StockDriftsStockDriftsTop 50 Atwood & Palmer INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 4.15% | 237.1K | $80.8M | +0.22%(+518) | $49.81(+582.93%) | 2026-09-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 4.11% | 428.2K | $80.1M | -1.84%(-8.01K) | $9.43(+1958.03%) | 2026-09-30 | |
| AVDE | AMERICAN CENTY ETF TR | 3.65% | 789.1K | $71.1M | +2.28%(+17.59K) | $56.30(+58.98%) | 2026-09-30 | |
| AVEM | AMERICAN CENTY ETF TR | 3.3% | 683.1K | $64.2M | +1.28%(+8.62K) | $54.47(+64.21%) | 2026-09-30 | |
| SHY | ISHARES TR | 3.2% | 766.8K | $62.3M | +4.74%(+34.72K) | $82.23(-1.12%) | 2026-09-30 | |
| JAAA | JANUS DETROIT STR TR | 3.17% | 1.22M | $61.8M | +4.60%(+53.87K) | $50.35(+0.48%) | 2026-09-30 | |
| JEMB | JANUS DETROIT STR TR | 3.13% | 1.20M | $61.0M | +2.47%(+28.80K) | $51.48(-0.63%) | 2026-09-30 | |
| URI | UNITED RENTALS INC | 2.95% | 57.5K | $57.5M | -1.96%(-1.15K) | $143.63(+613.64%) | 2026-09-30 | |
| CSCO | CISCO SYS INC | 2.75% | 496.9K | $53.5M | -1.91%(-9.68K) | $29.50(+261.02%) | 2026-09-30 | |
| GILD | GILEAD SCIENCES INC | 2.69% | 351.3K | $52.4M | +0.31%(+1.07K) | $68.04(+124.96%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.19% | +56.87% | +7.81% | +45.67% |
| Top 20 Holdings Unweighted | +14.90% | +51.69% | +6.98% | +40.11% |
Atwood & Palmer INC reports $1.95B in US-listed equity holdings across 496 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (4.2%), PLTR (4.1%) and AVDE (3.6%). The top 20 holdings account for 54.16% of reported assets. Its disclosed equity book has returned +56.87% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Atwood & Palmer INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1044929). View Atwood & Palmer INC’s 13F filings on SEC