ATWOOD & PALMER INC
Holdings as of 2026-09-30, filed 2026-10-08 · recorded 2026-10-09 03:50:07.414 UTC
This is history, not a current position. These holdings describe 2026-09-30, and the report became public 8 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
496
Value reported by manager
$1.9B
Sum of our stored positions
$1.9B
should match the line above
Disclosure lag
8 d
quarter end to filing
Top 5 concentration
18.5%
of the positions shown
New positions
27
vs previous quarter
Exited
26
vs previous quarter
Option positions
0
puts and calls
Positions
200 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| ALPHABET INC | COM | $80.8M | 237,063 | — | 02079K107 |
| PALANTIR TECHNOLOGIES INC | COM | $80.1M | 428,247 | — | 69608A108 |
| AMERICAN CENTY ETF TR | COM | $71.1M | 789,054 | — | 025072703 |
| AMERICAN CENTY ETF TR | COM | $64.2M | 683,140 | — | 025072604 |
| ISHARES TR | COM | $62.3M | 766,834 | — | 464287457 |
| JANUS DETROIT STR TR | COM | $61.8M | 1,224,066 | — | 47103U845 |
| JANUS DETROIT STR TR | COM | $61M | 1,195,708 | — | 47103U738 |
| UNITED RENTALS INC | COM | $57.5M | 57,475 | — | 911363109 |
| CISCO SYS INC | COM | $53.5M | 496,901 | — | 17275R102 |
| GILEAD SCIENCES INC | COM | $52.4M | 351,309 | — | 375558103 |
| ABBVIE INC | COM | $51M | 194,803 | — | 00287Y109 |
| PALMER SQUARE FUNDS TR | COM | $44.3M | 2,153,188 | — | 696930106 |
| APPLE INC | COM | $42.3M | 126,960 | — | 037833100 |
| FIFTH THIRD BANCORP | COM | $41.8M | 826,018 | — | 316773100 |
| AMERICAN CENTY ETF TR | COM | $41.5M | 520,568 | — | 025072364 |
| THERMO FISHER SCIENTIFIC INC | COM | $39.4M | 58,434 | — | 883556102 |
| BONDBLOXX ETF TRUST | COM | $39.1M | 802,739 | — | 09789C747 |
| AMERIPRISE FINL INC | COM | $37.7M | 76,665 | — | 03076C106 |
| JANUS DETROIT STR TR | COM | $37.7M | 755,491 | — | 47103U746 |
| NVIDIA CORPORATION | COM | $35M | 153,289 | — | 67066G104 |
| LOCKHEED MARTIN CORP | COM | $34.5M | 67,821 | — | 539830109 |
| UNITED THERAPEUTICS CORP DEL | COM | $33M | 60,976 | — | 91307C102 |
| MASTERCARD INCORPORATED | COM | $33M | 59,832 | — | 57636Q104 |
| GENERAC HLDGS INC | COM | $32.7M | 157,889 | — | 368736104 |
| LEIDOS HOLDINGS INC | COM | $32.6M | 267,358 | — | 525327102 |
| D R HORTON INC | COM | $32.5M | 238,167 | — | 23331A109 |
| REGENERON PHARMACEUTICALS | COM | $32.2M | 42,454 | — | 75886F107 |
| MERCADOLIBRE INC | COM | $32M | 18,518 | — | 58733R102 |
| AMERICAN CENTY ETF TR | COM | $31.2M | 285,145 | — | 025072802 |
| GOLDMAN SACHS GROUP INC | COM | $29.9M | 33,230 | — | 38141G104 |
| VERTEX PHARMACEUTICALS INC | COM | $29.6M | 56,545 | — | 92532F100 |
| TORTOISE CAPITAL SERIES TRUS | COM | $27.1M | 679,046 | — | 890930308 |
| WALMART INC | COM | $26.1M | 251,626 | — | 931142103 |
| GARMIN LTD | COM | $26.1M | 91,081 | — | H2906T109 |
| NOKIA CORP | COM | $25M | 2,470,183 | — | 654902204 |
| BONDBLOXX ETF TRUST | COM | $20.7M | 523,438 | — | 09789C705 |
| CDW CORP | COM | $20.3M | 158,232 | — | 12514G108 |
| ISHARES TR | COM | $19.5M | 473,032 | — | 46434V407 |
| ISHARES TR | COM | $19.4M | 913,459 | — | 46436E825 |
| ISHARES TR | COM | $19.3M | 880,996 | — | 46436E833 |
| ISHARES TR | COM | $18.6M | 363,385 | — | 464288646 |
| ON SEMICONDUCTOR CORP | COM | $16.9M | 219,533 | — | 682189105 |
| HOULIHAN LOKEY INC | COM | $16.2M | 128,463 | — | 441593100 |
| L3HARRIS TECHNOLOGIES INC | COM | $15.6M | 66,052 | — | 502431109 |
| LOWES COS INC | COM | $13.7M | 74,589 | — | 548661107 |
| UBER TECHNOLOGIES INC | COM | $13.3M | 194,658 | — | 90353T100 |
| ADOBE INC | COM | $12.7M | 53,133 | — | 00724F101 |
| ISHARES TR | COM | $11.4M | 216,001 | — | 46434V449 |
| GOLDMAN SACHS ETF TR | COM | $11.3M | 246,568 | — | 381430107 |
| ALIBABA GROUP HLDG LTD | COM | $11M | 102,748 | — | 01609W102 |
| ALPHABET INC | COM | $9.5M | 27,607 | — | 02079K305 |
| ETF OPPORTUNITIES TRUST | COM | $9M | 186,115 | — | 26923N405 |
| CENTRAL BANCOMPANY | COM | $8.8M | 282,050 | — | 152413100 |
| JOHNSON & JOHNSON | COM | $7.2M | 27,278 | — | 478160104 |
| INVESCO EXCHANGE TRADED FD T | COM | $6.8M | 32,781 | — | 46137V357 |
| HENRY JACK & ASSOC INC | COM | $5.8M | 40,149 | — | 426281101 |
| BONDBLOXX ETF TRUST | COM | $5.3M | 114,090 | — | 09789C838 |
| FIRST TR EXCHANGE TRADED FD | COM | $5.3M | 71,985 | — | 33738R605 |
| BERKSHIRE HATHAWAY INC DEL | COM | $5.2M | 7 | — | 084670108 |
| GOLDMAN SACHS ETF TR | COM | $5.2M | 51,925 | — | 381430529 |
| HOME DEPOT INC | COM | $5M | 17,653 | — | 437076102 |
| MICROSOFT CORP | COM | $4.8M | 9,438 | — | 594918104 |
| JPMORGAN CHASE & CO | COM | $3.8M | 11,431 | — | 46625H100 |
| KIMBERLY-CLARK CORP | COM | $3.7M | 38,038 | — | 494368103 |
| ETF OPPORTUNITIES TRUST | COM | $3.7M | 128,278 | — | 26923W108 |
| COMMERCE BANCSHARES INC | COM | $3.6M | 65,596 | — | 200525103 |
| BECTON DICKINSON & CO | COM | $3.4M | 19,254 | — | 075887109 |
| BERKSHIRE HATHAWAY INC DEL | COM | $3.1M | 6,272 | — | 084670702 |
| PROCTER & GAMBLE CO | COM | $3.1M | 21,467 | — | 742718109 |
| AMGEN INC | COM | $2.9M | 6,840 | — | 031162100 |
| EXXONMOBIL HOLDINGS CORP | COM | $2.7M | 16,554 | — | 30233Q108 |
| RTX CORPORATION | COM | $2.4M | 13,143 | — | 75513E101 |
| ISHARES TR | COM | $2.4M | 124,185 | — | 46436E593 |
| AMAZON COM INC | COM | $2.3M | 9,292 | — | 023135106 |
| JANUS DETROIT STR TR | COM | $2.3M | 53,550 | — | 47103U852 |
| COLGATE PALMOLIVE CO | COM | $2.2M | 26,200 | — | 194162103 |
| PARKER-HANNIFIN CORP | COM | $2.2M | 2,281 | — | 701094104 |
| GOLDMAN SACHS ETF TR | COM | $2.1M | 41,918 | — | 381430206 |
| CATERPILLAR INC | COM | $2M | 2,445 | — | 149123101 |
| PEPSICO INC | COM | $1.9M | 15,016 | — | 713448108 |
| ISHARES TR | COM | $1.7M | 2,276 | — | 464287200 |
| CHEVRON CORPORATION | COM | $1.5M | 7,474 | — | 166764100 |
| ISHARES TR | COM | $1.5M | 13,220 | — | 464288661 |
| STATE STR SPDR S&P 500 ETF T | COM | $1.5M | 1,954 | — | 78462F103 |
| COSTCO WHOLESALE CORPORATION | COM | $1.4M | 1,549 | — | 22160K105 |
| ISHARES TR | COM | $1.4M | 8,137 | — | 464287150 |
| HIGHWOODS PPTYS INC | COM | $1.3M | 45,507 | — | 431284108 |
| FIRST TR EXCHANGE-TRADED FD | COM | $1.3M | 27,025 | — | 33739Q200 |
| PAYCHEX INC | COM | $1.3M | 12,887 | — | 704326107 |
| HILLTOP HLDGS INC | COM | $1.2M | 33,100 | — | 432748101 |
| UMB FINL CORP | COM | $1.2M | 9,166 | — | 902788108 |
| DEERE & CO | COM | $1.2M | 1,768 | — | 244199105 |
| COCA COLA CO | COM | $1.2M | 13,599 | — | 191216100 |
| WATERS CORP | COM | $1.1M | 2,464 | — | 941848103 |
| ISHARES TR | COM | $1.1M | 8,590 | — | 464287614 |
| IRON MTN INC DEL | COM | $1.1M | 9,496 | — | 46284V101 |
| PNC FINL SVCS GROUP INC | COM | $1M | 4,546 | — | 693475105 |
| EAGLE MATLS INC | COM | $965.2K | 5,644 | — | 26969P108 |
| BROADCOM INC | COM | $959.1K | 2,731 | — | 11135F101 |
| QUALCOMM INC | COM | $895K | 4,863 | — | 747525103 |
| INTERNATIONAL BUSINESS MACHS | COM | $872K | 3,965 | — | 459200101 |
| PHILIP MORRIS INTL INC | COM | $836.9K | 4,386 | — | 718172109 |
| ARISTA NETWORKS INC | COM | $814.4K | 4,000 | — | 040413205 |
| VANGUARD WORLD FD | COM | $813.1K | 8,776 | — | 921910816 |
| GOLDMAN SACHS ETF TR | COM | $781.7K | 18,095 | — | 381430453 |
| MCDONALDS CORP | COM | $750.1K | 3,248 | — | 580135101 |
| NEXTERA ENERGY INC | COM | $726.8K | 9,596 | — | 65339F101 |
| TESLA INC | COM | $714.2K | 2,013 | — | 88160R101 |
| META PLATFORMS INC | COM | $697.6K | 962 | — | 30303M102 |
| EMERSON ELEC CO | COM | $662.4K | 4,271 | — | 291011104 |
| ELI LILLY & CO | COM | $657.2K | 568 | — | 532457108 |
| VANGUARD SCOTTSDALE FDS | COM | $656.6K | 8,500 | — | 92206C409 |
| US BANCORP | COM | $652.6K | 11,298 | — | 902973304 |
| AMERICAN ELEC PWR CO INC | COM | $652.5K | 5,500 | — | 025537101 |
| BRISTOL-MYERS SQUIBB CO | COM | $632K | 10,128 | — | 110122108 |
| VANGUARD INDEX FDS | COM | $572.2K | 1,529 | — | 922908769 |
| GOLDMAN SACHS ETF TR | COM | $532.8K | 10,558 | — | 381430230 |
| CROWDSTRIKE HLDGS INC | COM | $526.3K | 1,988 | — | 22788C105 |
| REGIONS FINANCIAL CORP NEW | COM | $497.3K | 18,500 | — | 7591EP100 |
| WASTE MGMT INC DEL | COM | $479.2K | 2,350 | — | 94106L109 |
| INTEL CORP | COM | $472K | 3,926 | — | 458140100 |
| BANK OF AMER CORP | COM | $468.2K | 8,602 | — | 060505104 |
| ORACLE CORP | COM | $464.6K | 3,384 | — | 68389X105 |
| PFIZER INC | COM | $463.8K | 16,261 | — | 717081103 |
| GE AEROSPACE | COM | $456.1K | 1,461 | — | 369604301 |
| CHARLES SCHWAB CORP (THE) | COM | $443.3K | 4,535 | — | 808513105 |
| TJX COS INC NEW | COM | $443.2K | 3,350 | — | 872540109 |
| UNION PAC CORP | COM | $434.9K | 1,598 | — | 907818108 |
| AUTOMATIC DATA PROCESSING IN | COM | $423K | 1,639 | — | 053015103 |
| DISNEY WALT CO | COM | $422.1K | 4,024 | — | 254687106 |
| PALO ALTO NETWORKS INC | COM | $418.8K | 1,054 | — | 697435105 |
| CARRIER GLOBAL CORPORATION | COM | $417.3K | 7,607 | — | 14448C104 |
| SAIA INC | COM | $408.8K | 1,225 | — | 78709Y105 |
| VANGUARD INDEX FDS | COM | $407.7K | 1,396 | — | 922908538 |
| NXP SEMICONDUCTORS N V | COM | $405.7K | 1,708 | — | N6596X109 |
| VANGUARD INDEX FDS | COM | $401.6K | 573 | — | 922908363 |
| GE VERNOVA INC | COM | $399.4K | 420 | — | 36828A101 |
| AMPHENOL CORP | COM | $391.2K | 4,640 | — | 032095101 |
| ENTERPRISE PRODS PARTNERS L | COM | $367.5K | 10,319 | — | 293792107 |
| VANGUARD WHITEHALL FDS | COM | $361.7K | 2,330 | — | 921946406 |
| VISA INC | COM | $361.1K | 1,005 | — | 92826C839 |
| VANGUARD INDEX FDS | COM | $358.1K | 1,831 | — | 922908512 |
| CURTISS WRIGHT CORP | COM | $352.4K | 648 | — | 231561101 |
| ISHARES TR | COM | $340.2K | 1,372 | — | 464287598 |
| EATON CORP PLC | COM | $330.4K | 769 | — | G29183103 |
| MPLX LP | COM | $329.1K | 5,844 | — | 55336V100 |
| ALTRIA GROUP INC | COM | $323.8K | 4,808 | — | 02209S103 |
| AMERICAN CENTY ETF TR | COM | $319.6K | 3,534 | — | 025072349 |
| TRANE TECHNOLOGIES PLC | COM | $316.4K | 700 | — | G8994E103 |
| ISHARES TR | COM | $315.1K | 4,380 | — | 464287507 |
| LABCORP HOLDINGS INC | COM | $308.1K | 1,000 | — | 504922105 |
| OMNICOM GROUP INC | COM | $306.7K | 4,166 | — | 681919106 |
| ISHARES TR | COM | $300.5K | 4,499 | — | 464287234 |
| ECOLAB INC | COM | $299.8K | 1,092 | — | 278865100 |
| ISHARES TR | COM | $271.2K | 3,598 | — | 46434V621 |
| AMERICAN CENTY ETF TR | COM | $261.4K | 6,635 | — | 025072562 |
| SEMPRA | COM | $257.3K | 3,300 | — | 816851109 |
| PULTE GROUP INC | COM | $247K | 2,128 | — | 745867101 |
| TAIWAN SEMICONDUCTOR MANUFAC | COM | $246.3K | 540 | — | 874039100 |
| OTIS WORLDWIDE CORP | COM | $242.8K | 3,775 | — | 68902V107 |
| WELLS FARGO & CO | COM | $234.1K | 2,925 | — | 949746101 |
| AXON ENTERPRISE INC | COM | $219.7K | 520 | — | 05464C101 |
| VANGUARD INDEX FDS | COM | $215.7K | 2,394 | — | 922908736 |
| SPDR SERIES TRUST | COM | $211.5K | 2,298 | — | 78464A805 |
| VANGUARD INDEX FDS | COM | $200.8K | 2,560 | — | 922908629 |
| FORTUNE BRANDS INNOVATIONS I | COM | $193.2K | 5,078 | — | 34964C106 |
| ISHARES TR | COM | $191.4K | 1,407 | — | 464287804 |
| J P MORGAN EXCHANGE TRADED F | COM | $176.3K | 3,500 | — | 46641Q837 |
| BLACKSTONE INC | COM | $166.8K | 1,488 | — | 09260D107 |
| ARCH CAP GROUP LTD | COM | $166.2K | 1,800 | — | G0450A105 |
| FIRST TR EXCHANGE-TRADED FD | COM | $163.5K | 740 | — | 33734X176 |
| ISHARES TR | COM | $162.9K | 1,271 | — | 464287879 |
| VANGUARD INDEX FDS | COM | $157.7K | 448 | — | 922908637 |
| CANADIAN PACIFIC KANSAS CITY | COM | $156.8K | 1,842 | — | 13646K108 |
| TARGA RES CORP | COM | $155.4K | 575 | — | 87612G101 |
| INVESCO EXCHANGE TRADED FD T | COM | $154.2K | 4,166 | — | 46137V332 |
| FORTINET INC | COM | $153.7K | 860 | — | 34959E109 |
| DUKE ENERGY CORP NEW | COM | $153.7K | 1,348 | — | 26441C204 |
| VANGUARD INDEX FDS | COM | $150.3K | 651 | — | 922908611 |
| BARCLAYS PLC | COM | $149.6K | 6,166 | — | 06738E204 |
| CAPITAL ONE FINL CORP | COM | $147.5K | 764 | — | 14040H105 |
| STATE STR SPDR S&P MIDCAP 40 | COM | $146.1K | 223 | — | 78467Y107 |
| ENTERPRISE FINL SVCS CORP | COM | $145K | 2,460 | — | 293712105 |
| CARDINAL HEALTH INC | COM | $144K | 647 | — | 14149Y108 |
| VANGUARD SPECIALIZED FUNDS | COM | $143K | 613 | — | 921908844 |
| OREILLY AUTOMOTIVE INC | COM | $140.9K | 1,650 | — | 67103H107 |
| INVESCO ACTIVELY MANAGED EXC | COM | $137.3K | 2,750 | — | 46090A887 |
| LAM RESEARCH CORP | COM | $136.7K | 416 | — | 512807306 |
| SPDR GOLD TR | COM | $136K | 357 | — | 78463V107 |
| NEW JERSEY RES CORP | COM | $135.6K | 2,680 | — | 646025106 |
| AMERICAN CENTY ETF TR | COM | $133.3K | 1,706 | — | 025072190 |
| MICRON TECHNOLOGY INC | COM | $133.1K | 125 | — | 595112103 |
| AMERICAN CENTY ETF TR | COM | $132.9K | 1,743 | — | 025072125 |
| HONEYWELL INTL INC | COM | $132.5K | 628 | — | 438516205 |
| ISHARES TR | COM | $132.4K | 1,132 | — | 464287119 |
| CHENIERE ENERGY INC | COM | $127K | 472 | — | 16411R208 |
| KINDER MORGAN INC DEL | COM | $126.6K | 4,199 | — | 49456B101 |
| FIRST TR EXCHANGE-TRADED FD | COM | $124.2K | 950 | — | 33734X143 |
| MERCK & CO INC | COM | $123.4K | 849 | — | 58933Y105 |
| WILLIAMS COS INC | COM | $120.9K | 1,779 | — | 969457100 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-10-08