Filed: 10/15/2025ACC: 0001044929-25-000008
📋 What this filing means
ATWOOD & PALMER INC filed this quarterly 13F‑HR report disclosing 489 equity positions with a total reported market value of $1.70B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
489
Positions
$1.70B
Total AUM (reported)
19.95M
Total Shares
Allocation by class
COM$1.70B100.0%
Portfolio Concentration
Top 3$200.53M11.8%
4–10$362.57M21.3%
11–25$527.72M31.0%
Rest$611.56M35.9%
Top 3 weight
11.8%
Top 10 weight
33.1%
Voting Authority Distribution
Total shares with voting rights: 19.95M
Sole
Full voting authority
19.94M
shares
% of voting shares99.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
11.38K
shares
% of voting shares0.1%
Investment Discretion (by position count)
Sole489
Shared0
Other0
Dominant voting typeSole · 99.9% of voting shares
Institutional Holdings489
Rows:
PALANTIR TECHNOLOGIES INC
SOLEShares450.38K
TypeSH
Market value$82.16M
4.83%
Sole
450.20K
Shared
0.00
None
175.00
ALPHABET INC
SOLEShares247.54K
TypeSH
Market value$60.29M
3.54%
Sole
247.44K
Shared
0.00
None
110.00
AMERICAN CENTY ETF TR
SOLEShares736.11K
TypeSH
Market value$58.08M
3.41%
Sole
735.26K
Shared
0.00
None
850.00
JANUS DETROIT STR TR
SOLEShares1.06M
TypeSH
Market value$56.45M
3.32%
Sole
1.06M
Shared
0.00
None
440.00
ISHARES TR
SOLEShares665.24K
TypeSH
Market value$55.19M
3.24%
Sole
664.92K
Shared
0.00
None
315.00
UNITED RENTALS INC
SOLEShares57.17K
TypeSH
Market value$54.57M
3.21%
Sole
57.14K
Shared
0.00
None
25.00
JANUS DETROIT STR TR
SOLEShares1.06M
TypeSH
Market value$54.04M
3.17%
Sole
1.06M
Shared
0.00
None
615.00
LEIDOS HOLDINGS INC
SOLEShares261.09K
TypeSH
Market value$49.34M
2.90%
Sole
260.98K
Shared
0.00
None
115.00
AMERICAN CENTY ETF TR
SOLEShares649.49K
TypeSH
Market value$48.78M
2.87%
Sole
648.84K
Shared
0.00
None
645.00
ABBVIE INC
SOLEShares190.85K
TypeSH
Market value$44.19M
2.60%
Sole
190.79K
Shared
0.00
None
60.00
MERCADOLIBRE INC
SOLEShares17.03K
TypeSH
Market value$39.81M
2.34%
Sole
17.02K
Shared
0.00
None
9.00
D R HORTON INC
SOLEShares231.75K
TypeSH
Market value$39.28M
2.31%
Sole
231.65K
Shared
0.00
None
105.00
GILEAD SCIENCES INC
SOLEShares344.15K
TypeSH
Market value$38.20M
2.24%
Sole
344.02K
Shared
0.00
None
130.00
BONDBLOXX ETF TRUST
SOLEShares727.82K
TypeSH
Market value$38.07M
2.24%
Sole
727.66K
Shared
0.00
None
160.00
PALMER SQUARE FUNDS TRUST
SOLEShares1.84M
TypeSH
Market value$37.82M
2.22%
Sole
1.83M
Shared
0.00
None
1.44K
AMERIPRISE FINL INC
SOLEShares76.92K
TypeSH
Market value$37.78M
2.22%
Sole
76.89K
Shared
0.00
None
20.00
FIFTH THIRD BANCORP
SOLEShares842.05K
TypeSH
Market value$37.51M
2.20%
Sole
841.83K
Shared
0.00
None
225.00
CISCO SYS INC
SOLEShares522.35K
TypeSH
Market value$35.74M
2.10%
Sole
522.11K
Shared
0.00
None
242.00
JANUS DETROIT STR TR
SOLEShares658.13K
TypeSH
Market value$34.40M
2.02%
Sole
658K
Shared
0.00
None
135.00
MASTERCARD INCORPORATED
SOLEShares60.42K
TypeSH
Market value$34.37M
2.02%
Sole
60.40K
Shared
0.00
None
20.00
LOCKHEED MARTIN CORP
SOLEShares67.98K
TypeSH
Market value$33.93M
1.99%
Sole
67.98K
Shared
0.00
None
0.00
APPLE INC
SOLEShares126.98K
TypeSH
Market value$32.33M
1.90%
Sole
126.94K
Shared
0.00
None
40.00
AMERICAN CENTY ETF TR
SOLEShares473.06K
TypeSH
Market value$31.90M
1.87%
Sole
472.93K
Shared
0.00
None
130.00
NVIDIA CORPORATION
SOLEShares155.66K
TypeSH
Market value$29.04M
1.71%
Sole
155.53K
Shared
0.00
None
130.00
WALMART INC
SOLEShares267.06K
TypeSH
Market value$27.52M
1.62%
Sole
266.92K
Shared
0.00
None
145.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCSOLE | COM | 450.38K | SH | $82.16M 4.83% | 450.20K | 0.00 | 175.00 |
ALPHABET INCSOLE | COM | 247.54K | SH | $60.29M 3.54% | 247.44K | 0.00 | 110.00 |
AMERICAN CENTY ETF TRSOLE | COM | 736.11K | SH | $58.08M 3.41% | 735.26K | 0.00 | 850.00 |
JANUS DETROIT STR TRSOLE | COM | 1.06M | SH | $56.45M 3.32% | 1.06M | 0.00 | 440.00 |
ISHARES TRSOLE | COM | 665.24K | SH | $55.19M 3.24% | 664.92K | 0.00 | 315.00 |
UNITED RENTALS INCSOLE | COM | 57.17K | SH | $54.57M 3.21% | 57.14K | 0.00 | 25.00 |
JANUS DETROIT STR TRSOLE | COM | 1.06M | SH | $54.04M 3.17% | 1.06M | 0.00 | 615.00 |
LEIDOS HOLDINGS INCSOLE | COM | 261.09K | SH | $49.34M 2.90% | 260.98K | 0.00 | 115.00 |
AMERICAN CENTY ETF TRSOLE | COM | 649.49K | SH | $48.78M 2.87% | 648.84K | 0.00 | 645.00 |
ABBVIE INCSOLE | COM | 190.85K | SH | $44.19M 2.60% | 190.79K | 0.00 | 60.00 |
MERCADOLIBRE INCSOLE | COM | 17.03K | SH | $39.81M 2.34% | 17.02K | 0.00 | 9.00 |
D R HORTON INCSOLE | COM | 231.75K | SH | $39.28M 2.31% | 231.65K | 0.00 | 105.00 |
GILEAD SCIENCES INCSOLE | COM | 344.15K | SH | $38.20M 2.24% | 344.02K | 0.00 | 130.00 |
BONDBLOXX ETF TRUSTSOLE | COM | 727.82K | SH | $38.07M 2.24% | 727.66K | 0.00 | 160.00 |
PALMER SQUARE FUNDS TRUSTSOLE | COM | 1.84M | SH | $37.82M 2.22% | 1.83M | 0.00 | 1.44K |
AMERIPRISE FINL INCSOLE | COM | 76.92K | SH | $37.78M 2.22% | 76.89K | 0.00 | 20.00 |
FIFTH THIRD BANCORPSOLE | COM | 842.05K | SH | $37.51M 2.20% | 841.83K | 0.00 | 225.00 |
CISCO SYS INCSOLE | COM | 522.35K | SH | $35.74M 2.10% | 522.11K | 0.00 | 242.00 |
JANUS DETROIT STR TRSOLE | COM | 658.13K | SH | $34.40M 2.02% | 658K | 0.00 | 135.00 |
MASTERCARD INCORPORATEDSOLE | COM | 60.42K | SH | $34.37M 2.02% | 60.40K | 0.00 | 20.00 |
LOCKHEED MARTIN CORPSOLE | COM | 67.98K | SH | $33.93M 1.99% | 67.98K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 126.98K | SH | $32.33M 1.90% | 126.94K | 0.00 | 40.00 |
AMERICAN CENTY ETF TRSOLE | COM | 473.06K | SH | $31.90M 1.87% | 472.93K | 0.00 | 130.00 |
NVIDIA CORPORATIONSOLE | COM | 155.66K | SH | $29.04M 1.71% | 155.53K | 0.00 | 130.00 |
WALMART INCSOLE | COM | 267.06K | SH | $27.52M 1.62% | 266.92K | 0.00 | 145.00 |
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