Atwood & Palmer Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 7, 2024), Atwood & Palmer Inc. reported 470 stock positions worth $1.5 billion. Its top holding was Palantir Technologies Class A (PLTR) at 3.2% of the portfolio, followed by United Rentals (URI, 3.2%) and Regeneron Pharmaceuticals (REGN, 3.1%). Compared with Q2 2024, it opened 55 new positions, sold out of 20, added to 74 and reduced 76. The biggest buy was Invesco S&P 500 Equal Weight (RSP, shares +5845%) and the biggest sale First Trust DW Focus 5 Fund (FV, shares −55%).
- Most Recent 13F
- Q2 2026
- Location
- KANSAS CITY, MO
- CIK
- 0001044929
- Portfolio Value
- $1.5B (Q3 2024)
- SEC Filing
- 0001044929-24-000011 ↗ filed Oct 7, 2024
Holdings Value
Holdings 470 stocks · $1.5B
| PLTR Palantir Technologies Inc. Class A | 3.23% | 1,276,085 | $47.5M | Reduce -0.4% |
| URI United Rentals Inc. | 3.16% | 57,378 | $46.5M | Reduce -0.0% |
| REGN Regeneron Pharmaceuticals | 3.13% | 43,800 | $46.0M | Reduce -0.1% |
| DHI D.R. Horton Inc. | 2.97% | 229,188 | $43.7M | Reduce -0.5% |
| AVDE Avantis International Equity | 2.96% | 649,578 | $43.5M | Add +7.9% |
| JAAA Janus Henderson Aaa Clo ETF | 2.87% | 830,876 | $42.3M | Add +3.7% |
| SHY iShares 1-3 Year Treasury Bo | 2.86% | 506,319 | $42.1M | Add +3.9% |
| LDOS Leidos Holdings Inc. | 2.83% | 255,547 | $41.7M | Reduce -0.0% |
| GOOG Alphabet Inc. Class C | 2.80% | 246,113 | $41.1M | Add +1.5% |
| LMT Lockheed Martin Corp. | 2.70% | 68,027 | $39.8M | No change |
| ABBV Abbvie Inc. | 2.60% | 193,526 | $38.2M | Reduce -0.4% |
| FITB Fifth Third Bancorp | 2.55% | 875,961 | $37.5M | Reduce -0.3% |
| AMP Ameriprise Financial Inc. | 2.54% | 79,508 | $37.4M | Reduce -0.1% |
| AVEM Avantis Emerging Markets Eq | 2.54% | 577,708 | $37.3M | Add +4.3% |
| CDW CDW Corp. | 2.41% | 156,744 | $35.5M | Add +0.3% |
| TMO Thermo Fisher Scientific Inc. | 2.29% | 54,557 | $33.7M | Add +0.5% |
| MA Mastercard Inc. Class A | 2.15% | 64,154 | $31.7M | Add +1.0% |
| AAPL Apple Inc. | 2.04% | 128,776 | $30.0M | Add +0.7% |
| GILD Gilead Sciences Inc. | 1.98% | 346,680 | $29.1M | Add +0.2% |
| HOLX Hologic Inc. | 1.97% | 356,021 | $29.0M | Add +0.5% |
| CSCO Cisco Systems Inc. | 1.90% | 524,290 | $27.9M | Add +0.8% |
| PYPL PayPal Holdings Inc. | 1.87% | 351,753 | $27.4M | Reduce -0.6% |
| GBIL Goldman Sachs Access Treasur | 1.78% | 261,160 | $26.2M | Reduce -0.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.78% | 497,282 | $26.2M | Add +2.3% |
| VRTX Vertex Pharmaceuticals Inc. | 1.72% | 54,260 | $25.2M | Reduce -0.0% |
| AVIV Avantis Intl LRG Cap Val ETF | 1.61% | 421,497 | $23.7M | Add +4.9% |
| GNRC Generac Holdings Inc. | 1.59% | 147,673 | $23.5M | Add +0.8% |
| UTHR United Therapeutics Corp. | 1.56% | 64,056 | $23.0M | Add +0.5% |
| WMT Walmart Inc. | 1.55% | 281,757 | $22.8M | Add +0.2% |
| IBTI iShares Ibonds Dec 2028 Term | 1.55% | 1,009,904 | $22.7M | Add +7.5% |
| IBTJ iShares Ibonds Dec 2029 Term | 1.52% | 1,013,660 | $22.4M | Add +7.6% |
| IBTK iShares Ibonds Dec 2030 Trea | 1.39% | 1,019,736 | $20.4M | Add +6.1% |
| ON On Semiconductor | 1.38% | 279,656 | $20.3M | Add +2.0% |
| DKNG Draftkings Inc. Class A | 1.37% | 515,075 | $20.2M | Add +4.0% |
| TPYP Managed Portfolio Series | 1.37% | 642,845 | $20.2M | Add +1.3% |
| LOW Lowe's Cos Inc. | 1.30% | 70,445 | $19.1M | Add +2.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.28% | 237,703 | $18.9M | Reduce -0.2% |
| MELI MercadoLibre Inc. | 1.21% | 8,664 | $17.8M | Add +2.8% |
| GHYB Goldman Sachs Access HY Corp. | 1.16% | 373,554 | $17.1M | Reduce -0.6% |
| GRMN Garmin Ltd. | 1.15% | 95,722 | $16.8M | Add +0.2% |
| JSI JH Securitized Income ETF | 1.12% | 311,340 | $16.5M | Add +10.4% |
| JBBB Janus Henderson B-BBB Clo Et | 1.07% | 320,144 | $15.7M | Reduce -0.3% |
| AVDV Avantis Intl S/C Value ETF | 1.05% | 218,120 | $15.4M | Add +8.3% |
| LHX L3HARRIS Technologies Inc. | 0.98% | 60,616 | $14.4M | Add +6.4% |
| GSIE Goldman Sachs Activebeta Int | 0.85% | 347,606 | $12.6M | Reduce -9.5% |
| IMTM iShares MSCI Intl Momentum F | 0.83% | 303,996 | $12.3M | Reduce -10.0% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.83% | 280,179 | $12.2M | Add +1.9% |
| LMBS First Trust Low Duration Opp | 0.77% | 228,455 | $11.3M | Add +8.4% |
| FV First Trust DW Focus 5 Fund | 0.55% | 138,683 | $8.1M | Reduce -54.9% |
| HD Home Depot Inc. | 0.50% | 18,114 | $7.3M | Add +0.0% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.49% | 40,856 | $7.2M | No change |
| VSLU Applied Finance Valuat ETF | 0.46% | 187,038 | $6.7M | Add +189.7% |
| KMB Kimberly-Clark Corp. | 0.44% | 45,756 | $6.5M | Reduce -0.3% |
| BDX Becton Dickinson and Co. | 0.43% | 26,105 | $6.3M | Reduce -1.4% |
| RSP Invesco S&P 500 Equal Weight | 0.41% | 34,008 | $6.1M | Add +5845.4% |
| CBSH Commerce Bancshares Inc. | 0.28% | 69,867 | $4.2M | No change |
| JNJ Johnson & Johnson | 0.27% | 24,485 | $4.0M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 0.26% | 23,442 | $3.9M | No change |
| PG The Procter & Gamble Co. | 0.26% | 22,258 | $3.9M | Reduce -0.0% |
| CL Colgate-Palmolive Co. | 0.19% | 26,350 | $2.7M | No change |
| GSST Goldman Sachs Ultra Short Bo | 0.17% | 48,100 | $2.4M | Reduce -0.4% |
| PEP Pepsico Inc. | 0.16% | 13,753 | $2.3M | Add +1.2% |
| GEM Goldman Sachs Activebeta Em | 0.15% | 61,705 | $2.2M | Reduce -16.9% |
| XOM Exxon Mobil Corp. | 0.14% | 17,079 | $2.0M | No change |
| AMGN Amgen Inc. | 0.14% | 6,206 | $2.0M | Reduce -0.1% |
| MSFT Microsoft Corp. | 0.13% | 4,553 | $2.0M | Reduce -0.5% |
| PAYX Paychex Inc. | 0.12% | 12,891 | $1.7M | Add +0.0% |
| HIW Highwoods Properties Inc. | 0.12% | 51,007 | $1.7M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 3,684 | $1.7M | Add +1.1% |
| RTX RTX Corp. | 0.11% | 13,349 | $1.6M | No change |
| JPM JPMorgan Chase & Co. | 0.10% | 7,120 | $1.5M | No change |
| NVDA Nvidia Corp. | 0.10% | 11,807 | $1.4M | Reduce -1.8% |
| PH Parker Hannifin Corp. | 0.10% | 2,251 | $1.4M | Add +0.0% |
| COST Costco Wholesale Corp. | 0.10% | 1,577 | $1.4M | Add +0.1% |
| PSQO PLMR SQ Credit Opp ETF | 0.09% | 68,410 | $1.4M | New |
| AMZN Amazon.com Inc. | 0.09% | 7,319 | $1.4M | No change |
| CAT Caterpillar Inc. | 0.09% | 3,340 | $1.3M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 2,254 | $1.3M | Reduce -0.6% |
| ADP Automatic Data Processing | 0.08% | 4,475 | $1.2M | No change |
| IVV iShares Core S&P 500 ETF | 0.08% | 2,122 | $1.2M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 5,299 | $1.2M | No change |
| HTH Hilltop Holdings Inc. | 0.07% | 33,100 | $1.1M | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.07% | 8,250 | $980K | No change |
| MCD McDonald's Corp. | 0.07% | 3,204 | $976K | Add +0.0% |
| SHV iShares 0-1 Year Treasury Bo | 0.07% | 8,818 | $976K | Add +6.0% |
| ITOT iShares Core S&P Total U.S. | 0.06% | 7,081 | $890K | No change |
| IWF iShares Russell 1000 Growth | 0.06% | 2,334 | $876K | No change |
| KO The Coca-Cola Co. | 0.06% | 11,882 | $854K | No change |
| PNC PNC Financial Services Group | 0.06% | 4,500 | $832K | Reduce -0.3% |
| QCOM Qualcomm Inc. | 0.06% | 4,823 | $820K | No change |
| NEE Nextera Energy Inc. | 0.06% | 9,616 | $813K | No change |
| HTLF Heartland Financial USA Inc. | 0.05% | 14,109 | $800K | No change |
| USB US Bancorp | 0.05% | 16,948 | $775K | No change |
| FTSM First Trust Enh Short Mat FD | 0.05% | 12,875 | $771K | No change |
| DE Deere & Co. | 0.05% | 1,768 | $738K | No change |
| ICSH iShares Ultra Short Duration | 0.05% | 14,277 | $724K | Reduce -1.0% |
| CVX Chevron Corp. | 0.05% | 4,903 | $722K | No change |
| NXPI NXP Semiconductors NV | 0.05% | 3,008 | $722K | No change |
| BMY Bristol-Myers Squibb Co. | 0.05% | 13,328 | $690K | No change |
| SAIA Saia Inc. | 0.04% | 1,500 | $656K | No change |
Other holdings (2): bonds, preferreds, convertibles and warrants · $88K (not counted above)
Total filed on the 13F, all lines: $1.5B.
Portfolio Sells Q2 2024 → Q3 2024
| FV First Trust DW Focus 5 Fund | Reduce -54.9% | 0.55% | −0.78 |
| REGN Regeneron Pharmaceuticals | Reduce -0.1% | 3.13% | −0.36 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -0.0% | 1.72% | −0.21 |
| GBIL Goldman Sachs Access Treasur | Reduce -0.1% | 1.78% | −0.20 |
| IMTM iShares MSCI Intl Momentum F | Reduce -10.0% | 0.83% | −0.16 |
| JBBB Janus Henderson B-BBB Clo Et | Reduce -0.3% | 1.07% | −0.13 |
| GSIE Goldman Sachs Activebeta Int | Reduce -9.5% | 0.85% | −0.12 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.2% | 1.28% | −0.11 |
| GHYB Goldman Sachs Access HY Corp. | Reduce -0.6% | 1.16% | −0.09 |
| BDX Becton Dickinson and Co. | Reduce -1.4% | 0.43% | −0.04 |
| KMB Kimberly-Clark Corp. | Reduce -0.3% | 0.44% | −0.04 |
| AMP Ameriprise Financial Inc. | Reduce -0.1% | 2.54% | −0.04 |
| GEM Goldman Sachs Activebeta Em | Reduce -16.9% | 0.15% | −0.04 |
| MSFT Microsoft Corp. | Reduce -0.5% | 0.13% | −0.02 |
| GSST Goldman Sachs Ultra Short Bo | Reduce -0.4% | 0.17% | −0.02 |
| JMBS Janus Henderson Mortg Backed | Reduce -59.5% | 0.01% | −0.02 |
| AVGO Broadcom Inc. | Reduce -39.6% | 0.02% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -0.0% | 0.26% | −0.02 |
| NVDA Nvidia Corp. | Reduce -1.8% | 0.10% | −0.01 |
| VNLA Janus Henderson Short Durati | Reduce -20.5% | 0.03% | −0.01 |
| AMGN Amgen Inc. | Reduce -0.1% | 0.14% | −0.01 |
| VRP Invesco Variable Rate Prefer | Reduce -50.5% | 0.01% | −0.01 |
| INTC Intel Corp. | Reduce -0.2% | 0.02% | −0.01 |
| BSJO Invesco Bulletshares 2024 HY | Reduce -87.6% | 0.00% | −0.01 |
| GSY Invesco Ultra Short Duration | Reduce -26.1% | 0.02% | −0.01 |
| ICSH iShares Ultra Short Duration | Reduce -1.0% | 0.05% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.6% | 0.09% | −0.01 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.01 |
| PFF iShares Preferred & Income S | Reduce -50.4% | 0.00% | −0.00 |
| QTEC First Trust Nasdq 100 Tech I | Reduce -36.9% | 0.00% | −0.00 |
| BSCO Invesco Bulletshares 2024 CB | Reduce -66.7% | 0.00% | −0.00 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.00 |
| IEF iShares 7-10 Year Treasury B | Reduce -55.7% | 0.00% | −0.00 |
| EPP iShares MSCI Pacific Ex Japa | Sold out | 0.00% | −0.00 |
| ILF iShares Latin America 40 ETF | Sold out | 0.00% | −0.00 |
| NUE Nucor Corp. | Sold out | 0.00% | −0.00 |
| AZO AutoZone Inc. | Reduce -83.3% | 0.00% | −0.00 |
| FXD First Trust Consumer Discret | Reduce -46.6% | 0.00% | −0.00 |
| FXR First Trust Indst/Producers | Reduce -43.9% | 0.00% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -7.0% | 0.04% | −0.00 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -36.5% | 0.00% | −0.00 |
| EQNR Equinor ASA-Spon ADR | Sold out | 0.00% | −0.00 |
| DIS The Walt Disney Co. | Reduce -2.0% | 0.01% | −0.00 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -3.8% | 0.00% | −0.00 |
| VALE Vale SA-SP ADR | Sold out | 0.00% | −0.00 |
| FXL First Trust Technology Alpha | Reduce -7.0% | 0.01% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -14.7% | 0.01% | −0.00 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.00 |
| MPWR Monolithic Power Systems Inc. | Reduce -70.0% | 0.00% | −0.00 |
| JNK SS SPDR BB High Yield Bond | Sold out | 0.00% | −0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| RSP Invesco S&P 500 Equal Weight | Add +5845.4% | 0.41% | +0.41 |
| VSLU Applied Finance Valuat ETF | Add +189.7% | 0.46% | +0.29 |
| GILD Gilead Sciences Inc. | Add +0.2% | 1.98% | +0.18 |
| MELI MercadoLibre Inc. | Add +2.8% | 1.21% | +0.16 |
| LOW Lowe's Cos Inc. | Add +2.2% | 1.30% | +0.15 |
| GNRC Generac Holdings Inc. | Add +0.8% | 1.59% | +0.13 |
| AVDE Avantis International Equity | Add +7.9% | 2.96% | +0.12 |
| WMT Walmart Inc. | Add +0.2% | 1.55% | +0.10 |
| PSQO PLMR SQ Credit Opp ETF | New | 0.09% | +0.09 |
| AVDV Avantis Intl S/C Value ETF | Add +8.3% | 1.05% | +0.06 |
| MA Mastercard Inc. Class A | Add +1.0% | 2.15% | +0.03 |
| HD Home Depot Inc. | Add +0.0% | 0.50% | +0.03 |
| CSCO Cisco Systems Inc. | Add +0.8% | 1.90% | +0.02 |
| UTHR United Therapeutics Corp. | Add +0.5% | 1.56% | +0.02 |
| IEI iShares 3-7 Year Treasury Bo | New | 0.02% | +0.02 |
| TMO Thermo Fisher Scientific Inc. | Add +0.5% | 2.29% | +0.02 |
| JSI JH Securitized Income ETF | Add +10.4% | 1.12% | +0.02 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +4.9% | 1.61% | +0.01 |
| LHX L3HARRIS Technologies Inc. | Add +6.4% | 0.98% | +0.01 |
| PH Parker Hannifin Corp. | Add +0.0% | 0.10% | +0.01 |
| SPGI S&P Global Inc. | Add +2066.7% | 0.01% | +0.01 |
| MCD McDonald's Corp. | Add +0.0% | 0.07% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.1% | 0.12% | +0.00 |
| HUM Humana Inc. | New | 0.00% | +0.00 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | New | 0.00% | +0.00 |
| ETN Eaton Corp. PLC | Add +102.3% | 0.00% | +0.00 |
| PAYX Paychex Inc. | Add +0.0% | 0.12% | +0.00 |
| FISV Fiserv Inc. | Add +6.6% | 0.01% | +0.00 |
| LINE Lineage Inc. | New | 0.00% | +0.00 |
| CB Chubb Ltd. | Add +57.7% | 0.00% | +0.00 |
| FLOT iShares Floating Rate Bond E | New | 0.00% | +0.00 |
| VCIT Vanguard Int-Term Corporate | New | 0.00% | +0.00 |
| BSX Boston Scientific Corp. | Add +1000.0% | 0.00% | +0.00 |
| ADI Analog Devices Inc. | New | 0.00% | +0.00 |
| LAMR Lamar Advertising Co. Class A | New | 0.00% | +0.00 |
| BSV Vanguard Short-Term Bond ETF | New | 0.00% | +0.00 |
| BWXT BWX Technologies Inc. | New | 0.00% | +0.00 |
| UL Unilever PLC | Add +426.2% | 0.00% | +0.00 |
| EG Everest Group Ltd. | New | 0.00% | +0.00 |
| ETR Entergy Corp. | New | 0.00% | +0.00 |
| MDLZ Mondelez International Inc. Class A | Add +20.7% | 0.00% | +0.00 |
| SSNC Ss&c Technologies Holdings | New | 0.00% | +0.00 |
| FAF First American Financial | New | 0.00% | +0.00 |
| GE General Electric | Add +1.8% | 0.01% | +0.00 |
| DOX Amdocs Ltd. | New | 0.00% | +0.00 |
| MDT Medtronic PLC | Add +10.1% | 0.01% | +0.00 |
| ABT Abbott Laboratories | Add +6.5% | 0.01% | +0.00 |
| CTVA Corteva Inc. | Add +19.1% | 0.00% | +0.00 |
| ETHE Grayscale Ethereum Staking E | New | 0.00% | +0.00 |
| HUN Huntsman Corp. | 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 |