Atwood & Palmer Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 8, 2026), Atwood & Palmer Inc. reported 491 stock positions worth $1.9 billion. Its top holding was Alphabet Class C (GOOG) at 4.5% of the portfolio, followed by Avantis International Equity (AVDE, 3.7%) and United Rentals (URI, 3.5%). Compared with Q1 2026, it opened 23 new positions, sold out of 61, added to 87 and reduced 95. The biggest buy was United Rentals (URI, shares +0%) and the biggest sale Palantir Technologies Class A (PLTR, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- KANSAS CITY, MO
- CIK
- 0001044929
- Portfolio Value
- $1.9B (Q2 2026)
- SEC Filing
- 0001044929-26-000004 ↗ filed Jul 8, 2026
Holdings Value
Holdings 491 stocks · $1.9B
| GOOG Alphabet Inc. Class C | 4.46% | 236,545 | $83.6M | Reduce -1.4% |
| AVDE Avantis International Equity | 3.67% | 771,462 | $68.8M | Add +0.5% |
| URI United Rentals Inc. | 3.54% | 58,622 | $66.4M | Add +0.1% |
| AVEM Avantis Emerging Markets Eq | 3.47% | 674,517 | $65.1M | Add +0.5% |
| JEMB JH Em Debt Hard Currency ETF | 3.35% | 1,166,905 | $62.8M | Add +1.7% |
| SHY iShares 1-3 Year Treasury Bo | 3.21% | 732,119 | $60.1M | Add +2.1% |
| CSCO Cisco Systems Inc. | 3.17% | 506,582 | $59.5M | Reduce -1.5% |
| JAAA Janus Henderson Aaa Clo ETF | 3.15% | 1,170,199 | $59.1M | Add +1.8% |
| PLTR Palantir Technologies Inc. Class A | 2.71% | 436,259 | $50.9M | Reduce -0.3% |
| ABBV Abbvie Inc. | 2.63% | 195,763 | $49.3M | Add +0.8% |
| FITB Fifth Third Bancorp | 2.52% | 838,806 | $47.3M | Add +0.2% |
| GNRC Generac Holdings Inc. | 2.47% | 157,868 | $46.2M | Reduce -0.5% |
| GILD Gilead Sciences Inc. | 2.36% | 350,240 | $44.2M | Add +0.8% |
| PSQO PLMR SQ Credit Opp ETF | 2.26% | 2,048,978 | $42.4M | Add +1.5% |
| BBBI BBLX BBB 5-10Y Corpbond ETF | 2.15% | 785,064 | $40.4M | Add +1.9% |
| AVIV Avantis Intl LRG Cap Val ETF | 2.10% | 508,168 | $39.3M | Add +1.8% |
| DHI D.R. Horton Inc. | 2.07% | 237,817 | $38.7M | Reduce -0.2% |
| AAPL Apple Inc. | 1.96% | 127,072 | $36.8M | Reduce -0.2% |
| JSI JH Securitized Income ETF | 1.96% | 715,976 | $36.7M | Add +2.4% |
| AMP Ameriprise Financial Inc. | 1.89% | 77,270 | $35.4M | Reduce -0.1% |
| LMT Lockheed Martin Corp. | 1.85% | 67,995 | $34.6M | Add +0.0% |
| GS Goldman Sachs Group Inc. | 1.80% | 33,444 | $33.8M | Add +0.3% |
| UTHR United Therapeutics Corp. | 1.78% | 61,479 | $33.3M | Reduce -1.5% |
| NOK Nokia Corp.-Spon ADR | 1.74% | 2,457,295 | $32.6M | Reduce -0.1% |
| MELI MercadoLibre Inc. | 1.67% | 18,454 | $31.3M | Add +0.4% |
| MA Mastercard Inc. Class A | 1.64% | 59,733 | $30.7M | Reduce -1.1% |
| NVDA Nvidia Corp. | 1.62% | 151,676 | $30.3M | Add +0.5% |
| WMT Walmart Inc. | 1.54% | 254,376 | $28.8M | Reduce -2.0% |
| AVDV Avantis Intl S/C Value ETF | 1.53% | 278,701 | $28.7M | Add +2.3% |
| TPYP Tortoise North American Pipe | 1.50% | 670,333 | $28.1M | Add +0.5% |
| VRTX Vertex Pharmaceuticals Inc. | 1.49% | 56,357 | $28.0M | Add +1.1% |
| TMO Thermo Fisher Scientific Inc. | 1.46% | 54,746 | $27.4M | Add +0.8% |
| LDOS Leidos Holdings Inc. | 1.42% | 258,982 | $26.7M | Add +0.7% |
| REGN Regeneron Pharmaceuticals | 1.41% | 42,332 | $26.4M | Add +1.5% |
| CDW CDW Corp. | 1.18% | 157,897 | $22.2M | Reduce -0.8% |
| GRMN Garmin Ltd. | 1.17% | 92,500 | $22.0M | Reduce -0.4% |
| IBTI iShares Ibonds Dec 2028 Term | 1.13% | 959,379 | $21.2M | Add +1.7% |
| XBB Bondbloxx-BB Rated Usd HY CB | 1.11% | 507,082 | $20.8M | Add +1.4% |
| IBTJ iShares Ibonds Dec 2029 Term | 1.11% | 958,727 | $20.8M | Add +1.5% |
| ON On Semiconductor | 1.09% | 216,936 | $20.5M | Reduce -29.3% |
| SHYG iShares 0-5 YR HY Corp. Bond | 1.05% | 465,716 | $19.8M | Add +1.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.01% | 362,875 | $19.0M | Add +1.6% |
| LHX L3HARRIS Technologies Inc. | 0.99% | 64,066 | $18.6M | Add +0.6% |
| LOW Lowe's Cos Inc. | 0.83% | 70,385 | $15.5M | Add +0.3% |
| UBER Uber Technologies Inc. | 0.72% | 186,402 | $13.5M | Add +2.4% |
| IMTM iShares MSCI Intl Momentum F | 0.64% | 224,812 | $12.0M | Reduce -1.7% |
| GSIE Goldman Sachs Activebeta Int | 0.62% | 255,696 | $11.7M | Reduce -1.7% |
| BABA Alibaba Group Holding-SP ADR | 0.51% | 99,948 | $9.6M | Reduce -0.5% |
| GOOGL Alphabet Inc. Class A | 0.47% | 24,456 | $8.7M | Reduce -0.4% |
| CBC Central Bancompany | 0.46% | 282,050 | $8.6M | No change |
| VSLU Applied Finance Valuat ETF | 0.44% | 178,279 | $8.2M | Reduce -12.8% |
| RSP Invesco S&P 500 Equal Weight | 0.34% | 29,921 | $6.4M | Reduce -15.1% |
| JNJ Johnson & Johnson | 0.33% | 24,671 | $6.3M | Add +0.0% |
| HD Home Depot Inc. | 0.33% | 17,732 | $6.3M | No change |
| FV First Trust DW Focus 5 Fund | 0.30% | 73,527 | $5.6M | Reduce -8.9% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.30% | 40,316 | $5.6M | Reduce -0.1% |
| KMB Kimberly-Clark Corp. | 0.23% | 40,101 | $4.4M | Reduce -0.2% |
| CBSH Commerce Bancshares Inc. | 0.22% | 71,288 | $4.1M | Reduce -0.7% |
| GBIL Goldman Sachs Access Treasur | 0.21% | 38,925 | $3.9M | No change |
| IVSS Applied Fin Ivs US Smid ETF | 0.20% | 123,009 | $3.7M | Reduce -0.2% |
| BDX Becton Dickinson and Co. | 0.16% | 19,929 | $3.0M | Reduce -5.7% |
| PG The Procter & Gamble Co. | 0.16% | 20,292 | $3.0M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 0.15% | 8,799 | $2.9M | Reduce -0.6% |
| HLI Houlihan Lokey Inc. | 0.15% | 20,897 | $2.8M | Reduce -71.1% |
| CAT Caterpillar Inc. | 0.14% | 2,448 | $2.6M | Reduce -4.6% |
| RTX RTX Corp. | 0.14% | 13,343 | $2.5M | No change |
| CL Colgate-Palmolive Co. | 0.13% | 26,200 | $2.4M | No change |
| GEM Goldman Sachs Activebeta Em | 0.12% | 43,693 | $2.3M | Reduce -2.8% |
| AMZN Amazon.com Inc. | 0.12% | 9,387 | $2.2M | Add +2.5% |
| PH Parker Hannifin Corp. | 0.12% | 2,286 | $2.2M | Add +1.4% |
| AMGN Amgen Inc. | 0.11% | 5,540 | $2.0M | Reduce -1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 3,869 | $1.9M | Add +0.1% |
| MSFT Microsoft Corp. | 0.10% | 5,028 | $1.9M | Reduce -7.6% |
| PEP Pepsico Inc. | 0.09% | 13,016 | $1.8M | Reduce -2.2% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.09% | 87,410 | $1.7M | Reduce -3.2% |
| IEI iShares 3-7 Year Treasury Bo | 0.08% | 13,255 | $1.6M | Reduce -4.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 2,041 | $1.5M | Reduce -18.9% |
| HIW Highwoods Properties Inc. | 0.08% | 48,007 | $1.4M | No change |
| LMBS First Trust Low Duration Opp | 0.07% | 27,025 | $1.3M | Reduce -8.9% |
| ITOT iShares Core S&P Total U.S. | 0.07% | 8,137 | $1.3M | No change |
| UMBF Umb Financial Corp. | 0.07% | 9,166 | $1.3M | Reduce -14.6% |
| IVV iShares Core S&P 500 ETF | 0.07% | 1,725 | $1.3M | No change |
| COST Costco Wholesale Corp. | 0.07% | 1,380 | $1.3M | Reduce -0.7% |
| HTH Hilltop Holdings Inc. | 0.07% | 33,100 | $1.3M | No change |
| PAYX Paychex Inc. | 0.07% | 12,887 | $1.3M | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.06% | 9,487 | $1.2M | Add +0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 4,200 | $1.2M | Reduce -0.1% |
| AVGO Broadcom Inc. | 0.06% | 3,006 | $1.1M | Reduce -1.1% |
| DE Deere & Co. | 0.06% | 1,768 | $1.1M | Reduce -0.1% |
| PNC PNC Financial Services Group | 0.06% | 4,546 | $1.1M | Reduce -0.3% |
| IWF iShares Russell 1000 Growth | 0.06% | 8,368 | $1.0M | No change |
| JMBS Janus Henderson Mortg Backed | 0.05% | 22,550 | $1.0M | No change |
| WAT Waters Corp. | 0.05% | 2,552 | $957K | Reduce -9.1% |
| QCOM Qualcomm Inc. | 0.05% | 4,918 | $909K | No change |
| KO The Coca-Cola Co. | 0.05% | 11,066 | $899K | No change |
| TSLA Tesla Inc. | 0.05% | 2,101 | $884K | Add +2.6% |
| MCD McDonald's Corp. | 0.05% | 3,248 | $878K | Add +1.9% |
| NEE Nextera Energy Inc. | 0.04% | 9,596 | $842K | Add +0.8% |
| CVX Chevron Corp. | 0.04% | 4,974 | $824K | Reduce -2.2% |
| GHYB Goldman Sachs Access HY Corp. | 0.04% | 18,095 | $812K | Reduce -4.3% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $23K (not counted above)
Lines left out (2) · $47 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| GDX Vaneck Gold Miners ETF | GOLD MINERS ETF | 0 | $36 |
| PRG Prog Holdings Inc. | COM NPV | 0 | $11 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $1.9B.
Portfolio Sells Q1 2026 → Q2 2026
| PLTR Palantir Technologies Inc. Class A | Reduce -0.3% | 2.71% | −0.90 |
| HLI Houlihan Lokey Inc. | Reduce -71.1% | 0.15% | −0.44 |
| UTHR United Therapeutics Corp. | Reduce -1.5% | 1.78% | −0.31 |
| WMT Walmart Inc. | Reduce -2.0% | 1.54% | −0.28 |
| BABA Alibaba Group Holding-SP ADR | Reduce -0.5% | 0.51% | −0.20 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.16 |
| MA Mastercard Inc. Class A | Reduce -1.1% | 1.64% | −0.07 |
| JKHY Jack Henry & Associates Inc. | Reduce -0.1% | 0.30% | −0.06 |
| AMP Ameriprise Financial Inc. | Reduce -0.1% | 1.89% | −0.05 |
| GRMN Garmin Ltd. | Reduce -0.4% | 1.17% | −0.04 |
| VSLU Applied Finance Valuat ETF | Reduce -12.8% | 0.44% | −0.04 |
| RSP Invesco S&P 500 Equal Weight | Reduce -15.1% | 0.34% | −0.04 |
| BDX Becton Dickinson and Co. | Reduce -5.7% | 0.16% | −0.03 |
| PEP Pepsico Inc. | Reduce -2.2% | 0.09% | −0.02 |
| CVX Chevron Corp. | Reduce -2.2% | 0.04% | −0.02 |
| MSFT Microsoft Corp. | Reduce -7.6% | 0.10% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -78.5% | 0.00% | −0.01 |
| LMBS First Trust Low Duration Opp | Reduce -8.9% | 0.07% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -18.9% | 0.08% | −0.01 |
| GSIE Goldman Sachs Activebeta Int | Reduce -1.7% | 0.62% | −0.01 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -4.6% | 0.08% | −0.01 |
| ESLT Elbit Systems Ltd. | Sold out | 0.00% | −0.01 |
| IBTK iShares Ibonds Dec 2030 Trea | Reduce -3.2% | 0.09% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -0.7% | 0.07% | −0.01 |
| UI Ubiquiti Inc. | Reduce -82.9% | 0.00% | −0.01 |
| WM Waste Management Inc. | Reduce -15.3% | 0.03% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -0.7% | 0.16% | −0.01 |
| SEE Sealed Air Corp. | Sold out | 0.00% | −0.01 |
| ZTS Zoetis Inc. | Reduce -77.0% | 0.00% | −0.01 |
| AMGN Amgen Inc. | Reduce -1.9% | 0.11% | −0.01 |
| MCO Moody's Corp. | Sold out | 0.00% | −0.00 |
| MDY State Street SPDR S&P Midcap | Reduce -40.2% | 0.01% | −0.00 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -20.3% | 0.04% | −0.00 |
| GHYB Goldman Sachs Access HY Corp. | Reduce -4.3% | 0.04% | −0.00 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.2% | 0.04% | −0.00 |
| V Visa Inc. Class A | Reduce -23.2% | 0.02% | −0.00 |
| AGL Agilon Health Inc. | Sold out | 0.00% | −0.00 |
| PFE Pfizer Inc. | Reduce -1.0% | 0.01% | −0.00 |
| BAC Bank of America Corp. | Reduce -18.7% | 0.02% | −0.00 |
| ORCL Oracle Corp. | Reduce -1.5% | 0.03% | −0.00 |
| OGE Oge Energy Corp. | Sold out | 0.00% | −0.00 |
| SCHW Schwab (charles) Corp. | Reduce -0.6% | 0.02% | −0.00 |
| SRE Sempra | Reduce -0.4% | 0.02% | −0.00 |
| ADBE Adobe Inc. | Reduce -92.7% | 0.00% | −0.00 |
| MCK McKesson Corp. | Sold out | 0.00% | −0.00 |
| GFL GFL Environmental Inc.-Sub VT | Sold out | 0.00% | −0.00 |
| UNP Union Pacific Corp. | Reduce -15.4% | 0.01% | −0.00 |
| CORT Corcept Therapeutics Inc. | Sold out | 0.00% | −0.00 |
| TXN Texas Instruments Inc. | Reduce -58.0% | 0.00% | −0.00 |
| AZN Astrazeneca PLC | Sold out | 0.00% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| URI United Rentals Inc. | Add +0.1% | 3.54% | +1.13 |
| AVEM Avantis Emerging Markets Eq | Add +0.5% | 3.47% | +0.42 |
| FITB Fifth Third Bancorp | Add +0.2% | 2.52% | +0.33 |
| ABBV Abbvie Inc. | Add +0.8% | 2.63% | +0.24 |
| GS Goldman Sachs Group Inc. | Add +0.3% | 1.80% | +0.21 |
| NVDA Nvidia Corp. | Add +0.5% | 1.62% | +0.13 |
| VRTX Vertex Pharmaceuticals Inc. | Add +1.1% | 1.49% | +0.09 |
| AMZN Amazon.com Inc. | Add +2.5% | 0.12% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +11.4% | 0.02% | +0.01 |
| IRM Iron Mountain Inc. | Add +0.1% | 0.06% | +0.01 |
| LLY Eli Lilly & Co. | Add +7.2% | 0.04% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +167.8% | 0.01% | +0.01 |
| PH Parker Hannifin Corp. | Add +1.4% | 0.12% | +0.01 |
| GEV GE Vernova Inc. | Add +11.1% | 0.02% | +0.00 |
| KLAR Klarna Group PLC | New | 0.00% | +0.00 |
| TSLA Tesla Inc. | Add +2.6% | 0.05% | +0.00 |
| GLD SPDR Gold Shares | Add +645.2% | 0.00% | +0.00 |
| ETN Eaton Corp. PLC | Add +7.7% | 0.02% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 0.03% | +0.00 |
| ADP Automatic Data Processing | Add +1.8% | 0.04% | +0.00 |
| DELL Dell Technologies -C | Add +860.0% | 0.00% | +0.00 |
| SPCX Space Exploration Techn Class A | New | 0.00% | +0.00 |
| GLW Corning Inc. | New | 0.00% | +0.00 |
| AVLV Avantis US Large Cap Value | Add +0.1% | 0.02% | +0.00 |
| CMG Chipotle Mexican Grill Inc. | Add +109.1% | 0.00% | +0.00 |
| GD General Dynamics Corp. | New | 0.00% | +0.00 |
| ILCG iShares Morningstar Growth E | Add +0.1% | 0.01% | +0.00 |
| Q Qnity Electronics Inc. | Add +1783.3% | 0.00% | +0.00 |
| WDC Western Digital Corp. | Add +112.5% | 0.00% | +0.00 |
| ITW Illinois Tool Works | New | 0.00% | +0.00 |
| DD Dupont DE Nemours Inc. | Add +2450.0% | 0.00% | +0.00 |
| MRK Merck & Co. Inc. | Add +10.0% | 0.01% | +0.00 |
| PSX Phillips 66 | Add +6400.0% | 0.00% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +3.7% | 0.01% | +0.00 |
| VGT Vanguard Info Tech ETF | Add +1.6% | 0.00% | +0.00 |
| LIN Linde PLC | Add +12.9% | 0.00% | +0.00 |
| BLK BlackRock Inc. | Add +40.0% | 0.00% | +0.00 |
| HLT Hilton Worldwide Holdings Inc. | New | 0.00% | +0.00 |
| AVUV Avantis US Small Cap Value | Add +0.3% | 0.00% | +0.00 |
| ROST Ross Stores Inc. | New | 0.00% | +0.00 |
| VYM Vanguard High DVD Yield ETF | Add +0.6% | 0.02% | +0.00 |
| FRVO Fervo Energy Co. Class A | New | 0.00% | +0.00 |
| IEMG iShares Core MSCI Emerging | Add +0.5% | 0.00% | +0.00 |
| KVUE Kenvue Inc. | Add +1.2% | 0.00% | +0.00 |
| MDYV SS SPDR S&P 400 MC Val ETF | Add +0.4% | 0.00% | +0.00 |
| SCHG Schwab US Large-Cap Growth | Add +8.1% | 0.00% | +0.00 |
| SCHM Schwab US Mid Cap ETF | Add +0.2% | 0.00% | +0.00 |
| NOW ServiceNow Inc. | Add +20.0% | 0.00% | +0.00 |
| RCL Royal Caribbean Cruises Ltd. | Add +111.1% | 0.00% | +0.00 |
| CLOA iShares Aaa Clo Act ETF-Usdi | New | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 491 | $1.9B | GOOG, AVDE, URI, AVEM, JEMB |
| Q1 2026 | 527 | $1.8B | GOOG, AVDE, PLTR, JEMB, SHY |
| Q4 2025 | 482 | $1.8B | PLTR, GOOG, AVDE, JEMB, SHY |
| Q3 2025 | 482 | $1.7B | PLTR, GOOG, AVDE, JEMB, SHY |
| Q2 2025 | 511 | $1.6B | PLTR, SHY, AVDE, JAAA, JEMB |
| Q1 2025 | 438 | $1.4B | PLTR, AVDE, JAAA, SHY, ABBV |
| Q4 2024 | 467 | $1.5B | PLTR, GOOG, JAAA, SHY, AVDE |
| Q3 2024 | 470 | $1.5B | PLTR, URI, REGN, DHI, AVDE |
| Q2 2024 | 434 | $1.3B | REGN, GOOG, JAAA, SHY, AVDE |
| Q1 2024 | 413 | $1.3B | REGN, URI, JAAA, CDW, SHY |