13F value (AUM)
$1.9B
AT
Atwood & Palmer
ATWOOD & PALMER INC
$1.9B
13F long value · 2026-Q3Positions496
CategoryAsset Manager
Quarters tracked9
● #555 of 581 by 13F value
Size rank 1/10
19 ADD18 2×+9 TRIM3 NEAR EXIT
Snapshot
Atwood & Palmer's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
496 (22 unmapped)
Top 100 weight
98.5%
Quarters tracked
9
Latest 13F filed
Oct 8, 2026
Exits / near-exits
3
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q3
The fund's largest reported positions. The 100 shown cover 98.5% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q3 |
|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 4.1% | $80.8M | 237.1K | +2.3% |
| PLTR | PALANTIR TECHNOLOGIES INC | 4.1% | $80.1M | 428.2K | -23.5% |
| AVDE | AMERICAN CENTY ETF TR | 3.7% | $71.1M | 789.1K | — |
| AVEM | AMERICAN CENTY ETF TR | 3.3% | $64.2M | 683.1K | — |
| SHY | ISHARES TR | 3.2% | $62.3M | 766.8K | — |
| JAAA | JANUS DETROIT STR TR | 3.2% | $61.8M | 1.2M | — |
| JEMB | JANUS DETROIT STR TR | 3.1% | $61.0M | 1.2M | — |
| URI | UNITED RENTALS INC | 3.0% | $57.5M | 57.5K | -4.1% |
| CSCO | CISCO SYS INC | 2.7% | $53.5M | 496.9K | -0.2% |
| GILD | GILEAD SCIENCES INC | 2.7% | $52.4M | 351.3K | -14.3% |
| ABBV | ABBVIE INC | 2.6% | $51.0M | 194.8K | +9.4% |
| PSQO | PALMER SQUARE FUNDS TR | 2.3% | $44.3M | 2.2M | — |
| AAPL | APPLE INC | 2.2% | $42.3M | 127.0K | +3.1% |
| FITB | FIFTH THIRD BANCORP | 2.1% | $41.8M | 826.0K | -0.5% |
| AVIV | AMERICAN CENTY ETF TR | 2.1% | $41.5M | 520.6K | — |
Quarterly changes — 2026-Q3
What Atwood & Palmer opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| 2×+ | HLI | HOULIHAN LOKEY INC | 20.9K | 128.5K | +514.7% | +$13.4M |
| 2×+ | ADBE | ADOBE INC | 9 | 53.1K | +590266.7% | +$12.7M |
| 2×+ | BRK-A | BERKSHIRE HATHAWAY INC DEL | 1 | 7 | +600.0% | +$4.5M |
| ADD | MSFT | MICROSOFT CORP | 5.0K | 9.4K | +87.7% | +$3.0M |
| ADD | GBIL | GOLDMAN SACHS ETF TR | 38.9K | 51.9K | +33.4% | +$1.3M |
| 2×+ | JMBS | JANUS DETROIT STR TR | 22.6K | 53.5K | +137.5% | +$1.2M |
| ADD | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.9K | 6.3K | +62.1% | +$1.2M |
| ADD | JPM | JPMORGAN CHASE & CO | 8.8K | 11.4K | +29.9% | +$901.4K |
| ADD | CVX | CHEVRON CORPORATION | 5.0K | 7.5K | +50.3% | +$701.8K |
| ADD | IBTK | ISHARES TR | 87.4K | 124.2K | +42.1% | +$650.3K |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.