Filed: 1/28/2026ACC: 0001044929-26-000002
📋 What this filing means
ATWOOD & PALMER INC filed this quarterly 13F‑HR report disclosing 488 equity positions with a total reported market value of $1.76B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
488
Positions
$1.76B
Total AUM (reported)
20.65M
Total Shares
Allocation by class
COM$1.76B100.0%
Portfolio Concentration
Top 3$217.78M12.4%
4–10$362.44M20.6%
11–25$542.99M30.9%
Rest$636.54M36.2%
Top 3 weight
12.4%
Top 10 weight
33.0%
Voting Authority Distribution
Total shares with voting rights: 20.65M
Sole
Full voting authority
20.63M
shares
% of voting shares99.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
12.22K
shares
% of voting shares0.1%
Investment Discretion (by position count)
Sole488
Shared0
Other0
Dominant voting typeSole · 99.9% of voting shares
Institutional Holdings488
Rows:
PALANTIR TECHNOLOGIES INC
SOLEShares444.61K
TypeSH
Market value$79.03M
4.49%
Sole
444.44K
Shared
0.00
None
175.00
ALPHABET INC
SOLEShares243.57K
TypeSH
Market value$76.43M
4.34%
Sole
243.46K
Shared
0.00
None
110.00
AMERICAN CENTY ETF TR
SOLEShares757.01K
TypeSH
Market value$62.32M
3.54%
Sole
756.16K
Shared
0.00
None
850.00
JANUS DETROIT STR TR
SOLEShares1.10M
TypeSH
Market value$59.18M
3.36%
Sole
1.10M
Shared
0.00
None
440.00
ISHARES TR
SOLEShares694.97K
TypeSH
Market value$57.56M
3.27%
Sole
694.66K
Shared
0.00
None
315.00
JANUS DETROIT STR TR
SOLEShares1.11M
TypeSH
Market value$55.97M
3.18%
Sole
1.11M
Shared
0.00
None
615.00
AMERICAN CENTY ETF TR
SOLEShares664.42K
TypeSH
Market value$51.17M
2.91%
Sole
663.78K
Shared
0.00
None
645.00
UNITED RENTALS INC
SOLEShares58.40K
TypeSH
Market value$47.26M
2.69%
Sole
58.37K
Shared
0.00
None
25.00
LEIDOS HOLDINGS INC
SOLEShares259.90K
TypeSH
Market value$46.89M
2.66%
Sole
259.78K
Shared
0.00
None
115.00
ABBVIE INC
SOLEShares194.38K
TypeSH
Market value$44.41M
2.52%
Sole
194.30K
Shared
0.00
None
80.00
GILEAD SCIENCES INC
SOLEShares349.83K
TypeSH
Market value$42.94M
2.44%
Sole
349.70K
Shared
0.00
None
130.00
CISCO SYS INC
SOLEShares521.78K
TypeSH
Market value$40.19M
2.28%
Sole
521.54K
Shared
0.00
None
242.00
FIFTH THIRD BANCORP
SOLEShares843.93K
TypeSH
Market value$39.50M
2.24%
Sole
843.60K
Shared
0.00
None
325.00
PALMER SQUARE FUNDS TRUST
SOLEShares1.90M
TypeSH
Market value$39.21M
2.23%
Sole
1.90M
Shared
0.00
None
1.44K
BONDBLOXX ETF TRUST
SOLEShares752.07K
TypeSH
Market value$39.14M
2.22%
Sole
751.90K
Shared
0.00
None
160.00
AMERIPRISE FINL INC
SOLEShares77.06K
TypeSH
Market value$37.79M
2.15%
Sole
77.04K
Shared
0.00
None
20.00
JANUS DETROIT STR TR
SOLEShares684.09K
TypeSH
Market value$35.61M
2.02%
Sole
683.95K
Shared
0.00
None
135.00
AMERICAN CENTY ETF TR
SOLEShares488.19K
TypeSH
Market value$34.77M
1.98%
Sole
487.88K
Shared
0.00
None
305.00
MERCADOLIBRE INC
SOLEShares17.24K
TypeSH
Market value$34.73M
1.97%
Sole
17.23K
Shared
0.00
None
9.00
D R HORTON INC
SOLEShares237.87K
TypeSH
Market value$34.26M
1.95%
Sole
237.77K
Shared
0.00
None
105.00
MASTERCARD INCORPORATED
SOLEShares59.83K
TypeSH
Market value$34.15M
1.94%
Sole
59.80K
Shared
0.00
None
20.00
APPLE INC
SOLEShares125.57K
TypeSH
Market value$34.14M
1.94%
Sole
125.53K
Shared
0.00
None
40.00
LOCKHEED MARTIN CORP
SOLEShares67.98K
TypeSH
Market value$32.88M
1.87%
Sole
67.98K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares41.82K
TypeSH
Market value$32.28M
1.83%
Sole
41.80K
Shared
0.00
None
13.00
THERMO FISHER SCIENTIFIC INC
SOLEShares54.18K
TypeSH
Market value$31.39M
1.78%
Sole
54.16K
Shared
0.00
None
20.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCSOLE | COM | 444.61K | SH | $79.03M 4.49% | 444.44K | 0.00 | 175.00 |
ALPHABET INCSOLE | COM | 243.57K | SH | $76.43M 4.34% | 243.46K | 0.00 | 110.00 |
AMERICAN CENTY ETF TRSOLE | COM | 757.01K | SH | $62.32M 3.54% | 756.16K | 0.00 | 850.00 |
JANUS DETROIT STR TRSOLE | COM | 1.10M | SH | $59.18M 3.36% | 1.10M | 0.00 | 440.00 |
ISHARES TRSOLE | COM | 694.97K | SH | $57.56M 3.27% | 694.66K | 0.00 | 315.00 |
JANUS DETROIT STR TRSOLE | COM | 1.11M | SH | $55.97M 3.18% | 1.11M | 0.00 | 615.00 |
AMERICAN CENTY ETF TRSOLE | COM | 664.42K | SH | $51.17M 2.91% | 663.78K | 0.00 | 645.00 |
UNITED RENTALS INCSOLE | COM | 58.40K | SH | $47.26M 2.69% | 58.37K | 0.00 | 25.00 |
LEIDOS HOLDINGS INCSOLE | COM | 259.90K | SH | $46.89M 2.66% | 259.78K | 0.00 | 115.00 |
ABBVIE INCSOLE | COM | 194.38K | SH | $44.41M 2.52% | 194.30K | 0.00 | 80.00 |
GILEAD SCIENCES INCSOLE | COM | 349.83K | SH | $42.94M 2.44% | 349.70K | 0.00 | 130.00 |
CISCO SYS INCSOLE | COM | 521.78K | SH | $40.19M 2.28% | 521.54K | 0.00 | 242.00 |
FIFTH THIRD BANCORPSOLE | COM | 843.93K | SH | $39.50M 2.24% | 843.60K | 0.00 | 325.00 |
PALMER SQUARE FUNDS TRUSTSOLE | COM | 1.90M | SH | $39.21M 2.23% | 1.90M | 0.00 | 1.44K |
BONDBLOXX ETF TRUSTSOLE | COM | 752.07K | SH | $39.14M 2.22% | 751.90K | 0.00 | 160.00 |
AMERIPRISE FINL INCSOLE | COM | 77.06K | SH | $37.79M 2.15% | 77.04K | 0.00 | 20.00 |
JANUS DETROIT STR TRSOLE | COM | 684.09K | SH | $35.61M 2.02% | 683.95K | 0.00 | 135.00 |
AMERICAN CENTY ETF TRSOLE | COM | 488.19K | SH | $34.77M 1.98% | 487.88K | 0.00 | 305.00 |
MERCADOLIBRE INCSOLE | COM | 17.24K | SH | $34.73M 1.97% | 17.23K | 0.00 | 9.00 |
D R HORTON INCSOLE | COM | 237.87K | SH | $34.26M 1.95% | 237.77K | 0.00 | 105.00 |
MASTERCARD INCORPORATEDSOLE | COM | 59.83K | SH | $34.15M 1.94% | 59.80K | 0.00 | 20.00 |
APPLE INCSOLE | COM | 125.57K | SH | $34.14M 1.94% | 125.53K | 0.00 | 40.00 |
LOCKHEED MARTIN CORPSOLE | COM | 67.98K | SH | $32.88M 1.87% | 67.98K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 41.82K | SH | $32.28M 1.83% | 41.80K | 0.00 | 13.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 54.18K | SH | $31.39M 1.78% | 54.16K | 0.00 | 20.00 |
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