Institutions / Atwood & Palmer Inc
Atwood & Palmer Inc
CIK 1044929 · Institution · as of Mar 31, 2026
Portfolio value
$1.77B
Positions
531
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$1.77B+0.7%Positions
531+8.8%Top holdings
Mar 31, 2026View all 531 →
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $68.81M | 3.9% |
| American Centy ETF Tr | $65.11M | 3.7% |
| Palantir Technologies Inc | $64.00M | 3.6% |
| Janus Detroit Str Tr | $60.19M | 3.4% |
| iShares Tr | $59.22M | 3.3% |
| Janus Detroit Str Tr | $57.92M | 3.3% |
| American Centy ETF Tr | $54.10M | 3.1% |
| Gilead Sciences, Inc. | $48.42M | 2.7% |
| United Rentals Inc | $42.67M | 2.4% |
| AbbVie Inc. | $42.23M | 2.4% |
| Palmer Square Funds Tr | $41.43M | 2.3% |
| Lockheed Martin Corp | $41.08M | 2.3% |
| Leidos Holdings Inc | $39.98M | 2.3% |
| Cisco Systems, Inc. | $39.91M | 2.3% |
| Bondbloxx ETF Trust | $39.64M | 2.2% |
| Fifth Third Bancorp | $38.90M | 2.2% |
| American Centy ETF Tr | $37.35M | 2.1% |
| United Therapeutics Corp | $37.02M | 2.1% |
| Janus Detroit Str Tr | $36.05M | 2.0% |
| Ameriprise Financial Inc | $34.37M | 1.9% |
| Horton D R Inc /De | $32.69M | 1.8% |
| Apple Inc. | $32.33M | 1.8% |
| Walmart Inc. | $32.25M | 1.8% |
| Regeneron Pharmaceuticals, Inc. | $32.22M | 1.8% |
| MercadoLibre, Inc. | $31.77M | 1.8% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | 654902204 | $19.78M | +2.5M | 2,460,760 1.12% of portfolio | medium |
| Q1 2026 as of | Add | BABA Alibaba Group Holding Ltd ADR | $12.58M | +100K +50385.93% | 100,467 0.71% of portfolio | medium |
| Q1 2026 as of | Trim | DraftKings Inc. | $-11.64M | -538K -99.16% | 4,575 <0.01% of portfolio | medium |
| Q1 2026 as of | New | 26923W108 | $3.20M | +123K | 123,235 0.18% of portfolio | low |
| Q1 2026 as of | Add | 696930106 | $2.42M | +118K +6.21% | 2,019,239 2.34% of portfolio | low |
| Q1 2026 as of | Add | 47103U738 | $2.35M | +45K +4.06% | 1,147,399 3.40% of portfolio | low |
| Q1 2026 as of | Add | 47103U845 | $2.19M | +43K +3.92% | 1,149,903 3.27% of portfolio | low |
| Q1 2026 as of | Add | MercadoLibre, Inc. | $1.96M | +1K +6.56% | 18,375 1.79% of portfolio | low |
| Q1 2026 as of | Add | 464287457 | $1.84M | +22K +3.20% | 717,219 3.34% of portfolio | low |
| Q1 2026 as of | Trim | 46137V357 | $-1.35M | -7K -16.68% | 35,223 0.38% of portfolio | low |