Atwood & Palmer Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 8, 2025), Atwood & Palmer Inc. reported 511 stock positions worth $1.6 billion. Its top holding was Palantir Technologies Class A (PLTR) at 5.6% of the portfolio, followed by iShares 1-3 Year Treasury Bo (SHY, 3.4%) and Avantis International Equity (AVDE, 3.4%). Compared with Q1 2025, it opened 86 new positions, sold out of 13, added to 79 and reduced 74. The biggest buy was a new position in JH Em Debt Hard Currency ETF (JEMB) and the biggest sale Hologic (HOLX, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- KANSAS CITY, MO
- CIK
- 0001044929
- Portfolio Value
- $1.6B (Q2 2025)
- SEC Filing
- 0001044929-25-000006 ↗ filed Jul 8, 2025
Holdings Value
Holdings 511 stocks · $1.6B
| PLTR Palantir Technologies Inc. Class A | 5.64% | 661,885 | $90.2M | Reduce -9.9% |
| SHY iShares 1-3 Year Treasury Bo | 3.42% | 660,278 | $54.7M | Add +17.7% |
| AVDE Avantis International Equity | 3.38% | 731,327 | $54.1M | Add +2.9% |
| JAAA Janus Henderson Aaa Clo ETF | 3.35% | 1,057,357 | $53.7M | Add +14.3% |
| JEMB JH Em Debt Hard Currency ETF | 3.35% | 1,035,255 | $53.6M | New |
| MELI MercadoLibre Inc. | 2.78% | 17,044 | $44.5M | Add +0.2% |
| AVEM Avantis Emerging Markets Eq | 2.76% | 645,242 | $44.2M | Add +3.6% |
| GOOG Alphabet Inc. Class C | 2.75% | 248,181 | $44.0M | Add +1.2% |
| URI United Rentals Inc. | 2.70% | 57,371 | $43.2M | Add +0.5% |
| LDOS Leidos Holdings Inc. | 2.58% | 261,473 | $41.3M | Reduce -0.1% |
| AMP Ameriprise Financial Inc. | 2.57% | 77,107 | $41.2M | Add +0.0% |
| GILD Gilead Sciences Inc. | 2.38% | 344,082 | $38.1M | Reduce -0.3% |
| PSQO PLMR SQ Credit Opp ETF | 2.30% | 1,796,773 | $36.8M | Add +351.3% |
| BBBI BBLX BBB 5-10Y Corpbond ETF | 2.29% | 711,570 | $36.7M | New |
| CSCO Cisco Systems Inc. | 2.27% | 522,830 | $36.3M | Add +0.3% |
| ABBV Abbvie Inc. | 2.21% | 190,759 | $35.4M | Reduce -0.3% |
| FITB Fifth Third Bancorp | 2.17% | 843,854 | $34.7M | Add +0.4% |
| JSI JH Securitized Income ETF | 2.13% | 648,789 | $34.1M | Add +44.4% |
| MA Mastercard Inc. Class A | 2.13% | 60,583 | $34.0M | Reduce -0.6% |
| LMT Lockheed Martin Corp. | 1.97% | 67,977 | $31.5M | No change |
| DHI D.R. Horton Inc. | 1.87% | 231,999 | $29.9M | Add +1.1% |
| AVIV Avantis Intl LRG Cap Val ETF | 1.82% | 468,898 | $29.2M | Add +2.8% |
| CDW CDW Corp. | 1.76% | 157,618 | $28.1M | Add +0.8% |
| WMT Walmart Inc. | 1.65% | 270,615 | $26.5M | Add +0.7% |
| AAPL Apple Inc. | 1.63% | 127,374 | $26.1M | Reduce -0.1% |
| NVDA Nvidia Corp. | 1.54% | 156,264 | $24.7M | Add +1026.5% |
| VRTX Vertex Pharmaceuticals Inc. | 1.54% | 55,192 | $24.6M | Add +0.4% |
| TPYP Tortoise North American Pipe | 1.47% | 659,221 | $23.6M | Add +0.3% |
| GS Goldman Sachs Group Inc. | 1.46% | 33,067 | $23.4M | Add +40225.6% |
| DKNG Draftkings Inc. Class A | 1.45% | 540,662 | $23.2M | Add +2.6% |
| TMO Thermo Fisher Scientific Inc. | 1.37% | 54,062 | $21.9M | Add +0.5% |
| REGN Regeneron Pharmaceuticals | 1.36% | 41,588 | $21.8M | Reduce -0.9% |
| GNRC Generac Holdings Inc. | 1.34% | 149,496 | $21.4M | Add +1.0% |
| IBTI iShares Ibonds Dec 2028 Term | 1.27% | 907,555 | $20.3M | Reduce -20.0% |
| AVDV Avantis Intl S/C Value ETF | 1.25% | 252,608 | $20.0M | Add +3.5% |
| IBTJ iShares Ibonds Dec 2029 Term | 1.24% | 903,240 | $19.8M | Reduce -20.7% |
| GRMN Garmin Ltd. | 1.22% | 93,329 | $19.5M | Add +0.5% |
| XBB Bondbloxx-BB Rated Usd HY CB | 1.19% | 463,770 | $19.1M | New |
| SHYG iShares 0-5 YR HY Corp. Bond | 1.18% | 436,172 | $18.8M | Add +52.5% |
| UTHR United Therapeutics Corp. | 1.15% | 63,924 | $18.4M | Add +0.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.12% | 339,783 | $17.9M | Reduce -35.3% |
| UBER Uber Technologies Inc. | 1.02% | 175,070 | $16.3M | Add +2.6% |
| LHX L3HARRIS Technologies Inc. | 0.99% | 63,419 | $15.9M | Add +1.2% |
| ON On Semiconductor | 0.99% | 300,843 | $15.8M | Add +4.1% |
| LOW Lowe's Cos Inc. | 0.97% | 69,857 | $15.5M | Add +0.3% |
| IMTM iShares MSCI Intl Momentum F | 0.69% | 240,274 | $11.0M | Reduce -1.5% |
| GSIE Goldman Sachs Activebeta Int | 0.68% | 273,743 | $10.9M | Reduce -1.9% |
| VSLU Applied Finance Valuat ETF | 0.51% | 208,869 | $8.2M | Add +0.2% |
| RSP Invesco S&P 500 Equal Weight | 0.48% | 41,840 | $7.6M | Reduce -0.1% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.46% | 40,631 | $7.3M | Reduce -0.6% |
| HD Home Depot Inc. | 0.41% | 17,816 | $6.5M | Reduce -1.9% |
| FV First Trust DW Focus 5 Fund | 0.35% | 94,269 | $5.6M | Reduce -0.8% |
| KMB Kimberly-Clark Corp. | 0.35% | 43,131 | $5.6M | No change |
| GOOGL Alphabet Inc. Class A | 0.28% | 25,379 | $4.5M | Add +1.4% |
| CBSH Commerce Bancshares Inc. | 0.28% | 71,234 | $4.4M | Reduce -0.0% |
| BDX Becton Dickinson and Co. | 0.25% | 23,032 | $4.0M | Reduce -8.0% |
| JNJ Johnson & Johnson | 0.25% | 25,725 | $3.9M | Add +6.7% |
| GBIL Goldman Sachs Access Treasur | 0.22% | 35,557 | $3.6M | Reduce -85.5% |
| PG The Procter & Gamble Co. | 0.21% | 20,913 | $3.3M | Reduce -6.9% |
| JPM JPMorgan Chase & Co. | 0.16% | 9,043 | $2.6M | Add +1.1% |
| MSFT Microsoft Corp. | 0.16% | 5,125 | $2.5M | Add +3.2% |
| CL Colgate-Palmolive Co. | 0.15% | 26,200 | $2.4M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 0.13% | 9,521 | $2.1M | Add +2.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 4,204 | $2.0M | Add +7.2% |
| IEI iShares 3-7 Year Treasury Bo | 0.13% | 17,026 | $2.0M | Add +1.2% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.12% | 99,110 | $2.0M | Reduce -91.2% |
| RTX RTX Corp. | 0.12% | 13,443 | $2.0M | No change |
| PAYX Paychex Inc. | 0.12% | 12,887 | $1.9M | No change |
| XOM Exxon Mobil Corp. | 0.11% | 16,805 | $1.8M | Reduce -0.4% |
| PEP Pepsico Inc. | 0.11% | 13,586 | $1.8M | Reduce -3.6% |
| GEM Goldman Sachs Activebeta Em | 0.11% | 47,310 | $1.8M | Reduce -1.6% |
| AMGN Amgen Inc. | 0.11% | 6,224 | $1.7M | Add +0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.11% | 2,753 | $1.7M | Add +2.0% |
| COST Costco Wholesale Corp. | 0.10% | 1,693 | $1.7M | Reduce -3.5% |
| PH Parker Hannifin Corp. | 0.10% | 2,250 | $1.6M | No change |
| HIW Highwoods Properties Inc. | 0.09% | 48,007 | $1.5M | Reduce -5.9% |
| ADP Automatic Data Processing | 0.09% | 4,425 | $1.4M | Reduce -1.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 4,200 | $1.2M | Add +1.2% |
| JBBB Janus Henderson B-BBB Clo Et | 0.07% | 24,360 | $1.2M | Reduce -91.7% |
| LMBS First Trust Low Duration Opp | 0.07% | 23,710 | $1.2M | Reduce -92.4% |
| UMBF Umb Financial Corp. | 0.07% | 10,729 | $1.1M | No change |
| GHYB Goldman Sachs Access HY Corp. | 0.07% | 24,452 | $1.1M | Reduce -93.5% |
| IVV iShares Core S&P 500 ETF | 0.07% | 1,760 | $1.1M | No change |
| JMBS Janus Henderson Mortg Backed | 0.06% | 22,625 | $1.0M | Reduce -5.8% |
| AVGO Broadcom Inc. | 0.06% | 3,660 | $1.0M | Add +8.6% |
| HTH Hilltop Holdings Inc. | 0.06% | 33,100 | $1.0M | No change |
| CAT Caterpillar Inc. | 0.06% | 2,565 | $996K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.06% | 9,445 | $969K | Add +14.5% |
| ITOT iShares Core S&P Total U.S. | 0.06% | 7,081 | $956K | No change |
| MCD McDonald's Corp. | 0.06% | 3,188 | $931K | No change |
| IWF iShares Russell 1000 Growth | 0.06% | 2,175 | $923K | No change |
| DE Deere & Co. | 0.06% | 1,768 | $899K | No change |
| PM Philip Morris International | 0.05% | 4,782 | $871K | Add +1.0% |
| PNC PNC Financial Services Group | 0.05% | 4,546 | $847K | No change |
| META Meta Platforms Inc. Class A | 0.05% | 1,148 | $847K | Add +3.0% |
| KO The Coca-Cola Co. | 0.05% | 11,716 | $829K | No change |
| QCOM Qualcomm Inc. | 0.05% | 4,994 | $795K | Reduce -2.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.05% | 2,555 | $777K | Add +91.7% |
| ORCL Oracle Corp. | 0.05% | 3,364 | $735K | Reduce -7.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.05% | 1 | $729K | New |
Other holdings (2): bonds, preferreds, convertibles and warrants · $81K (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: $1.6B.
Portfolio Sells Q1 2025 → Q2 2025
| HOLX Hologic Inc. | Reduce -99.9% | 0.00% | −1.51 |
| GBIL Goldman Sachs Access Treasur | Reduce -85.5% | 0.22% | −1.48 |
| IBTK iShares Ibonds Dec 2030 Trea | Reduce -91.2% | 0.12% | −1.42 |
| PYPL PayPal Holdings Inc. | Reduce -99.5% | 0.01% | −1.13 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -96.0% | 0.04% | −1.13 |
| GHYB Goldman Sachs Access HY Corp. | Reduce -93.5% | 0.07% | −1.10 |
| LMBS First Trust Low Duration Opp | Reduce -92.4% | 0.07% | −0.98 |
| JBBB Janus Henderson B-BBB Clo Et | Reduce -91.7% | 0.07% | −0.92 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -35.3% | 1.12% | −0.79 |
| ABBV Abbvie Inc. | Reduce -0.3% | 2.21% | −0.57 |
| REGN Regeneron Pharmaceuticals | Reduce -0.9% | 1.36% | −0.48 |
| IBTJ iShares Ibonds Dec 2029 Term | Reduce -20.7% | 1.24% | −0.48 |
| IBTI iShares Ibonds Dec 2028 Term | Reduce -20.0% | 1.27% | −0.48 |
| AAPL Apple Inc. | Reduce -0.1% | 1.63% | −0.33 |
| GILD Gilead Sciences Inc. | Reduce -0.3% | 2.38% | −0.30 |
| MA Mastercard Inc. Class A | Reduce -0.6% | 2.13% | −0.19 |
| BDX Becton Dickinson and Co. | Reduce -8.0% | 0.25% | −0.15 |
| GSST Goldman Sachs Ultra Short Bo | Reduce -73.1% | 0.03% | −0.11 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.06 |
| JKHY Jack Henry & Associates Inc. | Reduce -0.6% | 0.46% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -6.9% | 0.21% | −0.06 |
| HD Home Depot Inc. | Reduce -1.9% | 0.41% | −0.05 |
| PEP Pepsico Inc. | Reduce -3.6% | 0.11% | −0.03 |
| CBSH Commerce Bancshares Inc. | Reduce -0.0% | 0.28% | −0.03 |
| VNLA Janus Henderson Short Durati | Reduce -88.3% | 0.00% | −0.03 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.1% | 0.48% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -0.4% | 0.11% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Reduce -66.6% | 0.01% | −0.03 |
| FTSM First Trust Enh Short Mat FD | Reduce -93.7% | 0.00% | −0.02 |
| CL Colgate-Palmolive Co. | Reduce -0.6% | 0.15% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -4.1% | 0.03% | −0.02 |
| ICSH iShares Ultra Short Duration | Reduce -73.6% | 0.00% | −0.02 |
| STPZ PIMCO 1-5 Year US Tips Index | Reduce -82.2% | 0.00% | −0.01 |
| CVX Chevron Corp. | Reduce -2.0% | 0.04% | −0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -92.5% | 0.00% | −0.01 |
| FV First Trust DW Focus 5 Fund | Reduce -0.8% | 0.35% | −0.01 |
| GSIE Goldman Sachs Activebeta Int | Reduce -1.9% | 0.68% | −0.01 |
| HIW Highwoods Properties Inc. | Reduce -5.9% | 0.09% | −0.01 |
| JMBS Janus Henderson Mortg Backed | Reduce -5.8% | 0.06% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -10.8% | 0.01% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -3.5% | 0.10% | −0.01 |
| ADP Automatic Data Processing | Reduce -1.1% | 0.09% | −0.01 |
| LLY Eli Lilly & Co. | Reduce -12.3% | 0.03% | −0.01 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.01 |
| USB US Bancorp | Reduce -16.1% | 0.04% | −0.01 |
| DHR Danaher Corp. | Reduce -17.0% | 0.01% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -73.3% | 0.00% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -2.8% | 0.05% | −0.01 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| JEMB JH Em Debt Hard Currency ETF | New | 3.35% | +3.35 |
| BBBI BBLX BBB 5-10Y Corpbond ETF | New | 2.29% | +2.29 |
| PSQO PLMR SQ Credit Opp ETF | Add +351.3% | 2.30% | +1.74 |
| GS Goldman Sachs Group Inc. | Add +40225.6% | 1.46% | +1.46 |
| NVDA Nvidia Corp. | Add +1026.5% | 1.54% | +1.44 |
| XBB Bondbloxx-BB Rated Usd HY CB | New | 1.19% | +1.19 |
| JSI JH Securitized Income ETF | Add +44.4% | 2.13% | +0.50 |
| MELI MercadoLibre Inc. | Add +0.2% | 2.78% | +0.48 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +52.5% | 1.18% | +0.33 |
| DKNG Draftkings Inc. Class A | Add +2.6% | 1.45% | +0.24 |
| URI United Rentals Inc. | Add +0.5% | 2.70% | +0.22 |
| SHY iShares 1-3 Year Treasury Bo | Add +17.7% | 3.42% | +0.20 |
| ON On Semiconductor | Add +4.1% | 0.99% | +0.17 |
| AVEM Avantis Emerging Markets Eq | Add +3.6% | 2.76% | +0.16 |
| UBER Uber Technologies Inc. | Add +2.6% | 1.02% | +0.16 |
| AVDE Avantis International Equity | Add +2.9% | 3.38% | +0.12 |
| JAAA Janus Henderson Aaa Clo ETF | Add +14.3% | 3.35% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +1.2% | 2.75% | +0.09 |
| LHX L3HARRIS Technologies Inc. | Add +1.2% | 0.99% | +0.08 |
| AVDV Avantis Intl S/C Value ETF | Add +3.5% | 1.25% | +0.07 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.05% | +0.05 |
| GNRC Generac Holdings Inc. | Add +1.0% | 1.34% | +0.04 |
| CSCO Cisco Systems Inc. | Add +0.3% | 2.27% | +0.04 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +2.8% | 1.82% | +0.03 |
| MSFT Microsoft Corp. | Add +3.2% | 0.16% | +0.03 |
| BX Blackstone Inc. | Add +3000.0% | 0.03% | +0.03 |
| AVGO Broadcom Inc. | Add +8.6% | 0.06% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +91.7% | 0.05% | +0.02 |
| CDW CDW Corp. | Add +0.8% | 1.76% | +0.02 |
| MPLX MPLX LP | New | 0.02% | +0.02 |
| WMT Walmart Inc. | Add +0.7% | 1.65% | +0.02 |
| BUD Anheuser-Busch Inbev-SPN ADR | New | 0.01% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +1.1% | 0.16% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +639.0% | 0.01% | +0.01 |
| IRM Iron Mountain Inc. | Add +14.5% | 0.06% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +1.4% | 0.28% | +0.01 |
| COF Capital One Financial Corp. | New | 0.01% | +0.01 |
| META Meta Platforms Inc. Class A | Add +3.0% | 0.05% | +0.01 |
| AMZN Amazon.com Inc. | Add +2.7% | 0.13% | +0.01 |
| BCS Barclays PLC-Spons ADR | New | 0.01% | +0.01 |
| PR Permian Resources Corp. Class A | New | 0.01% | +0.01 |
| KMI Kinder Morgan Inc. | New | 0.01% | +0.01 |
| GE General Electric | Add +65.9% | 0.02% | +0.01 |
| LNG Cheniere Energy Inc. | New | 0.01% | +0.01 |
| TRP TC Energy Corp. | New | 0.01% | +0.01 |
| WMB Williams Cos Inc. | Add +846.3% | 0.01% | +0.01 |
| OMC Omnicom Group | New | 0.01% | +0.01 |
| IBM Intl Business Machines Corp. | Add +1.2% | 0.08% | +0.01 |
| MUB iShares National Muni Bond E | New | 0.01% | +0.01 |
| ET Energy Transfer LP | Add +2062.3% | 0.01% | +0.01 |
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 |