Filed: 7/8/2025ACC: 0001044929-25-000006
📋 What this filing means
ATWOOD & PALMER INC filed this quarterly 13F‑HR report disclosing 514 equity positions with a total reported market value of $1.60B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
514
Positions
$1.60B
Total AUM (reported)
19.85M
Total Shares
Allocation by class
COM$1.60B100.0%
Portfolio Concentration
Top 3$199.06M12.4%
4–10$324.50M20.3%
11–25$498.69M31.2%
Rest$577.40M36.1%
Top 3 weight
12.4%
Top 10 weight
32.7%
Voting Authority Distribution
Total shares with voting rights: 19.85M
Sole
Full voting authority
19.84M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.39K
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole514
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings514
Rows:
PALANTIR TECHNOLOGIES INC
SOLEShares661.88K
TypeSH
Market value$90.23M
5.64%
Sole
661.66K
Shared
0.00
None
225.00
ISHARES TR
SOLEShares660.28K
TypeSH
Market value$54.71M
3.42%
Sole
660.16K
Shared
0.00
None
115.00
AMERICAN CENTY ETF TR
SOLEShares731.33K
TypeSH
Market value$54.13M
3.38%
Sole
730.62K
Shared
0.00
None
705.00
JANUS DETROIT STR TR
SOLEShares1.06M
TypeSH
Market value$53.66M
3.35%
Sole
1.06M
Shared
0.00
None
190.00
JANUS DETROIT STR TR
SOLEShares1.04M
TypeSH
Market value$53.57M
3.35%
Sole
1.04M
Shared
0.00
None
240.00
MERCADOLIBRE INC
SOLEShares17.04K
TypeSH
Market value$44.55M
2.78%
Sole
17.04K
Shared
0.00
None
9.00
AMERICAN CENTY ETF TR
SOLEShares645.24K
TypeSH
Market value$44.22M
2.76%
Sole
644.68K
Shared
0.00
None
565.00
ALPHABET INC
SOLEShares248.18K
TypeSH
Market value$44.02M
2.75%
Sole
248.07K
Shared
0.00
None
110.00
UNITED RENTALS INC
SOLEShares57.37K
TypeSH
Market value$43.22M
2.70%
Sole
57.35K
Shared
0.00
None
25.00
LEIDOS HOLDINGS INC
SOLEShares261.47K
TypeSH
Market value$41.25M
2.58%
Sole
261.36K
Shared
0.00
None
115.00
AMERIPRISE FINL INC
SOLEShares77.11K
TypeSH
Market value$41.15M
2.57%
Sole
77.09K
Shared
0.00
None
20.00
GILEAD SCIENCES INC
SOLEShares344.08K
TypeSH
Market value$38.15M
2.38%
Sole
343.95K
Shared
0.00
None
130.00
PALMER SQUARE FUNDS TRUST
SOLEShares1.80M
TypeSH
Market value$36.82M
2.30%
Sole
1.80M
Shared
0.00
None
440.00
BONDBLOXX ETF TRUST
SOLEShares711.57K
TypeSH
Market value$36.68M
2.29%
Sole
711.41K
Shared
0.00
None
160.00
CISCO SYS INC
SOLEShares522.83K
TypeSH
Market value$36.27M
2.27%
Sole
522.59K
Shared
0.00
None
242.00
ABBVIE INC
SOLEShares190.76K
TypeSH
Market value$35.41M
2.21%
Sole
190.70K
Shared
0.00
None
60.00
FIFTH THIRD BANCORP
SOLEShares843.85K
TypeSH
Market value$34.71M
2.17%
Sole
843.63K
Shared
0.00
None
225.00
JANUS DETROIT STR TR
SOLEShares648.79K
TypeSH
Market value$34.14M
2.13%
Sole
648.65K
Shared
0.00
None
135.00
MASTERCARD INCORPORATED
SOLEShares60.58K
TypeSH
Market value$34.04M
2.13%
Sole
60.56K
Shared
0.00
None
20.00
LOCKHEED MARTIN CORP
SOLEShares67.98K
TypeSH
Market value$31.48M
1.97%
Sole
67.98K
Shared
0.00
None
0.00
D R HORTON INC
SOLEShares232K
TypeSH
Market value$29.91M
1.87%
Sole
231.89K
Shared
0.00
None
105.00
AMERICAN CENTY ETF TR
SOLEShares468.90K
TypeSH
Market value$29.18M
1.82%
Sole
468.77K
Shared
0.00
None
130.00
CDW CORP
SOLEShares157.62K
TypeSH
Market value$28.15M
1.76%
Sole
157.57K
Shared
0.00
None
45.00
WALMART INC
SOLEShares270.62K
TypeSH
Market value$26.46M
1.65%
Sole
270.47K
Shared
0.00
None
145.00
APPLE INC
SOLEShares127.37K
TypeSH
Market value$26.13M
1.63%
Sole
127.33K
Shared
0.00
None
40.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCSOLE | COM | 661.88K | SH | $90.23M 5.64% | 661.66K | 0.00 | 225.00 |
ISHARES TRSOLE | COM | 660.28K | SH | $54.71M 3.42% | 660.16K | 0.00 | 115.00 |
AMERICAN CENTY ETF TRSOLE | COM | 731.33K | SH | $54.13M 3.38% | 730.62K | 0.00 | 705.00 |
JANUS DETROIT STR TRSOLE | COM | 1.06M | SH | $53.66M 3.35% | 1.06M | 0.00 | 190.00 |
JANUS DETROIT STR TRSOLE | COM | 1.04M | SH | $53.57M 3.35% | 1.04M | 0.00 | 240.00 |
MERCADOLIBRE INCSOLE | COM | 17.04K | SH | $44.55M 2.78% | 17.04K | 0.00 | 9.00 |
AMERICAN CENTY ETF TRSOLE | COM | 645.24K | SH | $44.22M 2.76% | 644.68K | 0.00 | 565.00 |
ALPHABET INCSOLE | COM | 248.18K | SH | $44.02M 2.75% | 248.07K | 0.00 | 110.00 |
UNITED RENTALS INCSOLE | COM | 57.37K | SH | $43.22M 2.70% | 57.35K | 0.00 | 25.00 |
LEIDOS HOLDINGS INCSOLE | COM | 261.47K | SH | $41.25M 2.58% | 261.36K | 0.00 | 115.00 |
AMERIPRISE FINL INCSOLE | COM | 77.11K | SH | $41.15M 2.57% | 77.09K | 0.00 | 20.00 |
GILEAD SCIENCES INCSOLE | COM | 344.08K | SH | $38.15M 2.38% | 343.95K | 0.00 | 130.00 |
PALMER SQUARE FUNDS TRUSTSOLE | COM | 1.80M | SH | $36.82M 2.30% | 1.80M | 0.00 | 440.00 |
BONDBLOXX ETF TRUSTSOLE | COM | 711.57K | SH | $36.68M 2.29% | 711.41K | 0.00 | 160.00 |
CISCO SYS INCSOLE | COM | 522.83K | SH | $36.27M 2.27% | 522.59K | 0.00 | 242.00 |
ABBVIE INCSOLE | COM | 190.76K | SH | $35.41M 2.21% | 190.70K | 0.00 | 60.00 |
FIFTH THIRD BANCORPSOLE | COM | 843.85K | SH | $34.71M 2.17% | 843.63K | 0.00 | 225.00 |
JANUS DETROIT STR TRSOLE | COM | 648.79K | SH | $34.14M 2.13% | 648.65K | 0.00 | 135.00 |
MASTERCARD INCORPORATEDSOLE | COM | 60.58K | SH | $34.04M 2.13% | 60.56K | 0.00 | 20.00 |
LOCKHEED MARTIN CORPSOLE | COM | 67.98K | SH | $31.48M 1.97% | 67.98K | 0.00 | 0.00 |
D R HORTON INCSOLE | COM | 232K | SH | $29.91M 1.87% | 231.89K | 0.00 | 105.00 |
AMERICAN CENTY ETF TRSOLE | COM | 468.90K | SH | $29.18M 1.82% | 468.77K | 0.00 | 130.00 |
CDW CORPSOLE | COM | 157.62K | SH | $28.15M 1.76% | 157.57K | 0.00 | 45.00 |
WALMART INCSOLE | COM | 270.62K | SH | $26.46M 1.65% | 270.47K | 0.00 | 145.00 |
APPLE INCSOLE | COM | 127.37K | SH | $26.13M 1.63% | 127.33K | 0.00 | 40.00 |
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