SH | $34.81M 2.39% | 195.86K | 0.00 | 40.00 |
MASTERCARD INCORPORATEDSOLE | COM | 63.92K | SH | $33.66M 2.31% | 63.92K | 0.00 | 5.00 |
LOCKHEED MARTIN CORPSOLE | COM | 68.05K | SH | $33.07M 2.27% | 68.05K | 0.00 | 0.00 |
D R HORTON INCSOLE | COM | 231.41K | SH | $32.36M 2.22% | 231.33K | 0.00 | 80.00 |
GILEAD SCIENCES INCSOLE | COM | 349.26K | SH | $32.26M 2.21% | 349.15K | 0.00 | 105.00 |
APPLE INCSOLE | COM | 128.52K | SH | $32.18M 2.21% | 128.49K | 0.00 | 25.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 43.68K | SH | $31.12M 2.13% | 43.67K | 0.00 | 13.00 |
CISCO SYS INCSOLE | COM | 522.95K | SH | $30.96M 2.12% | 522.75K | 0.00 | 202.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 54.68K | SH | $28.44M 1.95% | 54.67K | 0.00 | 10.00 |
CDW CORPSOLE | COM | 157.30K | SH | $27.38M 1.88% | 157.28K | 0.00 | 25.00 |
ISHARES TRSOLE | COM | 512.84K | SH | $26.51M 1.82% | 512.75K | 0.00 | 85.00 |
GOLDMAN SACHS ETF TRSOLE | COM | 261.25K | SH | $26.10M 1.79% | 261.19K | 0.00 | 60.00 |
HOLOGIC INCSOLE | COM | 357.74K | SH | $25.79M 1.77% | 357.63K | 0.00 | 100.00 |
WALMART INCSOLE | COM | 279.34K | SH | $25.24M 1.73% | 279.22K | 0.00 | 125.00 |
ISHARES TRSOLE | COM | 1.08M | SH | $23.74M 1.63% | 1.08M | 0.00 | 90.00 |
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