StockDriftsStockDriftsTop 50 Atwood & Palmer INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 4.46% | 236.5K | $83.6M | -1.39%(-3.33K) | $41.48(+744.98%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 3.67% | 771.5K | $68.8M | +0.52%(+4.01K) | $55.54(+69.12%) | 2026-06-30 | |
| URI | UNITED RENTALS INC | 3.54% | 58.6K | $66.4M | +0.10%(+57) | $143.63(+707.42%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 3.47% | 674.5K | $65.1M | +0.46%(+3.09K) | $53.95(+71.49%) | 2026-06-30 | |
| JEMB | JANUS DETROIT STR TR | 3.35% | 1.17M | $62.8M | +1.70%(+19.51K) | $51.46(+3.01%) | 2026-06-30 | |
| SHY | ISHARES TR | 3.21% | 732.1K | $60.1M | +2.08%(+14.90K) | $82.25(-0.43%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 3.17% | 506.6K | $59.5M | -1.52%(-7.80K) | $29.50(+310.40%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 3.15% | 1.17M | $59.1M | +1.77%(+20.30K) | $50.37(+0.40%) | 2026-06-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 2.71% | 436.3K | $50.9M | -0.29%(-1.26K) | $9.43(+1772.95%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 2.63% | 195.8K | $49.3M | +0.83%(+1.61K) | $120.23(+107.36%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.74% | +55.05% | +8.14% | +47.87% |
| Top 20 Holdings Unweighted | +14.15% | +48.74% | +7.18% | +41.44% |
Atwood & Palmer INC reports $18.78B in US-listed equity holdings across 495 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (4.5%), AVDE (3.7%) and URI (3.5%). The top 20 holdings account for 55.1% of reported assets. Its disclosed equity book has returned +55.05% on a three-year cumulative basis. Figures reflect the Q2 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