Filed: 4/15/2026ACC: 0001044929-26-000003
📋 What this filing means
ATWOOD & PALMER INC filed this quarterly 13F‑HR report disclosing 531 equity positions with a total reported market value of $1.77B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
531
Positions
$1.77B
Total AUM (reported)
22.84M
Total Shares
Allocation by class
COM$1.77B100.0%
Portfolio Concentration
Top 3$197.92M11.2%
4–10$364.75M20.6%
11–25$547.00M30.9%
Rest$662.42M37.4%
Top 3 weight
11.2%
Top 10 weight
31.8%
Voting Authority Distribution
Total shares with voting rights: 22.84M
Sole
Full voting authority
22.83M
shares
% of voting shares99.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
16.63K
shares
% of voting shares0.1%
Investment Discretion (by position count)
Sole531
Shared0
Other0
Dominant voting typeSole · 99.9% of voting shares
Institutional Holdings531
Rows:
ALPHABET INC
SOLEShares239.88K
TypeSH
Market value$68.81M
3.88%
Sole
239.82K
Shared
0.00
None
60.00
AMERICAN CENTY ETF TR
SOLEShares767.45K
TypeSH
Market value$65.11M
3.67%
Sole
766.59K
Shared
0.00
None
858.00
PALANTIR TECHNOLOGIES INC
SOLEShares437.52K
TypeSH
Market value$64.00M
3.61%
Sole
437.38K
Shared
0.00
None
140.00
JANUS DETROIT STR TR
SOLEShares1.15M
TypeSH
Market value$60.19M
3.40%
Sole
1.15M
Shared
0.00
None
617.00
ISHARES TR
SOLEShares717.22K
TypeSH
Market value$59.22M
3.34%
Sole
716.71K
Shared
0.00
None
507.00
JANUS DETROIT STR TR
SOLEShares1.15M
TypeSH
Market value$57.92M
3.27%
Sole
1.15M
Shared
0.00
None
924.00
AMERICAN CENTY ETF TR
SOLEShares671.43K
TypeSH
Market value$54.10M
3.05%
Sole
670.79K
Shared
0.00
None
641.00
GILEAD SCIENCES INC
SOLEShares347.44K
TypeSH
Market value$48.42M
2.73%
Sole
347.31K
Shared
0.00
None
130.00
UNITED RENTALS INC
SOLEShares58.56K
TypeSH
Market value$42.67M
2.41%
Sole
58.55K
Shared
0.00
None
20.00
ABBVIE INC
SOLEShares194.15K
TypeSH
Market value$42.23M
2.38%
Sole
194.08K
Shared
0.00
None
70.00
PALMER SQUARE FUNDS TR
SOLEShares2.02M
TypeSH
Market value$41.43M
2.34%
Sole
2.02M
Shared
0.00
None
1.96K
LOCKHEED MARTIN CORP
SOLEShares67.98K
TypeSH
Market value$41.08M
2.32%
Sole
67.98K
Shared
0.00
None
0.00
LEIDOS HOLDINGS INC
SOLEShares257.07K
TypeSH
Market value$39.98M
2.26%
Sole
256.96K
Shared
0.00
None
115.00
CISCO SYS INC
SOLEShares514.38K
TypeSH
Market value$39.91M
2.25%
Sole
514.14K
Shared
0.00
None
242.00
BONDBLOXX ETF TRUST
SOLEShares770.82K
TypeSH
Market value$39.64M
2.24%
Sole
770.54K
Shared
0.00
None
275.00
FIFTH THIRD BANCORP
SOLEShares837.28K
TypeSH
Market value$38.90M
2.20%
Sole
837.03K
Shared
0.00
None
250.00
AMERICAN CENTY ETF TR
SOLEShares499.12K
TypeSH
Market value$37.35M
2.11%
Sole
498.82K
Shared
0.00
None
295.00
UNITED THERAPEUTICS CORP DEL
SOLEShares62.44K
TypeSH
Market value$37.02M
2.09%
Sole
62.41K
Shared
0.00
None
22.00
JANUS DETROIT STR TR
SOLEShares699.26K
TypeSH
Market value$36.05M
2.03%
Sole
699.01K
Shared
0.00
None
255.00
AMERIPRISE FINL INC
SOLEShares77.34K
TypeSH
Market value$34.37M
1.94%
Sole
77.33K
Shared
0.00
None
20.00
D R HORTON INC
SOLEShares238.24K
TypeSH
Market value$32.69M
1.84%
Sole
238.16K
Shared
0.00
None
85.00
APPLE INC
SOLEShares127.38K
TypeSH
Market value$32.33M
1.82%
Sole
127.34K
Shared
0.00
None
40.00
WALMART INC
SOLEShares259.49K
TypeSH
Market value$32.25M
1.82%
Sole
259.39K
Shared
0.00
None
95.00
REGENERON PHARMACEUTICALS
SOLEShares41.70K
TypeSH
Market value$32.22M
1.82%
Sole
41.69K
Shared
0.00
None
13.00
MERCADOLIBRE INC
SOLEShares18.38K
TypeSH
Market value$31.77M
1.79%
Sole
18.37K
Shared
0.00
None
9.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | COM | 239.88K | SH | $68.81M 3.88% | 239.82K | 0.00 | 60.00 |
AMERICAN CENTY ETF TRSOLE | COM | 767.45K | SH | $65.11M 3.67% | 766.59K | 0.00 | 858.00 |
PALANTIR TECHNOLOGIES INCSOLE | COM | 437.52K | SH | $64.00M 3.61% | 437.38K | 0.00 | 140.00 |
JANUS DETROIT STR TRSOLE | COM | 1.15M | SH | $60.19M 3.40% | 1.15M | 0.00 | 617.00 |
ISHARES TRSOLE | COM | 717.22K | SH | $59.22M 3.34% | 716.71K | 0.00 | 507.00 |
JANUS DETROIT STR TRSOLE | COM | 1.15M | SH | $57.92M 3.27% | 1.15M | 0.00 | 924.00 |
AMERICAN CENTY ETF TRSOLE | COM | 671.43K | SH | $54.10M 3.05% | 670.79K | 0.00 | 641.00 |
GILEAD SCIENCES INCSOLE | COM | 347.44K | SH | $48.42M 2.73% | 347.31K | 0.00 | 130.00 |
UNITED RENTALS INCSOLE | COM | 58.56K | SH | $42.67M 2.41% | 58.55K | 0.00 | 20.00 |
ABBVIE INCSOLE | COM | 194.15K | SH | $42.23M 2.38% | 194.08K | 0.00 | 70.00 |
PALMER SQUARE FUNDS TRSOLE | COM | 2.02M | SH | $41.43M 2.34% | 2.02M | 0.00 | 1.96K |
LOCKHEED MARTIN CORPSOLE | COM | 67.98K | SH | $41.08M 2.32% | 67.98K | 0.00 | 0.00 |
LEIDOS HOLDINGS INCSOLE | COM | 257.07K | SH | $39.98M 2.26% | 256.96K | 0.00 | 115.00 |
CISCO SYS INCSOLE | COM | 514.38K | SH | $39.91M 2.25% | 514.14K | 0.00 | 242.00 |
BONDBLOXX ETF TRUSTSOLE | COM | 770.82K | SH | $39.64M 2.24% | 770.54K | 0.00 | 275.00 |
FIFTH THIRD BANCORPSOLE | COM | 837.28K | SH | $38.90M 2.20% | 837.03K | 0.00 | 250.00 |
AMERICAN CENTY ETF TRSOLE | COM | 499.12K | SH | $37.35M 2.11% | 498.82K | 0.00 | 295.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 62.44K | SH | $37.02M 2.09% | 62.41K | 0.00 | 22.00 |
JANUS DETROIT STR TRSOLE | COM | 699.26K | SH | $36.05M 2.03% | 699.01K | 0.00 | 255.00 |
AMERIPRISE FINL INCSOLE | COM | 77.34K | SH | $34.37M 1.94% | 77.33K | 0.00 | 20.00 |
D R HORTON INCSOLE | COM | 238.24K | SH | $32.69M 1.84% | 238.16K | 0.00 | 85.00 |
APPLE INCSOLE | COM | 127.38K | SH | $32.33M 1.82% | 127.34K | 0.00 | 40.00 |
WALMART INCSOLE | COM | 259.49K | SH | $32.25M 1.82% | 259.39K | 0.00 | 95.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 41.70K | SH | $32.22M 1.82% | 41.69K | 0.00 | 13.00 |
MERCADOLIBRE INCSOLE | COM | 18.38K | SH | $31.77M 1.79% | 18.37K | 0.00 | 9.00 |
Page 1 of 22
…