ATWOOD & PALMER INC

CIK

1044929

Location

KANSAS CITY, MO

Portfolio Value

Mid $1,025,200,359

Diversification

Diversified

Filing Date

Global Rank

#1,482 / 8,232 ▲ 123

Top Industry

Drug Manufacturers - General 9.8%

3Y Alpha vs SPY

-1.2%

Period ended 2 months ago

Filed Apr 15, 2026 · 59d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+71.4%

SPY

+76.5%

Annualised alpha

-1.2%

Max drawdown

−19.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

399 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.2%

−1.4 pts

Top 5

23.3%

−2.0 pts

Top 10

41.8%

−1.5 pts

HHI

304

Diversified−17

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.4%	$311,549,175	71
Healthcare	22.1%	$226,581,344	49
Financial Services	16.0%	$164,540,749	64
Industrials	14.6%	$149,630,656	62
Consumer Cyclical	10.2%	$104,409,594	41
Consumer Defensive	4.6%	$46,991,112	23
Communication Services	0.8%	$8,008,470	14
Energy	0.5%	$5,618,303	26
Utilities	0.2%	$2,545,728	13
Unclassified	0.2%	$2,398,300	12
Real Estate	0.2%	$2,164,248	12
Basic Materials	0.1%	$762,680	12

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BABA	Alibaba Group Holding Ltd	+100,268	100,467	$12,604,589
INTC	Intel Corp	+5,401	6,602	$291,346
UBER	Uber Technologies, Inc	+4,301	181,991	$13,090,612
ON	On Semiconductor Corp	+3,080	306,776	$18,995,569
SCHW	Schwab Charles Corp	+2,542	4,554	$427,984
HLI	Houlihan Lokey, Inc.	+2,310	72,270	$10,379,417
AAPL	Apple Inc.	+1,815	127,381	$32,328,023
MELI	Mercadolibre Inc	+1,131	18,375	$31,770,742
TJX	Tjx Companies Inc /De/	+1,128	3,562	$568,851
CDW	CDW Corp	+994	159,131	$19,258,033
GNRC	Generac Holdings Inc.	+795	158,703	$30,999,456
NVDA	Nvidia Corp	+772	150,951	$26,325,854
MSFT	Microsoft Corp	+740	5,442	$2,014,465
MA	Mastercard Inc	+590	60,415	$30,186,958
ETN	Eaton Corp plc	+583	714	$255,376
LOW	Lowes Companies Inc	+480	70,190	$16,584,493
CDNS	Cadence Design Systems Inc	+465	505	$140,324
ECL	Ecolab Inc.	+378	1,470	$391,049
DHI	Horton D R Inc /De/	+369	238,240	$32,691,292
GS	Goldman Sachs Group Inc	+364	33,362	$28,223,918
VRTX	Vertex Pharmaceuticals Inc / Ma	+361	55,753	$24,895,944
AMP	Ameriprise Financial Inc	+283	77,345	$34,372,118
URI	United Rentals, Inc.	+169	58,565	$42,668,116
TMO	Thermo Fisher Scientific Inc.	+126	54,303	$26,691,553
GOOGL	Alphabet Inc.	+124	24,556	$7,061,323
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DKNG	DraftKings Inc.	−538,412	4,575	$98,911
CBC	Central Bancompany, Inc.	−13,000	282,050	$6,755,097
WMT	Walmart Inc.	−7,472	259,489	$32,249,292
CSCO	Cisco Systems, Inc.	−7,393	514,385	$39,911,132
PLTR	Palantir Technologies Inc.	−7,089	437,524	$64,001,010
FITB	Fifth Third Bancorp	−6,649	837,279	$38,899,982
BAC	Bank Of America Corp /De/	−2,967	9,794	$477,457
LDOS	Leidos Holdings, Inc.	−2,824	257,074	$39,980,148
BUD	Anheuser-Busch InBev SA/NV	−2,804	200	$13,874
GILD	Gilead Sciences, Inc.	−2,396	347,439	$48,422,573
KMB	Kimberly Clark Corp	−1,500	40,166	$3,874,814
BDX	Becton Dickinson & Co	−1,416	21,131	$3,322,427
UTHR	UNITED THERAPEUTICS Corp	−1,096	62,436	$37,023,299
BCS	Barclays PLC	−933	6,105	$129,181
CFFN	Capitol Federal Financial, Inc.	−880	120	$855
USB	US Bancorp De	−700	11,798	$613,613
ZTS	Zoetis Inc.	−600	969	$114,545
AMGN	Amgen Inc	−577	5,647	$1,986,896
BRBR	Bellring Brands, Inc.	−500	908	$14,609
CBSH	Commerce Bancshares Inc /Mo/	−491	71,788	$3,531,969
JNJ	Johnson & Johnson	−463	24,665	$6,029,112
ADP	Automatic Data Processing Inc	−450	3,475	$706,050
IBIT	iShares Bitcoin Trust ETF	−450	2,000	$76,840
KO	Coca Cola Co	−350	11,066	$841,569
CP	Canadian Pacific Kansas City Ltd/Cn	−332	2,067	$162,590
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
NOK	Nokia Corp	2,460,760	$19,784,510
WAT	Waters Corp /De/	2,807	$835,924
APH	Amphenol Corp /De/	2,320	$293,132
NOW	ServiceNow, Inc.	500	$52,275
AZN	Astrazeneca PLC	100	$19,722
AMD	Advanced Micro Devices Inc	57	$11,595
INOD	Innodata Inc	200	$7,724
NNE	Nano Nuclear Energy Inc.	375	$7,680
MPC	Marathon Petroleum Corp	19	$4,639
WDC	Western Digital Corp	16	$4,327
VLO	Valero Energy Corp/Tx	17	$4,200
SOFI	SoFi Technologies, Inc.	197	$3,128
PLD	Prologis, Inc.	23	$3,040
CMI	Cummins Inc	5	$2,690
RCL	Royal Caribbean Cruises Ltd	9	$2,476
KEYS	Keysight Technologies, Inc.	8	$2,258
BA	Boeing Co	10	$1,990
CIEN	Ciena Corp	5	$1,941
HWM	Howmet Aerospace Inc.	8	$1,843
MTSI	MACOM Technology Solutions Holdings, Inc.	7	$1,554
GIS	General Mills Inc	41	$1,526
VRT	Vertiv Holdings Co	6	$1,503
MMM	3M Co	10	$1,452
COHR	Coherent Corp.	6	$1,429
STT	State Street Corp	11	$1,392
No positions match the current search.

Sold Out

Positions the filer fully exited

22 positions

Ticker	Company	Shares	Value
AGL	agilon health, inc.	210,000	$3,617,250
LYFT	Lyft, Inc.	2,000	$38,740
CDE	Coeur Mining, Inc.	2,000	$35,660
VOD	Vodafone Group Public Ltd Co	2,500	$33,025
TEVA	Teva Pharmaceutical Industries Ltd	1,000	$31,210
UNM	Unum Group	400	$31,000
RXST	RxSight, Inc.	2,600	$27,092
WSM	Williams Sonoma Inc	108	$19,287
FHN	First Horizon Corp	786	$18,785
EBAY	Ebay Inc	192	$16,723
RS	Reliance, Inc.	49	$14,154
CHKP	Check Point Software Technologies Ltd	68	$12,618
VLTO	Veralto Corp	100	$9,978
KR	Kroger Co	120	$7,497
ACN	Accenture plc	27	$7,244
GLW	Corning Inc /Ny	65	$5,691
SLVM	Sylvamo Corp	90	$4,333
SABR	Sabre Corp	3,000	$4,080
VTRS	Viatris Inc	204	$2,539
FMS	Fresenius Medical Care AG	100	$2,382
NXT	Nextpower Inc.	24	$2,090
HPE	Hewlett Packard Enterprise Co	5	$120
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

399 positions · $1,025,200,359 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 399 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PLTR	Palantir Technologies Inc. Technology	Reduced	437,524	-7,089	$64,001,010	−19.0%	6.24%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	347,439	-2,396	$48,422,573	+12.8%	4.72%
URI	United Rentals, Inc. Industrials	Added	58,565	+169	$42,668,116	−9.7%	4.16%
ABBV	AbbVie Inc. Healthcare	Reduced	194,148	-228	$42,225,248	−4.9%	4.12%
LMT	Lockheed Martin Corp Industrials	Held	67,977	0	$41,084,619	+25.0%	4.01%
LDOS	Leidos Holdings, Inc. Technology	Reduced	257,074	-2,824	$39,980,148	−14.7%	3.90%
CSCO	Cisco Systems, Inc. Technology	Reduced	514,385	-7,393	$39,911,132	−0.7%	3.89%
FITB	Fifth Third Bancorp Financial Services	Reduced	837,279	-6,649	$38,899,982	−1.5%	3.79%
UTHR	UNITED THERAPEUTICS Corp Healthcare	Reduced	62,436	-1,096	$37,023,299	+19.6%	3.61%
AMP	Ameriprise Financial Inc Financial Services	Added	77,345	+283	$34,372,118	−9.0%	3.35%
DHI	Horton D R Inc /De/ Consumer Cyclical	Added	238,240	+369	$32,691,292	−4.6%	3.19%
AAPL	Apple Inc. Technology	Added	127,381	+1,815	$32,328,023	−5.3%	3.15%
WMT	Walmart Inc. Consumer Defensive	Reduced	259,489	-7,472	$32,249,292	+8.4%	3.15%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Reduced	41,702	-115	$32,220,633	−0.2%	3.14%
MELI	Mercadolibre Inc Consumer Cyclical	Added	18,375	+1,131	$31,770,742	−8.5%	3.10%
GNRC	Generac Holdings Inc. Industrials	Added	158,703	+795	$30,999,456	+44.0%	3.02%
MA	Mastercard Inc Financial Services	Added	60,415	+590	$30,186,958	−11.6%	2.94%
GS	Goldman Sachs Group Inc Financial Services	Added	33,362	+364	$28,223,918	−2.7%	2.75%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	54,303	+126	$26,691,553	−15.0%	2.60%
NVDA	Nvidia Corp Technology	Added	150,951	+772	$26,325,854	−6.0%	2.57%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	55,753	+361	$24,895,944	−0.9%	2.43%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	63,667	-301	$21,974,665	+17.0%	2.14%
GRMN	Garmin Ltd Technology	Reduced	92,844	-186	$21,540,736	+14.1%	2.10%
NOK	Nokia Corp Technology	NEW	2,460,760	NEW	$19,784,510	NEW	1.93%
CDW	CDW Corp Technology	Added	159,131	+994	$19,258,033	−10.6%	1.88%
ON	On Semiconductor Corp Technology	Added	306,776	+3,080	$18,995,569	+15.5%	1.85%
LOW	Lowes Companies Inc Consumer Cyclical	Added	70,190	+480	$16,584,493	−1.3%	1.62%
UBER	Uber Technologies, Inc Technology	Added	181,991	+4,301	$13,090,612	−9.8%	1.28%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	100,467	+100,268	$12,604,589	+43112.3%	1.23%
HLI	Houlihan Lokey, Inc. Financial Services	Added	72,270	+2,310	$10,379,417	−14.8%	1.01%
GOOGL	Alphabet Inc. Communication Services	Added	24,556	+124	$7,061,323	−7.7%	0.69%
CBC	Central Bancompany, Inc. Financial Services	Reduced	282,050	-13,000	$6,755,097	−5.1%	0.66%
JKHY	Jack Henry & Associates Inc Technology	Reduced	40,336	-295	$6,374,701	−14.0%	0.62%
JNJ	Johnson & Johnson Healthcare	Reduced	24,665	-463	$6,029,112	+15.9%	0.59%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	17,732	-112	$5,831,877	−5.0%	0.57%
KMB	Kimberly Clark Corp Consumer Defensive	Reduced	40,166	-1,500	$3,874,814	−7.8%	0.38%
CBSH	Commerce Bancshares Inc /Mo/ Financial Services	Reduced	71,788	-491	$3,531,969	−6.6%	0.34%
BDX	Becton Dickinson & Co Healthcare	Reduced	21,131	-1,416	$3,322,427	−3.4%	0.32%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	20,438	-125	$2,952,064	+0.2%	0.29%
XOM	Exxon Mobil Corp Energy	Added	16,782	+53	$2,847,234	+41.4%	0.28%
JPM	Jpmorgan Chase & Co Financial Services	Added	8,851	+14	$2,603,610	−8.6%	0.25%
RTX	RTX Corp Industrials	Reduced	13,343	-100	$2,573,864	+4.4%	0.25%
CL	Colgate Palmolive Co Consumer Defensive	Held	26,200	0	$2,233,026	+7.9%	0.22%
PEP	Pepsico Inc Consumer Defensive	Reduced	13,312	-274	$2,067,220	+6.0%	0.20%
PH	Parker-Hannifin Corp Industrials	Added	2,255	+5	$2,018,766	+2.1%	0.20%
MSFT	Microsoft Corp Technology	Added	5,442	+740	$2,014,465	−11.4%	0.20%
AMGN	Amgen Inc Healthcare	Reduced	5,647	-577	$1,986,896	−2.5%	0.19%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	9,157	-20	$1,907,128	−10.0%	0.19%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,864	-140	$1,851,628	−8.0%	0.18%
CAT	Caterpillar Inc Industrials	Added	2,567	+2	$1,818,616	+23.8%	0.18%