ATWOOD & PALMER INC

CIK

1044929

Location

KANSAS CITY, MO

Portfolio Value

Micro $2,164,248

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

12 positions · $2,164,248 total · Real Estate only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
HIW	Highwoods Properties, Inc. Real Estate	Held	48,007	0	$1,027,829	−17.1%	47.49%
IRM	Iron Mountain Inc Real Estate	Added	9,476	+12	$967,878	+23.3%	44.72%
NMRK	Newmark Group, Inc. Real Estate	Held	2,424	0	$36,335	−13.6%	1.68%
SPG	Simon Property Group Inc. Real Estate	Added	163	+8	$30,404	+6.0%	1.40%
ADAM	Adamas Trust, Inc. Real Estate	Held	4,000	0	$29,440	+0.8%	1.36%
GTY	Getty Realty Corp /Md/ Real Estate	Held	879	0	$27,952	+16.2%	1.29%
AMT	American Tower Corp /Ma/ Real Estate	Held	150	0	$25,887	−1.7%	1.20%
LINE	Lineage, Inc. Real Estate	Held	300	0	$9,828	−6.4%	0.45%
PLD	Prologis, Inc. Real Estate	NEW	23	NEW	$3,040	NEW	0.14%
EQIX	Equinix Inc Real Estate	Reduced	3	-10	$2,940	−70.5%	0.14%
AMH	American Homes 4 Rent Real Estate	Held	73	0	$2,038	−13.0%	0.09%
CBRE	Cbre Group, Inc. Real Estate	NEW	5	NEW	$677	NEW	0.03%