Atwood & Palmer Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 10, 2024), Atwood & Palmer Inc. reported 434 stock positions worth $1.3 billion. Its top holding was Regeneron Pharmaceuticals (REGN) at 3.5% of the portfolio, followed by Alphabet Class C (GOOG, 3.4%) and Janus Henderson Aaa Clo ETF (JAAA, 3.1%). Compared with Q1 2024, it opened 44 new positions, sold out of 24, added to 52 and reduced 109. The biggest buy was a new position in MercadoLibre (MELI) and the biggest sale an exit from Sony Group Corp. - SP ADR (SONY).
- Most Recent 13F
- Q2 2026
- Location
- KANSAS CITY, MO
- CIK
- 0001044929
- Portfolio Value
- $1.3B (Q2 2024)
- SEC Filing
- 0001044929-24-000004 ↗ filed Jul 10, 2024
Holdings Value
Holdings 434 stocks · $1.3B
| REGN Regeneron Pharmaceuticals | 3.49% | 43,859 | $46.1M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 3.37% | 242,582 | $44.5M | Reduce -0.2% |
| JAAA Janus Henderson Aaa Clo ETF | 3.09% | 800,902 | $40.7M | Add +1.2% |
| SHY iShares 1-3 Year Treasury Bo | 3.02% | 487,494 | $39.8M | Add +1.1% |
| AVDE Avantis International Equity | 2.84% | 601,932 | $37.5M | Add +1.4% |
| LDOS Leidos Holdings Inc. | 2.83% | 255,617 | $37.3M | Reduce -0.1% |
| URI United Rentals Inc. | 2.81% | 57,393 | $37.1M | Add +0.8% |
| CDW CDW Corp. | 2.65% | 156,287 | $35.0M | Add +0.4% |
| AMP Ameriprise Financial Inc. | 2.58% | 79,603 | $34.0M | Reduce -1.7% |
| AVEM Avantis Emerging Markets Eq | 2.56% | 553,768 | $33.8M | Add +1.8% |
| ABBV Abbvie Inc. | 2.52% | 194,246 | $33.3M | Add +2.0% |
| DHI D.R. Horton Inc. | 2.46% | 230,395 | $32.5M | Add +2.0% |
| PLTR Palantir Technologies Inc. Class A | 2.46% | 1,280,827 | $32.4M | Add +5.5% |
| FITB Fifth Third Bancorp | 2.43% | 878,261 | $32.0M | Reduce -0.3% |
| LMT Lockheed Martin Corp. | 2.41% | 68,027 | $31.8M | No change |
| TMO Thermo Fisher Scientific Inc. | 2.27% | 54,289 | $30.0M | Add +0.4% |
| MA Mastercard Inc. Class A | 2.12% | 63,526 | $28.0M | Reduce -0.4% |
| AAPL Apple Inc. | 2.04% | 127,844 | $26.9M | Reduce -0.8% |
| HOLX Hologic Inc. | 1.99% | 354,335 | $26.3M | Add +1.4% |
| GBIL Goldman Sachs Access Treasur | 1.98% | 261,285 | $26.1M | Reduce -0.5% |
| VRTX Vertex Pharmaceuticals Inc. | 1.93% | 54,275 | $25.4M | Add +0.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.89% | 486,155 | $24.9M | Add +1.4% |
| CSCO Cisco Systems Inc. | 1.87% | 520,288 | $24.7M | Add +0.3% |
| GILD Gilead Sciences Inc. | 1.80% | 345,944 | $23.7M | Reduce -0.3% |
| AVIV Avantis Intl LRG Cap Val ETF | 1.60% | 401,923 | $21.1M | Add +1.3% |
| PYPL PayPal Holdings Inc. | 1.56% | 354,007 | $20.5M | Reduce -0.3% |
| IBTI iShares Ibonds Dec 2028 Term | 1.55% | 939,700 | $20.5M | Add +1.4% |
| UTHR United Therapeutics Corp. | 1.54% | 63,762 | $20.3M | Add +0.3% |
| IBTJ iShares Ibonds Dec 2029 Term | 1.53% | 941,975 | $20.1M | Add +1.6% |
| GNRC Generac Holdings Inc. | 1.47% | 146,454 | $19.4M | No change |
| WMT Walmart Inc. | 1.44% | 281,262 | $19.0M | Reduce -0.4% |
| DKNG Draftkings Inc. Class A | 1.43% | 495,188 | $18.9M | Add +1.2% |
| ON On Semiconductor | 1.42% | 274,090 | $18.8M | Add +0.3% |
| IBTK iShares Ibonds Dec 2030 Trea | 1.40% | 961,250 | $18.5M | Add +0.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.39% | 238,207 | $18.4M | Reduce -1.5% |
| TPYP Managed Portfolio Series | 1.39% | 634,856 | $18.3M | Add +0.9% |
| FV First Trust DW Focus 5 Fund | 1.33% | 307,358 | $17.6M | Reduce -0.6% |
| GHYB Goldman Sachs Access HY Corp. | 1.25% | 375,876 | $16.5M | Reduce -0.8% |
| JBBB Janus Henderson B-BBB Clo Et | 1.20% | 321,104 | $15.8M | Add +0.0% |
| GRMN Garmin Ltd. | 1.18% | 95,507 | $15.6M | Add +0.1% |
| LOW Lowe's Cos Inc. | 1.15% | 68,915 | $15.2M | Add +3.0% |
| JSI JH Securitized Income ETF | 1.11% | 281,900 | $14.6M | Add +17.9% |
| MELI MercadoLibre Inc. | 1.05% | 8,428 | $13.9M | New |
| AVDV Avantis Intl S/C Value ETF | 0.99% | 201,425 | $13.1M | Add +1.2% |
| IMTM iShares MSCI Intl Momentum F | 0.99% | 337,611 | $13.1M | Reduce -0.7% |
| GSIE Goldman Sachs Activebeta Int | 0.98% | 383,976 | $12.9M | Reduce -0.6% |
| LHX L3HARRIS Technologies Inc. | 0.97% | 56,976 | $12.8M | Add +0.4% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.88% | 275,018 | $11.6M | Reduce -1.2% |
| LMBS First Trust Low Duration Opp | 0.77% | 210,715 | $10.1M | Add +19.9% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.51% | 40,856 | $6.8M | No change |
| KMB Kimberly-Clark Corp. | 0.48% | 45,916 | $6.3M | Add +0.5% |
| HD Home Depot Inc. | 0.47% | 18,113 | $6.2M | Reduce -0.4% |
| BDX Becton Dickinson and Co. | 0.47% | 26,468 | $6.2M | Reduce -0.5% |
| GOOGL Alphabet Inc. Class A | 0.32% | 23,442 | $4.3M | Reduce -0.8% |
| CBSH Commerce Bancshares Inc. | 0.30% | 69,867 | $3.9M | Reduce -0.4% |
| PG The Procter & Gamble Co. | 0.28% | 22,263 | $3.7M | Reduce -0.3% |
| JNJ Johnson & Johnson | 0.27% | 24,426 | $3.6M | Reduce -1.4% |
| CL Colgate-Palmolive Co. | 0.19% | 26,350 | $2.6M | No change |
| GSST Goldman Sachs Ultra Short Bo | 0.18% | 48,300 | $2.4M | Reduce -0.2% |
| GEM Goldman Sachs Activebeta Em | 0.18% | 74,300 | $2.4M | Reduce -1.9% |
| PEP Pepsico Inc. | 0.17% | 13,593 | $2.2M | No change |
| VSLU Applied Finance Valuat ETF | 0.17% | 64,573 | $2.2M | Add +8.7% |
| MSFT Microsoft Corp. | 0.15% | 4,574 | $2.0M | Reduce -9.0% |
| XOM Exxon Mobil Corp. | 0.15% | 17,079 | $2.0M | Add +0.7% |
| AMGN Amgen Inc. | 0.15% | 6,210 | $1.9M | Add +0.8% |
| PAYX Paychex Inc. | 0.12% | 12,887 | $1.5M | No change |
| NVDA Nvidia Corp. | 0.11% | 12,017 | $1.5M | Add +8.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 3,644 | $1.5M | Reduce -1.8% |
| JPM JPMorgan Chase & Co. | 0.11% | 7,120 | $1.4M | Reduce -3.4% |
| AMZN Amazon.com Inc. | 0.11% | 7,319 | $1.4M | Reduce -3.1% |
| RTX RTX Corp. | 0.10% | 13,349 | $1.3M | Reduce -1.5% |
| HIW Highwoods Properties Inc. | 0.10% | 51,007 | $1.3M | No change |
| COST Costco Wholesale Corp. | 0.10% | 1,575 | $1.3M | Reduce -7.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 2,268 | $1.2M | Reduce -8.6% |
| IVV iShares Core S&P 500 ETF | 0.09% | 2,122 | $1.2M | No change |
| PH Parker Hannifin Corp. | 0.09% | 2,250 | $1.1M | Reduce -0.1% |
| CAT Caterpillar Inc. | 0.08% | 3,340 | $1.1M | Reduce -0.5% |
| ADP Automatic Data Processing | 0.08% | 4,475 | $1.1M | Reduce -1.1% |
| HTH Hilltop Holdings Inc. | 0.08% | 33,100 | $1.0M | No change |
| QCOM Qualcomm Inc. | 0.07% | 4,823 | $961K | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.07% | 8,316 | $919K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 5,299 | $916K | No change |
| IWF iShares Russell 1000 Growth | 0.06% | 2,334 | $851K | Reduce -6.0% |
| ITOT iShares Core S&P Total U.S. | 0.06% | 7,081 | $841K | No change |
| MCD McDonald's Corp. | 0.06% | 3,203 | $816K | No change |
| NXPI NXP Semiconductors NV | 0.06% | 3,008 | $809K | No change |
| FTSM First Trust Enh Short Mat FD | 0.06% | 12,875 | $767K | Reduce -0.8% |
| CVX Chevron Corp. | 0.06% | 4,903 | $767K | Reduce -2.0% |
| KO The Coca-Cola Co. | 0.06% | 11,882 | $756K | Reduce -1.3% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.06% | 8,250 | $739K | No change |
| ICSH iShares Ultra Short Duration | 0.06% | 14,427 | $729K | Reduce -1.9% |
| SAIA Saia Inc. | 0.05% | 1,500 | $711K | No change |
| PNC PNC Financial Services Group | 0.05% | 4,513 | $702K | Reduce -1.1% |
| NEE Nextera Energy Inc. | 0.05% | 9,616 | $681K | Reduce -1.9% |
| USB US Bancorp | 0.05% | 16,948 | $673K | Reduce -4.6% |
| DE Deere & Co. | 0.05% | 1,768 | $661K | No change |
| VNLA Janus Henderson Short Durati | 0.05% | 13,160 | $639K | Reduce -18.2% |
| HTLF Heartland Financial USA Inc. | 0.05% | 14,109 | $627K | Reduce -2.8% |
| WM Waste Management Inc. | 0.04% | 2,707 | $578K | No change |
| BMY Bristol-Myers Squibb Co. | 0.04% | 13,328 | $554K | No change |
Other holdings (2): bonds, preferreds, convertibles and warrants · $172K (not counted above)
Total filed on the 13F, all lines: $1.3B.
Portfolio Sells Q1 2024 → Q2 2024
| SONY Sony Group Corp. - SP ADR | Sold out | 0.00% | −1.68 |
| PYPL PayPal Holdings Inc. | Reduce -0.3% | 1.56% | −0.25 |
| MA Mastercard Inc. Class A | Reduce -0.4% | 2.12% | −0.21 |
| GILD Gilead Sciences Inc. | Reduce -0.3% | 1.80% | −0.13 |
| AMP Ameriprise Financial Inc. | Reduce -1.7% | 2.58% | −0.12 |
| FITB Fifth Third Bancorp | Reduce -0.3% | 2.43% | −0.06 |
| HD Home Depot Inc. | Reduce -0.4% | 0.47% | −0.06 |
| BDX Becton Dickinson and Co. | Reduce -0.5% | 0.47% | −0.03 |
| GBIL Goldman Sachs Access Treasur | Reduce -0.5% | 1.98% | −0.03 |
| JNJ Johnson & Johnson | Reduce -1.4% | 0.27% | −0.03 |
| GSIE Goldman Sachs Activebeta Int | Reduce -0.6% | 0.98% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -1.5% | 1.39% | −0.02 |
| IMTM iShares MSCI Intl Momentum F | Reduce -0.7% | 0.99% | −0.02 |
| GHYB Goldman Sachs Access HY Corp. | Reduce -0.8% | 1.25% | −0.02 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -1.2% | 0.88% | −0.02 |
| JMBS Janus Henderson Mortg Backed | Reduce -33.0% | 0.03% | −0.01 |
| SRPT Sarepta Therapeutics Inc. | Reduce -53.3% | 0.02% | −0.01 |
| INTC Intel Corp. | Reduce -1.5% | 0.03% | −0.01 |
| VNLA Janus Henderson Short Durati | Reduce -18.2% | 0.05% | −0.01 |
| FXR First Trust Indst/Producers | Reduce -61.8% | 0.01% | −0.01 |
| FXD First Trust Consumer Discret | Reduce -64.2% | 0.00% | −0.01 |
| USB US Bancorp | Reduce -4.6% | 0.05% | −0.01 |
| CAT Caterpillar Inc. | Reduce -0.5% | 0.08% | −0.01 |
| FTXL First Trust Nasdaq Semicondu | Reduce -87.9% | 0.00% | −0.01 |
| FV First Trust DW Focus 5 Fund | Reduce -0.6% | 1.33% | −0.01 |
| FDN First Trust DJ Internet Ind | Reduce -55.1% | 0.01% | −0.01 |
| PH Parker Hannifin Corp. | Reduce -0.1% | 0.09% | −0.01 |
| QTEC First Trust Nasdq 100 Tech I | Reduce -52.0% | 0.01% | −0.01 |
| TRV The Travelers Cos Inc. | Reduce -58.5% | 0.00% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.8% | 0.11% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -42.3% | 0.01% | −0.01 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -76.2% | 0.00% | −0.01 |
| MSFT Microsoft Corp. | Reduce -9.0% | 0.15% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -8.6% | 0.09% | −0.01 |
| ADP Automatic Data Processing | Reduce -1.1% | 0.08% | −0.00 |
| IWM iShares Russell 2000 ETF | Reduce -50.0% | 0.00% | −0.00 |
| CRM Salesforce Inc. | Reduce -23.9% | 0.01% | −0.00 |
| V Visa Inc. Class A | Reduce -19.9% | 0.01% | −0.00 |
| MDY State Street SPDR S&P Midcap | Reduce -15.3% | 0.02% | −0.00 |
| COP Conocophillips | Reduce -25.4% | 0.01% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -3.4% | 0.11% | −0.00 |
| PNC PNC Financial Services Group | Reduce -1.1% | 0.05% | −0.00 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.00 |
| UNP Union Pacific Corp. | Reduce -7.0% | 0.01% | −0.00 |
| LIN Linde PLC | Reduce -25.9% | 0.01% | −0.00 |
| ABT Abbott Laboratories | Reduce -9.6% | 0.01% | −0.00 |
| DCPH Deciphera Pharmaceuticals Inc. | Sold out | 0.00% | −0.00 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.00 |
| APTV Aptiv Irish Holdings Ltd. | Reduce -90.2% | 0.00% | −0.00 |
| EMR Emerson Electric Co. | Reduce -2.2% | 0.04% | −0.00 |
Portfolio Buys Q1 2024 → Q2 2024
| MELI MercadoLibre Inc. | New | 1.05% | +1.05 |
| UTHR United Therapeutics Corp. | Add +0.3% | 1.54% | +0.43 |
| PLTR Palantir Technologies Inc. Class A | Add +5.5% | 2.46% | +0.34 |
| VRTX Vertex Pharmaceuticals Inc. | Add +0.3% | 1.93% | +0.21 |
| AVEM Avantis Emerging Markets Eq | Add +1.8% | 2.56% | +0.17 |
| JSI JH Securitized Income ETF | Add +17.9% | 1.11% | +0.17 |
| LMBS First Trust Low Duration Opp | Add +19.9% | 0.77% | +0.12 |
| GRMN Garmin Ltd. | Add +0.1% | 1.18% | +0.10 |
| TPYP Managed Portfolio Series | Add +0.9% | 1.39% | +0.05 |
| LHX L3HARRIS Technologies Inc. | Add +0.4% | 0.97% | +0.05 |
| JAAA Janus Henderson Aaa Clo ETF | Add +1.2% | 3.09% | +0.04 |
| NVDA Nvidia Corp. | Add +8.8% | 0.11% | +0.04 |
| KMB Kimberly-Clark Corp. | Add +0.5% | 0.48% | +0.03 |
| SHY iShares 1-3 Year Treasury Bo | Add +1.1% | 3.02% | +0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.02% | +0.02 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +1.4% | 1.89% | +0.02 |
| AVIG Avantis Core Fixed Income | New | 0.02% | +0.02 |
| VSLU Applied Finance Valuat ETF | Add +8.7% | 0.17% | +0.02 |
| SPTM SS SPDR P S&P 1500 Comp ETF | New | 0.02% | +0.02 |
| AMGN Amgen Inc. | Add +0.8% | 0.15% | +0.01 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +1.6% | 1.53% | +0.01 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.01% | +0.01 |
| IBTI iShares Ibonds Dec 2028 Term | Add +1.4% | 1.55% | +0.01 |
| AVLV Avantis US Large Cap Value | New | 0.01% | +0.01 |
| ANET Arista Networks Inc. | Add +11.7% | 0.03% | +0.01 |
| AVMC Avantis US Mid Cap Eq ETF | New | 0.01% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.01% | +0.01 |
| VNQ Vanguard Real Estate ETF | New | 0.01% | +0.01 |
| AVDS Avantis Intl SM Cap Eq ETF | New | 0.01% | +0.01 |
| TY Tri-Continental Corp. | New | 0.01% | +0.01 |
| JBBB Janus Henderson B-BBB Clo Et | Add +0.0% | 1.20% | +0.01 |
| LRCX Lam Research Corp. | New | 0.01% | +0.01 |
| TXN Texas Instruments Inc. | Add +618.0% | 0.01% | +0.00 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.00% | +0.00 |
| IVW iShares S&P 500 Growth ETF | New | 0.00% | +0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | New | 0.00% | +0.00 |
| SLV iShares Silver Trust | New | 0.00% | +0.00 |
| EPP iShares MSCI Pacific Ex Japa | New | 0.00% | +0.00 |
| CORT Corcept Therapeutics Inc. | New | 0.00% | +0.00 |
| IEF iShares 7-10 Year Treasury B | Add +125.7% | 0.00% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +59.8% | 0.01% | +0.00 |
| MPWR Monolithic Power Systems Inc. | New | 0.00% | +0.00 |
| ILF iShares Latin America 40 ETF | New | 0.00% | +0.00 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +45.3% | 0.01% | +0.00 |
| USRT iShares Core US REIT ETF | New | 0.00% | +0.00 |
| CTAS Cintas Corp. | New | 0.00% | +0.00 |
| ODFL Old Dominion Freight Line | Add +3700.0% | 0.00% | +0.00 |
| EQNR Equinor ASA-Spon ADR | New | 0.00% | +0.00 |
| MCK McKesson Corp. | New | 0.00% | +0.00 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +78.0% | 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 |