2026 Q1 Portfolio Activity
In 2026 Q1, ATWOOD & PALMER INC maintained a portfolio of 566 distinct positions. The most significant new addition was NOKIA CORP, now representing 1.12% of the total fund value. They heavily accumulated shares in ALIBABA GROUP HLDG LTD, increasing the position by 50385.9%. Conversely, ATWOOD & PALMER INC completely exited their position in DRAFTKINGS INC NEW.
Position History
hover any row below to update
Loading…
Total Positions
566
Quarter
2026 Q1
Top Holding
GOOG (3.9%)
Top 10 Concentration
31.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 566
ATWOOD & PALMER INC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GOOG
ALPHABET INC
|
Communication Services | 3.88% | 4.34% |
#1
1
Prev: #2
|
4.1 |
—
|
-3,698 | -1.5% |
P
S
|
239,876 | $68,810,705 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AVDE
AMERICAN CENTY ...
|
ETF | 3.67% | 3.54% |
#2
1
Prev: #3
|
3.5 |
—
|
10,440 | 1.4% |
P
S
|
767,452 | $65,110,632 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 3.61% | 4.49% |
#3
2
Prev: #1
|
2.9 |
—
|
-7,089 | -1.6% |
P
S
|
437,524 | $64,001,012 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
JEMB
JANUS DETROIT S...
|
Unknown | 3.40% | 3.36% |
#4
Prev: #4
|
2.4 |
—
|
44,816 | 4.1% |
P
S
|
1,147,399 | $60,193,252 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SHY
ISHARES TR
|
ETF | 3.34% | 3.27% |
#5
Prev: #5
|
2.3 |
—
|
22,248 | 3.2% |
P
S
|
717,219 | $59,220,759 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
JAAA
JANUS DETROIT S...
|
ETF | 3.27% | 3.18% |
#6
Prev: #6
|
1.8 |
—
|
43,395 | 3.9% |
P
S
|
1,149,903 | $57,920,598 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AVEM
AMERICAN CENTY ...
|
ETF | 3.05% | 2.91% |
#7
Prev: #7
|
1.7 |
—
|
7,005 | 1.1% |
P
S
|
671,428 | $54,103,664 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 2.73% | 2.44% |
#8
3
Prev: #11
|
1.6 |
—
|
-2,396 | -0.7% |
P
S
|
347,439 | $48,422,556 | 2009 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
URI
UNITED RENTALS ...
|
Industrials | 2.41% | 2.69% |
#9
1
Prev: #8
|
1.5 |
—
|
169 | 0.3% |
P
S
|
58,565 | $42,668,107 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 2.38% | 2.52% |
#10
Prev: #10
|
1.5 |
—
|
-228 | -0.1% |
P
S
|
194,148 | $42,225,320 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
PSQO
PALMER SQUARE F...
|
Unknown | 2.34% | 2.23% |
#11
3
Prev: #14
|
2.9 |
—
|
118,143 | 6.2% |
P
S
|
2,019,239 | $41,434,784 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 2.32% | 1.87% |
#12
11
Prev: #23
|
1.9 |
—
|
no change | no change |
P
S
|
67,977 | $41,084,620 | 2003 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
LDOS
LEIDOS HOLDINGS...
|
Technology | 2.26% | 2.66% |
#13
4
Prev: #9
|
1.4 |
—
|
-2,824 | -1.1% |
P
S
|
257,074 | $39,980,176 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
CSCO
CISCO SYS INC
|
Technology | 2.25% | 2.28% |
#14
2
Prev: #12
|
1.4 |
—
|
-7,393 | -1.4% |
P
S
|
514,385 | $39,911,120 | 1999 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
BBBI
BONDBLOXX ETF T...
|
ETF | 2.24% | 2.22% |
#15
Prev: #15
|
1.4 |
—
|
18,755 | 2.5% |
P
S
|
770,820 | $39,643,260 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
FITB
FIFTH THIRD BAN...
|
Financial Services | 2.20% | 2.24% |
#16
3
Prev: #13
|
1.4 |
—
|
-6,649 | -0.8% |
P
S
|
837,279 | $38,899,965 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AVIV
AMERICAN CENTY ...
|
ETF | 2.11% | 1.98% |
#17
1
Prev: #18
|
1.3 |
—
|
10,931 | 2.2% |
P
S
|
499,116 | $37,348,877 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
UTHR
UNITED THERAPEU...
|
Healthcare | 2.09% | 1.76% |
#18
8
Prev: #26
|
1.3 |
—
|
-1,096 | -1.7% |
P
S
|
62,436 | $37,023,103 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
JSI
JANUS DETROIT S...
|
Unknown | 2.03% | 2.02% |
#19
2
Prev: #17
|
1.3 |
—
|
15,174 | 2.2% |
P
S
|
699,263 | $36,046,985 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AMP
AMERIPRISE FINL...
|
Financial Services | 1.94% | 2.15% |
#20
4
Prev: #16
|
1.3 |
—
|
283 | 0.4% |
P
S
|
77,345 | $34,371,945 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
DHI
D R HORTON INC
|
Consumer Cyclical | 1.84% | 1.95% |
#21
1
Prev: #20
|
1.2 |
—
|
369 | 0.2% |
P
S
|
238,240 | $32,691,278 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AAPL
APPLE INC
|
Technology | 1.82% | 1.94% |
#22
Prev: #22
|
1.2 |
—
|
1,815 | 1.4% |
P
S
|
127,381 | $32,328,085 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.82% | 1.69% |
#23
4
Prev: #27
|
1.2 |
—
|
-7,472 | -2.8% |
P
S
|
259,489 | $32,249,245 | 1999 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
REGN
REGENERON PHARM...
|
Healthcare | 1.82% | 1.83% |
#24
Prev: #24
|
1.2 |
—
|
-115 | -0.3% |
P
S
|
41,702 | $32,220,355 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 1.79% | 1.97% |
#25
6
Prev: #19
|
2.7 |
—
|
1,131 | 6.6% |
P
S
|
18,375 | $31,770,743 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
GNRC
GENERAC HLDGS I...
|
Industrials | 1.75% | 1.22% |
#26
8
Prev: #34
|
1.2 |
—
|
795 | 0.5% |
P
S
|
158,703 | $30,999,432 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 1.70% | 1.94% |
#27
6
Prev: #21
|
1.2 |
—
|
590 | 1.0% |
P
S
|
60,415 | $30,186,988 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
TPYP
TORTOISE CAPITA...
|
ETF | 1.59% | 1.33% |
#28
4
Prev: #32
|
1.1 |
—
|
2,491 | 0.4% |
P
S
|
667,141 | $28,260,087 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 1.59% | 1.65% |
#29
1
Prev: #28
|
1.1 |
—
|
364 | 1.1% |
P
S
|
33,362 | $28,224,075 | 2008 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AVDV
AMERICAN CENTY ...
|
ETF | 1.54% | 1.42% |
#30
1
Prev: #31
|
1.1 |
—
|
7,492 | 2.8% |
P
S
|
272,527 | $27,214,562 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 1.51% | 1.78% |
#31
6
Prev: #25
|
1.1 |
—
|
126 | 0.2% |
P
S
|
54,303 | $26,691,595 | 1999 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.49% | 1.59% |
#32
3
Prev: #29
|
1.1 |
—
|
772 | 0.5% |
P
S
|
150,951 | $26,325,864 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VRTX
VERTEX PHARMACE...
|
Healthcare | 1.40% | 1.43% |
#33
3
Prev: #30
|
1.1 |
—
|
361 | 0.7% |
P
S
|
55,753 | $24,895,945 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
LHX
L3HARRIS TECHNO...
|
Industrials | 1.24% | 1.07% |
#34
6
Prev: #40
|
1.0 |
—
|
-301 | -0.5% |
P
S
|
63,667 | $21,974,529 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
GRMN
GARMIN LTD
|
Technology | 1.22% | 1.07% |
#35
4
Prev: #39
|
1.0 |
—
|
-186 | -0.2% |
P
S
|
92,844 | $21,540,665 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IBTI
ISHARES TR
|
ETF | 1.19% | 1.17% |
#36
1
Prev: #35
|
1.0 |
—
|
19,318 | 2.1% |
P
S
|
943,410 | $21,022,011 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IBTJ
ISHARES TR
|
ETF | 1.16% | 1.16% |
#37
1
Prev: #36
|
1.0 |
—
|
17,579 | 1.9% |
P
S
|
944,974 | $20,641,072 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XBB
BONDBLOXX ETF T...
|
ETF | 1.15% | 1.14% |
#38
1
Prev: #37
|
1.0 |
—
|
13,740 | 2.8% |
P
S
|
500,015 | $20,345,601 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
NOK
NOKIA CORP
|
Technology | 1.12% | — |
#39
Prev: #—
|
3.9 |
—
|
2,460,760 | — |
NEW
|
2,460,760 | $19,784,511 | 2003 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SHYG
ISHARES TR
|
ETF | 1.09% | 1.10% |
#40
2
Prev: #38
|
0.9 |
—
|
7,802 | 1.7% |
P
S
|
457,730 | $19,366,560 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
CDW
CDW CORP
|
Technology | 1.09% | 1.22% |
#41
8
Prev: #33
|
0.9 |
—
|
994 | 0.6% |
P
S
|
159,131 | $19,258,012 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
ON
ON SEMICONDUCTO...
|
Technology | 1.07% | 0.93% |
#42
2
Prev: #44
|
0.9 |
—
|
3,080 | 1.0% |
P
S
|
306,776 | $18,995,592 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IGSB
ISHARES TR
|
ETF | 1.06% | 1.05% |
#43
1
Prev: #42
|
0.9 |
—
|
8,307 | 2.4% |
P
S
|
357,227 | $18,775,834 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 0.94% | 0.96% |
#44
1
Prev: #43
|
0.9 |
—
|
480 | 0.7% |
P
S
|
70,190 | $16,584,398 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 0.74% | 0.83% |
#45
Prev: #45
|
0.8 |
—
|
4,301 | 2.4% |
P
S
|
181,991 | $13,090,613 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 0.71% | 0.00% |
#46
240
Prev: #286
|
3.3 |
—
|
100,268 | 50385.9% |
P
S
|
100,467 | $12,604,590 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
GSIE
GOLDMAN SACHS E...
|
ETF | 0.63% | 0.66% |
#47
Prev: #47
|
0.8 |
—
|
-9,455 | -3.5% |
P
S
|
260,166 | $11,220,968 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IMTM
ISHARES TR
|
ETF | 0.62% | 0.64% |
#48
Prev: #48
|
0.7 |
—
|
-7,325 | -3.1% |
P
S
|
228,717 | $10,982,976 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
HLI
HOULIHAN LOKEY ...
|
Financial Services | 0.59% | 0.69% |
#49
3
Prev: #46
|
0.7 |
—
|
2,310 | 3.3% |
P
S
|
72,270 | $10,379,486 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VSLU
ETF OPPORTUNITI...
|
ETF | 0.48% | 0.53% |
#50
1
Prev: #49
|
0.7 |
—
|
-8,094 | -3.8% |
P
S
|
204,495 | $8,549,957 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 |
Showing 1-50 of 566 holdings