ATWOOD & PALMER INC

CIK

1044929

Location

KANSAS CITY, MO

Portfolio Value

Mid $1,083,020,514

Diversification

Diversified

Filing Date

Global Rank

#26 / 295 ▲ 1702

Top Industry

Drug Manufacturers - General 9.6%

3Y Alpha vs SPY

-0.5%

Period ended 9 days ago

Filed Jul 8, 2026 · 1d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+73.5%

SPY

+76.5%

Annualised alpha

-0.7%

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

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

Top Position

6.1%

−0.1 pts

Top 5

25.2%

+1.9 pts

Top 10

43.8%

+1.9 pts

HHI

317

Diversified+11

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	30.7%	$332,125,309	59
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%	$106,638,087	40
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
HON	Honeywell International Inc	1,257	$297,975
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
DD	DuPont de Nemours, Inc.	12	$1,648
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 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%