ATWOOD & PALMER INC

CIK

1044929

Location

KANSAS CITY, MO

Portfolio Value

Mid $1,083,020,514

Diversification

Diversified

Filing Date

Global Rank

#386 / 3,203 ▲ 1352

Top Industry

Drug Manufacturers - General 9.6%

3Y Alpha vs SPY

-1.7%

Period ended 30 days ago

Filed Jul 8, 2026 · 22d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+59.6%

SPY

+65.3%

Annualised alpha

-1.4%

Max drawdown

−19.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

356 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.1%

−0.1 pts

Top 5

25.2%

+2.0 pts

Top 10

43.8%

+2.0 pts

HHI

317

Diversified+13

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	30.7%	$332,125,419	60
Healthcare	20.7%	$223,903,282	45
Industrials	16.6%	$180,123,599	50
Financial Services	16.2%	$175,885,807	58
Consumer Cyclical	9.8%	$106,637,977	39
Consumer Defensive	4.1%	$44,034,209	22
Communication Services	0.9%	$9,686,005	14
Real Estate	0.3%	$2,827,410	10
Utilities	0.2%	$2,497,656	13
Energy	0.2%	$2,479,405	23
Unclassified	0.2%	$2,043,813	12
Basic Materials	0.1%	$775,932	10

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
UBER	Uber Technologies, Inc	+4,411	186,402	$13,450,768
GILD	Gilead Sciences, Inc.	+2,801	350,240	$44,249,321
LDOS	Leidos Holdings, Inc.	+1,908	258,982	$26,667,376
ABBV	AbbVie Inc.	+1,615	195,763	$49,261,801
FITB	Fifth Third Bancorp	+1,527	838,806	$47,283,494
NVDA	Nvidia Corp	+725	151,676	$30,348,850
REGN	Regeneron Pharmaceuticals, Inc.	+630	42,332	$26,395,695
VRTX	Vertex Pharmaceuticals Inc / Ma	+604	56,357	$27,994,212
CMG	Chipotle Mexican Grill Inc	+600	1,150	$39,100
TMO	Thermo Fisher Scientific Inc.	+443	54,746	$27,447,454
KLAC	Kla Corp	+414	460	$138,786
LHX	L3harris Technologies, Inc. /De/	+399	64,066	$18,616,938
AMZN	Amazon Com Inc	+230	9,387	$2,237,297
GLD	Spdr Gold Trust	+200	231	$85,095
LOW	Lowes Companies Inc	+195	70,385	$15,519,188
BKNG	Booking Holdings Inc.	+120	125	$22,280
Q	Qnity Electronics, Inc.	+107	113	$18,454
NOW	ServiceNow, Inc.	+100	600	$59,568
TJX	Tjx Companies Inc /De/	+88	3,650	$552,975
DELL	Dell Technologies Inc.	+86	96	$41,420
GS	Goldman Sachs Group Inc	+82	33,444	$33,824,258
NEE	Nextera Energy Inc	+80	9,596	$842,240
MELI	Mercadolibre Inc	+79	18,454	$31,323,635
MRK	Merck & Co., Inc.	+77	849	$109,096
COP	Conocophillips	+69	672	$69,861
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ON	On Semiconductor Corp	−89,840	216,936	$20,509,129
HLI	Houlihan Lokey, Inc.	−51,373	20,897	$2,802,914
CSCO	Cisco Systems, Inc.	−7,803	506,582	$59,503,121
WMT	Walmart Inc.	−5,113	254,376	$28,810,625
NOK	Nokia Corp	−3,465	2,457,295	$32,632,877
BAC	Bank Of America Corp /De/	−1,828	7,966	$453,902
INTC	Intel Corp	−1,696	4,906	$685,024
UMBF	Umb Financial Corp	−1,563	9,166	$1,308,538
PLTR	Palantir Technologies Inc.	−1,265	436,259	$50,898,337
CDW	CDW Corp	−1,234	157,897	$22,206,634
BDX	Becton Dickinson & Co	−1,202	19,929	$3,015,855
UTHR	UNITED THERAPEUTICS Corp	−957	61,479	$33,311,166
GNRC	Generac Holdings Inc.	−835	157,868	$46,225,329
ZTS	Zoetis Inc.	−746	223	$16,024
MA	Mastercard Inc	−682	59,733	$30,678,868
BABA	Alibaba Group Holding Ltd	−519	99,948	$9,593,009
CBSH	Commerce Bancshares Inc /Mo/	−500	71,288	$4,116,882
SPY	Spdr S&P 500 ETF Trust	−476	2,041	$1,524,157
ANET	Arista Networks, Inc.	−461	4,000	$679,520
WM	Waste Management Inc	−424	2,350	$523,768
DHI	Horton D R Inc /De/	−423	237,817	$38,735,632
MSFT	Microsoft Corp	−414	5,028	$1,875,544
QQQ	Invesco Qqq Trust, Series 1	−395	108	$79,531
GRMN	Garmin Ltd	−344	92,500	$21,972,450
AAPL	Apple Inc.	−309	127,072	$36,769,553
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
KLAR	Klarna Group plc	4,240	$85,817
GLW	Corning Inc /Ny	100	$25,543
GD	General Dynamics Corp	54	$19,128
ITW	Illinois Tool Works Inc	55	$14,875
HLT	Hilton Worldwide Holdings Inc.	21	$6,939
ROST	Ross Stores, Inc.	30	$6,385
FRVO	Fervo Energy Co	100	$2,923
BE	Bloom Energy Corp	4	$1,210
FDXF	FedEx Freight Holding Company, Inc.	5	$755
TTWO	Take Two Interactive Software Inc	3	$749
GM	General Motors Co	3	$231
AIG	American International Group, Inc.	2	$149
SONY	Sony Group Corp	5	$100
LQDA	Liquidia Corp	1	$79
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	16,782	$2,847,234
HON	Honeywell International Inc	1,257	$284,119
ESLT	Elbit Systems Ltd	200	$169,818
SEE	SEALED AIR CORP/DE	2,400	$100,920
MCO	Moodys Corp /De/	200	$87,250
AGL	agilon health, inc.	8,400	$66,444
OGE	Oge Energy Corp.	720	$34,531
MCK	Mckesson Corp	27	$23,364
GFL	GFL Environmental Inc.	500	$20,860
AZN	Astrazeneca PLC	100	$19,722
CORT	Corcept Therapeutics Inc	464	$18,703
MPWR	Monolithic Power Systems, Inc.	14	$15,306
CTAS	Cintas Corp	44	$7,442
PBR	Petrobras - Petroleo Brasileiro SA	327	$6,785
PLD	Prologis, Inc.	23	$3,040
KEYS	Keysight Technologies, Inc.	8	$2,258
BA	Boeing Co	10	$1,990
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
FIX	Comfort Systems USA Inc	1	$1,378
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

356 tracked positions · $1,083,020,514 total · as of Jun 30, 2026

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

Showing 1–50 of 356 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
URI	United Rentals, Inc. Industrials	Added	58,622	+57	$66,412,277	+55.6%	6.13%
CSCO	Cisco Systems, Inc. Technology	Reduced	506,582	-7,803	$59,503,121	+49.1%	5.49%
PLTR	Palantir Technologies Inc. Technology	Reduced	436,259	-1,265	$50,898,337	−20.5%	4.70%
ABBV	AbbVie Inc. Healthcare	Added	195,763	+1,615	$49,261,801	+16.7%	4.55%
FITB	Fifth Third Bancorp Financial Services	Added	838,806	+1,527	$47,283,494	+21.6%	4.37%
GNRC	Generac Holdings Inc. Industrials	Reduced	157,868	-835	$46,225,329	+49.1%	4.27%
GILD	Gilead Sciences, Inc. Healthcare	Added	350,240	+2,801	$44,249,321	−8.6%	4.09%
DHI	Horton D R Inc /De/ Consumer Cyclical	Reduced	237,817	-423	$38,735,632	+18.5%	3.58%
AAPL	Apple Inc. Technology	Reduced	127,072	-309	$36,769,553	+13.7%	3.40%
AMP	Ameriprise Financial Inc Financial Services	Reduced	77,270	-75	$35,448,385	+3.1%	3.27%
LMT	Lockheed Martin Corp Industrials	Added	67,995	+18	$34,640,732	−15.7%	3.20%
GS	Goldman Sachs Group Inc Financial Services	Added	33,444	+82	$33,824,258	+19.8%	3.12%
UTHR	UNITED THERAPEUTICS Corp Healthcare	Reduced	61,479	-957	$33,311,166	−10.0%	3.08%
NOK	Nokia Corp Technology	Reduced	2,457,295	-3,465	$32,632,877	+64.9%	3.01%
MELI	Mercadolibre Inc Consumer Cyclical	Added	18,454	+79	$31,323,635	−1.4%	2.89%
MA	Mastercard Inc Financial Services	Reduced	59,733	-682	$30,678,868	+1.6%	2.83%
NVDA	Nvidia Corp Technology	Added	151,676	+725	$30,348,850	+15.3%	2.80%
WMT	Walmart Inc. Consumer Defensive	Reduced	254,376	-5,113	$28,810,625	−10.7%	2.66%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	56,357	+604	$27,994,212	+12.4%	2.58%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	54,746	+443	$27,447,454	+2.8%	2.53%
LDOS	Leidos Holdings, Inc. Technology	Added	258,982	+1,908	$26,667,376	−33.3%	2.46%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	42,332	+630	$26,395,695	−18.1%	2.44%
CDW	CDW Corp Technology	Reduced	157,897	-1,234	$22,206,634	+15.3%	2.05%
GRMN	Garmin Ltd Technology	Reduced	92,500	-344	$21,972,450	+2.0%	2.03%
ON	On Semiconductor Corp Technology	Reduced	216,936	-89,840	$20,509,129	+8.0%	1.89%
LHX	L3harris Technologies, Inc. /De/ Industrials	Added	64,066	+399	$18,616,938	−15.3%	1.72%
LOW	Lowes Companies Inc Consumer Cyclical	Added	70,385	+195	$15,519,188	−6.4%	1.43%
UBER	Uber Technologies, Inc Technology	Added	186,402	+4,411	$13,450,768	+2.8%	1.24%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Reduced	99,948	-519	$9,593,009	−23.9%	0.89%
GOOGL	Alphabet Inc. Communication Services	Reduced	24,456	-100	$8,739,840	+23.8%	0.81%
CBC	Central Bancompany, Inc. Financial Services	Held	282,050	0	$8,568,679	+26.8%	0.79%
JNJ	Johnson & Johnson Healthcare	Added	24,671	+6	$6,265,693	+3.9%	0.58%
HD	Home Depot, Inc. Consumer Cyclical	Held	17,732	0	$6,253,721	+7.2%	0.58%
JKHY	Jack Henry & Associates Inc Technology	Reduced	40,316	-20	$5,553,125	−12.9%	0.51%
KMB	Kimberly Clark Corp Consumer Defensive	Reduced	40,101	-65	$4,401,886	+13.6%	0.41%
CBSH	Commerce Bancshares Inc /Mo/ Financial Services	Reduced	71,288	-500	$4,116,882	+16.6%	0.38%
BDX	Becton Dickinson & Co Healthcare	Reduced	19,929	-1,202	$3,015,855	−9.2%	0.28%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	20,292	-146	$2,975,618	+0.8%	0.27%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	8,799	-52	$2,880,176	+10.6%	0.27%
HLI	Houlihan Lokey, Inc. Financial Services	Reduced	20,897	-51,373	$2,802,914	−73.0%	0.26%
CAT	Caterpillar Inc Industrials	Reduced	2,448	-119	$2,606,875	+43.3%	0.24%
RTX	RTX Corp Industrials	Held	13,343	0	$2,531,567	−1.6%	0.23%
CL	Colgate Palmolive Co Consumer Defensive	Held	26,200	0	$2,402,016	+7.6%	0.22%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,387	+230	$2,237,297	+17.3%	0.21%
PH	Parker-Hannifin Corp Industrials	Added	2,286	+31	$2,235,982	+10.8%	0.21%
AMGN	Amgen Inc Healthcare	Reduced	5,540	-107	$2,006,144	+1.0%	0.19%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,869	+5	$1,936,008	+4.6%	0.18%
MSFT	Microsoft Corp Technology	Reduced	5,028	-414	$1,875,544	−6.9%	0.17%
PEP	Pepsico Inc Consumer Defensive	Reduced	13,016	-296	$1,762,366	−14.7%	0.16%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,041	-476	$1,524,157	−6.9%	0.14%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.