ATWOOD & PALMER INC
Top Portfolio Positions
399 positions ·
$1,025,069,767 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PLTR |
Palantir Technologies Inc.
Technology
|
437,524 | $64,001,010 | 6.24% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
347,439 | $48,422,573 | 4.72% | |
| URI |
United Rentals, Inc.
Industrials
|
58,565 | $42,668,116 | 4.16% | |
| ABBV |
AbbVie Inc.
Healthcare
|
194,148 | $42,225,248 | 4.12% | |
| LMT |
Lockheed Martin Corp
Industrials
|
67,977 | $41,084,619 | 4.01% | |
| LDOS |
Leidos Holdings, Inc.
Technology
|
257,074 | $39,980,148 | 3.90% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
514,385 | $39,911,132 | 3.89% | |
| FITB |
Fifth Third Bancorp
Financial Services
|
837,279 | $38,899,982 | 3.79% | |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
62,436 | $37,023,299 | 3.61% | |
| AMP |
Ameriprise Financial Inc
Financial Services
|
77,345 | $34,372,118 | 3.35% |
Portfolio Trend
25 quarters · across all stocks
Holdings in HLI
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,379,417 | 72,270 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $12,186,332 | 69,960 | Shares | Sole | 2026-01-28 | |
| 2024-03-31 | $1,922 | 15 | Shares | Sole | 2024-04-10 | |
| No 13F history on record for this holder in this stock. | ||||||