Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Alphabet Inc.COM | COM | $83.6M | 4.5% |
| American Centy ETF TRCOM | COM | $68.8M | 3.7% |
| United Rentals Inc.COM | COM | $66.4M | 3.5% |
| American Centy ETF TRCOM | COM | $65.1M | 3.5% |
| Janus Detroit Str TRCOM | COM | $62.8M | 3.3% |
| iShares TRCOM | COM | $60.1M | 3.2% |
| Cisco Sys Inc.COM | COM | $59.5M | 3.2% |
| Janus Detroit Str TRCOM | COM | $59.1M | 3.2% |
| Palantir Technologies Inc.COM | COM | $50.9M | 2.7% |
| Abbvie Inc.COM | COM | $49.3M | 2.6% |
| Fifth Third BancorpCOM | COM | $47.3M | 2.5% |
| Generac Hldgs Inc.COM | COM | $46.2M | 2.5% |
| Gilead Sciences Inc.COM | COM | $44.2M | 2.4% |
| Palmer Square Funds TRCOM | COM | $42.4M | 2.3% |
| Bondbloxx ETF TrustCOM | COM | $40.4M | 2.2% |
| American Centy ETF TRCOM | COM | $39.3M | 2.1% |
| D R Horton Inc.COM | COM | $38.7M | 2.1% |
| Apple Inc.COM | COM | $36.8M | 2.0% |
| Janus Detroit Str TRCOM | COM | $36.7M | 2.0% |
| Ameriprise Finl Inc.COM | COM | $35.4M | 1.9% |
| Lockheed Martin Corp.COM | COM | $34.6M | 1.8% |
| Goldman Sachs Group Inc.COM | COM | $33.8M | 1.8% |
| United Therapeutics Corp. DelCOM | COM | $33.3M | 1.8% |
| Nokia Corp.COM | COM | $32.6M | 1.7% |
| Mercadolibre Inc.COM | COM | $31.3M | 1.7% |
| Mastercard IncorporatedCOM | COM | $30.7M | 1.6% |
| Nvidia CorporationCOM | COM | $30.3M | 1.6% |
| Walmart Inc.COM | COM | $28.8M | 1.5% |
| American Centy ETF TRCOM | COM | $28.7M | 1.5% |
| Tortoise Capital Series TrusCOM | COM | $28.1M | 1.5% |
| Vertex Pharmaceuticals Inc.COM | COM | $28M | 1.5% |
| Thermo Fisher Scientific Inc.COM | COM | $27.4M | 1.5% |
| Leidos Holdings Inc.COM | COM | $26.7M | 1.4% |
| Regeneron PharmaceuticalsCOM | COM | $26.4M | 1.4% |
| Cdw Corp.COM | COM | $22.2M | 1.2% |
| Garmin LtdCOM | COM | $22M | 1.2% |
| iShares TRCOM | COM | $21.2M | 1.1% |
| Bondbloxx ETF TrustCOM | COM | $20.8M | 1.1% |
| iShares TRCOM | COM | $20.8M | 1.1% |
| ON Semiconductor Corp.COM | COM | $20.5M | 1.1% |
| iShares TRCOM | COM | $19.8M | 1.1% |
| iShares TRCOM | COM | $19M | 1.0% |
| L3harris Technologies Inc.COM | COM | $18.6M | 1.0% |
| Lowes Cos Inc.COM | COM | $15.5M | 0.8% |
| Uber Technologies Inc.COM | COM | $13.5M | 0.7% |
| iShares TRCOM | COM | $12M | 0.6% |
| Goldman Sachs ETF TRCOM | COM | $11.7M | 0.6% |
| Alibaba Group Hldg LtdCOM | COM | $9.59M | 0.5% |
| Alphabet Inc.COM | COM | $8.74M | 0.5% |
| Central BancompanyCOM | COM | $8.57M | 0.5% |
- Class
- COM
- Share
- 4.5%
- Class
- COM
- Share
- 3.7%
- Class
- COM
- Share
- 3.5%
- Class
- COM
- Share
- 3.5%
- Class
- COM
- Share
- 3.3%
- Class
- COM
- Share
- 3.2%
- Class
- COM
- Share
- 3.2%
- Class
- COM
- Share
- 3.2%
- Class
- COM
- Share
- 2.7%
- Class
- COM
- Share
- 2.6%
- Class
- COM
- Share
- 2.5%
- Class
- COM
- Share
- 2.5%
- Class
- COM
- Share
- 2.4%
- Class
- COM
- Share
- 2.3%
- Class
- COM
- Share
- 2.2%
- Class
- COM
- Share
- 2.1%
- Class
- COM
- Share
- 2.1%
- Class
- COM
- Share
- 2.0%
- Class
- COM
- Share
- 2.0%
- Class
- COM
- Share
- 1.9%
- Class
- COM
- Share
- 1.8%
- Class
- COM
- Share
- 1.8%
- Class
- COM
- Share
- 1.8%
- Class
- COM
- Share
- 1.7%
- Class
- COM
- Share
- 1.7%
- Class
- COM
- Share
- 1.6%
- Class
- COM
- Share
- 1.6%
- Class
- COM
- Share
- 1.5%
- Class
- COM
- Share
- 1.5%
- Class
- COM
- Share
- 1.5%
- Class
- COM
- Share
- 1.5%
- Class
- COM
- Share
- 1.5%
- Class
- COM
- Share
- 1.4%
- Class
- COM
- Share
- 1.4%
- Class
- COM
- Share
- 1.2%
- Class
- COM
- Share
- 1.2%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 495 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1044929
- File number
- 028-06528
- Options
- 0 call, 0 put
- In the 25 largest
- 63.9%
- Prior quarter
- $1.77B at 31 March 2026
- Positions opened
- 27
- Positions closed
- 63
Common questions
What are Atwood & Palmer’s 13F holdings worth?
$1.87 billion across 495 positions for the quarter ended 30 June 2026.
What is Atwood & Palmer’s largest 13F holding?
ALPHABET INC (COM) was the largest position at $83.6 million, or 4.5% of reported 13F value, as of 30 June 2026.
How concentrated is Atwood & Palmer’s 13F portfolio?
The ten largest positions accounted for 33.4% of reported value and the twenty-five largest for 63.9%, across 495 positions as of 30 June 2026.
Does Form 13F show everything Atwood & Palmer manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Atwood & Palmer file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.