Atwood & Palmer Inc

13F filer · CIK 0001044929

Reported Apr 15, 2026

Net buyer this quarter

13F portfolio value$18.8BU.S. long equity reported on 13F

Positions40858 new · 23 closed

Net flow last quarter+$22.3MBuys minus sells

Top 10 positions weight26.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q1 2026Reported Apr 15, 2026408 positions
GOOGAlphabet Inc.	$68.8M	3.88%	Not reported	-1.5%	Q1 2016
PLTRPalantir Technologies Inc.	$64M	3.61%	0.02%	-1.6%	Q3 2022
GILDGilead Sciences, Inc.	$48.4M	2.73%	0.03%	-0.7%	Q2 2013
URIUnited Rentals, Inc.	$42.7M	2.41%	0.09%	+0.3%	Q2 2017
ABBVAbbVie Inc.	$42.2M	2.38%	0.01%	-0.1%	Q2 2013
LMTLockheed Martin Corp	$41.1M	2.32%	0.03%	Not reported	Q2 2013
LDOSLeidos Holdings, Inc.	$40M	2.26%	0.20%	-1.1%	Q2 2021
CSCOCisco Systems, Inc.	$39.9M	2.25%	0.01%	-1.4%	Q2 2013
BBBIBirmingham Bloomfield Bancshares	$39.6M	2.24%	42.24%	+2.5%	Q2 2025
FITBFifth Third Bancorp	$38.9M	2.20%	0.09%	-0.8%	Q2 2013
AVIVAviv REIT, Inc.	$37.3M	2.11%	1.03%	+2.2%	Q4 2022
UTHRUNITED THERAPEUTICS Corp	$37M	2.09%	0.15%	-1.7%	Q2 2022
AMPAmeriprise Financial Inc	$34.4M	1.94%	0.08%	+0.4%	Q2 2013
DHIHorton D R Inc	$32.7M	1.84%	0.08%	+0.2%	Q3 2016
AAPLApple Inc.	$32.3M	1.82%	0.00%	+1.5%	Q2 2013
WMTWalmart Inc.	$32.2M	1.82%	0.00%	-2.8%	Q2 2014
REGNRegeneron Pharmaceuticals, Inc.	$32.2M	1.82%	0.04%	-0.3%	Q3 2020
MELIMercadolibre Inc	$31.8M	1.79%	0.04%	+6.6%	Q4 2015
GNRCGenerac Holdings Inc.	$31M	1.75%	0.27%	+0.5%	Q1 2018
MAMastercard Inc	$30.2M	1.70%	0.00%	+1.0%	Q2 2013
GSGoldman Sachs Group Inc	$28.2M	1.59%	0.01%	+1.1%	Q2 2014
TMOThermo Fisher Scientific Inc.	$26.7M	1.51%	0.01%	+0.2%	Q2 2013
NVDANvidia Corp	$26.3M	1.49%	0.00%	+0.5%	Q1 2020
VRTXVertex Pharmaceuticals Inc / Ma	$24.9M	1.40%	0.02%	+0.7%	Q3 2017
LHXL3harris Technologies, Inc.	$22M	1.24%	0.03%	-0.5%	Q1 2020
GRMNGarmin Ltd	$21.5M	1.22%	0.05%	-0.2%	Q2 2014
NOKNokia Corp	$19.8M	1.12%	0.04%	Not reported	Q1 2016
CDWCDW Corp	$19.3M	1.09%	0.12%	+0.6%	Q1 2015
ONOn Semiconductor Corp	$19M	1.07%	0.08%	+1.0%	Q2 2017
LOWLowes Companies Inc	$16.6M	0.94%	0.01%	+0.7%	Q2 2014
UBERUber Technologies, Inc	$13.1M	0.74%	0.01%	+2.4%	Q2 2019
BABAAlibaba Group Holding Ltd	$12.6M	0.71%	0.01%	+50385.9%	Q4 2015
HLIHoulihan Lokey, Inc.	$10.4M	0.59%	12.29%	+3.3%	Q4 2025
GOOGLAlphabet Inc.	$7.06M	0.40%	0.00%	+0.5%	Q1 2016
CBCCentral Bancompany, Inc.	$6.76M	0.38%	0.12%	-4.4%	Q4 2025
JKHYJack Henry & Associates Inc	$6.37M	0.36%	0.06%	-0.7%	Q2 2013
JNJJohnson & Johnson	$6.03M	0.34%	0.00%	-1.8%	Q2 2013
HDHome Depot, Inc.	$5.83M	0.33%	0.00%	-0.6%	Q2 2013
KMBKimberly Clark Corp	$3.87M	0.22%	0.01%	-3.6%	Q2 2013
CBSHCommerce Bancshares Inc	$3.53M	0.20%	0.05%	-0.7%	Q2 2013
BDXBecton Dickinson & Co	$3.32M	0.19%	0.01%	-6.3%	Q2 2013
PGPROCTER & GAMBLE Co	$2.95M	0.17%	0.00%	-0.6%	Q2 2013
XOMExxonMobil Holdings Corp	$2.85M	0.16%	0.00%	+0.3%	Q2 2013
JPMJPMorgan Chase & Co	$2.6M	0.15%	0.00%	+0.2%	Q2 2013
RTXRTX Corp	$2.57M	0.15%	0.00%	-0.7%	Q2 2020
CLColgate Palmolive Co	$2.23M	0.13%	0.00%	Not reported	Q2 2013
PEPPepsico Inc	$2.07M	0.12%	0.00%	-2.0%	Q2 2013
PHParker-Hannifin Corp	$2.02M	0.11%	0.00%	+0.2%	Q2 2013
MSFTMicrosoft Corp	$2.01M	0.11%	0.00%	+15.7%	Q2 2013
AMGNAmgen Inc	$1.99M	0.11%	0.00%	-9.3%	Q2 2013

Q4 2025Reported Jan 28, 2026373 positions
PLTRPalantir Technologies Inc.	$79M	4.49%	0.02%	-1.3%	Q3 2022
GOOGAlphabet Inc.	$76.4M	4.34%	Not reported	-1.6%	Q1 2016
URIUnited Rentals, Inc.	$47.3M	2.69%	0.09%	+2.2%	Q2 2017
LDOSLeidos Holdings, Inc.	$46.9M	2.66%	0.20%	-0.5%	Q2 2021
ABBVAbbVie Inc.	$44.4M	2.52%	0.01%	+1.9%	Q2 2013
GILDGilead Sciences, Inc.	$42.9M	2.44%	0.03%	+1.7%	Q2 2013
CSCOCisco Systems, Inc.	$40.2M	2.28%	0.01%	-0.1%	Q2 2013
FITBFifth Third Bancorp	$39.5M	2.24%	0.13%	+0.2%	Q2 2013
BBBIBirmingham Bloomfield Bancshares	$39.1M	2.22%	41.22%	+3.3%	Q2 2025
AMPAmeriprise Financial Inc	$37.8M	2.15%	0.08%	+0.2%	Q2 2013
AVIVAviv REIT, Inc.	$34.8M	1.98%	1.01%	+3.2%	Q4 2022
MELIMercadolibre Inc	$34.7M	1.97%	0.03%	+1.2%	Q4 2015
DHIHorton D R Inc	$34.3M	1.95%	0.08%	+2.6%	Q3 2016
MAMastercard Inc	$34.2M	1.94%	0.00%	-1.0%	Q2 2013
AAPLApple Inc.	$34.1M	1.94%	0.00%	-1.1%	Q2 2013
LMTLockheed Martin Corp	$32.9M	1.87%	0.03%	Not reported	Q2 2013
REGNRegeneron Pharmaceuticals, Inc.	$32.3M	1.83%	0.04%	+0.9%	Q3 2020
TMOThermo Fisher Scientific Inc.	$31.4M	1.78%	0.01%	+0.2%	Q2 2013
UTHRUNITED THERAPEUTICS Corp	$31M	1.76%	0.15%	-0.5%	Q2 2022
WMTWalmart Inc.	$29.7M	1.69%	0.00%	0.0%	Q2 2014
GSGoldman Sachs Group Inc	$29M	1.65%	0.01%	-0.2%	Q2 2014
NVDANvidia Corp	$28M	1.59%	0.00%	-3.5%	Q1 2020
VRTXVertex Pharmaceuticals Inc / Ma	$25.1M	1.43%	0.02%	+0.2%	Q3 2017
CDWCDW Corp	$21.5M	1.22%	0.12%	+0.4%	Q1 2015
GNRCGenerac Holdings Inc.	$21.5M	1.22%	0.27%	+5.4%	Q1 2018
GRMNGarmin Ltd	$18.9M	1.07%	0.05%	-0.1%	Q2 2014
LHXL3harris Technologies, Inc.	$18.8M	1.07%	0.03%	+0.5%	Q1 2020
DKNGDraftKings Inc.	$18.7M	1.06%	Not reported	+0.2%	Q1 2021
LOWLowes Companies Inc	$16.8M	0.96%	0.01%	+0.3%	Q2 2014
ONOn Semiconductor Corp	$16.4M	0.93%	0.08%	+0.5%	Q2 2017
UBERUber Technologies, Inc	$14.5M	0.83%	0.01%	+0.8%	Q2 2019
HLIHoulihan Lokey, Inc.	$12.2M	0.69%	11.90%	New	Q4 2025
GOOGLAlphabet Inc.	$7.65M	0.43%	0.00%	-3.7%	Q1 2016
JKHYJack Henry & Associates Inc	$7.41M	0.42%	0.06%	Not reported	Q2 2013
CBCCentral Bancompany, Inc.	$7.12M	0.40%	Not reported	New	Q4 2025
HDHome Depot, Inc.	$6.14M	0.35%	0.00%	0.0%	Q2 2013
JNJJohnson & Johnson	$5.2M	0.30%	0.00%	-0.9%	Q2 2013
BDXBecton Dickinson & Co	$4.38M	0.25%	0.01%	-1.0%	Q2 2013
KMBKimberly Clark Corp	$4.2M	0.24%	0.01%	-3.4%	Q2 2013
CBSHCommerce Bancshares Inc	$3.78M	0.21%	0.05%	-2.4%	Q2 2013
PGPROCTER & GAMBLE Co	$2.95M	0.17%	0.00%	-1.7%	Q2 2013
JPMJPMorgan Chase & Co	$2.85M	0.16%	0.00%	+0.1%	Q2 2013
RTXRTX Corp	$2.47M	0.14%	0.00%	Not reported	Q2 2020
MSFTMicrosoft Corp	$2.27M	0.13%	0.00%	-4.6%	Q2 2013
AMZNAmazon Com Inc	$2.12M	0.12%	0.00%	-4.6%	Q2 2014
CLColgate Palmolive Co	$2.07M	0.12%	0.00%	Not reported	Q2 2013
AMGNAmgen Inc	$2.04M	0.12%	0.00%	Not reported	Q2 2013
XOMExxonMobil Holdings Corp	$2.01M	0.11%	0.00%	Not reported	Q2 2013
BRK.BBerkshire Hathaway Inc	$2.01M	0.11%	Not reported	-1.2%	Q2 2013
PHParker-Hannifin Corp	$1.98M	0.11%	0.00%	Not reported	Q2 2013

Q3 2025Reported Oct 15, 2025375 positions
PLTRPalantir Technologies Inc.	$82.2M	4.83%	0.02%	-32.0%	Q3 2022
GOOGAlphabet Inc.	$60.3M	3.54%	Not reported	-0.3%	Q1 2016
URIUnited Rentals, Inc.	$54.6M	3.21%	0.09%	-0.4%	Q2 2017
LDOSLeidos Holdings, Inc.	$49.3M	2.90%	0.20%	-0.2%	Q2 2021
ABBVAbbVie Inc.	$44.2M	2.60%	0.01%	+0.1%	Q2 2013
MELIMercadolibre Inc	$39.8M	2.34%	0.03%	-0.1%	Q4 2015
DHIHorton D R Inc	$39.3M	2.31%	0.08%	-0.1%	Q3 2016
GILDGilead Sciences, Inc.	$38.2M	2.24%	0.03%	0.0%	Q2 2013
BBBIBirmingham Bloomfield Bancshares	$38.1M	2.24%	39.89%	+2.3%	Q2 2025
AMPAmeriprise Financial Inc	$37.8M	2.22%	0.08%	-0.3%	Q2 2013
FITBFifth Third Bancorp	$37.5M	2.20%	0.13%	-0.2%	Q2 2013
CSCOCisco Systems, Inc.	$35.7M	2.10%	0.01%	-0.1%	Q2 2013
MAMastercard Inc	$34.4M	2.02%	0.00%	-0.3%	Q2 2013
LMTLockheed Martin Corp	$33.9M	1.99%	0.03%	Not reported	Q2 2013
AAPLApple Inc.	$32.3M	1.90%	0.00%	-0.3%	Q2 2013
AVIVAviv REIT, Inc.	$31.9M	1.87%	0.98%	+0.9%	Q4 2022
NVDANvidia Corp	$29M	1.71%	0.00%	-0.4%	Q1 2020
WMTWalmart Inc.	$27.5M	1.62%	0.00%	-1.3%	Q2 2014
UTHRUNITED THERAPEUTICS Corp	$26.8M	1.57%	0.15%	-0.1%	Q2 2022
GSGoldman Sachs Group Inc	$26.3M	1.55%	0.01%	0.0%	Q2 2014
TMOThermo Fisher Scientific Inc.	$26.2M	1.54%	0.01%	+0.1%	Q2 2013
CDWCDW Corp	$25.1M	1.47%	0.12%	-0.1%	Q1 2015
GNRCGenerac Holdings Inc.	$25.1M	1.47%	0.26%	+0.2%	Q1 2018
REGNRegeneron Pharmaceuticals, Inc.	$23.3M	1.37%	0.04%	-0.4%	Q3 2020
GRMNGarmin Ltd	$22.9M	1.35%	0.05%	-0.2%	Q2 2014
VRTXVertex Pharmaceuticals Inc / Ma	$21.7M	1.27%	0.02%	+0.2%	Q3 2017
DKNGDraftKings Inc.	$20.3M	1.19%	Not reported	+0.3%	Q1 2021
LHXL3harris Technologies, Inc.	$19.4M	1.14%	0.03%	+0.3%	Q1 2020
LOWLowes Companies Inc	$17.5M	1.03%	0.01%	-0.5%	Q2 2014
UBERUber Technologies, Inc	$17.3M	1.01%	0.01%	+0.7%	Q2 2019
ONOn Semiconductor Corp	$14.9M	0.88%	0.07%	+0.5%	Q2 2017
HDHome Depot, Inc.	$7.23M	0.42%	0.00%	+0.2%	Q2 2013
GOOGLAlphabet Inc.	$6.17M	0.36%	0.00%	Not reported	Q1 2016
JKHYJack Henry & Associates Inc	$6.05M	0.36%	0.06%	Not reported	Q2 2013
KMBKimberly Clark Corp	$5.36M	0.32%	0.01%	Not reported	Q2 2013
JNJJohnson & Johnson	$4.7M	0.28%	0.00%	-1.5%	Q2 2013
BDXBecton Dickinson & Co	$4.26M	0.25%	0.01%	-1.2%	Q2 2013
CBSHCommerce Bancshares Inc	$4.22M	0.25%	0.05%	-1.0%	Q2 2013
PGPROCTER & GAMBLE Co	$3.21M	0.19%	0.00%	Not reported	Q2 2013
JPMJPMorgan Chase & Co	$2.78M	0.16%	0.00%	-2.4%	Q2 2013
MSFTMicrosoft Corp	$2.55M	0.15%	0.00%	-3.8%	Q2 2013
RTXRTX Corp	$2.25M	0.13%	0.00%	Not reported	Q2 2020
AMZNAmazon Com Inc	$2.11M	0.12%	0.00%	+1.1%	Q2 2014
CLColgate Palmolive Co	$2.09M	0.12%	0.00%	Not reported	Q2 2013
BRK.BBerkshire Hathaway Inc	$2.04M	0.12%	Not reported	-3.6%	Q2 2013
PEPPepsico Inc	$1.91M	0.11%	0.00%	Not reported	Q2 2013
XOMExxonMobil Holdings Corp	$1.89M	0.11%	0.00%	-0.5%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$1.79M	0.11%	Not reported	-2.3%	Q2 2014
AMGNAmgen Inc	$1.76M	0.10%	0.00%	Not reported	Q2 2013
PHParker-Hannifin Corp	$1.71M	0.10%	0.00%	Not reported	Q2 2013

Q2 2025Reported Jul 8, 2025404 positions
PLTRPalantir Technologies Inc.	$90.2M	5.64%	0.03%	-9.9%	Q3 2022
MELIMercadolibre Inc	$44.5M	2.78%	0.03%	+0.2%	Q4 2015
GOOGAlphabet Inc.	$44M	2.75%	Not reported	+1.2%	Q1 2016
URIUnited Rentals, Inc.	$43.2M	2.70%	0.09%	+0.5%	Q2 2017
LDOSLeidos Holdings, Inc.	$41.3M	2.58%	0.20%	-0.1%	Q2 2021
AMPAmeriprise Financial Inc	$41.2M	2.57%	0.08%	0.0%	Q2 2013
GILDGilead Sciences, Inc.	$38.1M	2.38%	0.03%	-0.3%	Q2 2013
BBBIBirmingham Bloomfield Bancshares	$36.7M	2.29%	39.00%	New	Q2 2025
CSCOCisco Systems, Inc.	$36.3M	2.27%	0.01%	+0.3%	Q2 2013
ABBVAbbVie Inc.	$35.4M	2.21%	0.01%	-0.3%	Q2 2013
FITBFifth Third Bancorp	$34.7M	2.17%	0.13%	+0.4%	Q2 2013
MAMastercard Inc	$34M	2.13%	0.00%	-0.6%	Q2 2013
LMTLockheed Martin Corp	$31.5M	1.97%	0.03%	Not reported	Q2 2013
DHIHorton D R Inc	$29.9M	1.87%	0.08%	+1.2%	Q3 2016
AVIVAviv REIT, Inc.	$29.2M	1.82%	0.97%	+2.8%	Q4 2022
CDWCDW Corp	$28.1M	1.76%	0.12%	+0.9%	Q1 2015
WMTWalmart Inc.	$26.5M	1.65%	0.00%	+0.7%	Q2 2014
AAPLApple Inc.	$26.1M	1.63%	0.00%	-0.1%	Q2 2013
NVDANvidia Corp	$24.7M	1.54%	0.00%	+1026.6%	Q1 2020
VRTXVertex Pharmaceuticals Inc / Ma	$24.6M	1.54%	0.02%	+0.4%	Q3 2017
GSGoldman Sachs Group Inc	$23.4M	1.46%	0.01%	+40225.6%	Q2 2014
DKNGDraftKings Inc.	$23.2M	1.45%	Not reported	+2.6%	Q1 2021
TMOThermo Fisher Scientific Inc.	$21.9M	1.37%	0.01%	+0.5%	Q2 2013
REGNRegeneron Pharmaceuticals, Inc.	$21.8M	1.36%	0.04%	-0.9%	Q3 2020
GNRCGenerac Holdings Inc.	$21.4M	1.34%	0.25%	+1.0%	Q1 2018
GRMNGarmin Ltd	$19.5M	1.22%	0.05%	+0.5%	Q2 2014
UTHRUNITED THERAPEUTICS Corp	$18.4M	1.15%	0.14%	+0.4%	Q2 2022
UBERUber Technologies, Inc	$16.3M	1.02%	0.01%	+2.6%	Q2 2019
LHXL3harris Technologies, Inc.	$15.9M	0.99%	0.03%	+1.2%	Q1 2020
ONOn Semiconductor Corp	$15.8M	0.99%	0.07%	+4.1%	Q2 2017
LOWLowes Companies Inc	$15.5M	0.97%	0.01%	+0.3%	Q2 2014
JKHYJack Henry & Associates Inc	$7.32M	0.46%	0.06%	-0.6%	Q2 2013
HDHome Depot, Inc.	$6.53M	0.41%	0.00%	-1.9%	Q2 2013
KMBKimberly Clark Corp	$5.56M	0.35%	0.01%	Not reported	Q2 2013
GOOGLAlphabet Inc.	$4.47M	0.28%	0.00%	+1.4%	Q1 2016
CBSHCommerce Bancshares Inc	$4.43M	0.28%	0.05%	0.0%	Q2 2013
BDXBecton Dickinson & Co	$3.97M	0.25%	0.01%	-8.0%	Q2 2013
JNJJohnson & Johnson	$3.93M	0.25%	0.00%	+6.7%	Q2 2013
PGPROCTER & GAMBLE Co	$3.33M	0.21%	0.00%	-6.9%	Q2 2013
JPMJPMorgan Chase & Co	$2.62M	0.16%	0.00%	+1.1%	Q2 2013
MSFTMicrosoft Corp	$2.55M	0.16%	0.00%	+3.2%	Q2 2013
CLColgate Palmolive Co	$2.38M	0.15%	0.00%	-0.6%	Q2 2013
AMZNAmazon Com Inc	$2.09M	0.13%	0.00%	+2.7%	Q2 2014
BRK.BBerkshire Hathaway Inc	$2.04M	0.13%	Not reported	+7.2%	Q2 2013
RTXRTX Corp	$1.96M	0.12%	0.00%	Not reported	Q2 2020
PAYXPaychex Inc	$1.87M	0.12%	0.00%	Not reported	Q2 2013
XOMExxonMobil Holdings Corp	$1.81M	0.11%	0.00%	-0.4%	Q2 2013
PEPPepsico Inc	$1.79M	0.11%	0.00%	-3.6%	Q2 2013
AMGNAmgen Inc	$1.74M	0.11%	0.00%	+0.4%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$1.7M	0.11%	Not reported	+2.0%	Q2 2014

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