Atwood & Palmer Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 10, 2024), Atwood & Palmer Inc. reported 413 stock positions worth $1.3 billion. Its top holding was Regeneron Pharmaceuticals (REGN) at 3.2% of the portfolio, followed by United Rentals (URI, 3.1%) and Janus Henderson Aaa Clo ETF (JAAA, 3.0%). Compared with Q4 2023, it opened 33 new positions, sold out of 20, added to 91 and reduced 71. The biggest buy was Leidos (LDOS, shares +55%) and the biggest sale Aptiv Irish (APTV, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- KANSAS CITY, MO
- CIK
- 0001044929
- Portfolio Value
- $1.3B (Q1 2024)
- SEC Filing
- 0001044929-24-000003 ↗ filed Apr 10, 2024
Holdings Value
Holdings 413 stocks · $1.3B
| REGN Regeneron Pharmaceuticals | 3.21% | 43,938 | $42.3M | Reduce -1.2% |
| URI United Rentals Inc. | 3.11% | 56,910 | $41.0M | Reduce -27.5% |
| JAAA Janus Henderson Aaa Clo ETF | 3.05% | 791,624 | $40.2M | Add +10.6% |
| CDW CDW Corp. | 3.02% | 155,675 | $39.8M | Reduce -0.4% |
| SHY iShares 1-3 Year Treasury Bo | 2.99% | 482,174 | $39.4M | Add +11.7% |
| AVDE Avantis International Equity | 2.87% | 593,902 | $37.9M | Add +10.4% |
| DHI D.R. Horton Inc. | 2.82% | 225,853 | $37.2M | Reduce -14.7% |
| GOOG Alphabet Inc. Class C | 2.81% | 243,092 | $37.0M | Add +0.3% |
| AMP Ameriprise Financial Inc. | 2.70% | 81,009 | $35.5M | Reduce -13.7% |
| ABBV Abbvie Inc. | 2.63% | 190,431 | $34.7M | Add +0.6% |
| LDOS Leidos Holdings Inc. | 2.55% | 255,855 | $33.5M | Add +54.6% |
| FITB Fifth Third Bancorp | 2.49% | 880,694 | $32.8M | Reduce -0.9% |
| AVEM Avantis Emerging Markets Eq | 2.39% | 544,248 | $31.5M | Add +10.9% |
| TMO Thermo Fisher Scientific Inc. | 2.38% | 54,062 | $31.4M | Add +0.5% |
| LMT Lockheed Martin Corp. | 2.35% | 68,027 | $30.9M | No change |
| MA Mastercard Inc. Class A | 2.33% | 63,788 | $30.7M | Reduce -0.4% |
| PLTR Palantir Technologies Inc. Class A | 2.12% | 1,213,494 | $27.9M | Add +0.1% |
| HOLX Hologic Inc. | 2.07% | 349,327 | $27.2M | Add +2.4% |
| GBIL Goldman Sachs Access Treasur | 2.01% | 262,715 | $26.5M | Add +1.3% |
| CSCO Cisco Systems Inc. | 1.96% | 518,704 | $25.9M | Add +1.8% |
| GILD Gilead Sciences Inc. | 1.93% | 346,794 | $25.4M | Add +2.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.87% | 479,590 | $24.6M | Add +6.6% |
| PYPL PayPal Holdings Inc. | 1.80% | 354,947 | $23.8M | Add +0.5% |
| VRTX Vertex Pharmaceuticals Inc. | 1.72% | 54,133 | $22.6M | Add +3.1% |
| DKNG Draftkings Inc. Class A | 1.69% | 489,485 | $22.2M | Add +2.6% |
| SONY Sony Group Corp. - SP ADR | 1.68% | 258,618 | $22.2M | Add +0.9% |
| AAPL Apple Inc. | 1.68% | 128,916 | $22.1M | Add +0.7% |
| AVIV Avantis Intl LRG Cap Val ETF | 1.63% | 396,873 | $21.5M | Add +9.9% |
| IBTI iShares Ibonds Dec 2028 Term | 1.54% | 926,905 | $20.3M | Add +12.8% |
| ON On Semiconductor | 1.53% | 273,308 | $20.1M | Reduce -20.7% |
| IBTJ iShares Ibonds Dec 2029 Term | 1.51% | 926,690 | $19.9M | Add +12.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.42% | 241,840 | $18.7M | Reduce -1.2% |
| IBTK iShares Ibonds Dec 2030 Trea | 1.40% | 952,675 | $18.5M | Add +13.6% |
| GNRC Generac Holdings Inc. | 1.40% | 146,454 | $18.5M | Add +2.4% |
| FV First Trust DW Focus 5 Fund | 1.34% | 309,110 | $17.7M | Reduce -2.3% |
| TPYP Managed Portfolio Series | 1.33% | 628,856 | $17.6M | Add +3.5% |
| LOW Lowe's Cos Inc. | 1.29% | 66,890 | $17.0M | Add +1.5% |
| WMT Walmart Inc. | 1.29% | 282,369 | $17.0M | Add +2.5% |
| GHYB Goldman Sachs Access HY Corp. | 1.27% | 379,076 | $16.8M | Add +2.6% |
| JBBB Janus Henderson B-BBB Clo Et | 1.19% | 321,027 | $15.7M | Add +5.8% |
| UTHR United Therapeutics Corp. | 1.11% | 63,597 | $14.6M | Add +6.2% |
| GRMN Garmin Ltd. | 1.08% | 95,432 | $14.2M | Add +3.8% |
| IMTM iShares MSCI Intl Momentum F | 1.01% | 339,846 | $13.3M | Reduce -1.8% |
| GSIE Goldman Sachs Activebeta Int | 1.00% | 386,196 | $13.2M | Reduce -1.8% |
| AVDV Avantis Intl S/C Value ETF | 0.99% | 198,990 | $13.1M | Add +14.6% |
| JSI JH Securitized Income ETF | 0.94% | 239,070 | $12.3M | Add +1689.5% |
| LHX L3HARRIS Technologies Inc. | 0.92% | 56,736 | $12.1M | Add +5.0% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.90% | 278,250 | $11.8M | Add +1.2% |
| LMBS First Trust Low Duration Opp | 0.64% | 175,740 | $8.5M | Add +2025.0% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.54% | 40,856 | $7.1M | No change |
| HD Home Depot Inc. | 0.53% | 18,183 | $7.0M | Reduce -1.5% |
| BDX Becton Dickinson and Co. | 0.50% | 26,605 | $6.6M | Reduce -1.3% |
| KMB Kimberly-Clark Corp. | 0.45% | 45,704 | $5.9M | Reduce -0.1% |
| JNJ Johnson & Johnson | 0.30% | 24,776 | $3.9M | Reduce -0.1% |
| CBSH Commerce Bancshares Inc. | 0.28% | 70,166 | $3.7M | Reduce -3.4% |
| PG The Procter & Gamble Co. | 0.28% | 22,335 | $3.6M | Reduce -4.2% |
| GOOGL Alphabet Inc. Class A | 0.27% | 23,642 | $3.6M | Add +1.6% |
| GSST Goldman Sachs Ultra Short Bo | 0.18% | 48,400 | $2.4M | Reduce -4.9% |
| PEP Pepsico Inc. | 0.18% | 13,593 | $2.4M | Add +0.5% |
| CL Colgate-Palmolive Co. | 0.18% | 26,350 | $2.4M | Reduce -2.6% |
| GEM Goldman Sachs Activebeta Em | 0.18% | 75,700 | $2.4M | Reduce -4.3% |
| MSFT Microsoft Corp. | 0.16% | 5,026 | $2.1M | Add +2.8% |
| XOM Exxon Mobil Corp. | 0.15% | 16,957 | $2.0M | Reduce -5.3% |
| VSLU Applied Finance Valuat ETF | 0.15% | 59,413 | $1.9M | Add +25.1% |
| AMGN Amgen Inc. | 0.13% | 6,163 | $1.8M | No change |
| PAYX Paychex Inc. | 0.12% | 12,887 | $1.6M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 3,709 | $1.6M | Reduce -0.9% |
| JPM JPMorgan Chase & Co. | 0.11% | 7,372 | $1.5M | Add +1.8% |
| AMZN Amazon.com Inc. | 0.10% | 7,550 | $1.4M | Add +1.9% |
| HIW Highwoods Properties Inc. | 0.10% | 51,007 | $1.3M | No change |
| RTX RTX Corp. | 0.10% | 13,548 | $1.3M | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.10% | 2,482 | $1.3M | Reduce -29.7% |
| PH Parker Hannifin Corp. | 0.10% | 2,252 | $1.3M | Add +0.1% |
| COST Costco Wholesale Corp. | 0.09% | 1,704 | $1.2M | No change |
| CAT Caterpillar Inc. | 0.09% | 3,358 | $1.2M | No change |
| ADP Automatic Data Processing | 0.09% | 4,525 | $1.1M | Reduce -2.2% |
| IVV iShares Core S&P 500 ETF | 0.08% | 2,122 | $1.1M | Reduce -15.6% |
| HTH Hilltop Holdings Inc. | 0.08% | 33,100 | $1.0M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 5,299 | $1.0M | Add +3.2% |
| NVDA Nvidia Corp. | 0.08% | 1,105 | $998K | Reduce -8.3% |
| SHV iShares 0-1 Year Treasury Bo | 0.07% | 8,316 | $919K | No change |
| MCD McDonald's Corp. | 0.07% | 3,203 | $903K | Add +2.0% |
| SAIA Saia Inc. | 0.07% | 1,500 | $878K | No change |
| IWF iShares Russell 1000 Growth | 0.06% | 2,484 | $837K | Reduce -14.0% |
| QCOM Qualcomm Inc. | 0.06% | 4,823 | $817K | Add +1.0% |
| ITOT iShares Core S&P Total U.S. | 0.06% | 7,081 | $816K | Reduce -29.5% |
| USB US Bancorp | 0.06% | 17,762 | $794K | Add +0.1% |
| CVX Chevron Corp. | 0.06% | 5,003 | $789K | Reduce -3.1% |
| VNLA Janus Henderson Short Durati | 0.06% | 16,085 | $780K | Reduce -24.8% |
| FTSM First Trust Enh Short Mat FD | 0.06% | 12,975 | $774K | Reduce -30.5% |
| NXPI NXP Semiconductors NV | 0.06% | 3,008 | $745K | No change |
| ICSH iShares Ultra Short Duration | 0.06% | 14,702 | $743K | Reduce -4.7% |
| PNC PNC Financial Services Group | 0.06% | 4,563 | $737K | No change |
| KO The Coca-Cola Co. | 0.06% | 12,032 | $736K | No change |
| DE Deere & Co. | 0.06% | 1,768 | $726K | Add +1.7% |
| BMY Bristol-Myers Squibb Co. | 0.05% | 13,328 | $723K | Add +0.9% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.05% | 8,250 | $662K | No change |
| NEE Nextera Energy Inc. | 0.05% | 9,803 | $627K | Reduce -6.1% |
| WM Waste Management Inc. | 0.04% | 2,707 | $577K | No change |
| JMBS Janus Henderson Mortg Backed | 0.04% | 12,418 | $560K | Reduce -8.4% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $216K (not counted above)
Total filed on the 13F, all lines: $1.3B.
Portfolio Sells Q4 2023 → Q1 2024
| APTV Aptiv Irish Holdings Ltd. | Reduce -99.8% | 0.00% | −1.19 |
| BIIB Biogen Inc. | Reduce -100.0% | 0.00% | −0.87 |
| ON On Semiconductor | Reduce -20.7% | 1.53% | −0.80 |
| URI United Rentals Inc. | Reduce -27.5% | 3.11% | −0.52 |
| DHI D.R. Horton Inc. | Reduce -14.7% | 2.82% | −0.43 |
| AMP Ameriprise Financial Inc. | Reduce -13.7% | 2.70% | −0.18 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -1.2% | 1.42% | −0.11 |
| GSY Invesco Ultra Short Duration | Reduce -76.1% | 0.02% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -29.7% | 0.10% | −0.04 |
| GSIE Goldman Sachs Activebeta Int | Reduce -1.8% | 1.00% | −0.03 |
| BDX Becton Dickinson and Co. | Reduce -1.3% | 0.50% | −0.03 |
| FTSM First Trust Enh Short Mat FD | Reduce -30.5% | 0.06% | −0.03 |
| CBSH Commerce Bancshares Inc. | Reduce -3.4% | 0.28% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.03 |
| VNLA Janus Henderson Short Durati | Reduce -24.8% | 0.06% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Reduce -29.5% | 0.06% | −0.02 |
| GSST Goldman Sachs Ultra Short Bo | Reduce -4.9% | 0.18% | −0.02 |
| JNJ Johnson & Johnson | Reduce -0.1% | 0.30% | −0.02 |
| ABT Abbott Laboratories | Reduce -54.3% | 0.01% | −0.02 |
| GEM Goldman Sachs Activebeta Em | Reduce -4.3% | 0.18% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.01 |
| PFE Pfizer Inc. | Reduce -20.5% | 0.03% | −0.01 |
| IGF iShares Global Infrastructur | Sold out | 0.00% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -15.6% | 0.08% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -37.3% | 0.03% | −0.01 |
| SRPT Sarepta Therapeutics Inc. | Reduce -42.2% | 0.03% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -48.6% | 0.01% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -36.3% | 0.02% | −0.01 |
| FTXG First Trust Nasdaq Food & Be | Sold out | 0.00% | −0.01 |
| ED Consolidated Edison Inc. | Reduce -83.8% | 0.00% | −0.01 |
| JMBS Janus Henderson Mortg Backed | Reduce -8.4% | 0.04% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -14.0% | 0.06% | −0.01 |
| AEE Ameren Corporation | Sold out | 0.00% | −0.01 |
| ITW Illinois Tool Works | Sold out | 0.00% | −0.01 |
| ICSH iShares Ultra Short Duration | Reduce -4.7% | 0.06% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -84.2% | 0.00% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -6.1% | 0.05% | −0.00 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.00 |
| FTXL First Trust Nasdaq Semicondu | Reduce -23.9% | 0.01% | −0.00 |
| CVX Chevron Corp. | Reduce -3.1% | 0.06% | −0.00 |
| FDN First Trust DJ Internet Ind | Reduce -15.6% | 0.02% | −0.00 |
| HON Honeywell International Inc. | Reduce -3.1% | 0.02% | −0.00 |
| EPM Evolution Petroleum Corp. | Sold out | 0.00% | −0.00 |
| VRP Invesco Variable Rate Prefer | Reduce -8.9% | 0.02% | −0.00 |
| FXD First Trust Consumer Discret | Reduce -14.2% | 0.01% | −0.00 |
| FXR First Trust Indst/Producers | Reduce -15.5% | 0.01% | −0.00 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.00 |
| MDRX Veradigm Inc. | Sold out | 0.00% | −0.00 |
| CB Chubb Ltd. | Reduce -43.5% | 0.00% | −0.00 |
| CI The Cigna Group | Reduce -87.7% | 0.00% | −0.00 |
Portfolio Buys Q4 2023 → Q1 2024
| LDOS Leidos Holdings Inc. | Add +54.6% | 2.55% | +1.10 |
| JSI JH Securitized Income ETF | Add +1689.5% | 0.94% | +0.88 |
| LMBS First Trust Low Duration Opp | Add +2025.0% | 0.64% | +0.61 |
| PLTR Palantir Technologies Inc. Class A | Add +0.1% | 2.12% | +0.44 |
| DKNG Draftkings Inc. Class A | Add +2.6% | 1.69% | +0.33 |
| ABBV Abbvie Inc. | Add +0.6% | 2.63% | +0.26 |
| AVDE Avantis International Equity | Add +10.4% | 2.87% | +0.25 |
| AVEM Avantis Emerging Markets Eq | Add +10.9% | 2.39% | +0.16 |
| JAAA Janus Henderson Aaa Clo ETF | Add +10.6% | 3.05% | +0.14 |
| SHY iShares 1-3 Year Treasury Bo | Add +11.7% | 2.99% | +0.13 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +9.9% | 1.63% | +0.13 |
| GRMN Garmin Ltd. | Add +3.8% | 1.08% | +0.12 |
| WMT Walmart Inc. | Add +2.5% | 1.29% | +0.12 |
| AVDV Avantis Intl S/C Value ETF | Add +14.6% | 0.99% | +0.12 |
| LOW Lowe's Cos Inc. | Add +1.5% | 1.29% | +0.11 |
| HOLX Hologic Inc. | Add +2.4% | 2.07% | +0.10 |
| TMO Thermo Fisher Scientific Inc. | Add +0.5% | 2.38% | +0.08 |
| IBTK iShares Ibonds Dec 2030 Trea | Add +13.6% | 1.40% | +0.07 |
| IBTI iShares Ibonds Dec 2028 Term | Add +12.8% | 1.54% | +0.07 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +12.8% | 1.51% | +0.07 |
| TPYP Managed Portfolio Series | Add +3.5% | 1.33% | +0.06 |
| PYPL PayPal Holdings Inc. | Add +0.5% | 1.80% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +0.3% | 2.81% | +0.05 |
| UTHR United Therapeutics Corp. | Add +6.2% | 1.11% | +0.04 |
| VSLU Applied Finance Valuat ETF | Add +25.1% | 0.15% | +0.03 |
| JBBB Janus Henderson B-BBB Clo Et | Add +5.8% | 1.19% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +1.8% | 0.11% | +0.01 |
| AMZN Amazon.com Inc. | Add +1.9% | 0.10% | +0.01 |
| MSFT Microsoft Corp. | Add +2.8% | 0.16% | +0.01 |
| PH Parker Hannifin Corp. | Add +0.1% | 0.10% | +0.01 |
| QTEC First Trust Nasdq 100 Tech I | Add +143.2% | 0.02% | +0.01 |
| META Meta Platforms Inc. Class A | Add +0.1% | 0.04% | +0.01 |
| IBM Intl Business Machines Corp. | Add +3.2% | 0.08% | +0.01 |
| RTX RTX Corp. | Add +0.5% | 0.10% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +1.6% | 0.27% | +0.01 |
| LLY Eli Lilly & Co. | Add +2.4% | 0.03% | +0.01 |
| QCOM Qualcomm Inc. | Add +1.0% | 0.06% | +0.01 |
| ORCL Oracle Corp. | Add +6.5% | 0.03% | +0.01 |
| AVGO Broadcom Inc. | Add +3.4% | 0.04% | +0.00 |
| EMR Emerson Electric Co. | Add +1.0% | 0.04% | +0.00 |
| PLMR Palomar Holdings Inc. | Add +66.7% | 0.00% | +0.00 |
| LIN Linde PLC | Add +35.0% | 0.01% | +0.00 |
| TT Trane Technologies PLC | Add +1.4% | 0.02% | +0.00 |
| MRK Merck & Co. Inc. | Add +25.9% | 0.01% | +0.00 |
| GDX Vaneck Gold Miners ETF | New | 0.00% | +0.00 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +6.6% | 1.87% | +0.00 |
| ACN Accenture PLC Class A | Add +214.8% | 0.00% | +0.00 |
| ETN Eaton Corp. PLC | Add +142.9% | 0.00% | +0.00 |
| AMAT Applied Materials Inc. | New | 0.00% | +0.00 |
| CRM Salesforce Inc. | Add +4.0% | 0.01% | +0.00 |
Notes & Other Activity Q4 2023 → Q1 2024
| DJTWW Trump Media & Technology Gro | *W EXP 03/25/202 | Add +16.4% | 7,100 | $195K |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Add +0.2% | 501 | $22K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |