Filed: 4/15/2025ACC: 0001044929-25-000005
📋 What this filing means
ATWOOD & PALMER INC filed this quarterly 13F‑HR report disclosing 441 equity positions with a total reported market value of $1.44B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
441
Positions
$1.44B
Total AUM (reported)
19.05M
Total Shares
Allocation by class
COM$1.44B100.0%
Portfolio Concentration
Top 3$155.98M10.8%
4–10$274.07M19.0%
11–25$438.56M30.4%
Rest$573.10M39.8%
Top 3 weight
10.8%
Top 10 weight
29.8%
Voting Authority Distribution
Total shares with voting rights: 19.05M
Sole
Full voting authority
19.05M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.06K
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole441
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings441
Rows:
PALANTIR TECHNOLOGIES INC
SOLEShares734.32K
TypeSH
Market value$61.98M
4.30%
Sole
734.05K
Shared
0.00
None
275.00
AMERICAN CENTY ETF TR
SOLEShares710.63K
TypeSH
Market value$47.09M
3.27%
Sole
710.07K
Shared
0.00
None
555.00
JANUS DETROIT STR TR
SOLEShares925.01K
TypeSH
Market value$46.91M
3.25%
Sole
924.99K
Shared
0.00
None
15.00
ISHARES TR
SOLEShares560.93K
TypeSH
Market value$46.41M
3.22%
Sole
560.85K
Shared
0.00
None
80.00
ABBVIE INC
SOLEShares191.35K
TypeSH
Market value$40.09M
2.78%
Sole
191.31K
Shared
0.00
None
40.00
GILEAD SCIENCES INC
SOLEShares345.07K
TypeSH
Market value$38.66M
2.68%
Sole
344.96K
Shared
0.00
None
105.00
ALPHABET INC
SOLEShares245.26K
TypeSH
Market value$38.32M
2.66%
Sole
245.17K
Shared
0.00
None
95.00
AMERICAN CENTY ETF TR
SOLEShares623.03K
TypeSH
Market value$37.49M
2.60%
Sole
622.59K
Shared
0.00
None
440.00
AMERIPRISE FINL INC
SOLEShares77.08K
TypeSH
Market value$37.31M
2.59%
Sole
77.06K
Shared
0.00
None
15.00
UNITED RENTALS INC
SOLEShares57.10K
TypeSH
Market value$35.79M
2.48%
Sole
57.09K
Shared
0.00
None
10.00
LEIDOS HOLDINGS INC
SOLEShares261.69K
TypeSH
Market value$35.31M
2.45%
Sole
261.57K
Shared
0.00
None
115.00
MASTERCARD INCORPORATED
SOLEShares60.92K
TypeSH
Market value$33.39M
2.32%
Sole
60.91K
Shared
0.00
None
5.00
MERCADOLIBRE INC
SOLEShares17.01K
TypeSH
Market value$33.18M
2.30%
Sole
17K
Shared
0.00
None
9.00
FIFTH THIRD BANCORP
SOLEShares840.70K
TypeSH
Market value$32.96M
2.29%
Sole
840.55K
Shared
0.00
None
150.00
CISCO SYS INC
SOLEShares521.21K
TypeSH
Market value$32.16M
2.23%
Sole
521K
Shared
0.00
None
202.00
LOCKHEED MARTIN CORP
SOLEShares67.98K
TypeSH
Market value$30.37M
2.11%
Sole
67.98K
Shared
0.00
None
0.00
D R HORTON INC
SOLEShares229.35K
TypeSH
Market value$29.16M
2.02%
Sole
229.27K
Shared
0.00
None
80.00
APPLE INC
SOLEShares127.56K
TypeSH
Market value$28.33M
1.97%
Sole
127.53K
Shared
0.00
None
25.00
ISHARES TR
SOLEShares525.49K
TypeSH
Market value$27.52M
1.91%
Sole
525.40K
Shared
0.00
None
85.00
THERMO FISHER SCIENTIFIC INC
SOLEShares53.79K
TypeSH
Market value$26.76M
1.86%
Sole
53.78K
Shared
0.00
None
10.00
VERTEX PHARMACEUTICALS INC
SOLEShares54.98K
TypeSH
Market value$26.66M
1.85%
Sole
54.97K
Shared
0.00
None
15.00
REGENERON PHARMACEUTICALS
SOLEShares41.97K
TypeSH
Market value$26.62M
1.85%
Sole
41.96K
Shared
0.00
None
13.00
AMERICAN CENTY ETF TR
SOLEShares456.19K
TypeSH
Market value$25.86M
1.79%
Sole
456.06K
Shared
0.00
None
130.00
ISHARES TR
SOLEShares1.13M
TypeSH
Market value$25.23M
1.75%
Sole
1.13M
Shared
0.00
None
90.00
CDW CORP
SOLEShares156.29K
TypeSH
Market value$25.05M
1.74%
Sole
156.27K
Shared
0.00
None
25.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCSOLE | COM | 734.32K | SH | $61.98M 4.30% | 734.05K | 0.00 | 275.00 |
AMERICAN CENTY ETF TRSOLE | COM | 710.63K | SH | $47.09M 3.27% | 710.07K | 0.00 | 555.00 |
JANUS DETROIT STR TRSOLE | COM | 925.01K | SH | $46.91M 3.25% | 924.99K | 0.00 | 15.00 |
ISHARES TRSOLE | COM | 560.93K | SH | $46.41M 3.22% | 560.85K | 0.00 | 80.00 |
ABBVIE INCSOLE | COM | 191.35K | SH | $40.09M 2.78% | 191.31K | 0.00 | 40.00 |
GILEAD SCIENCES INCSOLE | COM | 345.07K | SH | $38.66M 2.68% | 344.96K | 0.00 | 105.00 |
ALPHABET INCSOLE | COM | 245.26K | SH | $38.32M 2.66% | 245.17K | 0.00 | 95.00 |
AMERICAN CENTY ETF TRSOLE | COM | 623.03K | SH | $37.49M 2.60% | 622.59K | 0.00 | 440.00 |
AMERIPRISE FINL INCSOLE | COM | 77.08K | SH | $37.31M 2.59% | 77.06K | 0.00 | 15.00 |
UNITED RENTALS INCSOLE | COM | 57.10K | SH | $35.79M 2.48% | 57.09K | 0.00 | 10.00 |
LEIDOS HOLDINGS INCSOLE | COM | 261.69K | SH | $35.31M 2.45% | 261.57K | 0.00 | 115.00 |
MASTERCARD INCORPORATEDSOLE | COM | 60.92K | SH | $33.39M 2.32% | 60.91K | 0.00 | 5.00 |
MERCADOLIBRE INCSOLE | COM | 17.01K | SH | $33.18M 2.30% | 17K | 0.00 | 9.00 |
FIFTH THIRD BANCORPSOLE | COM | 840.70K | SH | $32.96M 2.29% | 840.55K | 0.00 | 150.00 |
CISCO SYS INCSOLE | COM | 521.21K | SH | $32.16M 2.23% | 521K | 0.00 | 202.00 |
LOCKHEED MARTIN CORPSOLE | COM | 67.98K | SH | $30.37M 2.11% | 67.98K | 0.00 | 0.00 |
D R HORTON INCSOLE | COM | 229.35K | SH | $29.16M 2.02% | 229.27K | 0.00 | 80.00 |
APPLE INCSOLE | COM | 127.56K | SH | $28.33M 1.97% | 127.53K | 0.00 | 25.00 |
ISHARES TRSOLE | COM | 525.49K | SH | $27.52M 1.91% | 525.40K | 0.00 | 85.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 53.79K | SH | $26.76M 1.86% | 53.78K | 0.00 | 10.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 54.98K | SH | $26.66M 1.85% | 54.97K | 0.00 | 15.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 41.97K | SH | $26.62M 1.85% | 41.96K | 0.00 | 13.00 |
AMERICAN CENTY ETF TRSOLE | COM | 456.19K | SH | $25.86M 1.79% | 456.06K | 0.00 | 130.00 |
ISHARES TRSOLE | COM | 1.13M | SH | $25.23M 1.75% | 1.13M | 0.00 | 90.00 |
CDW CORPSOLE | COM | 156.29K | SH | $25.05M 1.74% | 156.27K | 0.00 | 25.00 |
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