Atwood & Palmer Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 15, 2025), Atwood & Palmer Inc. reported 482 stock positions worth $1.7 billion. Its top holding was Palantir Technologies Class A (PLTR) at 4.8% of the portfolio, followed by Alphabet Class C (GOOG, 3.5%) and Avantis International Equity (AVDE, 3.4%). Compared with Q2 2025, it opened 21 new positions, sold out of 50, added to 53 and reduced 85. The biggest buy was Abbvie (ABBV, shares +0%) and the biggest sale Palantir Technologies Class A (PLTR, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- KANSAS CITY, MO
- CIK
- 0001044929
- Portfolio Value
- $1.7B (Q3 2025)
- SEC Filing
- 0001044929-25-000008 ↗ filed Oct 15, 2025
Holdings Value
Holdings 482 stocks · $1.7B
| PLTR Palantir Technologies Inc. Class A | 4.83% | 450,380 | $82.2M | Reduce -31.9% |
| GOOG Alphabet Inc. Class C | 3.54% | 247,545 | $60.3M | Reduce -0.3% |
| AVDE Avantis International Equity | 3.41% | 736,112 | $58.1M | Add +0.7% |
| JEMB JH Em Debt Hard Currency ETF | 3.32% | 1,061,083 | $56.5M | Add +2.5% |
| SHY iShares 1-3 Year Treasury Bo | 3.24% | 665,235 | $55.2M | Add +0.8% |
| URI United Rentals Inc. | 3.21% | 57,167 | $54.6M | Reduce -0.4% |
| JAAA Janus Henderson Aaa Clo ETF | 3.17% | 1,064,256 | $54.0M | Add +0.7% |
| LDOS Leidos Holdings Inc. | 2.90% | 261,090 | $49.3M | Reduce -0.1% |
| AVEM Avantis Emerging Markets Eq | 2.87% | 649,487 | $48.8M | Add +0.7% |
| ABBV Abbvie Inc. | 2.60% | 190,852 | $44.2M | Add +0.1% |
| MELI MercadoLibre Inc. | 2.34% | 17,034 | $39.8M | Reduce -0.1% |
| DHI D.R. Horton Inc. | 2.31% | 231,755 | $39.3M | Reduce -0.1% |
| GILD Gilead Sciences Inc. | 2.24% | 344,150 | $38.2M | Add +0.0% |
| BBBI BBLX BBB 5-10Y Corpbond ETF | 2.24% | 727,817 | $38.1M | Add +2.3% |
| PSQO PLMR SQ Credit Opp ETF | 2.22% | 1,835,964 | $37.8M | Add +2.2% |
| AMP Ameriprise Financial Inc. | 2.22% | 76,915 | $37.8M | Reduce -0.3% |
| FITB Fifth Third Bancorp | 2.20% | 842,055 | $37.5M | Reduce -0.2% |
| CSCO Cisco Systems Inc. | 2.10% | 522,351 | $35.7M | Reduce -0.1% |
| JSI JH Securitized Income ETF | 2.02% | 658,133 | $34.4M | Add +1.4% |
| MA Mastercard Inc. Class A | 2.02% | 60,418 | $34.4M | Reduce -0.3% |
| LMT Lockheed Martin Corp. | 1.99% | 67,977 | $33.9M | No change |
| AAPL Apple Inc. | 1.90% | 126,977 | $32.3M | Reduce -0.3% |
| AVIV Avantis Intl LRG Cap Val ETF | 1.87% | 473,063 | $31.9M | Add +0.9% |
| NVDA Nvidia Corp. | 1.71% | 155,656 | $29.0M | Reduce -0.4% |
| WMT Walmart Inc. | 1.62% | 267,060 | $27.5M | Reduce -1.3% |
| UTHR United Therapeutics Corp. | 1.57% | 63,880 | $26.8M | Reduce -0.1% |
| GS Goldman Sachs Group Inc. | 1.55% | 33,057 | $26.3M | Reduce -0.0% |
| TMO Thermo Fisher Scientific Inc. | 1.54% | 54,088 | $26.2M | Add +0.1% |
| CDW CDW Corp. | 1.47% | 157,533 | $25.1M | Reduce -0.1% |
| GNRC Generac Holdings Inc. | 1.47% | 149,816 | $25.1M | Add +0.2% |
| TPYP Tortoise North American Pipe | 1.41% | 660,790 | $24.1M | Add +0.2% |
| REGN Regeneron Pharmaceuticals | 1.37% | 41,431 | $23.3M | Reduce -0.4% |
| GRMN Garmin Ltd. | 1.35% | 93,102 | $22.9M | Reduce -0.2% |
| AVDV Avantis Intl S/C Value ETF | 1.33% | 255,233 | $22.7M | Add +1.0% |
| VRTX Vertex Pharmaceuticals Inc. | 1.27% | 55,297 | $21.7M | Add +0.2% |
| DKNG Draftkings Inc. Class A | 1.19% | 542,137 | $20.3M | Add +0.3% |
| IBTI iShares Ibonds Dec 2028 Term | 1.19% | 903,291 | $20.2M | Reduce -0.5% |
| IBTJ iShares Ibonds Dec 2029 Term | 1.17% | 904,871 | $19.9M | Add +0.2% |
| XBB Bondbloxx-BB Rated Usd HY CB | 1.15% | 475,156 | $19.6M | Add +2.5% |
| LHX L3HARRIS Technologies Inc. | 1.14% | 63,637 | $19.4M | Add +0.3% |
| SHYG iShares 0-5 YR HY Corp. Bond | 1.12% | 441,503 | $19.1M | Add +1.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.06% | 340,653 | $18.1M | Add +0.3% |
| LOW Lowe's Cos Inc. | 1.03% | 69,495 | $17.5M | Reduce -0.5% |
| UBER Uber Technologies Inc. | 1.01% | 176,307 | $17.3M | Add +0.7% |
| ON On Semiconductor | 0.88% | 302,204 | $14.9M | Add +0.5% |
| IMTM iShares MSCI Intl Momentum F | 0.67% | 239,136 | $11.4M | Reduce -0.5% |
| GSIE Goldman Sachs Activebeta Int | 0.66% | 273,068 | $11.2M | Reduce -0.3% |
| VSLU Applied Finance Valuat ETF | 0.53% | 211,130 | $9.0M | Add +1.1% |
| RSP Invesco S&P 500 Equal Weight | 0.48% | 42,777 | $8.1M | Add +2.2% |
| HD Home Depot Inc. | 0.42% | 17,843 | $7.2M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 0.36% | 25,379 | $6.2M | No change |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.36% | 40,631 | $6.1M | No change |
| FV First Trust DW Focus 5 Fund | 0.34% | 93,574 | $5.8M | Reduce -0.7% |
| KMB Kimberly-Clark Corp. | 0.32% | 43,131 | $5.4M | No change |
| JNJ Johnson & Johnson | 0.28% | 25,343 | $4.7M | Reduce -1.5% |
| BDX Becton Dickinson and Co. | 0.25% | 22,765 | $4.3M | Reduce -1.2% |
| CBSH Commerce Bancshares Inc. | 0.25% | 70,554 | $4.2M | Reduce -0.9% |
| GBIL Goldman Sachs Access Treasur | 0.20% | 33,792 | $3.4M | Reduce -5.0% |
| PG The Procter & Gamble Co. | 0.19% | 20,913 | $3.2M | No change |
| JPM JPMorgan Chase & Co. | 0.16% | 8,826 | $2.8M | Reduce -2.4% |
| MSFT Microsoft Corp. | 0.15% | 4,928 | $2.6M | Reduce -3.8% |
| RTX RTX Corp. | 0.13% | 13,443 | $2.2M | No change |
| AMZN Amazon.com Inc. | 0.12% | 9,621 | $2.1M | Add +1.1% |
| CL Colgate-Palmolive Co. | 0.12% | 26,200 | $2.1M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 4,054 | $2.0M | Reduce -3.6% |
| IEI iShares 3-7 Year Treasury Bo | 0.12% | 16,814 | $2.0M | Reduce -1.3% |
| GEM Goldman Sachs Activebeta Em | 0.11% | 47,205 | $1.9M | Reduce -0.2% |
| PEP Pepsico Inc. | 0.11% | 13,586 | $1.9M | No change |
| XOM Exxon Mobil Corp. | 0.11% | 16,729 | $1.9M | Reduce -0.5% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.11% | 90,995 | $1.8M | Reduce -8.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.11% | 2,691 | $1.8M | Reduce -2.3% |
| AMGN Amgen Inc. | 0.10% | 6,224 | $1.8M | No change |
| PH Parker Hannifin Corp. | 0.10% | 2,250 | $1.7M | No change |
| PAYX Paychex Inc. | 0.10% | 12,887 | $1.6M | No change |
| HIW Highwoods Properties Inc. | 0.09% | 48,007 | $1.5M | No change |
| COST Costco Wholesale Corp. | 0.08% | 1,390 | $1.3M | Reduce -17.9% |
| UMBF Umb Financial Corp. | 0.07% | 10,729 | $1.3M | No change |
| ADP Automatic Data Processing | 0.07% | 4,175 | $1.2M | Reduce -5.7% |
| CAT Caterpillar Inc. | 0.07% | 2,565 | $1.2M | No change |
| AVGO Broadcom Inc. | 0.07% | 3,660 | $1.2M | No change |
| IVV iShares Core S&P 500 ETF | 0.07% | 1,775 | $1.2M | Add +0.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 4,200 | $1.2M | No change |
| ITOT iShares Core S&P Total U.S. | 0.07% | 8,127 | $1.2M | Add +14.8% |
| HTH Hilltop Holdings Inc. | 0.07% | 33,100 | $1.1M | No change |
| JMBS Janus Henderson Mortg Backed | 0.06% | 22,625 | $1.0M | No change |
| IWF iShares Russell 1000 Growth | 0.06% | 2,175 | $1.0M | No change |
| MCD McDonald's Corp. | 0.06% | 3,188 | $969K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.06% | 9,454 | $964K | Add +0.1% |
| ORCL Oracle Corp. | 0.06% | 3,364 | $946K | No change |
| JBBB Janus Henderson B-BBB Clo Et | 0.06% | 19,585 | $943K | Reduce -19.6% |
| PNC PNC Financial Services Group | 0.05% | 4,546 | $913K | No change |
| TSLA Tesla Inc. | 0.05% | 2,010 | $894K | Add +18.6% |
| GHYB Goldman Sachs Access HY Corp. | 0.05% | 19,152 | $879K | Reduce -21.7% |
| META Meta Platforms Inc. Class A | 0.05% | 1,146 | $842K | Reduce -0.2% |
| QCOM Qualcomm Inc. | 0.05% | 4,994 | $831K | No change |
| LMBS First Trust Low Duration Opp | 0.05% | 16,605 | $827K | Reduce -30.0% |
| DE Deere & Co. | 0.05% | 1,768 | $808K | No change |
| KO The Coca-Cola Co. | 0.05% | 11,716 | $777K | No change |
| PM Philip Morris International | 0.05% | 4,736 | $768K | Reduce -1.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.04% | 1 | $754K | No change |
Other holdings (2): bonds, preferreds, convertibles and warrants · $57K (not counted above)
Lines left out (5) · $73 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| GDX Vaneck Gold Miners ETF | GOLD MINERS ETF | 0 | $36 |
| HPQ HP Inc. | COM | 0 | $14 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | SM CP VAL ETF | 0 | $11 |
| PRG Prog Holdings Inc. | COM NPV | 0 | $7 |
| DXC DXC Technology Co. | COM | 0 | $5 |
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: $1.7B.
Portfolio Sells Q2 2025 → Q3 2025
| PLTR Palantir Technologies Inc. Class A | Reduce -31.9% | 4.83% | −0.81 |
| MELI MercadoLibre Inc. | Reduce -0.1% | 2.34% | −0.45 |
| AMP Ameriprise Financial Inc. | Reduce -0.3% | 2.22% | −0.35 |
| CDW CDW Corp. | Reduce -0.1% | 1.47% | −0.29 |
| CSCO Cisco Systems Inc. | Reduce -0.1% | 2.10% | −0.17 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 2.02% | −0.11 |
| IBTI iShares Ibonds Dec 2028 Term | Reduce -0.5% | 1.19% | −0.08 |
| WMT Walmart Inc. | Reduce -1.3% | 1.62% | −0.04 |
| CBSH Commerce Bancshares Inc. | Reduce -0.9% | 0.25% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -17.9% | 0.08% | −0.03 |
| LMBS First Trust Low Duration Opp | Reduce -30.0% | 0.05% | −0.02 |
| GBIL Goldman Sachs Access Treasur | Reduce -5.0% | 0.20% | −0.02 |
| GSIE Goldman Sachs Activebeta Int | Reduce -0.3% | 0.66% | −0.02 |
| JBBB Janus Henderson B-BBB Clo Et | Reduce -19.6% | 0.06% | −0.02 |
| GHYB Goldman Sachs Access HY Corp. | Reduce -21.7% | 0.05% | −0.02 |
| IBTK iShares Ibonds Dec 2030 Trea | Reduce -8.2% | 0.11% | −0.02 |
| IMTM iShares MSCI Intl Momentum F | Reduce -0.5% | 0.67% | −0.01 |
| ADP Automatic Data Processing | Reduce -5.7% | 0.07% | −0.01 |
| MSFT Microsoft Corp. | Reduce -3.8% | 0.15% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -20.4% | 0.04% | −0.01 |
| PM Philip Morris International | Reduce -1.0% | 0.05% | −0.01 |
| FV First Trust DW Focus 5 Fund | Reduce -0.7% | 0.34% | −0.01 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -1.3% | 0.12% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.6% | 0.12% | −0.01 |
| PR Permian Resources Corp. Class A | Reduce -73.2% | 0.00% | −0.01 |
| V Visa Inc. Class A | Reduce -5.6% | 0.03% | −0.00 |
| DUK Duke Energy Corp. | Reduce -28.2% | 0.01% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -0.2% | 0.05% | −0.00 |
| AMT American Tower Corp. | Reduce -58.8% | 0.00% | −0.00 |
| STR Sitio Royalties Corp. Class A | Sold out | 0.00% | −0.00 |
| PYPL PayPal Holdings Inc. | Reduce -40.1% | 0.00% | −0.00 |
| GSST Goldman Sachs Ultra Short Bo | Reduce -2.9% | 0.03% | −0.00 |
| BRBR Bellring Brands Inc. | Reduce -12.4% | 0.00% | −0.00 |
| AJG Arthur J Gallagher & Co. | Reduce -4.9% | 0.02% | −0.00 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.00 |
| XOM Exxon Mobil Corp. | Reduce -0.5% | 0.11% | −0.00 |
| BSJP Invesco Bulletshares 2025 HY | Reduce -96.8% | 0.00% | −0.00 |
| BAC Bank of America Corp. | Reduce -6.8% | 0.04% | −0.00 |
| SCHW Schwab (charles) Corp. | Reduce -13.3% | 0.01% | −0.00 |
| ABT Abbott Laboratories | Reduce -13.4% | 0.01% | −0.00 |
| PLMR Palomar Holdings Inc. | Reduce -28.6% | 0.00% | −0.00 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -33.8% | 0.00% | −0.00 |
| ISRG Intuitive Surgical Inc. | Reduce -2.3% | 0.00% | −0.00 |
| BSJQ Invesco Bulletshares 2026 HY | Sold out | 0.00% | −0.00 |
| POST Post Holdings Inc. | Reduce -14.2% | 0.01% | −0.00 |
| SCHP Schwab U.S. Tips ETF | Sold out | 0.00% | −0.00 |
| TRV The Travelers Cos Inc. | Reduce -37.0% | 0.00% | −0.00 |
| EMN Eastman Chemical Co. | Reduce -7.0% | 0.00% | −0.00 |
| CVS CVS Health Corp. | Reduce -34.8% | 0.00% | −0.00 |
| CEG Constellation Energy | Sold out | 0.00% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| ABBV Abbvie Inc. | Add +0.1% | 2.60% | +0.38 |
| TMO Thermo Fisher Scientific Inc. | Add +0.1% | 1.54% | +0.17 |
| LHX L3HARRIS Technologies Inc. | Add +0.3% | 1.14% | +0.15 |
| GNRC Generac Holdings Inc. | Add +0.2% | 1.47% | +0.13 |
| AVEM Avantis Emerging Markets Eq | Add +0.7% | 2.87% | +0.10 |
| AVDV Avantis Intl S/C Value ETF | Add +1.0% | 1.33% | +0.08 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +0.9% | 1.87% | +0.05 |
| AVDE Avantis International Equity | Add +0.7% | 3.41% | +0.03 |
| TSLA Tesla Inc. | Add +18.6% | 0.05% | +0.02 |
| VSLU Applied Finance Valuat ETF | Add +1.1% | 0.53% | +0.02 |
| HD Home Depot Inc. | Add +0.1% | 0.42% | +0.02 |
| CAH Cardinal Health Inc. | Add +465.8% | 0.02% | +0.02 |
| AGL Agilon Health Inc. | New | 0.01% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | New | 0.01% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Add +14.8% | 0.07% | +0.01 |
| AVLV Avantis US Large Cap Value | Add +83.3% | 0.01% | +0.01 |
| ILCG iShares Morningstar Growth E | Add +3786.2% | 0.01% | +0.01 |
| EFG iShares MSCI Eafe Growth ETF | Add +387.9% | 0.01% | +0.00 |
| JEPI JPMorgan Equity Premium Inco | Add +569.7% | 0.01% | +0.00 |
| KEMX Kraneshares MSCI E-MKT Ex-CH | Add +1852.1% | 0.00% | +0.00 |
| MDYV SS SPDR S&P 400 MC Val ETF | New | 0.00% | +0.00 |
| AVUV Avantis US Small Cap Value | New | 0.00% | +0.00 |
| MDYG SS SPDR S&P 400 MC GR ETF | New | 0.00% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +19.4% | 0.02% | +0.00 |
| SLYG SS SPDR S&P 600 SC GR ETF | New | 0.00% | +0.00 |
| GALT Galectin Therapeutics Inc. | New | 0.00% | +0.00 |
| BX Blackstone Inc. | Add +0.6% | 0.03% | +0.00 |
| LYV Live Nation Entertainment Inc. | New | 0.00% | +0.00 |
| ADAM Adamas Trust Inc. | New | 0.00% | +0.00 |
| GE General Electric | Add +0.1% | 0.02% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +0.8% | 0.07% | +0.00 |
| RXST Rxsight Inc. | New | 0.00% | +0.00 |
| VXUS Vanguard Total Intl Stock | New | 0.00% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +2.2% | 0.48% | +0.00 |
| IAU iShares Gold Trust | New | 0.00% | +0.00 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.00% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +30.4% | 0.00% | +0.00 |
| F Ford Motor Co. | New | 0.00% | +0.00 |
| SCHV Schwab US Large-Cap Value | New | 0.00% | +0.00 |
| BCS Barclays PLC-Spons ADR | Add +0.5% | 0.01% | +0.00 |
| IWS iShares Russell Mid-Cap Valu | New | 0.00% | +0.00 |
| IUSV iShares Core S&P U.S. Value | New | 0.00% | +0.00 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.00% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +0.1% | 0.01% | +0.00 |
| ISCV iShares Morningstar Small-Ca | New | 0.00% | +0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.00% | +0.00 |
| RIG Transocean Ltd. | Add +0.0% | 0.00% | +0.00 |
| HPE Hewlett Packard Enterprise | New | 0.00% | 0.00 |
| IVE iShares S&P 500 Value ETF | Add +0.5% | 0.00% | 0.00 |
| SCHG Schwab US Large-Cap Growth | Add +0.1% | 0.00% | 0.00 |
Notes & Other Activity Q2 2025 → Q3 2025
| GDX Vaneck Gold Miners ETF | GOLD MINERS ETF | New | 0 | $36 |
| HPQ HP Inc. | COM | New | 0 | $14 |
| PRG Prog Holdings Inc. | COM NPV | New | 0 | $7 |
| DXC DXC Technology Co. | COM | New | 0 | $5 |
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 |