ATWOOD & PALMER INC

PrivateCIK: 1044929

Location

KANSAS CITY, MO

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

% of voting shares99.9%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

16.50K

% 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

SOLE

COM

Shares236.54K

TypeSH

Market value$83.58M

4.46%

Sole

236.47K

Shared

0.00

None

75.00

AMERICAN CENTY ETF TR

SOLE

COM

Shares771.46K

TypeSH

Market value$68.81M

3.67%

Sole

770.50K

Shared

0.00

None

958.00

UNITED RENTALS INC

SOLE

COM

Shares58.62K

TypeSH

Market value$66.41M

3.54%

Sole

58.59K

Shared

0.00

None

28.00

AMERICAN CENTY ETF TR

SOLE

COM

Shares674.52K

TypeSH

Market value$65.08M

3.47%

Sole

673.80K

Shared

0.00

None

721.00

JANUS DETROIT STR TR

SOLE

COM

Shares1.17M

TypeSH

Market value$62.79M

3.35%

Sole

1.17M

Shared

0.00

None

622.00

ISHARES TR

SOLE

COM

Shares732.12K

TypeSH

Market value$60.11M

3.21%

Sole

731.61K

Shared

0.00

None

512.00

CISCO SYS INC

SOLE

COM

Shares506.58K

TypeSH

Market value$59.50M

3.17%

Sole

506.34K

Shared

0.00

None

242.00

JANUS DETROIT STR TR

SOLE

COM

Shares1.17M

TypeSH

Market value$59.08M

3.15%

Sole

1.17M

Shared

0.00

None

944.00

PALANTIR TECHNOLOGIES INC

SOLE

COM

Shares436.26K

TypeSH

Market value$50.90M

2.71%

Sole

436.12K

Shared

0.00

None

140.00

ABBVIE INC

SOLE

COM

Shares195.76K

TypeSH

Market value$49.26M

2.63%

Sole

195.67K

Shared

0.00

None

95.00

FIFTH THIRD BANCORP

SOLE

COM

Shares838.81K

TypeSH

Market value$47.28M

2.52%

Sole

838.50K

Shared

0.00

None

310.00

GENERAC HLDGS INC

SOLE

COM

Shares157.87K

TypeSH

Market value$46.23M

2.47%

Sole

157.80K

Shared

0.00

None

65.00

GILEAD SCIENCES INC

SOLE

COM

Shares350.24K

TypeSH

Market value$44.25M

2.36%

Sole

350.09K

Shared

0.00

None

150.00

PALMER SQUARE FUNDS TR

SOLE

COM

Shares2.05M

TypeSH

Market value$42.35M

2.26%

Sole

2.05M

Shared

0.00

None

1.98K

BONDBLOXX ETF TRUST

SOLE

COM

Shares785.06K

TypeSH

Market value$40.37M

2.15%

Sole

784.78K

Shared

0.00

None

280.00

AMERICAN CENTY ETF TR

SOLE

COM

Shares508.17K

TypeSH

Market value$39.34M

2.10%

Sole

507.81K

Shared

0.00

None

360.00

D R HORTON INC

SOLE

COM

Shares237.82K

TypeSH

Market value$38.74M

2.07%

Sole

237.72K

Shared

0.00

None

100.00

APPLE INC

SOLE

COM

Shares127.07K

TypeSH

Market value$36.77M

1.96%

Sole

127.03K

Shared

0.00

None

45.00

JANUS DETROIT STR TR

SOLE

COM

Shares715.98K

TypeSH

Market value$36.67M

1.96%

Sole

715.71K

Shared

0.00

None

265.00

AMERIPRISE FINL INC

SOLE

COM

Shares77.27K

TypeSH

Market value$35.45M

1.89%

Sole

77.25K

Shared

0.00

None

20.00

LOCKHEED MARTIN CORP

SOLE

COM

Shares68K

TypeSH

Market value$34.64M

1.85%

Sole

68K

Shared

0.00

None

0.00

GOLDMAN SACHS GROUP INC

SOLE

COM

Shares33.44K

TypeSH

Market value$33.82M

1.80%

Sole

33.43K

Shared

0.00

None

18.00

UNITED THERAPEUTICS CORP DEL

SOLE

COM

Shares61.48K

TypeSH

Market value$33.31M

1.78%

Sole

61.45K

Shared

0.00

None

25.00

NOKIA CORP

SOLE

COM

Shares2.46M

TypeSH

Market value$32.63M

1.74%

Sole

2.46M

Shared

0.00

None

1.41K

MERCADOLIBRE INC

SOLE

COM

Shares18.45K

TypeSH

Market value$31.32M

1.67%

Sole

18.45K

Shared

0.00

None

9.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ALPHABET INCSOLE	COM	236.54K	SH	$83.58M 4.46%	236.47K	75.00
AMERICAN CENTY ETF TRSOLE	COM	771.46K	SH	$68.81M 3.67%	770.50K	958.00
UNITED RENTALS INCSOLE	COM	58.62K	SH	$66.41M 3.54%	58.59K	28.00
AMERICAN CENTY ETF TRSOLE	COM	674.52K	SH	$65.08M 3.47%	673.80K	721.00
JANUS DETROIT STR TRSOLE	COM	1.17M	SH	$62.79M 3.35%	1.17M	622.00
ISHARES TRSOLE	COM	732.12K	SH	$60.11M 3.21%	731.61K	512.00
CISCO SYS INCSOLE	COM	506.58K	SH	$59.50M 3.17%	506.34K	242.00
JANUS DETROIT STR TRSOLE	COM	1.17M	SH	$59.08M 3.15%	1.17M	944.00
PALANTIR TECHNOLOGIES INCSOLE	COM	436.26K	SH	$50.90M 2.71%	436.12K	140.00
ABBVIE INCSOLE	COM	195.76K	SH	$49.26M 2.63%	195.67K	95.00
FIFTH THIRD BANCORPSOLE	COM	838.81K	SH	$47.28M 2.52%	838.50K	310.00
GENERAC HLDGS INCSOLE	COM	157.87K	SH	$46.23M 2.47%	157.80K	65.00
GILEAD SCIENCES INCSOLE	COM	350.24K	SH	$44.25M 2.36%	350.09K	150.00
PALMER SQUARE FUNDS TRSOLE	COM	2.05M	SH	$42.35M 2.26%	2.05M	1.98K
BONDBLOXX ETF TRUSTSOLE	COM	785.06K	SH	$40.37M 2.15%	784.78K	280.00
AMERICAN CENTY ETF TRSOLE	COM	508.17K	SH	$39.34M 2.10%	507.81K	360.00
D R HORTON INCSOLE	COM	237.82K	SH	$38.74M 2.07%	237.72K	100.00
APPLE INCSOLE	COM	127.07K	SH	$36.77M 1.96%	127.03K	45.00
JANUS DETROIT STR TRSOLE	COM	715.98K	SH	$36.67M 1.96%	715.71K	265.00
AMERIPRISE FINL INCSOLE	COM	77.27K	SH	$35.45M 1.89%	77.25K	20.00
LOCKHEED MARTIN CORPSOLE	COM	68K	SH	$34.64M 1.85%	68K	0.00
GOLDMAN SACHS GROUP INCSOLE	COM	33.44K	SH	$33.82M 1.80%	33.43K	18.00
UNITED THERAPEUTICS CORP DELSOLE	COM	61.48K	SH	$33.31M 1.78%	61.45K	25.00
NOKIA CORPSOLE	COM	2.46M	SH	$32.63M 1.74%	2.46M	1.41K
MERCADOLIBRE INCSOLE	COM	18.45K	SH	$31.32M 1.67%	18.45K	9.00

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