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Atwood & Palmer Inc

Portfolio Manager
Atwood & Palmer Inc
Performance
-3.64% (2026 Q1)
AUM (13F)
$1.77B
# of Holdings
531
Performance Rank
Allocation (Top 20)
53.52%

Atwood & Palmer Inc Holdings Map

Top 50 Atwood & Palmer Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GOOG
ALPHABET INC
3.88%239.9K$68.8M
-1.52%(-3.70K)
2025-Q1: 245.3K shares2025-Q2: 248.2K shares2025-Q3: 247.5K shares2025-Q4: 243.6K shares2026-Q1: 239.9K shares
$47.31(+712.30%)
2026-03-31
AVDE
AMERICAN CENTY ETF TR
3.67%767.5K$65.1M
+1.38%(+10.44K)
2025-Q1: 710.6K shares2025-Q2: 731.3K shares2025-Q3: 736.1K shares2025-Q4: 757.0K shares2026-Q1: 767.5K shares
$55.38(+61.13%)
2026-03-31
PLTR
PALANTIR TECHNOLOGIES INC
3.61%437.5K$64.0M
-1.59%(-7.09K)
2025-Q1: 734.3K shares2025-Q2: 661.9K shares2025-Q3: 450.4K shares2025-Q4: 444.6K shares2026-Q1: 437.5K shares
$9.43(+1340.67%)
2026-03-31
JEMB
JANUS DETROIT STR TR
3.4%1.15M$60.2M
+4.06%(+44.82K)
2025-Q1: 0 shares2025-Q2: 1.04M shares2025-Q3: 1.06M shares2025-Q4: 1.10M shares2026-Q1: 1.15M shares
$51.43(+4.42%)
2026-03-31
SHY
ISHARES TR
3.34%717.2K$59.2M
+3.20%(+22.25K)
2025-Q1: 560.9K shares2025-Q2: 660.3K shares2025-Q3: 665.2K shares2025-Q4: 695.0K shares2026-Q1: 717.2K shares
$82.25(-0.07%)
2026-03-31
JAAA
JANUS DETROIT STR TR
3.27%1.15M$57.9M
+3.92%(+43.40K)
2025-Q1: 925.0K shares2025-Q2: 1.06M shares2025-Q3: 1.06M shares2025-Q4: 1.11M shares2026-Q1: 1.15M shares
$50.37(+0.38%)
2026-03-31
AVEM
AMERICAN CENTY ETF TR
3.05%671.4K$54.1M
+1.05%(+7.00K)
2025-Q1: 623.0K shares2025-Q2: 645.2K shares2025-Q3: 649.5K shares2025-Q4: 664.4K shares2026-Q1: 671.4K shares
$53.79(+71.45%)
2026-03-31
GILD
GILEAD SCIENCES INC
2.73%347.4K$48.4M
-0.68%(-2.40K)
2025-Q1: 345.1K shares2025-Q2: 344.1K shares2025-Q3: 344.1K shares2025-Q4: 349.8K shares2026-Q1: 347.4K shares
$67.32(+98.27%)
2026-03-31
URI
UNITED RENTALS INC
2.41%58.6K$42.7M
+0.29%(+169)
2025-Q1: 57.1K shares2025-Q2: 57.4K shares2025-Q3: 57.2K shares2025-Q4: 58.4K shares2026-Q1: 58.6K shares
$142.87(+553.70%)
2026-03-31
ABBV
ABBVIE INC
2.38%194.1K$42.2M
-0.12%(-228)
2025-Q1: 191.3K shares2025-Q2: 190.8K shares2025-Q3: 190.9K shares2025-Q4: 194.4K shares2026-Q1: 194.1K shares
$119.38(+72.65%)
2026-03-31

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