Atwood & Palmer Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 15, 2025), Atwood & Palmer Inc. reported 438 stock positions worth $1.4 billion. Its top holding was Palantir Technologies Class A (PLTR) at 4.3% of the portfolio, followed by Avantis International Equity (AVDE, 3.3%) and Janus Henderson Aaa Clo ETF (JAAA, 3.3%). Compared with Q4 2024, it opened 18 new positions, sold out of 47, added to 71 and reduced 109. The biggest buy was MercadoLibre (MELI, shares +83%) and the biggest sale Palantir Technologies Class A (PLTR, shares −37%).
- Most Recent 13F
- Q2 2026
- Location
- KANSAS CITY, MO
- CIK
- 0001044929
- Portfolio Value
- $1.4B (Q1 2025)
- SEC Filing
- 0001044929-25-000005 ↗ filed Apr 15, 2025
Holdings Value
Holdings 438 stocks · $1.4B
| PLTR Palantir Technologies Inc. Class A | 4.30% | 734,324 | $62.0M | Reduce -37.0% |
| AVDE Avantis International Equity | 3.27% | 710,627 | $47.1M | Add +2.9% |
| JAAA Janus Henderson Aaa Clo ETF | 3.25% | 925,008 | $46.9M | Add +4.6% |
| SHY iShares 1-3 Year Treasury Bo | 3.22% | 560,933 | $46.4M | Add +3.6% |
| ABBV Abbvie Inc. | 2.78% | 191,348 | $40.1M | Reduce -2.3% |
| GILD Gilead Sciences Inc. | 2.68% | 345,067 | $38.7M | Reduce -1.2% |
| GOOG Alphabet Inc. Class C | 2.66% | 245,265 | $38.3M | Reduce -0.3% |
| AVEM Avantis Emerging Markets Eq | 2.60% | 623,034 | $37.5M | Add +3.1% |
| AMP Ameriprise Financial Inc. | 2.59% | 77,079 | $37.3M | Reduce -2.9% |
| URI United Rentals Inc. | 2.48% | 57,102 | $35.8M | Reduce -0.9% |
| LDOS Leidos Holdings Inc. | 2.45% | 261,686 | $35.3M | Add +1.9% |
| MA Mastercard Inc. Class A | 2.32% | 60,919 | $33.4M | Reduce -4.7% |
| MELI MercadoLibre Inc. | 2.30% | 17,008 | $33.2M | Add +82.8% |
| FITB Fifth Third Bancorp | 2.29% | 840,702 | $33.0M | Reduce -4.2% |
| CSCO Cisco Systems Inc. | 2.23% | 521,206 | $32.2M | Reduce -0.3% |
| LMT Lockheed Martin Corp. | 2.11% | 67,977 | $30.4M | Reduce -0.1% |
| DHI D.R. Horton Inc. | 2.02% | 229,353 | $29.2M | Reduce -0.9% |
| AAPL Apple Inc. | 1.97% | 127,555 | $28.3M | Reduce -0.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.91% | 525,487 | $27.5M | Add +2.5% |
| TMO Thermo Fisher Scientific Inc. | 1.86% | 53,788 | $26.8M | Reduce -1.6% |
| VRTX Vertex Pharmaceuticals Inc. | 1.85% | 54,984 | $26.7M | Reduce -0.7% |
| REGN Regeneron Pharmaceuticals | 1.85% | 41,974 | $26.6M | Reduce -3.9% |
| AVIV Avantis Intl LRG Cap Val ETF | 1.79% | 456,194 | $25.9M | Add +2.5% |
| IBTI iShares Ibonds Dec 2028 Term | 1.75% | 1,133,823 | $25.2M | Add +4.6% |
| CDW CDW Corp. | 1.74% | 156,292 | $25.0M | Reduce -0.6% |
| IBTJ iShares Ibonds Dec 2029 Term | 1.72% | 1,138,479 | $24.8M | Add +4.5% |
| GBIL Goldman Sachs Access Treasur | 1.70% | 245,025 | $24.5M | Reduce -6.2% |
| TPYP Managed Portfolio Series | 1.66% | 656,996 | $23.9M | Reduce -0.1% |
| WMT Walmart Inc. | 1.64% | 268,851 | $23.6M | Reduce -3.8% |
| JSI JH Securitized Income ETF | 1.63% | 449,236 | $23.5M | Add +24.8% |
| IBTK iShares Ibonds Dec 2030 Trea | 1.54% | 1,128,891 | $22.2M | Add +4.6% |
| HOLX Hologic Inc. | 1.51% | 353,345 | $21.8M | Reduce -1.2% |
| GRMN Garmin Ltd. | 1.40% | 92,906 | $20.2M | Reduce -2.5% |
| UTHR United Therapeutics Corp. | 1.36% | 63,696 | $19.6M | Reduce -1.4% |
| GNRC Generac Holdings Inc. | 1.30% | 147,971 | $18.7M | Reduce -0.4% |
| DKNG Draftkings Inc. Class A | 1.21% | 526,862 | $17.5M | Add +0.5% |
| AVDV Avantis Intl S/C Value ETF | 1.18% | 244,052 | $17.0M | Add +0.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.17% | 214,337 | $16.9M | Reduce -5.1% |
| GHYB Goldman Sachs Access HY Corp. | 1.17% | 377,149 | $16.8M | Reduce -0.0% |
| PYPL PayPal Holdings Inc. | 1.14% | 251,626 | $16.4M | Reduce -0.2% |
| LOW Lowe's Cos Inc. | 1.13% | 69,657 | $16.2M | Reduce -1.1% |
| LMBS First Trust Low Duration Opp | 1.06% | 310,145 | $15.2M | Add +14.9% |
| JBBB Janus Henderson B-BBB Clo Et | 0.99% | 293,434 | $14.3M | Reduce -4.2% |
| LHX L3HARRIS Technologies Inc. | 0.91% | 62,692 | $13.1M | Add +1.7% |
| UBER Uber Technologies Inc. | 0.86% | 170,590 | $12.4M | Add +16840.4% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.84% | 286,023 | $12.2M | Add +0.3% |
| ON On Semiconductor | 0.82% | 289,056 | $11.8M | Add +2.5% |
| GSIE Goldman Sachs Activebeta Int | 0.69% | 279,142 | $10.0M | Reduce -5.0% |
| IMTM iShares MSCI Intl Momentum F | 0.68% | 243,931 | $9.7M | Reduce -4.7% |
| PSQO PLMR SQ Credit Opp ETF | 0.56% | 398,136 | $8.1M | Add +117.5% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.52% | 40,856 | $7.5M | No change |
| VSLU Applied Finance Valuat ETF | 0.51% | 208,457 | $7.3M | Add +12.8% |
| RSP Invesco S&P 500 Equal Weight | 0.50% | 41,861 | $7.3M | Add +22.7% |
| HD Home Depot Inc. | 0.46% | 18,166 | $6.7M | Add +0.2% |
| KMB Kimberly-Clark Corp. | 0.43% | 43,131 | $6.1M | Reduce -3.4% |
| BDX Becton Dickinson and Co. | 0.40% | 25,045 | $5.7M | Reduce -2.1% |
| FV First Trust DW Focus 5 Fund | 0.36% | 95,049 | $5.2M | Reduce -29.0% |
| CBSH Commerce Bancshares Inc. | 0.31% | 71,256 | $4.4M | Reduce -1.0% |
| JNJ Johnson & Johnson | 0.28% | 24,109 | $4.0M | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 0.27% | 25,019 | $3.9M | Add +6.6% |
| PG The Procter & Gamble Co. | 0.27% | 22,463 | $3.8M | Add +0.9% |
| CL Colgate-Palmolive Co. | 0.17% | 26,350 | $2.5M | No change |
| JPM JPMorgan Chase & Co. | 0.15% | 8,949 | $2.2M | Add +24.3% |
| PEP Pepsico Inc. | 0.15% | 14,093 | $2.1M | Add +2.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 3,923 | $2.1M | Add +6.3% |
| GSST Goldman Sachs Ultra Short Bo | 0.14% | 40,400 | $2.0M | Reduce -15.1% |
| XOM Exxon Mobil Corp. | 0.14% | 16,879 | $2.0M | Reduce -1.2% |
| IEI iShares 3-7 Year Treasury Bo | 0.14% | 16,830 | $2.0M | Add +10.2% |
| PAYX Paychex Inc. | 0.14% | 12,887 | $2.0M | No change |
| AMGN Amgen Inc. | 0.13% | 6,197 | $1.9M | Reduce -0.6% |
| MSFT Microsoft Corp. | 0.13% | 4,964 | $1.9M | Add +7.9% |
| RTX RTX Corp. | 0.12% | 13,443 | $1.8M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 0.12% | 9,270 | $1.8M | Add +26.2% |
| COST Costco Wholesale Corp. | 0.12% | 1,754 | $1.7M | Add +11.2% |
| GEM Goldman Sachs Activebeta Em | 0.11% | 48,067 | $1.6M | Reduce -8.2% |
| HIW Highwoods Properties Inc. | 0.10% | 51,007 | $1.5M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.10% | 2,699 | $1.5M | Add +20.2% |
| NVDA Nvidia Corp. | 0.10% | 13,871 | $1.5M | Add +18.5% |
| PH Parker Hannifin Corp. | 0.09% | 2,250 | $1.4M | No change |
| ADP Automatic Data Processing | 0.09% | 4,475 | $1.4M | Reduce -0.4% |
| JMBS Janus Henderson Mortg Backed | 0.08% | 24,030 | $1.1M | Reduce -4.5% |
| UMBF Umb Financial Corp. | 0.08% | 10,729 | $1.1M | Add +184.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 4,149 | $1.0M | Reduce -21.7% |
| HTH Hilltop Holdings Inc. | 0.07% | 33,100 | $1.0M | No change |
| MCD McDonald's Corp. | 0.07% | 3,188 | $996K | Reduce -0.8% |
| IVV iShares Core S&P 500 ETF | 0.07% | 1,760 | $989K | Reduce -17.1% |
| SHV iShares 0-1 Year Treasury Bo | 0.06% | 8,316 | $919K | Reduce -5.7% |
| ITOT iShares Core S&P Total U.S. | 0.06% | 7,081 | $864K | No change |
| CAT Caterpillar Inc. | 0.06% | 2,565 | $846K | No change |
| KO The Coca-Cola Co. | 0.06% | 11,716 | $839K | Reduce -1.3% |
| DE Deere & Co. | 0.06% | 1,768 | $830K | No change |
| CVX Chevron Corp. | 0.06% | 4,903 | $820K | Reduce -0.3% |
| PNC PNC Financial Services Group | 0.06% | 4,546 | $799K | No change |
| QCOM Qualcomm Inc. | 0.05% | 5,136 | $789K | Add +6.5% |
| IWF iShares Russell 1000 Growth | 0.05% | 2,175 | $785K | Reduce -14.7% |
| PM Philip Morris International | 0.05% | 4,736 | $752K | Reduce -0.2% |
| BMY Bristol-Myers Squibb Co. | 0.05% | 12,234 | $746K | Add +4.3% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.05% | 8,250 | $710K | No change |
| NEE Nextera Energy Inc. | 0.05% | 9,616 | $682K | No change |
| USB US Bancorp | 0.05% | 15,498 | $654K | Reduce -6.9% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $88K (not counted above)
Lines left out (1) · $10 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| VBR Vngrd Mrngst SL-CP Val ETF-U | SM CP VAL ETF | 0 | $10 |
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: $1.4B.
Portfolio Sells Q4 2024 → Q1 2025
| PLTR Palantir Technologies Inc. Class A | Reduce -37.0% | 4.30% | −1.74 |
| GOOG Alphabet Inc. Class C | Reduce -0.3% | 2.66% | −0.55 |
| PYPL PayPal Holdings Inc. | Reduce -0.2% | 1.14% | −0.34 |
| AMP Ameriprise Financial Inc. | Reduce -2.9% | 2.59% | −0.31 |
| URI United Rentals Inc. | Reduce -0.9% | 2.48% | −0.30 |
| REGN Regeneron Pharmaceuticals | Reduce -3.9% | 1.85% | −0.29 |
| GNRC Generac Holdings Inc. | Reduce -0.4% | 1.30% | −0.28 |
| FITB Fifth Third Bancorp | Reduce -4.2% | 2.29% | −0.26 |
| HOLX Hologic Inc. | Reduce -1.2% | 1.51% | −0.25 |
| AAPL Apple Inc. | Reduce -0.8% | 1.97% | −0.24 |
| UTHR United Therapeutics Corp. | Reduce -1.4% | 1.36% | −0.20 |
| DHI D.R. Horton Inc. | Reduce -0.9% | 2.02% | −0.19 |
| FV First Trust DW Focus 5 Fund | Reduce -29.0% | 0.36% | −0.18 |
| LMT Lockheed Martin Corp. | Reduce -0.1% | 2.11% | −0.16 |
| CDW CDW Corp. | Reduce -0.6% | 1.74% | −0.14 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.6% | 1.86% | −0.09 |
| WMT Walmart Inc. | Reduce -3.8% | 1.64% | −0.09 |
| GBIL Goldman Sachs Access Treasur | Reduce -6.2% | 1.70% | −0.09 |
| LOW Lowe's Cos Inc. | Reduce -1.1% | 1.13% | −0.06 |
| HTLF Heartland Financial USA Inc. | Sold out | 0.00% | −0.05 |
| JBBB Janus Henderson B-BBB Clo Et | Reduce -4.2% | 0.99% | −0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -5.1% | 1.17% | −0.03 |
| ICSH iShares Ultra Short Duration | Reduce -58.1% | 0.02% | −0.03 |
| FTSM First Trust Enh Short Mat FD | Reduce -49.0% | 0.03% | −0.02 |
| GSST Goldman Sachs Ultra Short Bo | Reduce -15.1% | 0.14% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -17.1% | 0.07% | −0.02 |
| TSLA Tesla Inc. | Reduce -0.9% | 0.03% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -14.7% | 0.05% | −0.02 |
| MCO Moody's Corp. | Reduce -50.0% | 0.01% | −0.01 |
| USB US Bancorp | Reduce -6.9% | 0.05% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -21.7% | 0.07% | −0.01 |
| PFE Pfizer Inc. | Reduce -24.4% | 0.02% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -28.3% | 0.02% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -33.9% | 0.01% | −0.01 |
| ZTS Zoetis Inc. | Reduce -27.7% | 0.02% | −0.01 |
| EMR Emerson Electric Co. | Reduce -2.2% | 0.03% | −0.00 |
| PFF iShares Preferred & Income S | Reduce -64.3% | 0.00% | −0.00 |
| GEM Goldman Sachs Activebeta Em | Reduce -8.2% | 0.11% | −0.00 |
| VNLA Janus Henderson Short Durati | Reduce -11.7% | 0.03% | −0.00 |
| ITCI Intra-Cellular Therapies Inc. | Sold out | 0.00% | −0.00 |
| IVT Inventrust Properties Corp. | Sold out | 0.00% | −0.00 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -5.7% | 0.06% | −0.00 |
| CARR Carrier Global Corp. | Reduce -1.3% | 0.03% | −0.00 |
| ETN Eaton Corp. PLC | Reduce -39.9% | 0.00% | −0.00 |
| ABT Abbott Laboratories | Reduce -33.3% | 0.01% | −0.00 |
| GSY Invesco Ultra Short Duration | Reduce -14.6% | 0.01% | −0.00 |
| GDX Vaneck Gold Miners ETF | Sold out | 0.00% | −0.00 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.00 |
| FXL First Trust Technology Alpha | Reduce -5.0% | 0.01% | −0.00 |
| VRP Invesco Variable Rate Prefer | Reduce -20.4% | 0.01% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| MELI MercadoLibre Inc. | Add +82.8% | 2.30% | +1.22 |
| UBER Uber Technologies Inc. | Add +16840.4% | 0.86% | +0.86 |
| AVDE Avantis International Equity | Add +2.9% | 3.27% | +0.36 |
| JSI JH Securitized Income ETF | Add +24.8% | 1.63% | +0.35 |
| PSQO PLMR SQ Credit Opp ETF | Add +117.5% | 0.56% | +0.31 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +2.5% | 1.79% | +0.21 |
| JAAA Janus Henderson Aaa Clo ETF | Add +4.6% | 3.25% | +0.18 |
| SHY iShares 1-3 Year Treasury Bo | Add +3.6% | 3.22% | +0.18 |
| AVEM Avantis Emerging Markets Eq | Add +3.1% | 2.60% | +0.17 |
| LMBS First Trust Low Duration Opp | Add +14.9% | 1.06% | +0.16 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +4.5% | 1.72% | +0.13 |
| IBTI iShares Ibonds Dec 2028 Term | Add +4.6% | 1.75% | +0.12 |
| IBTK iShares Ibonds Dec 2030 Trea | Add +4.6% | 1.54% | +0.12 |
| AVDV Avantis Intl S/C Value ETF | Add +0.5% | 1.18% | +0.10 |
| RSP Invesco S&P 500 Equal Weight | Add +22.7% | 0.50% | +0.09 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +2.5% | 1.91% | +0.09 |
| UMBF Umb Financial Corp. | Add +184.0% | 0.08% | +0.05 |
| VSLU Applied Finance Valuat ETF | Add +12.8% | 0.51% | +0.04 |
| JNJ Johnson & Johnson | Add +0.5% | 0.28% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +24.3% | 0.15% | +0.03 |
| PSBD Palmer Square Capital BDC Inc. | New | 0.03% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +6.3% | 0.14% | +0.03 |
| LHX L3HARRIS Technologies Inc. | Add +1.7% | 0.91% | +0.02 |
| V Visa Inc. Class A | Add +122.9% | 0.03% | +0.02 |
| IEI iShares 3-7 Year Treasury Bo | Add +10.2% | 0.14% | +0.02 |
| COST Costco Wholesale Corp. | Add +11.2% | 0.12% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +20.2% | 0.10% | +0.01 |
| UI Ubiquiti Inc. | New | 0.01% | +0.01 |
| AJG Arthur J Gallagher & Co. | Add +87.0% | 0.02% | +0.01 |
| DHR Danaher Corp. | Add +249.4% | 0.02% | +0.01 |
| AMZN Amazon.com Inc. | Add +26.2% | 0.12% | +0.01 |
| TYL Tyler Technologies Inc. | Add +259.6% | 0.02% | +0.01 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +0.3% | 0.84% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +191.9% | 0.02% | +0.01 |
| SYK Stryker Corp. | Add +13333.3% | 0.01% | +0.01 |
| PG The Procter & Gamble Co. | Add +0.9% | 0.27% | +0.01 |
| PANW Palo Alto Networks Inc. | Add +149.4% | 0.02% | +0.01 |
| BAC Bank of America Corp. | Add +31.3% | 0.04% | +0.01 |
| WM Waste Management Inc. | Add +3.6% | 0.04% | +0.01 |
| LLY Eli Lilly & Co. | Add +16.5% | 0.04% | +0.01 |
| CPRT Copart Inc. | New | 0.01% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +4.3% | 0.05% | +0.01 |
| DUK Duke Energy Corp. | Add +39.3% | 0.02% | +0.01 |
| HEI Heico Corp. | New | 0.01% | +0.01 |
| AXON Axon Enterprise Inc. | Add +38.5% | 0.03% | +0.01 |
| AVGO Broadcom Inc. | Add +54.5% | 0.04% | +0.00 |
| ORLY O'reilly Automotive Inc. | Add +35.5% | 0.01% | +0.00 |
| QCOM Qualcomm Inc. | Add +6.5% | 0.05% | +0.00 |
| META Meta Platforms Inc. Class A | Add +9.8% | 0.04% | +0.00 |
| PEP Pepsico Inc. | Add +2.4% | 0.15% | +0.00 |
Notes & Other Activity Q4 2024 → Q1 2025
| VBR Vngrd Mrngst SL-CP Val ETF-U | SM CP VAL ETF | New | 0 | $10 |
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 |