ATWOOD & PALMER INC

Registered adviser

CIK

1044929

Location

KANSAS CITY, MO

Portfolio Value

Mid $1,856,898,722

Diversification

Diversified

Filing Date

Global Rank

#1,732 / 8,825 ▼ 100 · as of Jun 2026

Top Industry

Drug Manufacturers - General 9.4%

Period ended 36 days ago

Filed Oct 8, 2026 · 28d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 104995

Roster of Nov 1, 2026

Regulatory AUM

$2,037,056,697

Main clients

Individuals and high net worth (96% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Nov 2026	$2,037,056,697	Individuals and high net worth (96%)
Apr 2025 to Feb 2026	$1,723,355,253	Individuals and high net worth (96%)
Apr 2024 to Mar 2025	$1,439,869,002	Individuals and high net worth (96%)
May 2023 to Mar 2024	$1,245,986,269	Individuals and high net worth (96%)
Mar 2023 to Apr 2023	$1,245,986,269	Individuals and high net worth (96%)
Apr 2022 to Feb 2023	$1,267,246,187	Individuals and high net worth (96%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 52.6%, 22.6 effective positions, active share 78.5% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

3.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 20.4 quarters (12+), a floor since 52.6% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 78.5%; sector active share 25.5% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

493 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

11.3%

−0.1 pts

Top 5

37.8%

−0.5 pts

Top 10

51.7%

−0.9 pts

HHI

425

Diversified−18

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	34.1%	$633,797,742	139
Technology	20.4%	$377,929,315	63
Healthcare	13.7%	$255,191,342	41
Financial Services	10.3%	$190,979,846	63
Industrials	8.3%	$154,085,782	52
Consumer Cyclical	5.4%	$99,433,555	39
Communication Services	5.0%	$91,978,560	15
Consumer Defensive	2.2%	$41,184,705	22
Energy	0.3%	$5,934,233	23
Real Estate	0.1%	$2,548,199	10
Utilities	0.1%	$2,215,759	14
Basic Materials	0.1%	$1,619,684	12

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HLI	Houlihan Lokey, Inc.	+107,566	128,463	$16,230,015
JAAA	Janus Henderson AAA CLO ETF	+53,867	1,224,066	$61,778,611
ADBE	Adobe Inc.	+53,124	53,133	$12,748,732
JSI	Janus Henderson Securitized Income ETF	+39,515	755,491	$37,714,110
IBTK	iShares iBonds Dec 2030 Term Treasury ETF	+36,775	124,185	$2,358,273
SHY	iShares 1-3 Year Treasury Bond ETF	+34,715	766,834	$62,266,920
JMBS	Janus Henderson Mortgage-Backed Securities ETF	+31,000	53,550	$2,263,023
JEMB	Janus Henderson Emerging Markets Debt Hard Currency ETF	+28,803	1,195,708	$61,040,893
AVDE	Avantis International Equity ETF	+17,592	789,054	$71,101,655
XBB	BondBloxx BB Rated USD High Yield Corporate Bond ETF	+16,356	523,438	$20,683,129
GBIL	Goldman Sachs ETF Trust	+13,000	51,925	$5,198,211
NOK	Nokia Corp	+12,888	2,470,183	$25,047,655
AVIV	Avantis International Large Cap Value ETF	+12,400	520,568	$41,452,829
TPYP	Tortoise North American Pipeline ETF	+8,713	679,046	$27,070,168
AVEM	Avantis Emerging Markets Equity ETF	+8,623	683,140	$64,228,822
LDOS	Leidos Holdings, Inc.	+8,376	267,358	$32,572,225
UBER	Uber Technologies, Inc	+8,256	194,658	$13,336,019
VSLU	Applied Finance Valuation Large Cap ETF	+7,836	186,115	$9,032,160
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	+7,316	473,032	$19,512,570
AVDV	Avantis International Small Cap Value ETF	+6,444	285,145	$31,189,160
PFE	Pfizer Inc	+6,332	16,261	$463,763
IVSS	Applied Finance IVS US SMID ETF	+5,269	128,278	$3,666,698
MSFT	Microsoft Corp	+4,410	9,438	$4,840,750
LOW	Lowes Companies Inc	+4,204	74,589	$13,746,006
TMO	Thermo Fisher Scientific Inc.	+3,688	58,434	$39,445,871
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IBTI	iShares iBonds Dec 2028 Term Treasury ETF	−78,383	880,996	$19,302,622
IBTJ	iShares iBonds Dec 2029 Term Treasury ETF	−45,268	913,459	$19,388,167
FITB	Fifth Third Bancorp	−12,788	826,018	$41,779,990
CSCO	Cisco Systems, Inc.	−9,681	496,901	$53,481,454
GSIE	Goldman Sachs ActiveBeta(R) International Equity ETF	−9,128	246,568	$11,302,677
IMTM	iShares MSCI Intl Momentum Factor ETF	−8,811	216,001	$11,368,132
PLTR	Palantir Technologies Inc.	−8,012	428,247	$80,103,601
CBSH	Commerce Bancshares Inc	−5,692	65,596	$3,590,725
WMT	Walmart Inc.	−2,750	251,626	$26,148,973
HIW	Highwoods Properties, Inc.	−2,500	45,507	$1,320,613
KMB	Kimberly Clark Corp	−2,063	38,038	$3,706,042
ADP	Automatic Data Processing Inc	−1,900	1,639	$422,960
GEM	Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF	−1,775	41,918	$2,142,009
BX	Blackstone Inc.	−1,721	1,488	$166,789
BMY	Bristol Myers Squibb Co	−1,600	10,128	$631,987
FV	First Trust Dorsey Wright Focus 5 ETF	−1,542	71,985	$5,283,339
DKNG	DraftKings Inc.	−1,425	3,150	$59,850
GRMN	Garmin Ltd	−1,419	91,081	$26,125,674
URI	United Rentals, Inc.	−1,147	57,475	$57,519,830
INTC	Intel Corp	−980	3,926	$472,022
ABBV	AbbVie Inc.	−960	194,803	$50,958,516
BDX	Becton Dickinson & Co	−675	19,254	$3,446,466
AMP	Ameriprise Financial Inc	−605	76,665	$37,746,012
UTHR	UNITED THERAPEUTICS Corp	−503	60,976	$33,042,284
USB	US Bancorp De	−500	11,298	$652,572
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
XFIV	BondBloxx Bloomberg Five Year Target Duration US Treasury ETF	114,090	$5,323,439
XOM	ExxonMobil Holdings Corp	16,554	$2,694,163
EXP	Eagle Materials Inc	5,644	$965,236
TSM	Taiwan Semiconductor Manufacturing Co Ltd	540	$246,342
MU	Micron Technology Inc	125	$133,138
USTB	VictoryShares Short-Term Bond ETF	2,193	$109,386
FNDF	Schwab Fundamental International Equity ETF	1,940	$104,275
AER	AerCap Holdings N.V.	425	$60,996
EVR	Evercore Inc.	202	$52,015
SNOW	Snowflake Inc.	150	$50,934
SCZ	iShares MSCI EAFE Small-Cap ETF	583	$49,216
OGE	Oge Energy Corp.	1,003	$45,556
ESE	Esco Technologies Inc	126	$33,403
DASH	DoorDash, Inc.	150	$27,532
VEU	Vanguard International Equity Index Funds	288	$23,895
CFG	Citizens Financial Group Inc	370	$23,591
GWX	State Street(R) SPDR(R) S&P(R) International Small Cap ETF	461	$21,007
S	SentinelOne, Inc.	875	$20,790
GII	State Street(R) SPDR(R) S&P(R) Global Infrastructure ETF	250	$17,482
STM	STMicroelectronics N.V.	166	$8,857
MBGL	Mobility Global Inc.	195	$3,344
CHKP	Check Point Software Technologies Ltd	25	$3,208
QYLD	Global X NASDAQ 100 Covered Call ETF	1	$18
RSPH	Victory Portfolios II	4,166	$0
QQQM	Invesco Ltd.	5	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
CDNS	Cadence Design Systems Inc	505	$189,536
SCHD	Schwab U.S. Dividend Equity ETF	413	$13,096
MNKD	Mannkind Corp	2,000	$8,520
MRNA	Moderna, Inc.	100	$7,003
IUSV	iShares Core S&P U.S. Value ETF	53	$5,837
MPC	Marathon Petroleum Corp	19	$4,857
CMI	Cummins Inc	5	$3,566
FLEX	Flex Ltd.	21	$3,403
CIEN	Ciena Corp	5	$2,452
ALAB	Astera Labs, Inc.	5	$2,415
CI	Cigna Group	8	$2,205
CLOA		42	$2,180
BE	Bloom Energy Corp	4	$1,210
SCHZ	Schwab U.S. Aggregate Bond ETF	43	$994
AGG	iShares Core U.S. Aggregate Bond ETF	10	$989
VPU	VANGUARD UTILITIES INDEX FUND	5	$978
USMV	iShares MSCI USA Min Vol Factor ETF	10	$964
TTWO	Take Two Interactive Software Inc	3	$749
ITA	iShares U.S. Aerospace & Defense ETF	3	$727
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	11	$584
IGV	iShares Expanded Tech-Software Sector ETF	4	$362
XLF	State Street Corp	5	$268
GM	General Motors Co	3	$231
AIG	American International Group, Inc.	2	$149
SONY	Sony Group Corp	5	$100
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

493 tracked positions · $1,856,898,722 total · filing declares 496 positions · $1,947,545,262 · as of Sep 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 493 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOG	Alphabet Inc. Communication Services	Added	237,063	+518	$80,776,846	−3.4%	4.35%
PLTR	Palantir Technologies Inc. Technology	Reduced	428,247	-8,012	$80,103,601	+57.4%	4.31%
AVDE	Avantis International Equity ETF	Added	789,054	+17,592	$71,101,655	+3.3%	3.83%
AVEM	Avantis Emerging Markets Equity ETF	Added	683,140	+8,623	$64,228,822	−1.3%	3.46%
SHY	iShares 1-3 Year Treasury Bond ETF	Added	766,834	+34,715	$62,266,920	+3.6%	3.35%
JAAA	Janus Henderson AAA CLO ETF	Added	1,224,066	+53,867	$61,778,611	+4.6%	3.33%
JEMB	Janus Henderson Emerging Markets Debt Hard Currency ETF	Added	1,195,708	+28,803	$61,040,893	−2.8%	3.29%
URI	United Rentals, Inc. Industrials	Reduced	57,475	-1,147	$57,519,830	−13.4%	3.10%
CSCO	Cisco Systems, Inc. Technology	Reduced	496,901	-9,681	$53,481,454	−10.1%	2.88%
GILD	Gilead Sciences, Inc. Healthcare	Added	351,309	+1,069	$52,362,606	+18.3%	2.82%
ABBV	AbbVie Inc. Healthcare	Reduced	194,803	-960	$50,958,516	+3.4%	2.74%
AAPL	Apple Inc. Technology	Reduced	126,960	-112	$42,280,219	+15.0%	2.28%
FITB	Fifth Third Bancorp Financial Services	Reduced	826,018	-12,788	$41,779,990	−11.6%	2.25%
AVIV	Avantis International Large Cap Value ETF	Added	520,568	+12,400	$41,452,829	+5.4%	2.23%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	58,434	+3,688	$39,445,871	+43.7%	2.12%
AMP	Ameriprise Financial Inc Financial Services	Reduced	76,665	-605	$37,746,012	+6.5%	2.03%
JSI	Janus Henderson Securitized Income ETF	Added	755,491	+39,515	$37,714,110	+2.9%	2.03%
NVDA	Nvidia Corp Technology	Added	153,289	+1,613	$35,008,141	+15.4%	1.89%
LMT	Lockheed Martin Corp Industrials	Reduced	67,821	-174	$34,537,844	−0.3%	1.86%
UTHR	UNITED THERAPEUTICS Corp Healthcare	Reduced	60,976	-503	$33,042,284	−0.8%	1.78%
MA	Mastercard Inc Financial Services	Added	59,832	+99	$32,995,553	+7.6%	1.78%
GNRC	Generac Holdings Inc. Industrials	Added	157,889	+21	$32,675,128	−29.3%	1.76%
LDOS	Leidos Holdings, Inc. Technology	Added	267,358	+8,376	$32,572,225	+22.1%	1.75%
DHI	Horton D R Inc Consumer Cyclical	Added	238,167	+350	$32,545,520	−16.0%	1.75%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	42,454	+122	$32,191,594	+22.0%	1.73%
MELI	Mercadolibre Inc Consumer Cyclical	Added	18,518	+64	$32,008,918	+2.2%	1.72%
AVDV	Avantis International Small Cap Value ETF	Added	285,145	+6,444	$31,189,160	+8.6%	1.68%
GS	Goldman Sachs Group Inc Financial Services	Reduced	33,230	-214	$29,918,962	−11.5%	1.61%
VRTX	Vertex Pharmaceuticals Inc Healthcare	Added	56,545	+188	$29,562,291	+5.6%	1.59%
TPYP	Tortoise North American Pipeline ETF	Added	679,046	+8,713	$27,070,168	−3.7%	1.46%
WMT	Walmart Inc. Consumer Defensive	Reduced	251,626	-2,750	$26,148,973	−9.2%	1.41%
GRMN	Garmin Ltd Technology	Reduced	91,081	-1,419	$26,125,674	+18.9%	1.41%
NOK	Nokia Corp Technology	Added	2,470,183	+12,888	$25,047,655	−23.2%	1.35%
XBB	BondBloxx BB Rated USD High Yield Corporate Bond ETF	Added	523,438	+16,356	$20,683,129	−0.5%	1.11%
CDW	CDW Corp Technology	Added	158,232	+335	$20,279,013	−8.7%	1.09%
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	Added	473,032	+7,316	$19,512,570	−1.2%	1.05%
IBTJ	iShares iBonds Dec 2029 Term Treasury ETF	Reduced	913,459	-45,268	$19,388,167	−6.6%	1.04%
IBTI	iShares iBonds Dec 2028 Term Treasury ETF	Reduced	880,996	-78,383	$19,302,622	−9.1%	1.04%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	Added	363,385	+510	$18,616,213	−2.1%	1.00%
ON	On Semiconductor Corp Technology	Added	219,533	+2,597	$16,875,501	−17.7%	0.91%
HLI	Houlihan Lokey, Inc. Financial Services	Added	128,463	+107,566	$16,230,015	+479.0%	0.87%
LHX	L3harris Technologies, Inc. Industrials	Added	66,052	+1,986	$15,639,792	−16.0%	0.84%
LOW	Lowes Companies Inc Consumer Cyclical	Added	74,589	+4,204	$13,746,006	−11.4%	0.74%
UBER	Uber Technologies, Inc Technology	Added	194,658	+8,256	$13,336,019	−0.9%	0.72%
ADBE	Adobe Inc. Technology	Added	53,133	+53,124	$12,748,732	+690888.2%	0.69%
IMTM	iShares MSCI Intl Momentum Factor ETF	Reduced	216,001	-8,811	$11,368,132	−5.2%	0.61%
GSIE	Goldman Sachs ActiveBeta(R) International Equity ETF	Reduced	246,568	-9,128	$11,302,677	−3.3%	0.61%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	102,748	+2,800	$11,049,519	+15.2%	0.60%
GOOGL	Alphabet Inc. Communication Services	Added	27,607	+3,151	$9,499,016	+8.7%	0.51%
VSLU	Applied Finance Valuation Large Cap ETF	Added	186,115	+7,836	$9,032,160	—	0.49%

Showing the top 50 of 493 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.