Atwood & Palmer
KANSAS CITY, MOfiles as ATWOOD & PALMER INC
$1.9bn in 493 US stocks at the end of 30 June 2026. The top 10 are 33.4% of the money. It changed about 6.5% of the portfolio this quarter.
Value
$1.9bn
Stocks
493
Top 10 share
33.4%
Turnover
6.5%
What changed this quarter
New
Bought for the first time this quarter.
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- Klarna GroupKLAR<0.1% of the fund
- Space Exploration TechnologiesSPCX<0.1% of the fund
- CorningGLW<0.1% of the fund
- General DynamicsGD<0.1% of the fund
- Illinois Tool WorksITW<0.1% of the fund
- DuPont de NemoursDD<0.1% of the fund
- Hilton Worldwide HoldingsHLT<0.1% of the fund
- Ross StoresROST<0.1% of the fund
- Fervo EnergyFRVO<0.1% of the fund
- Blackrock ETF Trust IICLOA<0.1% of the fund
- Bloom EnergyBE<0.1% of the fund
- Schwab Strategic TRSCHZ<0.1% of the fund
- Vanguard World FDVPU<0.1% of the fund
- Ishares TRUSMV<0.1% of the fund
- FedEx Freight Holding CompanyFDXF<0.1% of the fund
- Take TWO Interactive SoftwareTTWO<0.1% of the fund
- Ishares TRITA<0.1% of the fund
- Select Sector Spdr TRXLE<0.1% of the fund
- Ishares TRIGV<0.1% of the fund
- Invesco Exch Traded FD TR IIPGX<0.1% of the fund
- General MotorsGM<0.1% of the fund
- American International GroupAIG<0.1% of the fund
- Sony GroupSONY<0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRSHY3.2% of the fund+2%
- Janus Detroit STR TRJSI2.0% of the fund+2%
- American Centy ETF TRAVDV1.5% of the fund+2%
- Uber TechnologiesUBER0.7% of the fund+2%
- Amazon.comAMZN0.1% of the fund+3%
- TeslaTSLA<0.1% of the fund+3%
- Eli LillyLLY<0.1% of the fund+7%
- TJX CompaniesTJX<0.1% of the fund+2%
- Meta PlatformsMETA<0.1% of the fund+5%
- CrowdStrike HoldingsCRWD<0.1% of the fund+11%
- EatonETN<0.1% of the fund+8%
- GE VernovaGEV<0.1% of the fund+11%
- Vanguard Index FDSVUG<0.1% of the fund+168%
- MerckMRK<0.1% of the fund+10%
- Vanguard Index FDSVOO<0.1% of the fund+4%
- LindeLIN<0.1% of the fund+13%
- Spdr Gold TRGLD<0.1% of the fund+645%
- ConocoPhillipsCOP<0.1% of the fund+11%
- ServiceNowNOW<0.1% of the fund+20%
- Dell TechnologiesDELL<0.1% of the fund+860%
- Chipotle Mexican GrillCMG<0.1% of the fund+109%
- Ishares TREFV<0.1% of the fund+2%
- Schwab Strategic TRSCHG<0.1% of the fund+8%
- BlackRockBLK<0.1% of the fund+40%
- Western DigitalWDC<0.1% of the fund+113%
Cut
Sold some of their stake.
- ON SemiconductorON1.1% of the fund-29%
- ETF Opportunities TrustVSLU0.4% of the fund-13%
- Invesco Exchange Traded FD TRSP0.3% of the fund-15%
- First TR Exchange Traded FDFV0.3% of the fund-9%
- Becton DickinsonBDX0.2% of the fund-6%
- Houlihan LokeyHLI0.1% of the fund-71%
- CaterpillarCAT0.1% of the fund-5%
- Goldman Sachs ETF TRGEM0.1% of the fund-3%
- MicrosoftMSFT0.1% of the fund-8%
- PepsiCoPEP<0.1% of the fund-2%
- Ishares TRIBTK<0.1% of the fund-3%
- Ishares TRIEI<0.1% of the fund-5%
- State STR Spdr S&P 500 ETF TSPY<0.1% of the fund-19%
- First TR Exchange-Traded FDLMBS<0.1% of the fund-9%
- UMB FinancialUMBF<0.1% of the fund-15%
- WatersWAT<0.1% of the fund-9%
- ChevronCVX<0.1% of the fund-2%
- Goldman Sachs ETF TRGHYB<0.1% of the fund-4%
- Vanguard World FDMGK<0.1% of the fund-20%
- IntelINTC<0.1% of the fund-26%
- Arista NetworksANET<0.1% of the fund-10%
- Waste ManagementWM<0.1% of the fund-15%
- SaiaSAIA<0.1% of the fund-8%
- Bank of AmericaBAC<0.1% of the fund-19%
- Palo Alto NetworksPANW<0.1% of the fund-23%
Sold out
Sold their entire stake.
- ExxonMobil HoldingsXOM-100%
- Honeywell InternationalHON-100%
- Elbit SystemsESLT-100%
- Sealed Air Corp New-100%
- Moody'sMCO-100%
- agilon healthAGL-100%
- OGE EnergyOGE-100%
- MckessonMCK-100%
- GFL EnvironmentalGFL-100%
- AstrazenecaAZN-100%
- Corcept TherapeuticsCORT-100%
- Monolithic Power SystemsMPWR-100%
- Proshares TRSSO-100%
- Ishares TREFA-100%
- CintasCTAS-100%
- Petrobras - Petroleo Brasileiro SAPBR-100%
- Select Sector Spdr TRXLY-100%
- PrologisPLD-100%
- Select Sector Spdr TRXLB-100%
- Keysight TechnologiesKEYS-100%
- BoeingBA-100%
- Howmet AerospaceHWM-100%
- MACOM Technology Solutions HoldingsMTSI-100%
- General MillsGIS-100%
- Vertiv HoldingsVRT-100%
Holdings
- American Centy ETF TRAVDE
- Share
- 3.7%
- Value
- $69m
- Shares
- 771,462
Held
- American Centy ETF TRAVEM
- Share
- 3.5%
- Value
- $65m
- Shares
- 674,517
Held
- Janus Detroit STR TRJEMB
- Share
- 3.3%
- Value
- $63m
- Shares
- 1,166,905
Held
- Ishares TRSHY
- Share
- 3.2%
- Value
- $60m
- Shares
- 732,119
+2%
- Janus Detroit STR TRJAAA
- Share
- 3.2%
- Value
- $59m
- Shares
- 1,170,199
Held
- Palmer Square Funds TRPSQO
- Share
- 2.3%
- Value
- $42m
- Shares
- 2,048,978
Held
- Bondbloxx ETF TrustBBBI
- Share
- 2.2%
- Value
- $40m
- Shares
- 785,064
Held
- American Centy ETF TRAVIV
- Share
- 2.1%
- Value
- $39m
- Shares
- 508,168
Held
- Janus Detroit STR TRJSI
- Share
- 2.0%
- Value
- $37m
- Shares
- 715,976
+2%
- NokiaNOK
- Share
- 1.7%
- Value
- $33m
- Shares
- 2,457,295
Held
- American Centy ETF TRAVDV
- Share
- 1.5%
- Value
- $29m
- Shares
- 278,701
+2%
- Tortoise Capital Series TrusTPYP
- Share
- 1.5%
- Value
- $28m
- Shares
- 670,333
Held
- Ishares TRIBTI
- Share
- 1.1%
- Value
- $21m
- Shares
- 959,379
Held
- Bondbloxx ETF TrustXBB
- Share
- 1.1%
- Value
- $21m
- Shares
- 507,082
Held
- Ishares TRIBTJ
- Share
- 1.1%
- Value
- $21m
- Shares
- 958,727
Held
- Ishares TRSHYG
- Share
- 1.1%
- Value
- $20m
- Shares
- 465,716
Held
- Ishares TRIGSB
- Share
- 1.0%
- Value
- $19m
- Shares
- 362,875
Held
- Ishares TRIMTM
- Share
- 0.6%
- Value
- $12m
- Shares
- 224,812
Held
- Goldman Sachs ETF TRGSIE
- Share
- 0.6%
- Value
- $12m
- Shares
- 255,696
Held
- Alibaba Group HldgBABA
- Share
- 0.5%
- Value
- $10m
- Shares
- 99,948
Held
- ETF Opportunities TrustVSLU
- Share
- 0.4%
- Value
- $8m
- Shares
- 178,279
-13%
- Invesco Exchange Traded FD TRSP
- Share
- 0.3%
- Value
- $6m
- Shares
- 29,921
-15%
- First TR Exchange Traded FDFV
- Share
- 0.3%
- Value
- $6m
- Shares
- 73,527
-9%
- Goldman Sachs ETF TRGBIL
- Share
- 0.2%
- Value
- $4m
- Shares
- 38,925
Held
- ETF Opportunities TrustIVSS
- Share
- 0.2%
- Value
- $4m
- Shares
- 123,009
Held
- Goldman Sachs ETF TRGEM
- Share
- 0.1%
- Value
- $2m
- Shares
- 43,693
-3%
- Ishares TRIBTK
- Share
- <0.1%
- Value
- $2m
- Shares
- 87,410
-3%
- Ishares TRIEI
- Share
- <0.1%
- Value
- $2m
- Shares
- 13,255
-5%
- State STR Spdr S&P 500 ETF TSPY
- Share
- <0.1%
- Value
- $2m
- Shares
- 2,041
-19%
- First TR Exchange-Traded FDLMBS
- Share
- <0.1%
- Value
- $1m
- Shares
- 27,025
-9%
- Ishares TRITOT
- Share
- <0.1%
- Value
- $1m
- Shares
- 8,137
Held
- Ishares TRIVV
- Share
- <0.1%
- Value
- $1m
- Shares
- 1,725
Held
- Ishares TRIWF
- Share
- <0.1%
- Value
- $1m
- Shares
- 8,368
Held
- Janus Detroit STR TRJMBS
- Share
- <0.1%
- Value
- $1m
- Shares
- 22,550
Held
- Goldman Sachs ETF TRGHYB
- Share
- <0.1%
- Value
- $811,733
- Shares
- 18,095
-4%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AlphabetGOOG | 4.5% | $84m | 236,545 | Held |
| American Centy ETF TRAVDE | 3.7% | $69m | 771,462 | Held |
| United RentalsURI | 3.5% | $66m | 58,622 | Held |
| American Centy ETF TRAVEM | 3.5% | $65m | 674,517 | Held |
| Janus Detroit STR TRJEMB | 3.3% | $63m | 1,166,905 | Held |
| Ishares TRSHY | 3.2% | $60m | 732,119 | +2% |
| Cisco SystemsCSCO | 3.2% | $60m | 506,582 | Held |
| Janus Detroit STR TRJAAA | 3.2% | $59m | 1,170,199 | Held |
| Palantir TechnologiesPLTR | 2.7% | $51m | 436,259 | Held |
| AbbVieABBV | 2.6% | $49m | 195,763 | Held |
| Fifth Third BancorpFITB | 2.5% | $47m | 838,806 | Held |
| Generac HoldingsGNRC | 2.5% | $46m | 157,868 | Held |
| Gilead SciencesGILD | 2.4% | $44m | 350,240 | Held |
| Palmer Square Funds TRPSQO | 2.3% | $42m | 2,048,978 | Held |
| Bondbloxx ETF TrustBBBI | 2.2% | $40m | 785,064 | Held |
| American Centy ETF TRAVIV | 2.1% | $39m | 508,168 | Held |
| Horton D RDHI | 2.1% | $39m | 237,817 | Held |
| AppleAAPL | 2.0% | $37m | 127,072 | Held |
| Janus Detroit STR TRJSI | 2.0% | $37m | 715,976 | +2% |
| Ameriprise FinancialAMP | 1.9% | $35m | 77,270 | Held |
| Lockheed MartinLMT | 1.8% | $35m | 67,995 | Held |
| Goldman Sachs GroupGS | 1.8% | $34m | 33,444 | Held |
| United TherapeuticsUTHR | 1.8% | $33m | 61,479 | Held |
| NokiaNOK | 1.7% | $33m | 2,457,295 | Held |
| MercadoLibreMELI | 1.7% | $31m | 18,454 | Held |
| MastercardMA | 1.6% | $31m | 59,733 | Held |
| NvidiaNVDA | 1.6% | $30m | 151,676 | Held |
| WalmartWMT | 1.5% | $29m | 254,376 | Held |
| American Centy ETF TRAVDV | 1.5% | $29m | 278,701 | +2% |
| Tortoise Capital Series TrusTPYP | 1.5% | $28m | 670,333 | Held |
| Vertex PharmaceuticalsVRTX | 1.5% | $28m | 56,357 | Held |
| Thermo Fisher ScientificTMO | 1.5% | $27m | 54,746 | Held |
| Leidos HoldingsLDOS | 1.4% | $27m | 258,982 | Held |
| Regeneron PharmaceuticalsREGN | 1.4% | $26m | 42,332 | Held |
| CDWCDW | 1.2% | $22m | 157,897 | Held |
| GarminGRMN | 1.2% | $22m | 92,500 | Held |
| Ishares TRIBTI | 1.1% | $21m | 959,379 | Held |
| Bondbloxx ETF TrustXBB | 1.1% | $21m | 507,082 | Held |
| Ishares TRIBTJ | 1.1% | $21m | 958,727 | Held |
| ON SemiconductorON | 1.1% | $21m | 216,936 | -29% |
| Ishares TRSHYG | 1.1% | $20m | 465,716 | Held |
| Ishares TRIGSB | 1.0% | $19m | 362,875 | Held |
| L3harris TechnologiesLHX | 1.0% | $19m | 64,066 | Held |
| Lowe's CompaniesLOW | 0.8% | $16m | 70,385 | Held |
| Uber TechnologiesUBER | 0.7% | $13m | 186,402 | +2% |
| Ishares TRIMTM | 0.6% | $12m | 224,812 | Held |
| Goldman Sachs ETF TRGSIE | 0.6% | $12m | 255,696 | Held |
| Alibaba Group HldgBABA | 0.5% | $10m | 99,948 | Held |
| AlphabetGOOGL | 0.5% | $9m | 24,456 | Held |
| Central BancompanyCBC | 0.5% | $9m | 282,050 | Held |
| ETF Opportunities TrustVSLU | 0.4% | $8m | 178,279 | -13% |
| Invesco Exchange Traded FD TRSP | 0.3% | $6m | 29,921 | -15% |
| Johnson & JohnsonJNJ | 0.3% | $6m | 24,671 | Held |
| Home DepotHD | 0.3% | $6m | 17,732 | Held |
| First TR Exchange Traded FDFV | 0.3% | $6m | 73,527 | -9% |
| Jack Henry & AssociatesJKHY | 0.3% | $6m | 40,316 | Held |
| Kimberly-ClarkKMB | 0.2% | $4m | 40,101 | Held |
| Commerce BancsharesCBSH | 0.2% | $4m | 71,288 | Held |
| Goldman Sachs ETF TRGBIL | 0.2% | $4m | 38,925 | Held |
| ETF Opportunities TrustIVSS | 0.2% | $4m | 123,009 | Held |
| Becton DickinsonBDX | 0.2% | $3m | 19,929 | -6% |
| Procter & GamblePG | 0.2% | $3m | 20,292 | Held |
| JPMorgan ChaseJPM | 0.2% | $3m | 8,799 | Held |
| Houlihan LokeyHLI | 0.1% | $3m | 20,897 | -71% |
| CaterpillarCAT | 0.1% | $3m | 2,448 | -5% |
| RTXRTX | 0.1% | $3m | 13,343 | Held |
| Colgate-PalmoliveCL | 0.1% | $2m | 26,200 | Held |
| Goldman Sachs ETF TRGEM | 0.1% | $2m | 43,693 | -3% |
| Amazon.comAMZN | 0.1% | $2m | 9,387 | +3% |
| Parker-HannifinPH | 0.1% | $2m | 2,286 | Held |
| AmgenAMGN | 0.1% | $2m | 5,540 | Held |
| Berkshire HathawayBRK-B | 0.1% | $2m | 3,869 | Held |
| MicrosoftMSFT | 0.1% | $2m | 5,028 | -8% |
| PepsiCoPEP | <0.1% | $2m | 13,016 | -2% |
| Ishares TRIBTK | <0.1% | $2m | 87,410 | -3% |
| Ishares TRIEI | <0.1% | $2m | 13,255 | -5% |
| State STR Spdr S&P 500 ETF TSPY | <0.1% | $2m | 2,041 | -19% |
| Highwoods PropertiesHIW | <0.1% | $1m | 48,007 | Held |
| First TR Exchange-Traded FDLMBS | <0.1% | $1m | 27,025 | -9% |
| Ishares TRITOT | <0.1% | $1m | 8,137 | Held |
| UMB FinancialUMBF | <0.1% | $1m | 9,166 | -15% |
| Ishares TRIVV | <0.1% | $1m | 1,725 | Held |
| Costco WholesaleCOST | <0.1% | $1m | 1,380 | Held |
| Hilltop HoldingsHTH | <0.1% | $1m | 33,100 | Held |
| PaychexPAYX | <0.1% | $1m | 12,887 | Held |
| Iron MountainIRM | <0.1% | $1m | 9,487 | Held |
| International Business MachinesIBM | <0.1% | $1m | 4,200 | Held |
| BroadcomAVGO | <0.1% | $1m | 3,006 | Held |
| DeereDE | <0.1% | $1m | 1,768 | Held |
| PNC Financial Services GroupPNC | <0.1% | $1m | 4,546 | Held |
| Ishares TRIWF | <0.1% | $1m | 8,368 | Held |
| Janus Detroit STR TRJMBS | <0.1% | $1m | 22,550 | Held |
| WatersWAT | <0.1% | $957,103 | 2,552 | -9% |
| QualcommQCOM | <0.1% | $908,798 | 4,918 | Held |
| Coca-ColaKO | <0.1% | $899,334 | 11,066 | Held |
| TeslaTSLA | <0.1% | $883,681 | 2,101 | +3% |
| McDonald'sMCD | <0.1% | $877,967 | 3,248 | Held |
| NextEra EnergyNEE | <0.1% | $842,241 | 9,596 | Held |
| ChevronCVX | <0.1% | $824,491 | 4,974 | -2% |
| Goldman Sachs ETF TRGHYB | <0.1% | $811,733 | 18,095 | -4% |
Showing the largest 100 of 493.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 17.2% since 30 June 2025.
Where the money is
Technology13.9%
Health care11.9%
Industrials11.9%
Financial services9.2%
Media & telecom5.0%
Retail & consumer4.7%
Everyday goods2.3%
Utilities0.2%
Real estate0.2%
Energy0.1%
Materials0.0%
Other40.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.