Atwood & Palmer Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 15, 2026), Atwood & Palmer Inc. reported 527 stock positions worth $1.8 billion. Its top holding was Alphabet Class C (GOOG) at 3.9% of the portfolio, followed by Avantis International Equity (AVDE, 3.7%) and Palantir Technologies Class A (PLTR, 3.6%). Compared with Q4 2025, it opened 75 new positions, sold out of 31, added to 101 and reduced 97. The biggest buy was a new position in Nokia Corp.-Spon ADR (NOK) and the biggest sale Draftkings Class A (DKNG, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- KANSAS CITY, MO
- CIK
- 0001044929
- Portfolio Value
- $1.8B (Q1 2026)
- SEC Filing
- 0001044929-26-000003 ↗ filed Apr 15, 2026
Holdings Value
Holdings 527 stocks · $1.8B
| GOOG Alphabet Inc. Class C | 3.88% | 239,876 | $68.8M | Reduce -1.5% |
| AVDE Avantis International Equity | 3.67% | 767,452 | $65.1M | Add +1.4% |
| PLTR Palantir Technologies Inc. Class A | 3.61% | 437,524 | $64.0M | Reduce -1.6% |
| JEMB JH Em Debt Hard Currency ETF | 3.40% | 1,147,399 | $60.2M | Add +4.1% |
| SHY iShares 1-3 Year Treasury Bo | 3.34% | 717,219 | $59.2M | Add +3.2% |
| JAAA Janus Henderson Aaa Clo ETF | 3.27% | 1,149,903 | $57.9M | Add +3.9% |
| AVEM Avantis Emerging Markets Eq | 3.05% | 671,428 | $54.1M | Add +1.1% |
| GILD Gilead Sciences Inc. | 2.73% | 347,439 | $48.4M | Reduce -0.7% |
| URI United Rentals Inc. | 2.41% | 58,565 | $42.7M | Add +0.3% |
| ABBV Abbvie Inc. | 2.38% | 194,148 | $42.2M | Reduce -0.1% |
| PSQO PLMR SQ Credit Opp ETF | 2.34% | 2,019,239 | $41.4M | Add +6.2% |
| LMT Lockheed Martin Corp. | 2.32% | 67,977 | $41.1M | No change |
| LDOS Leidos Holdings Inc. | 2.26% | 257,074 | $40.0M | Reduce -1.1% |
| CSCO Cisco Systems Inc. | 2.25% | 514,385 | $39.9M | Reduce -1.4% |
| BBBI BBLX BBB 5-10Y Corpbond ETF | 2.24% | 770,820 | $39.6M | Add +2.5% |
| FITB Fifth Third Bancorp | 2.20% | 837,279 | $38.9M | Reduce -0.8% |
| AVIV Avantis Intl LRG Cap Val ETF | 2.11% | 499,116 | $37.3M | Add +2.2% |
| UTHR United Therapeutics Corp. | 2.09% | 62,436 | $37.0M | Reduce -1.7% |
| JSI JH Securitized Income ETF | 2.03% | 699,263 | $36.0M | Add +2.2% |
| AMP Ameriprise Financial Inc. | 1.94% | 77,345 | $34.4M | Add +0.4% |
| DHI D.R. Horton Inc. | 1.84% | 238,240 | $32.7M | Add +0.2% |
| AAPL Apple Inc. | 1.82% | 127,381 | $32.3M | Add +1.4% |
| WMT Walmart Inc. | 1.82% | 259,489 | $32.2M | Reduce -2.8% |
| REGN Regeneron Pharmaceuticals | 1.82% | 41,702 | $32.2M | Reduce -0.3% |
| MELI MercadoLibre Inc. | 1.79% | 18,375 | $31.8M | Add +6.6% |
| GNRC Generac Holdings Inc. | 1.75% | 158,703 | $31.0M | Add +0.5% |
| MA Mastercard Inc. Class A | 1.70% | 60,415 | $30.2M | Add +1.0% |
| TPYP Tortoise North American Pipe | 1.59% | 667,141 | $28.3M | Add +0.4% |
| GS Goldman Sachs Group Inc. | 1.59% | 33,362 | $28.2M | Add +1.1% |
| AVDV Avantis Intl S/C Value ETF | 1.54% | 272,527 | $27.2M | Add +2.8% |
| TMO Thermo Fisher Scientific Inc. | 1.51% | 54,303 | $26.7M | Add +0.2% |
| NVDA Nvidia Corp. | 1.49% | 150,951 | $26.3M | Add +0.5% |
| VRTX Vertex Pharmaceuticals Inc. | 1.40% | 55,753 | $24.9M | Add +0.7% |
| LHX L3HARRIS Technologies Inc. | 1.24% | 63,667 | $22.0M | Reduce -0.5% |
| GRMN Garmin Ltd. | 1.22% | 92,844 | $21.5M | Reduce -0.2% |
| IBTI iShares Ibonds Dec 2028 Term | 1.19% | 943,410 | $21.0M | Add +2.1% |
| IBTJ iShares Ibonds Dec 2029 Term | 1.16% | 944,974 | $20.6M | Add +1.9% |
| XBB Bondbloxx-BB Rated Usd HY CB | 1.15% | 500,015 | $20.3M | Add +2.8% |
| NOK Nokia Corp.-Spon ADR | 1.12% | 2,460,760 | $19.8M | New |
| SHYG iShares 0-5 YR HY Corp. Bond | 1.09% | 457,730 | $19.4M | Add +1.7% |
| CDW CDW Corp. | 1.09% | 159,131 | $19.3M | Add +0.6% |
| ON On Semiconductor | 1.07% | 306,776 | $19.0M | Add +1.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.06% | 357,227 | $18.8M | Add +2.4% |
| LOW Lowe's Cos Inc. | 0.94% | 70,190 | $16.6M | Add +0.7% |
| UBER Uber Technologies Inc. | 0.74% | 181,991 | $13.1M | Add +2.4% |
| BABA Alibaba Group Holding-SP ADR | 0.71% | 100,467 | $12.6M | Add +50385.9% |
| GSIE Goldman Sachs Activebeta Int | 0.63% | 260,166 | $11.2M | Reduce -3.5% |
| IMTM iShares MSCI Intl Momentum F | 0.62% | 228,717 | $11.0M | Reduce -3.1% |
| HLI Houlihan Lokey Inc. | 0.59% | 72,270 | $10.4M | Add +3.3% |
| VSLU Applied Finance Valuat ETF | 0.48% | 204,495 | $8.5M | Reduce -3.8% |
| GOOGL Alphabet Inc. Class A | 0.40% | 24,556 | $7.1M | Add +0.5% |
| RSP Invesco S&P 500 Equal Weight | 0.38% | 35,223 | $6.8M | Reduce -16.7% |
| CBC Central Bancompany | 0.38% | 282,050 | $6.8M | Reduce -4.4% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.36% | 40,336 | $6.4M | Reduce -0.7% |
| JNJ Johnson & Johnson | 0.34% | 24,665 | $6.0M | Reduce -1.8% |
| HD Home Depot Inc. | 0.33% | 17,732 | $5.8M | Reduce -0.6% |
| FV First Trust DW Focus 5 Fund | 0.28% | 80,737 | $4.9M | Reduce -12.2% |
| GBIL Goldman Sachs Access Treasur | 0.22% | 38,925 | $3.9M | Add +15.2% |
| KMB Kimberly-Clark Corp. | 0.22% | 40,166 | $3.9M | Reduce -3.6% |
| CBSH Commerce Bancshares Inc. | 0.20% | 71,788 | $3.5M | Reduce -0.7% |
| BDX Becton Dickinson and Co. | 0.19% | 21,131 | $3.3M | Reduce -6.3% |
| IVSS Applied Fin Ivs US Smid ETF | 0.18% | 123,235 | $3.2M | New |
| PG The Procter & Gamble Co. | 0.17% | 20,438 | $3.0M | Reduce -0.6% |
| XOM Exxon Mobil Corp. | 0.16% | 16,782 | $2.8M | Add +0.3% |
| JPM JPMorgan Chase & Co. | 0.15% | 8,851 | $2.6M | Add +0.2% |
| RTX RTX Corp. | 0.15% | 13,343 | $2.6M | Reduce -0.7% |
| CL Colgate-Palmolive Co. | 0.13% | 26,200 | $2.2M | No change |
| PEP Pepsico Inc. | 0.12% | 13,312 | $2.1M | Reduce -2.0% |
| PH Parker Hannifin Corp. | 0.11% | 2,255 | $2.0M | Add +0.2% |
| MSFT Microsoft Corp. | 0.11% | 5,442 | $2.0M | Add +15.7% |
| AMGN Amgen Inc. | 0.11% | 5,647 | $2.0M | Reduce -9.3% |
| GEM Goldman Sachs Activebeta Em | 0.11% | 44,941 | $1.9M | Reduce -3.8% |
| AMZN Amazon.com Inc. | 0.11% | 9,157 | $1.9M | Reduce -0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 3,864 | $1.9M | Reduce -3.5% |
| CAT Caterpillar Inc. | 0.10% | 2,567 | $1.8M | Add +0.1% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.10% | 90,295 | $1.8M | Reduce -0.8% |
| IEI iShares 3-7 Year Treasury Bo | 0.09% | 13,900 | $1.6M | Reduce -15.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 2,517 | $1.6M | Reduce -6.5% |
| LMBS First Trust Low Duration Opp | 0.08% | 29,675 | $1.5M | Reduce -3.7% |
| COST Costco Wholesale Corp. | 0.08% | 1,390 | $1.4M | No change |
| UMBF Umb Financial Corp. | 0.07% | 10,729 | $1.2M | No change |
| PAYX Paychex Inc. | 0.07% | 12,887 | $1.2M | No change |
| HTH Hilltop Holdings Inc. | 0.07% | 33,100 | $1.2M | No change |
| ITOT iShares Core S&P Total U.S. | 0.07% | 8,137 | $1.2M | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 0.06% | 1,725 | $1.1M | Reduce -2.8% |
| CVX Chevron Corp. | 0.06% | 5,084 | $1.1M | Reduce -0.4% |
| HIW Highwoods Properties Inc. | 0.06% | 48,007 | $1.0M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 4,204 | $1.0M | Add +0.1% |
| JMBS Janus Henderson Mortg Backed | 0.06% | 22,550 | $1.0M | Reduce -0.3% |
| DE Deere & Co. | 0.06% | 1,770 | $997K | Add +0.1% |
| MCD McDonald's Corp. | 0.06% | 3,188 | $991K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.05% | 9,476 | $968K | Add +0.1% |
| PNC PNC Financial Services Group | 0.05% | 4,558 | $948K | Add +0.3% |
| AVGO Broadcom Inc. | 0.05% | 3,040 | $941K | Add +1.3% |
| IWF iShares Russell 1000 Growth | 0.05% | 2,092 | $892K | No change |
| NEE Nextera Energy Inc. | 0.05% | 9,516 | $884K | Reduce -1.0% |
| GHYB Goldman Sachs Access HY Corp. | 0.05% | 18,910 | $843K | Reduce -1.3% |
| KO The Coca-Cola Co. | 0.05% | 11,066 | $842K | Reduce -3.1% |
| WAT Waters Corp. | 0.05% | 2,807 | $836K | New |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.05% | 2,201 | $809K | New |
Other holdings (2): bonds, preferreds, convertibles and warrants · $35K (not counted above)
Lines left out (2) · $51 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| GDX Vaneck Gold Miners ETF | GOLD MINERS ETF | 0 | $44 |
| PRG Prog Holdings Inc. | COM NPV | 0 | $7 |
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 Q4 2025 → Q1 2026
| DKNG Draftkings Inc. Class A | Reduce -99.2% | 0.01% | −1.06 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.6% | 3.61% | −0.88 |
| GOOG Alphabet Inc. Class C | Reduce -1.5% | 3.88% | −0.46 |
| LDOS Leidos Holdings Inc. | Reduce -1.1% | 2.26% | −0.41 |
| ABBV Abbvie Inc. | Reduce -0.1% | 2.38% | −0.14 |
| RSP Invesco S&P 500 Equal Weight | Reduce -16.7% | 0.38% | −0.08 |
| JKHY Jack Henry & Associates Inc. | Reduce -0.7% | 0.36% | −0.06 |
| BDX Becton Dickinson and Co. | Reduce -6.3% | 0.19% | −0.06 |
| FV First Trust DW Focus 5 Fund | Reduce -12.2% | 0.28% | −0.05 |
| JBBB Janus Henderson B-BBB Clo Et | Sold out | 0.00% | −0.05 |
| VSLU Applied Finance Valuat ETF | Reduce -3.8% | 0.48% | −0.05 |
| FITB Fifth Third Bancorp | Reduce -0.8% | 2.20% | −0.05 |
| CSCO Cisco Systems Inc. | Reduce -1.4% | 2.25% | −0.03 |
| GSIE Goldman Sachs Activebeta Int | Reduce -3.5% | 0.63% | −0.02 |
| IMTM iShares MSCI Intl Momentum F | Reduce -3.1% | 0.62% | −0.02 |
| CBC Central Bancompany | Reduce -4.4% | 0.38% | −0.02 |
| KMB Kimberly-Clark Corp. | Reduce -3.6% | 0.22% | −0.02 |
| HD Home Depot Inc. | Reduce -0.6% | 0.33% | −0.02 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -15.3% | 0.09% | −0.02 |
| ADP Automatic Data Processing | Reduce -11.5% | 0.04% | −0.02 |
| REGN Regeneron Pharmaceuticals | Reduce -0.3% | 1.82% | −0.02 |
| CBSH Commerce Bancshares Inc. | Reduce -0.7% | 0.20% | −0.02 |
| BAC Bank of America Corp. | Reduce -23.3% | 0.03% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 0.11% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -1.5% | 0.04% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -6.5% | 0.09% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -26.2% | 0.03% | −0.01 |
| BUD Anheuser-Busch Inbev-SPN ADR | Reduce -93.3% | 0.00% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.5% | 0.10% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -7.4% | 0.03% | −0.01 |
| MCO Moody's Corp. | Reduce -50.0% | 0.00% | −0.01 |
| LLY Eli Lilly & Co. | Reduce -2.8% | 0.03% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -2.8% | 0.06% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -45.8% | 0.00% | −0.01 |
| ZTS Zoetis Inc. | Reduce -38.2% | 0.01% | −0.00 |
| AJG Arthur J Gallagher & Co. | Reduce -49.5% | 0.00% | −0.00 |
| LMBS First Trust Low Duration Opp | Reduce -3.7% | 0.08% | −0.00 |
| ANET Arista Networks Inc. | Reduce -4.3% | 0.03% | −0.00 |
| AMGN Amgen Inc. | Reduce -9.3% | 0.11% | −0.00 |
| USB US Bancorp | Reduce -5.6% | 0.03% | −0.00 |
| CAH Cardinal Health Inc. | Reduce -21.4% | 0.01% | −0.00 |
| WFC Wells Fargo & Co. | Reduce -5.0% | 0.01% | −0.00 |
| CRM Salesforce Inc. | Reduce -28.2% | 0.00% | −0.00 |
| BCS Barclays PLC-Spons ADR | Reduce -13.3% | 0.01% | −0.00 |
| OTIS Otis Worldwide Corp. | Reduce -2.5% | 0.02% | −0.00 |
| ABT Abbott Laboratories | Reduce -31.9% | 0.00% | −0.00 |
| IBIT iShares Bitcoin Trust ETF | Reduce -18.4% | 0.00% | −0.00 |
| LYFT LYFT Inc. Class A | Sold out | 0.00% | −0.00 |
| IBTK iShares Ibonds Dec 2030 Trea | Reduce -0.8% | 0.10% | −0.00 |
| CDE Coeur Mining Inc. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| NOK Nokia Corp.-Spon ADR | New | 1.12% | +1.12 |
| BABA Alibaba Group Holding-SP ADR | Add +50385.9% | 0.71% | +0.71 |
| GNRC Generac Holdings Inc. | Add +0.5% | 1.75% | +0.53 |
| TPYP Tortoise North American Pipe | Add +0.4% | 1.59% | +0.26 |
| IVSS Applied Fin Ivs US Smid ETF | New | 0.18% | +0.18 |
| AVEM Avantis Emerging Markets Eq | Add +1.1% | 3.05% | +0.14 |
| ON On Semiconductor | Add +1.0% | 1.07% | +0.14 |
| AVDE Avantis International Equity | Add +1.4% | 3.67% | +0.13 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +2.2% | 2.11% | +0.13 |
| AVDV Avantis Intl S/C Value ETF | Add +2.8% | 1.54% | +0.12 |
| PSQO PLMR SQ Credit Opp ETF | Add +6.2% | 2.34% | +0.11 |
| JAAA Janus Henderson Aaa Clo ETF | Add +3.9% | 3.27% | +0.09 |
| SHY iShares 1-3 Year Treasury Bo | Add +3.2% | 3.34% | +0.07 |
| WAT Waters Corp. | New | 0.05% | +0.05 |
| XOM Exxon Mobil Corp. | Add +0.3% | 0.16% | +0.05 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | New | 0.05% | +0.05 |
| JEMB JH Em Debt Hard Currency ETF | Add +4.1% | 3.40% | +0.03 |
| GBIL Goldman Sachs Access Treasur | Add +15.2% | 0.22% | +0.03 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +6905.0% | 0.02% | +0.02 |
| CAT Caterpillar Inc. | Add +0.1% | 0.10% | +0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.02% | +0.02 |
| VYM Vanguard High DVD Yield ETF | Add +1069.8% | 0.02% | +0.02 |
| APH Amphenol Corp. Class A | New | 0.02% | +0.02 |
| DGRO iShares Core Dividend Growth | New | 0.01% | +0.01 |
| INTC Intel Corp. | Add +449.7% | 0.02% | +0.01 |
| BBBI BBLX BBB 5-10Y Corpbond ETF | Add +2.5% | 2.24% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +126.3% | 0.02% | +0.01 |
| ETN Eaton Corp. PLC | Add +445.0% | 0.01% | +0.01 |
| IBTI iShares Ibonds Dec 2028 Term | Add +2.1% | 1.19% | +0.01 |
| XBB Bondbloxx-BB Rated Usd HY CB | Add +2.8% | 1.15% | +0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +2.4% | 1.06% | +0.01 |
| TJX TJX Companies Inc. | Add +46.3% | 0.03% | +0.01 |
| JSI JH Securitized Income ETF | Add +2.2% | 2.03% | +0.01 |
| IRM Iron Mountain Inc. | Add +0.1% | 0.05% | +0.01 |
| DE Deere & Co. | Add +0.1% | 0.06% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.01% | +0.01 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +1.9% | 1.16% | +0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.01% | +0.01 |
| CDNS Cadence Design SYS Inc. | Add +1162.5% | 0.01% | +0.01 |
| ECL Ecolab Inc. | Add +34.6% | 0.02% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.01% | +0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +2200.0% | 0.01% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +0.2% | 0.04% | +0.00 |
| NOW ServiceNow Inc. | New | 0.00% | +0.00 |
| PFE Pfizer Inc. | Add +1.1% | 0.02% | +0.00 |
| SRE Sempra | Add +0.4% | 0.02% | +0.00 |
| PH Parker Hannifin Corp. | Add +0.2% | 0.11% | +0.00 |
| KMI Kinder Morgan Inc. | Add +0.9% | 0.01% | +0.00 |
| LRCX Lam Research Corp. | Add +12.4% | 0.01% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +49.2% | 0.00% | +0.00 |
Notes & Other Activity Q4 2025 → Q1 2026
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 |