ATWOOD & PALMER INC

CIK
1044929
City
KANSAS CITY
State / Country
MO

Top Portfolio Positions

398 positions · $1,023,348,731 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
PLTR
Palantir Technologies Inc.
Technology
437,524 $64,001,010 6.25%
GILD
Gilead Sciences, Inc.
Healthcare
347,439 $48,422,573 4.73%
URI
United Rentals, Inc.
Industrials
58,565 $42,668,116 4.17%
ABBV
AbbVie Inc.
Healthcare
194,148 $42,225,248 4.13%
LMT
Lockheed Martin Corp
Industrials
67,977 $41,084,619 4.01%
LDOS
Leidos Holdings, Inc.
Technology
257,074 $39,980,148 3.91%
CSCO
Cisco Systems, Inc.
Technology
514,385 $39,911,132 3.90%
FITB
Fifth Third Bancorp
Financial Services
837,279 $38,899,982 3.80%
UTHR
UNITED THERAPEUTICS Corp
Healthcare
62,436 $37,023,299 3.62%
AMP
Ameriprise Financial Inc
Financial Services
77,345 $34,372,118 3.36%

Portfolio Trend

25 quarters · across all stocks

Holdings in CLF

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Shares Held

Position Value (USD)

4 of 4 shown
Report Date Value (USD) Shares
2026-03-31 $30,420 3,600
2025-12-31 $47,808 3,600
2025-09-30 $43,920 3,600
2025-06-30 $27,360 3,600