Filed: 7/8/2026ACC: 0001044929-26-000004
📋 What this filing means
ATWOOD & PALMER INC filed this quarterly 13F‑HR report disclosing 495 equity positions with a total reported market value of $1.87B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
495
Positions
$1.87B
Total AUM (reported)
22.81M
Total Shares
Allocation by class
COM$1.87B100.0%
Portfolio Concentration
Top 3$218.81M11.7%
4–10$406.73M21.7%
11–25$573.17M30.6%
Rest$676.29M36.1%
Top 3 weight
11.7%
Top 10 weight
33.4%
Voting Authority Distribution
Total shares with voting rights: 22.81M
Sole
Full voting authority
22.79M
shares
% of voting shares99.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
16.50K
shares
% of voting shares0.1%
Investment Discretion (by position count)
Sole495
Shared0
Other0
Dominant voting typeSole · 99.9% of voting shares
Institutional Holdings495
Rows:
ALPHABET INC
SOLEShares236.54K
TypeSH
Market value$83.58M
4.46%
Sole
236.47K
Shared
0.00
None
75.00
AMERICAN CENTY ETF TR
SOLEShares771.46K
TypeSH
Market value$68.81M
3.67%
Sole
770.50K
Shared
0.00
None
958.00
UNITED RENTALS INC
SOLEShares58.62K
TypeSH
Market value$66.41M
3.54%
Sole
58.59K
Shared
0.00
None
28.00
AMERICAN CENTY ETF TR
SOLEShares674.52K
TypeSH
Market value$65.08M
3.47%
Sole
673.80K
Shared
0.00
None
721.00
JANUS DETROIT STR TR
SOLEShares1.17M
TypeSH
Market value$62.79M
3.35%
Sole
1.17M
Shared
0.00
None
622.00
ISHARES TR
SOLEShares732.12K
TypeSH
Market value$60.11M
3.21%
Sole
731.61K
Shared
0.00
None
512.00
CISCO SYS INC
SOLEShares506.58K
TypeSH
Market value$59.50M
3.17%
Sole
506.34K
Shared
0.00
None
242.00
JANUS DETROIT STR TR
SOLEShares1.17M
TypeSH
Market value$59.08M
3.15%
Sole
1.17M
Shared
0.00
None
944.00
PALANTIR TECHNOLOGIES INC
SOLEShares436.26K
TypeSH
Market value$50.90M
2.71%
Sole
436.12K
Shared
0.00
None
140.00
ABBVIE INC
SOLEShares195.76K
TypeSH
Market value$49.26M
2.63%
Sole
195.67K
Shared
0.00
None
95.00
FIFTH THIRD BANCORP
SOLEShares838.81K
TypeSH
Market value$47.28M
2.52%
Sole
838.50K
Shared
0.00
None
310.00
GENERAC HLDGS INC
SOLEShares157.87K
TypeSH
Market value$46.23M
2.47%
Sole
157.80K
Shared
0.00
None
65.00
GILEAD SCIENCES INC
SOLEShares350.24K
TypeSH
Market value$44.25M
2.36%
Sole
350.09K
Shared
0.00
None
150.00
PALMER SQUARE FUNDS TR
SOLEShares2.05M
TypeSH
Market value$42.35M
2.26%
Sole
2.05M
Shared
0.00
None
1.98K
BONDBLOXX ETF TRUST
SOLEShares785.06K
TypeSH
Market value$40.37M
2.15%
Sole
784.78K
Shared
0.00
None
280.00
AMERICAN CENTY ETF TR
SOLEShares508.17K
TypeSH
Market value$39.34M
2.10%
Sole
507.81K
Shared
0.00
None
360.00
D R HORTON INC
SOLEShares237.82K
TypeSH
Market value$38.74M
2.07%
Sole
237.72K
Shared
0.00
None
100.00
APPLE INC
SOLEShares127.07K
TypeSH
Market value$36.77M
1.96%
Sole
127.03K
Shared
0.00
None
45.00
JANUS DETROIT STR TR
SOLEShares715.98K
TypeSH
Market value$36.67M
1.96%
Sole
715.71K
Shared
0.00
None
265.00
AMERIPRISE FINL INC
SOLEShares77.27K
TypeSH
Market value$35.45M
1.89%
Sole
77.25K
Shared
0.00
None
20.00
LOCKHEED MARTIN CORP
SOLEShares68K
TypeSH
Market value$34.64M
1.85%
Sole
68K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares33.44K
TypeSH
Market value$33.82M
1.80%
Sole
33.43K
Shared
0.00
None
18.00
UNITED THERAPEUTICS CORP DEL
SOLEShares61.48K
TypeSH
Market value$33.31M
1.78%
Sole
61.45K
Shared
0.00
None
25.00
NOKIA CORP
SOLEShares2.46M
TypeSH
Market value$32.63M
1.74%
Sole
2.46M
Shared
0.00
None
1.41K
MERCADOLIBRE INC
SOLEShares18.45K
TypeSH
Market value$31.32M
1.67%
Sole
18.45K
Shared
0.00
None
9.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | COM | 236.54K | SH | $83.58M 4.46% | 236.47K | 0.00 | 75.00 |
AMERICAN CENTY ETF TRSOLE | COM | 771.46K | SH | $68.81M 3.67% | 770.50K | 0.00 | 958.00 |
UNITED RENTALS INCSOLE | COM | 58.62K | SH | $66.41M 3.54% | 58.59K | 0.00 | 28.00 |
AMERICAN CENTY ETF TRSOLE | COM | 674.52K | SH | $65.08M 3.47% | 673.80K | 0.00 | 721.00 |
JANUS DETROIT STR TRSOLE | COM | 1.17M | SH | $62.79M 3.35% | 1.17M | 0.00 | 622.00 |
ISHARES TRSOLE | COM | 732.12K | SH | $60.11M 3.21% | 731.61K | 0.00 | 512.00 |
CISCO SYS INCSOLE | COM | 506.58K | SH | $59.50M 3.17% | 506.34K | 0.00 | 242.00 |
JANUS DETROIT STR TRSOLE | COM | 1.17M | SH | $59.08M 3.15% | 1.17M | 0.00 | 944.00 |
PALANTIR TECHNOLOGIES INCSOLE | COM | 436.26K | SH | $50.90M 2.71% | 436.12K | 0.00 | 140.00 |
ABBVIE INCSOLE | COM | 195.76K | SH | $49.26M 2.63% | 195.67K | 0.00 | 95.00 |
FIFTH THIRD BANCORPSOLE | COM | 838.81K | SH | $47.28M 2.52% | 838.50K | 0.00 | 310.00 |
GENERAC HLDGS INCSOLE | COM | 157.87K | SH | $46.23M 2.47% | 157.80K | 0.00 | 65.00 |
GILEAD SCIENCES INCSOLE | COM | 350.24K | SH | $44.25M 2.36% | 350.09K | 0.00 | 150.00 |
PALMER SQUARE FUNDS TRSOLE | COM | 2.05M | SH | $42.35M 2.26% | 2.05M | 0.00 | 1.98K |
BONDBLOXX ETF TRUSTSOLE | COM | 785.06K | SH | $40.37M 2.15% | 784.78K | 0.00 | 280.00 |
AMERICAN CENTY ETF TRSOLE | COM | 508.17K | SH | $39.34M 2.10% | 507.81K | 0.00 | 360.00 |
D R HORTON INCSOLE | COM | 237.82K | SH | $38.74M 2.07% | 237.72K | 0.00 | 100.00 |
APPLE INCSOLE | COM | 127.07K | SH | $36.77M 1.96% | 127.03K | 0.00 | 45.00 |
JANUS DETROIT STR TRSOLE | COM | 715.98K | SH | $36.67M 1.96% | 715.71K | 0.00 | 265.00 |
AMERIPRISE FINL INCSOLE | COM | 77.27K | SH | $35.45M 1.89% | 77.25K | 0.00 | 20.00 |
LOCKHEED MARTIN CORPSOLE | COM | 68K | SH | $34.64M 1.85% | 68K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 33.44K | SH | $33.82M 1.80% | 33.43K | 0.00 | 18.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 61.48K | SH | $33.31M 1.78% | 61.45K | 0.00 | 25.00 |
NOKIA CORPSOLE | COM | 2.46M | SH | $32.63M 1.74% | 2.46M | 0.00 | 1.41K |
MERCADOLIBRE INCSOLE | COM | 18.45K | SH | $31.32M 1.67% | 18.45K | 0.00 | 9.00 |
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