ATWOOD & PALMER INC
Top Portfolio Positions
399 positions ·
$1,025,200,359 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 URI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,668,116 | 58,565 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $47,261,050 | 58,396 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $54,575,048 | 57,167 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $43,223,311 | 57,371 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $35,785,823 | 57,102 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $40,601,808 | 57,637 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $46,460,687 | 57,378 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $37,117,774 | 57,393 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $41,038,370 | 56,910 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $45,007,735 | 78,490 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $35,414,446 | 79,660 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $39,549,746 | 88,802 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $42,545,783 | 107,504 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $38,625,268 | 108,675 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $29,157,022 | 107,941 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $25,940,601 | 106,791 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $38,009,601 | 107,006 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $35,693,262 | 107,416 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $37,962,203 | 108,176 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $35,067,812 | 109,927 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $36,632,115 | 111,239 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $26,246,646 | 113,176 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $19,648,874 | 112,601 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $16,815,587 | 112,826 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $11,613,396 | 112,861 | Shares | Sole | 2020-04-20 | |
| No 13F history on record for this holder in this stock. | ||||||