# ATWOOD & PALMER INC

> Institutional holdings reported to the SEC as of Q3 2026 on Form 13F. CIK 1044929. Source: https://holderbook.com/funds/1044929-atwood-palmer-inc/

- Reported value: $1.9B
- Positions: 496
- Weight of the ten largest: 33.1%
- Filed: 2026-10-08

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $80.8M | 237,063 | 4.1% | 32 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $80.1M | 428,247 | 4.1% | 17 |
| AMERICAN CENTY ETF TR | [AVDE](https://holderbook.com/stocks/AVDE/) | $71.1M | 789,054 | 3.7% | 16 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $64.2M | 683,140 | 3.3% | 16 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $62.3M | 766,834 | 3.2% | 17 |
| JANUS DETROIT STR TR | [JAAA](https://holderbook.com/stocks/JAAA/) | $61.8M | 1,224,066 | 3.2% | 24 |
| JANUS DETROIT STR TR | [JEMB](https://holderbook.com/stocks/JEMB/) | $61.0M | 1,195,708 | 3.1% | 6 |
| UNITED RENTALS INC | [URI](https://holderbook.com/stocks/URI/) | $57.5M | 57,475 | 3.0% | 32 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $53.5M | 496,901 | 2.7% | 32 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $52.4M | 351,309 | 2.7% | 32 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $51.0M | 194,803 | 2.6% | 32 |
| PALMER SQUARE FUNDS TR | [PSQO](https://holderbook.com/stocks/PSQO/) | $44.3M | 2,153,188 | 2.3% | 9 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $42.3M | 126,960 | 2.2% | 32 |
| FIFTH THIRD BANCORP | [FITB](https://holderbook.com/stocks/FITB/) | $41.8M | 826,018 | 2.1% | 32 |
| AMERICAN CENTY ETF TR | [AVIV](https://holderbook.com/stocks/AVIV/) | $41.5M | 520,568 | 2.1% | 16 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $39.4M | 58,434 | 2.0% | 32 |
| BONDBLOXX ETF TRUST | [BBBI](https://holderbook.com/stocks/BBBI/) | $39.1M | 802,739 | 2.0% | 6 |
| AMERIPRISE FINL INC | [AMP](https://holderbook.com/stocks/AMP/) | $37.7M | 76,665 | 1.9% | 32 |
| JANUS DETROIT STR TR | [JSI](https://holderbook.com/stocks/JSI/) | $37.7M | 755,491 | 1.9% | 12 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $35.0M | 153,289 | 1.8% | 27 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $34.5M | 67,821 | 1.8% | 32 |
| UNITED THERAPEUTICS CORP DEL | [UTHR](https://holderbook.com/stocks/UTHR/) | $33.0M | 60,976 | 1.7% | 18 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $33.0M | 59,832 | 1.7% | 32 |
| GENERAC HLDGS INC | [GNRC](https://holderbook.com/stocks/GNRC/) | $32.7M | 157,889 | 1.7% | 32 |
| LEIDOS HOLDINGS INC | [LDOS](https://holderbook.com/stocks/LDOS/) | $32.6M | 267,358 | 1.7% | 22 |
| D R HORTON INC | [DHI](https://holderbook.com/stocks/DHI/) | $32.5M | 238,167 | 1.7% | 27 |
| REGENERON PHARMACEUTICALS | [REGN](https://holderbook.com/stocks/REGN/) | $32.2M | 42,454 | 1.7% | 25 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $32.0M | 18,518 | 1.6% | 10 |
| AMERICAN CENTY ETF TR | [AVDV](https://holderbook.com/stocks/AVDV/) | $31.2M | 285,145 | 1.6% | 16 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $29.9M | 33,230 | 1.5% | 23 |
| VERTEX PHARMACEUTICALS INC | [VRTX](https://holderbook.com/stocks/VRTX/) | $29.6M | 56,545 | 1.5% | 14 |
| TORTOISE CAPITAL SERIES TRUS | [TPYP](https://holderbook.com/stocks/TPYP/) | $27.1M | 679,046 | 1.4% | 6 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $26.1M | 251,626 | 1.3% | 32 |
| GARMIN LTD | [GRMN](https://holderbook.com/stocks/GRMN/) | $26.1M | 91,081 | 1.3% | 32 |
| NOKIA CORP | [NOK](https://holderbook.com/stocks/NOK/) | $25.0M | 2,470,183 | 1.3% | 3 |
| BONDBLOXX ETF TRUST | [XBB](https://holderbook.com/stocks/XBB/) | $20.7M | 523,438 | 1.1% | 6 |
| CDW CORP | [CDW](https://holderbook.com/stocks/CDW/) | $20.3M | 158,232 | 1.0% | 32 |
| ISHARES TR | [SHYG](https://holderbook.com/stocks/SHYG/) | $19.5M | 473,032 | 1.0% | 17 |
| ISHARES TR | [IBTJ](https://holderbook.com/stocks/IBTJ/) | $19.4M | 913,459 | 1.0% | 13 |
| ISHARES TR | [IBTI](https://holderbook.com/stocks/IBTI/) | $19.3M | 880,996 | 1.0% | 13 |
| ISHARES TR | [IGSB](https://holderbook.com/stocks/IGSB/) | $18.6M | 363,385 | 1.0% | 32 |
| ON SEMICONDUCTOR CORP | [ON](https://holderbook.com/stocks/ON/) | $16.9M | 219,533 | 0.9% | 32 |
| HOULIHAN LOKEY INC | [HLI](https://holderbook.com/stocks/HLI/) | $16.2M | 128,463 | 0.8% | 4 |
| L3HARRIS TECHNOLOGIES INC | [LHX](https://holderbook.com/stocks/LHX/) | $15.6M | 66,052 | 0.8% | 27 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $13.7M | 74,589 | 0.7% | 32 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $13.3M | 194,658 | 0.7% | 12 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $12.7M | 53,133 | 0.7% | 32 |
| ISHARES TR | [IMTM](https://holderbook.com/stocks/IMTM/) | $11.4M | 216,001 | 0.6% | 27 |
| GOLDMAN SACHS ETF TR | [GSIE](https://holderbook.com/stocks/GSIE/) | $11.3M | 246,568 | 0.6% | 25 |
| ALIBABA GROUP HLDG LTD | [BABA](https://holderbook.com/stocks/BABA/) | $11.0M | 102,748 | 0.6% | 11 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $9.5M | 27,607 | 0.5% | 32 |
| ETF OPPORTUNITIES TRUST | [VSLU](https://holderbook.com/stocks/VSLU/) | $9.0M | 186,115 | 0.5% | 13 |
| CENTRAL BANCOMPANY | [CBC](https://holderbook.com/stocks/CBC/) | $8.8M | 282,050 | 0.5% | 4 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $7.2M | 27,278 | 0.4% | 32 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $6.8M | 32,781 | 0.4% | 32 |
| HENRY JACK & ASSOC INC | [JKHY](https://holderbook.com/stocks/JKHY/) | $5.8M | 40,149 | 0.3% | 32 |
| BONDBLOXX ETF TRUST | [XFIV](https://holderbook.com/stocks/XFIV/) | $5.3M | 114,090 | 0.3% | 1 |
| FIRST TR EXCHANGE-TRADED FD | [FV](https://holderbook.com/stocks/FV/) | $5.3M | 71,985 | 0.3% | 32 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $5.2M | 7 | 0.3% | 6 |
| GOLDMAN SACHS ETF TR | [GBIL](https://holderbook.com/stocks/GBIL/) | $5.2M | 51,925 | 0.3% | 32 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $5.0M | 17,653 | 0.3% | 32 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $4.8M | 9,438 | 0.2% | 32 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $3.8M | 11,431 | 0.2% | 32 |
| KIMBERLY-CLARK CORP | [KMB](https://holderbook.com/stocks/KMB/) | $3.7M | 38,038 | 0.2% | 32 |
| ETF OPPORTUNITIES TRUST | [IVSS](https://holderbook.com/stocks/IVSS/) | $3.7M | 128,278 | 0.2% | 3 |
| COMMERCE BANCSHARES INC | [CBSH](https://holderbook.com/stocks/CBSH/) | $3.6M | 65,596 | 0.2% | 32 |
| BECTON DICKINSON & CO | [BDX](https://holderbook.com/stocks/BDX/) | $3.4M | 19,254 | 0.2% | 32 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $3.1M | 6,272 | 0.2% | 32 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $3.1M | 21,467 | 0.2% | 32 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $2.9M | 6,840 | 0.1% | 32 |
| EXXONMOBIL HOLDINGS CORP COM SHS | [XOM](https://holderbook.com/stocks/XOM/) | $2.7M | 16,554 | 0.1% | 1 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $2.4M | 13,143 | 0.1% | 26 |
| ISHARES TR | [IBTK](https://holderbook.com/stocks/IBTK/) | $2.4M | 124,185 | 0.1% | 13 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $2.3M | 9,292 | 0.1% | 32 |
| JANUS DETROIT STR TR | [JMBS](https://holderbook.com/stocks/JMBS/) | $2.3M | 53,550 | 0.1% | 30 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $2.2M | 26,200 | 0.1% | 32 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $2.2M | 2,281 | 0.1% | 32 |
| GOLDMAN SACHS ETF TR | [GEM](https://holderbook.com/stocks/GEM/) | $2.1M | 41,918 | 0.1% | 26 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $2.0M | 2,445 | 0.1% | 32 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $1.9M | 15,016 | 0.1% | 32 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $1.7M | 2,276 | 0.1% | 32 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $1.5M | 7,474 | 0.1% | 32 |
| ISHARES TR | [IEI](https://holderbook.com/stocks/IEI/) | $1.5M | 13,220 | 0.1% | 9 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $1.5M | 1,954 | 0.1% | 32 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.4M | 1,549 | 0.1% | 32 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $1.4M | 8,137 | 0.1% | 14 |
| HIGHWOODS PPTYS INC | [HIW](https://holderbook.com/stocks/HIW/) | $1.3M | 45,507 | 0.1% | 32 |
| FIRST TR EXCHANGE-TRADED FD | [LMBS](https://holderbook.com/stocks/LMBS/) | $1.3M | 27,025 | 0.1% | 12 |
| PAYCHEX INC | [PAYX](https://holderbook.com/stocks/PAYX/) | $1.3M | 12,887 | 0.1% | 32 |
| HILLTOP HLDGS INC | [HTH](https://holderbook.com/stocks/HTH/) | $1.2M | 33,100 | 0.1% | 32 |
| UMB FINL CORP | [UMBF](https://holderbook.com/stocks/UMBF/) | $1.2M | 9,166 | 0.1% | 32 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $1.2M | 1,768 | 0.1% | 32 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $1.2M | 13,599 | 0.1% | 32 |
| WATERS CORP | [WAT](https://holderbook.com/stocks/WAT/) | $1.1M | 2,464 | 0.1% | 3 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $1.1M | 8,590 | 0.1% | 24 |
| IRON MTN INC DEL | [IRM](https://holderbook.com/stocks/IRM/) | $1.1M | 9,496 | 0.1% | 32 |
| PNC FINL SVCS GROUP INC | [PNC](https://holderbook.com/stocks/PNC/) | $1.0M | 4,546 | 0.1% | 32 |
| EAGLE MATLS INC | [EXP](https://holderbook.com/stocks/EXP/) | $965.2K | 5,644 | 0.0% | 1 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $959.1K | 2,731 | 0.0% | 32 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $895.0K | 4,863 | 0.0% | 32 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +6.8% | +14.8% | -8.0% | 100% |
| Q1 2026 | -1.4% | -4.6% | +3.2% | 100% |
| Q4 2025 | +1.3% | +2.4% | -1.1% | 100% |
| Q3 2025 | +8.6% | +7.8% | +0.8% | 100% |
| Q2 2025 | +7.5% | +10.5% | -3.0% | 100% |
| Q1 2025 | -1.2% | -4.6% | +3.3% | 100% |
| Q4 2024 | -1.3% | +2.1% | -3.4% | 100% |
| Q3 2024 | +10.0% | +5.4% | +4.5% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2026 | $1.9B | 496 |
| Q2 2026 | $1.9B | 495 |
| Q1 2026 | $1.8B | 531 |
| Q4 2025 | $1.8B | 488 |
| Q3 2025 | $1.7B | 489 |
| Q2 2025 | $1.6B | 514 |
| Q1 2025 | $1.4B | 441 |
| Q4 2024 | $1.5B | 469 |
| Q3 2024 | $1.5B | 472 |
| Q2 2024 | $1.3B | 436 |
| Q1 2024 | $1.3B | 415 |
| Q4 2023 | $1.2B | 402 |