EdgeMarket › What Atwood & Palmer Inc reported owning
What Atwood & Palmer Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.8BPositions
531Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| GOOG Alphabet Inc. | 68.8M | 3.9% | 239.9K | 341.75 | +70.7% |
| AVDE Avantis International Equity ETF | 65.1M | 3.7% | 767.5K | 94.26 | +22.4% |
| PLTR Palantir Technologies Inc. | 64.0M | 3.6% | 437.5K | 179.94 | +15.3% |
| JEMB Janus Henderson Emerging Markets Debt Hard Cur | 60.2M | 3.4% | 1.1M | 53.27 | +1.6% |
| SHY iShares 1-3 Year Treasury Bond ETF | 59.2M | 3.3% | 717.2K | 82.00 | -0.9% |
| JAAA Janus Henderson AAA CLO ETF | 57.9M | 3.3% | 1.1M | 50.67 | -0.1% |
| AVEM Avantis Emerging Markets Equity ETF | 54.1M | 3.1% | 671.4K | 94.24 | +33.1% |
| GILD GILEAD SCIENCES, INC. | 48.4M | 2.7% | 347.4K | 146.12 | +23.1% |
| URI UNITED RENTALS, INC. | 42.7M | 2.4% | 58.6K | 1,098.51 | +21.8% |
| ABBV AbbVie Inc. | 42.2M | 2.4% | 194.1K | 264.96 | +26.7% |
| PSQO Palmer Square Credit Opportunities ETF | 41.4M | 2.3% | 2.0M | 20.82 | +0.6% |
| LMT LOCKHEED MARTIN CORP | 41.1M | 2.3% | 68.0K | 563.57 | +26.4% |
| LDOS Leidos Holdings, Inc. | 40.0M | 2.3% | 257.1K | 141.39 | -21.5% |
| CSCO CISCO SYSTEMS, INC. | 39.9M | 2.3% | 514.4K | 111.04 | +65.5% |
| BBBI BondBloxx BBB Rated 5-10 Year Corporate Bond E | 39.6M | 2.2% | 770.8K | 50.50 | -2.3% |
| FITB FIFTH THIRD BANCORP | 38.9M | 2.2% | 837.3K | 54.82 | +27.2% |
| AVIV Avantis International Large Cap Value ETF | 37.3M | 2.1% | 499.1K | 83.50 | +27.1% |
| UTHR UNITED THERAPEUTICS Corp | 37.0M | 2.1% | 62.4K | 513.12 | +67.4% |
| JSI Janus Henderson Securitized Income ETF | 36.0M | 2.0% | 699.3K | 51.08 | -3.0% |
| AMP AMERIPRISE FINANCIAL INC | 34.4M | 1.9% | 77.3K | 555.59 | +9.9% |
| DHI HORTON D R INC /DE/ | 32.7M | 1.8% | 238.2K | 148.35 | -9.2% |
| AAPL Apple Inc. | 32.3M | 1.8% | 127.4K | 309.35 | +36.9% |
| WMT Walmart Inc. | 32.2M | 1.8% | 259.5K | 103.70 | +1.1% |
| REGN REGENERON PHARMACEUTICALS, INC. | 32.2M | 1.8% | 41.7K | 834.04 | +41.1% |
| MELI MERCADOLIBRE INC | 31.8M | 1.8% | 18.4K | 1,922.73 | -17.7% |
| GNRC GENERAC HOLDINGS INC. | 31.0M | 1.7% | 158.7K | 205.98 | +8.6% |
| MA Mastercard Inc | 30.2M | 1.7% | 60.4K | 580.63 | -2.0% |
| TPYP Tortoise North American Pipeline ETF | 28.3M | 1.6% | 667.1K | 42.80 | +20.7% |
| GS GOLDMAN SACHS GROUP INC | 28.2M | 1.6% | 33.4K | 1,039.28 | +44.2% |
| AVDV Avantis International Small Cap Value ETF | 27.2M | 1.5% | 272.5K | 111.95 | +32.8% |
| TMO THERMO FISHER SCIENTIFIC INC. | 26.7M | 1.5% | 54.3K | 629.27 | +27.2% |
| NVDA NVIDIA CORP | 26.3M | 1.5% | 151.0K | 214.72 | +22.4% |
| VRTX VERTEX PHARMACEUTICALS INC / MA | 24.9M | 1.4% | 55.8K | 548.05 | +39.0% |
| LHX L3HARRIS TECHNOLOGIES, INC. /DE/ | 22.0M | 1.2% | 63.7K | 266.73 | -3.4% |
| GRMN GARMIN LTD | 21.5M | 1.2% | 92.8K | 294.85 | +28.1% |
| IBTI iShares iBonds Dec 2028 Term Treasury ETF | 21.0M | 1.2% | 943.4K | 22.11 | -1.0% |
| IBTJ iShares iBonds Dec 2029 Term Treasury ETF | 20.6M | 1.2% | 945.0K | 21.57 | -1.4% |
| XBB BondBloxx BB-Rated USD High Yield Corporate Bo | 20.3M | 1.1% | 500.0K | 40.78 | -0.6% |
| NOK NOKIA CORP | 19.8M | 1.1% | 2.5M | 10.21 | +140.8% |
| SHYG iShares 0-5 Year High Yield Corporate Bond ETF | 19.4M | 1.1% | 457.7K | 42.24 | -1.7% |
| CDW CDW Corp | 19.3M | 1.1% | 159.1K | 137.25 | -17.8% |
| ON ON SEMICONDUCTOR CORP | 19.0M | 1.1% | 306.8K | 74.21 | +50.0% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bo | 18.8M | 1.1% | 357.2K | 52.11 | -1.4% |
| LOW LOWES COMPANIES INC | 16.6M | 0.9% | 70.2K | 216.09 | -16.0% |
| UBER Uber Technologies, Inc | 13.1M | 0.7% | 182.0K | 78.80 | -15.9% |
| BABA Alibaba Group Holding Ltd | 12.6M | 0.7% | 100.5K | 119.34 | -0.1% |
| GSIE Goldman Sachs ActiveBeta International Equity | 11.2M | 0.6% | 260.2K | 48.15 | +17.5% |
| IMTM iShares MSCI Intl Momentum Factor ETF | 11.0M | 0.6% | 228.7K | 53.95 | +15.0% |
| HLI HOULIHAN LOKEY, INC. | 10.4M | 0.6% | 72.3K | 129.05 | -33.1% |
| VSLU Applied Finance Valuation Large Cap ETF | 8.5M | 0.5% | 204.5K | 48.77 | +19.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →