Atwood & Palmer Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), Atwood & Palmer Inc. reported 482 stock positions worth $1.8 billion. Its top holding was Palantir Technologies Class A (PLTR) at 4.5% of the portfolio, followed by Alphabet Class C (GOOG, 4.3%) and Avantis International Equity (AVDE, 3.5%). Compared with Q3 2025, it opened 13 new positions, sold out of 15, added to 70 and reduced 58. The biggest buy was a new position in Houlihan Lokey (HLI) and the biggest sale Palantir Technologies Class A (PLTR, shares −1%).

Most Recent 13F
Q2 2026
Location
KANSAS CITY, MO
CIK
0001044929
Portfolio Value
$1.8B (Q4 2025)
SEC Filing
0001044929-26-000002 ↗ filed Jan 28, 2026

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.3B Q1 2024 Q2 2024: $1.3B Q2 2024 Q3 2024: $1.5B Q3 2024 Q4 2024: $1.5B Q4 2024 Q1 2025: $1.4B Q1 2025 Q2 2025: $1.6B Q2 2025 Q3 2025: $1.7B Q3 2025 Q4 2025: $1.8B $1.8B Q4 2025 Q1 2026: $1.8B Q1 2026 Q2 2026: $1.9B Q2 2026

Holdings 482 stocks · $1.8B
PLTR Palantir Technologies Inc. Class A 4.49% 444,613 $79.0M Reduce -1.3%
GOOG Alphabet Inc. Class C 4.34% 243,574 $76.4M Reduce -1.6%
AVDE Avantis International Equity 3.54% 757,012 $62.3M Add +2.8%
JEMB JH Em Debt Hard Currency ETF 3.36% 1,102,583 $59.2M Add +3.9%
SHY iShares 1-3 Year Treasury Bo 3.27% 694,971 $57.6M Add +4.5%
JAAA Janus Henderson Aaa Clo ETF 3.18% 1,106,508 $56.0M Add +4.0%
AVEM Avantis Emerging Markets Eq 2.91% 664,423 $51.2M Add +2.3%
URI United Rentals Inc. 2.69% 58,396 $47.3M Add +2.1%
LDOS Leidos Holdings Inc. 2.66% 259,898 $46.9M Reduce -0.5%
ABBV Abbvie Inc. 2.52% 194,376 $44.4M Add +1.9%
GILD Gilead Sciences Inc. 2.44% 349,835 $42.9M Add +1.6%
CSCO Cisco Systems Inc. 2.28% 521,778 $40.2M Reduce -0.1%
FITB Fifth Third Bancorp 2.24% 843,928 $39.5M Add +0.2%
PSQO PLMR SQ Credit Opp ETF 2.23% 1,901,096 $39.2M Add +3.5%
BBBI BBLX BBB 5-10Y Corpbond ETF 2.22% 752,065 $39.1M Add +3.3%
AMP Ameriprise Financial Inc. 2.15% 77,062 $37.8M Add +0.2%
JSI JH Securitized Income ETF 2.02% 684,089 $35.6M Add +3.9%
AVIV Avantis Intl LRG Cap Val ETF 1.98% 488,185 $34.8M Add +3.2%
MELI MercadoLibre Inc. 1.97% 17,244 $34.7M Add +1.2%
DHI D.R. Horton Inc. 1.95% 237,871 $34.3M Add +2.6%
MA Mastercard Inc. Class A 1.94% 59,825 $34.2M Reduce -1.0%
AAPL Apple Inc. 1.94% 125,566 $34.1M Reduce -1.1%
LMT Lockheed Martin Corp. 1.87% 67,977 $32.9M No change
REGN Regeneron Pharmaceuticals 1.83% 41,817 $32.3M Add +0.9%
TMO Thermo Fisher Scientific Inc. 1.78% 54,177 $31.4M Add +0.2%
UTHR United Therapeutics Corp. 1.76% 63,532 $31.0M Reduce -0.5%
WMT Walmart Inc. 1.69% 266,961 $29.7M Reduce -0.0%
GS Goldman Sachs Group Inc. 1.65% 32,998 $29.0M Reduce -0.2%
NVDA Nvidia Corp. 1.59% 150,179 $28.0M Reduce -3.5%
VRTX Vertex Pharmaceuticals Inc. 1.43% 55,392 $25.1M Add +0.2%
AVDV Avantis Intl S/C Value ETF 1.42% 265,035 $24.9M Add +3.8%
TPYP Tortoise North American Pipe 1.33% 664,650 $23.5M Add +0.6%
CDW CDW Corp. 1.22% 158,137 $21.5M Add +0.4%
GNRC Generac Holdings Inc. 1.22% 157,908 $21.5M Add +5.4%
IBTI iShares Ibonds Dec 2028 Term 1.17% 924,092 $20.7M Add +2.3%
IBTJ iShares Ibonds Dec 2029 Term 1.16% 927,395 $20.4M Add +2.5%
XBB Bondbloxx-BB Rated Usd HY CB 1.14% 486,275 $20.0M Add +2.3%
SHYG iShares 0-5 YR HY Corp. Bond 1.10% 449,928 $19.3M Add +1.9%
GRMN Garmin Ltd. 1.07% 93,030 $18.9M Reduce -0.1%
LHX L3HARRIS Technologies Inc. 1.07% 63,968 $18.8M Add +0.5%
DKNG Draftkings Inc. Class A 1.06% 542,987 $18.7M Add +0.2%
IGSB iShares 1-5Y Inv Grade Corp. 1.05% 348,920 $18.5M Add +2.4%
LOW Lowe's Cos Inc. 0.96% 69,710 $16.8M Add +0.3%
ON On Semiconductor 0.93% 303,696 $16.4M Add +0.5%
UBER Uber Technologies Inc. 0.83% 177,690 $14.5M Add +0.8%
HLI Houlihan Lokey Inc. 0.69% 69,960 $12.2M New
GSIE Goldman Sachs Activebeta Int 0.66% 269,621 $11.6M Reduce -1.3%
IMTM iShares MSCI Intl Momentum F 0.64% 236,042 $11.3M Reduce -1.3%
VSLU Applied Finance Valuat ETF 0.53% 212,589 $9.4M Add +0.7%
RSP Invesco S&P 500 Equal Weight 0.46% 42,275 $8.1M Reduce -1.2%
GOOGL Alphabet Inc. Class A 0.43% 24,432 $7.6M Reduce -3.7%
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.42% 40,631 $7.4M No change
CBC Central Bancompany 0.40% 295,050 $7.1M New
HD Home Depot Inc. 0.35% 17,844 $6.1M Add +0.0%
FV First Trust DW Focus 5 Fund 0.33% 91,999 $5.8M Reduce -1.7%
JNJ Johnson & Johnson 0.30% 25,128 $5.2M Reduce -0.8%
BDX Becton Dickinson and Co. 0.25% 22,547 $4.4M Reduce -1.0%
KMB Kimberly-Clark Corp. 0.24% 41,666 $4.2M Reduce -3.4%
CBSH Commerce Bancshares Inc. 0.21% 72,279 $3.8M Add +2.4%
GBIL Goldman Sachs Access Treasur 0.19% 33,792 $3.4M No change
PG The Procter & Gamble Co. 0.17% 20,563 $2.9M Reduce -1.7%
JPM JPMorgan Chase & Co. 0.16% 8,837 $2.8M Add +0.1%
RTX RTX Corp. 0.14% 13,443 $2.5M No change
MSFT Microsoft Corp. 0.13% 4,702 $2.3M Reduce -4.6%
AMZN Amazon.com Inc. 0.12% 9,177 $2.1M Reduce -4.6%
CL Colgate-Palmolive Co. 0.12% 26,200 $2.1M No change
AMGN Amgen Inc. 0.12% 6,224 $2.0M No change
XOM Exxon Mobil Corp. 0.11% 16,729 $2.0M No change
BRK.B Berkshire Hathaway Inc. Class B 0.11% 4,004 $2.0M Reduce -1.2%
PH Parker Hannifin Corp. 0.11% 2,250 $2.0M No change
IEI iShares 3-7 Year Treasury Bo 0.11% 16,419 $2.0M Reduce -2.4%
PEP Pepsico Inc. 0.11% 13,586 $1.9M No change
GEM Goldman Sachs Activebeta Em 0.11% 46,701 $1.9M Reduce -1.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.10% 2,692 $1.8M Add +0.0%
IBTK iShares Ibonds Dec 2030 Trea 0.10% 90,995 $1.8M No change
LMBS First Trust Low Duration Opp 0.09% 30,825 $1.5M Add +85.6%
CAT Caterpillar Inc. 0.08% 2,565 $1.5M No change
PAYX Paychex Inc. 0.08% 12,887 $1.4M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 4,200 $1.2M No change
HIW Highwoods Properties Inc. 0.07% 48,007 $1.2M No change
UMBF Umb Financial Corp. 0.07% 10,729 $1.2M No change
IVV iShares Core S&P 500 ETF 0.07% 1,775 $1.2M No change
ITOT iShares Core S&P Total U.S. 0.07% 8,127 $1.2M No change
COST Costco Wholesale Corp. 0.07% 1,390 $1.2M No change
HTH Hilltop Holdings Inc. 0.06% 33,100 $1.1M No change
AVGO Broadcom Inc. 0.06% 3,000 $1.0M Reduce -18.0%
JMBS Janus Henderson Mortg Backed 0.06% 22,625 $1.0M No change
ADP Automatic Data Processing 0.06% 3,925 $1.0M Reduce -6.0%
IWF iShares Russell 1000 Growth 0.06% 2,092 $990K Reduce -3.8%
MCD McDonald's Corp. 0.06% 3,188 $974K No change
PNC PNC Financial Services Group 0.05% 4,546 $949K No change
JBBB Janus Henderson B-BBB Clo Et 0.05% 19,585 $934K No change
TSLA Tesla Inc. 0.05% 2,013 $905K Add +0.1%
GHYB Goldman Sachs Access HY Corp. 0.05% 19,152 $868K No change
QCOM Qualcomm Inc. 0.05% 4,994 $854K No change
DE Deere & Co. 0.05% 1,768 $823K No change
KO The Coca-Cola Co. 0.05% 11,416 $798K Reduce -2.6%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.04% 9,464 $785K Add +0.1%
CVX Chevron Corp. 0.04% 5,103 $778K Add +6.3%
NEE Nextera Energy Inc. 0.04% 9,616 $772K No change

Show all 482 holdings

Other holdings (2): bonds, preferreds, convertibles and warrants · $50K (not counted above)
SecurityClassShares / PrincipalValueChange
DJTWW Trump Media & Technology Gro *W EXP 03/25/202 7,100$50KNo change
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 1$20No change
Lines left out (4) · $64 — a value with no share or principal amount
SecurityClassSharesValue
GDX Vaneck Gold Miners ETF GOLD MINERS ETF0$41
HPQ HP Inc. COM0$11
PRG Prog Holdings Inc. COM NPV0$7
DXC DXC Technology Co. COM0$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: $1.8B.

Portfolio Sells Q3 2025 → Q4 2025
PLTR Palantir Technologies Inc. Class A Reduce -1.3% 4.49% −0.34
GRMN Garmin Ltd. Reduce -0.1% 1.07% −0.27
LDOS Leidos Holdings Inc. Reduce -0.5% 2.66% −0.23
NVDA Nvidia Corp. Reduce -3.5% 1.59% −0.11
MA Mastercard Inc. Class A Reduce -1.0% 1.94% −0.08
KMB Kimberly-Clark Corp. Reduce -3.4% 0.24% −0.08
IMTM iShares MSCI Intl Momentum F Reduce -1.3% 0.64% −0.03
PSBD Palmer Square Capital BDC Inc. Sold out 0.00% −0.02
PG The Procter & Gamble Co. Reduce -1.7% 0.17% −0.02
MSFT Microsoft Corp. Reduce -4.6% 0.13% −0.02
NXPI NXP Semiconductors NV Reduce -43.2% 0.02% −0.02
RSP Invesco S&P 500 Equal Weight Reduce -1.2% 0.46% −0.02
ADP Automatic Data Processing Reduce -6.0% 0.06% −0.01
AXON Axon Enterprise Inc. Reduce -27.8% 0.02% −0.01
META Meta Platforms Inc. Class A Reduce -13.6% 0.04% −0.01
AVGO Broadcom Inc. Reduce -18.0% 0.06% −0.01
FV First Trust DW Focus 5 Fund Reduce -1.7% 0.33% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -72.9% 0.00% −0.01
AJG Arthur J Gallagher & Co. Reduce -48.9% 0.01% −0.01
UI Ubiquiti Inc. Reduce -48.5% 0.01% −0.01
SYK Stryker Corp. Reduce -99.3% 0.00% −0.01
DHR Danaher Corp. Reduce -65.5% 0.01% −0.01
IEI iShares 3-7 Year Treasury Bo Reduce -2.4% 0.11% −0.01
TYL Tyler Technologies Inc. Reduce -45.5% 0.01% −0.01
ANET Arista Networks Inc. Reduce -0.9% 0.03% −0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.2% 0.11% −0.01
EFG iShares MSCI Eafe Growth ETF Reduce -79.2% 0.00% −0.01
IBIT iShares Bitcoin Trust ETF Reduce -21.0% 0.01% −0.00
JEPI JPMorgan Equity Premium Inco Reduce -84.5% 0.00% −0.00
KEMX Kraneshares MSCI E-MKT Ex-CH Reduce -94.7% 0.00% −0.00
CPRT Copart Inc. Reduce -87.2% 0.00% −0.00
CAH Cardinal Health Inc. Reduce -36.2% 0.02% −0.00
PM Philip Morris International Reduce -4.2% 0.04% −0.00
AMZN Amazon.com Inc. Reduce -4.6% 0.12% −0.00
OKE Oneok Inc. Sold out 0.00% −0.00
IWF iShares Russell 1000 Growth Reduce -3.8% 0.06% −0.00
MDYG SS SPDR S&P 400 MC GR ETF Sold out 0.00% −0.00
SLYG SS SPDR S&P 600 SC GR ETF Sold out 0.00% −0.00
GEM Goldman Sachs Activebeta Em Reduce -1.1% 0.11% −0.00
MDLZ Mondelez International Inc. Class A Reduce -77.0% 0.00% −0.00
WM Waste Management Inc. Reduce -1.1% 0.03% −0.00
BDX Becton Dickinson and Co. Reduce -1.0% 0.25% −0.00
GSIE Goldman Sachs Activebeta Int Reduce -1.3% 0.66% −0.00
ENR Energizer Holdings Inc. Reduce -1.4% 0.00% −0.00
PCAR Paccar Inc. Sold out 0.00% −0.00
BAC Bank of America Corp. Reduce -5.7% 0.04% −0.00
ADBE Adobe Inc. Reduce -21.2% 0.00% −0.00
HESM Hess Midstream LP Class A Sold out 0.00% −0.00
HCA HCA Healthcare Inc. Reduce -31.7% 0.00% −0.00
PLMR Palomar Holdings Inc. Reduce -40.0% 0.00% −0.00

Portfolio Buys Q3 2025 → Q4 2025
HLI Houlihan Lokey Inc. New 0.69% +0.69
REGN Regeneron Pharmaceuticals Add +0.9% 1.83% +0.47
CBC Central Bancompany New 0.40% +0.40
TMO Thermo Fisher Scientific Inc. Add +0.2% 1.78% +0.24
GILD Gilead Sciences Inc. Add +1.6% 2.44% +0.20
VRTX Vertex Pharmaceuticals Inc. Add +0.2% 1.43% +0.15
AVDE Avantis International Equity Add +2.8% 3.54% +0.13
AVIV Avantis Intl LRG Cap Val ETF Add +3.2% 1.98% +0.10
AVDV Avantis Intl S/C Value ETF Add +3.8% 1.42% +0.08
ON On Semiconductor Add +0.5% 0.93% +0.06
JEMB JH Em Debt Hard Currency ETF Add +3.9% 3.36% +0.05
AVEM Avantis Emerging Markets Eq Add +2.3% 2.91% +0.04
FITB Fifth Third Bancorp Add +0.2% 2.24% +0.04
LMBS First Trust Low Duration Opp Add +85.6% 0.09% +0.04
SHY iShares 1-3 Year Treasury Bo Add +4.5% 3.27% +0.03
LLY Eli Lilly & Co. Add +0.2% 0.03% +0.01
PSQO PLMR SQ Credit Opp ETF Add +3.5% 2.23% +0.01
JAAA Janus Henderson Aaa Clo ETF Add +4.0% 3.18% +0.01
VSLU Applied Finance Valuat ETF Add +0.7% 0.53% +0.01
VOO Vanguard S&P 500 ETF Add +183.3% 0.01% +0.00
JSI JH Securitized Income ETF Add +3.9% 2.02% +0.00
UNP Union Pacific Corp. Add +30.0% 0.01% +0.00
ISRG Intuitive Surgical Inc. Add +0.6% 0.01% +0.00
TGT Target Corp. Add +39.7% 0.00% +0.00
SHOP Shopify Inc. Class A Add +205.0% 0.00% +0.00
IEFA iShares Core MSCI Eafe ETF Add +22.5% 0.00% +0.00
SOC Sable Offshore Corp. New 0.00% +0.00
AVGE Avantis All Eqty Mrkts ETF New 0.00% +0.00
BUD Anheuser-Busch Inbev-SPN ADR Add +0.1% 0.01% +0.00
CVX Chevron Corp. Add +6.3% 0.04% +0.00
AVLV Avantis US Large Cap Value Add +0.2% 0.02% +0.00
CCB Coastal Financial Corp. New 0.00% +0.00
USMV iShares MSCI USA Min Vol Fac New 0.00% +0.00
QUAL iShares MSCI USA Quality Fac New 0.00% +0.00
VLUE iShares MSCI USA Value Facto New 0.00% +0.00
JMOM JPMorgan US Momentum Factor New 0.00% +0.00
SPGI S&P Global Inc. Add +0.5% 0.01% +0.00
SCHW Schwab (charles) Corp. Add +0.3% 0.01% +0.00
VTI VG Morningstar TS MKT ETF-US Add +1.6% 0.04% +0.00
CASY Casey's General Stores Inc. New 0.00% +0.00
EFV iShares MSCI Eafe Value ETF Add +2.3% 0.00% +0.00
JVAL JPMorgan US Value Factor ETF New 0.00% +0.00
KVUE Kenvue Inc. Add +1.2% 0.00% +0.00
PJT PJT Partners Inc. Class A New 0.00% +0.00
AVUV Avantis US Small Cap Value Add +0.3% 0.00% 0.00
F Ford Motor Co. Add +1.0% 0.00% 0.00
FLMX Franklin Ftse Mexico ETF Add +2.0% 0.00% 0.00
IVE iShares S&P 500 Value ETF Add +0.5% 0.00% 0.00
IEMG iShares Core MSCI Emerging Add +1.3% 0.00% 0.00
MDYV SS SPDR S&P 400 MC Val ETF Add +0.4% 0.00% 0.00

Notes & Other Activity Q3 2025 → Q4 2025
VBR Vngrd Mrngst SL-CP Val ETF-U SM CP VAL ETF Sold out 0 $11before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 491$1.9BGOOG, AVDE, URI, AVEM, JEMB
Q1 2026 527$1.8BGOOG, AVDE, PLTR, JEMB, SHY
Q4 2025 482$1.8BPLTR, GOOG, AVDE, JEMB, SHY
Q3 2025 482$1.7BPLTR, GOOG, AVDE, JEMB, SHY
Q2 2025 511$1.6BPLTR, SHY, AVDE, JAAA, JEMB
Q1 2025 438$1.4BPLTR, AVDE, JAAA, SHY, ABBV
Q4 2024 467$1.5BPLTR, GOOG, JAAA, SHY, AVDE
Q3 2024 470$1.5BPLTR, URI, REGN, DHI, AVDE
Q2 2024 434$1.3BREGN, GOOG, JAAA, SHY, AVDE
Q1 2024 413$1.3BREGN, URI, JAAA, CDW, SHY