2026 Q3 Portfolio Activity
In 2026 Q3, ATWOOD & PALMER INC maintained a portfolio of 522 distinct positions. The most significant new addition was BONDBLOXX ETF TRUST, now representing 0.27% of the total fund value. They heavily accumulated shares in HOULIHAN LOKEY INC, increasing the position by 514.7%.
Position History
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Total Positions
522
Quarter
2026 Q3
Top Holding
GOOG (4.1%)
Top 10 Concentration
33.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 522
ATWOOD & PALMER INC Full Holdings List — 2026 Q3
| 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 | 4.15% | 4.46% |
#1
Prev: #1
|
4.2 |
—
|
518 | 0.2% |
P
S
|
237,063 | $80,776,747 | 2010 Q4 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 4.11% | 2.71% |
#2
7
Prev: #9
|
3.6 |
—
|
-8,012 | -1.8% |
P
S
|
428,247 | $80,103,602 | 2022 Q3 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
AVDE
AMERICAN CENTY ...
|
ETF | 3.65% | 3.67% |
#3
1
Prev: #2
|
3.0 |
—
|
17,592 | 2.3% |
P
S
|
789,054 | $71,101,622 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
AVEM
AMERICAN CENTY ...
|
ETF | 3.30% | 3.47% |
#4
Prev: #4
|
2.3 |
—
|
8,623 | 1.3% |
P
S
|
683,140 | $64,228,781 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
SHY
ISHARES TR
|
ETF | 3.20% | 3.21% |
#5
1
Prev: #6
|
2.3 |
—
|
34,715 | 4.7% |
P
S
|
766,834 | $62,266,932 | 2014 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
JAAA
JANUS DETROIT S...
|
ETF | 3.17% | 3.15% |
#6
2
Prev: #8
|
1.8 |
—
|
53,867 | 4.6% |
P
S
|
1,224,066 | $61,778,611 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
JEMB
JANUS DETROIT S...
|
Unknown | 3.13% | 3.35% |
#7
2
Prev: #5
|
1.8 |
—
|
28,803 | 2.5% |
P
S
|
1,195,708 | $61,040,881 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
URI
UNITED RENTALS ...
|
Industrials | 2.95% | 3.54% |
#8
5
Prev: #3
|
1.7 |
—
|
-1,147 | -2.0% |
P
S
|
57,475 | $57,520,032 | 2017 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
CSCO
CISCO SYS INC
|
Technology | 2.75% | 3.17% |
#9
2
Prev: #7
|
1.6 |
—
|
-9,681 | -1.9% |
P
S
|
496,901 | $53,481,509 | 1999 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 2.69% | 2.36% |
#10
3
Prev: #13
|
1.6 |
—
|
1,069 | 0.3% |
P
S
|
351,309 | $52,362,635 | 2009 Q1 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 2.62% | 2.63% |
#11
1
Prev: #10
|
1.5 |
—
|
-960 | -0.5% |
P
S
|
194,803 | $50,958,450 | 2013 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
PSQO
PALMER SQUARE F...
|
Unknown | 2.27% | 2.26% |
#12
2
Prev: #14
|
2.9 |
—
|
104,210 | 5.1% |
P
S
|
2,153,188 | $44,269,552 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
AAPL
APPLE INC
|
Technology | 2.17% | 1.96% |
#13
5
Prev: #18
|
1.4 |
—
|
-112 | -0.1% |
P
S
|
126,960 | $42,280,080 | 2008 Q4 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
FITB
FIFTH THIRD BAN...
|
Financial Services | 2.15% | 2.52% |
#14
3
Prev: #11
|
1.4 |
—
|
-12,788 | -1.5% |
P
S
|
826,018 | $41,779,998 | 2012 Q4 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
AVIV
AMERICAN CENTY ...
|
ETF | 2.13% | 2.10% |
#15
1
Prev: #16
|
1.4 |
—
|
12,400 | 2.4% |
P
S
|
520,568 | $41,452,827 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 2.03% | 1.46% |
#16
16
Prev: #32
|
2.8 |
—
|
3,688 | 6.7% |
P
S
|
58,434 | $39,446,007 | 1999 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
BBBI
BONDBLOXX ETF T...
|
ETF | 2.01% | 2.15% |
#17
2
Prev: #15
|
1.3 |
—
|
17,675 | 2.3% |
P
S
|
802,739 | $39,105,434 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
AMP
AMERIPRISE FINL...
|
Financial Services | 1.94% | 1.89% |
#18
2
Prev: #20
|
1.3 |
—
|
-605 | -0.8% |
P
S
|
76,665 | $37,745,957 | 2012 Q4 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
JSI
JANUS DETROIT S...
|
Unknown | 1.94% | 1.96% |
#19
Prev: #19
|
2.8 |
—
|
39,515 | 5.5% |
P
S
|
755,491 | $37,714,123 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.80% | 1.62% |
#20
7
Prev: #27
|
1.2 |
—
|
1,613 | 1.1% |
P
S
|
153,289 | $35,008,220 | 2020 Q1 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 1.77% | 1.85% |
#21
Prev: #21
|
1.2 |
—
|
-174 | -0.3% |
P
S
|
67,821 | $34,537,845 | 2003 Q3 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
UTHR
UNITED THERAPEU...
|
Healthcare | 1.70% | 1.78% |
#22
1
Prev: #23
|
1.2 |
—
|
-503 | -0.8% |
P
S
|
60,976 | $33,042,105 | 2022 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 1.69% | 1.64% |
#23
3
Prev: #26
|
1.2 |
—
|
99 | 0.2% |
P
S
|
59,832 | $32,995,640 | 2013 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
GNRC
GENERAC HLDGS I...
|
Industrials | 1.68% | 2.47% |
#24
12
Prev: #12
|
1.2 |
—
|
21 | 0.0% |
P
S
|
157,889 | $32,675,102 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
LDOS
LEIDOS HOLDINGS...
|
Technology | 1.67% | 1.42% |
#25
8
Prev: #33
|
1.2 |
—
|
8,376 | 3.2% |
P
S
|
267,358 | $32,572,171 | 2021 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
DHI
D R HORTON INC
|
Consumer Cyclical | 1.67% | 2.07% |
#26
9
Prev: #17
|
1.2 |
—
|
350 | 0.1% |
P
S
|
238,167 | $32,545,516 | 2016 Q3 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
REGN
REGENERON PHARM...
|
Healthcare | 1.65% | 1.41% |
#27
7
Prev: #34
|
1.2 |
—
|
122 | 0.3% |
P
S
|
42,454 | $32,191,428 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 1.64% | 1.67% |
#28
3
Prev: #25
|
1.2 |
—
|
64 | 0.3% |
P
S
|
18,518 | $32,008,919 | 2015 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
AVDV
AMERICAN CENTY ...
|
ETF | 1.60% | 1.53% |
#29
Prev: #29
|
1.1 |
—
|
6,444 | 2.3% |
P
S
|
285,145 | $31,189,120 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 1.54% | 1.80% |
#30
8
Prev: #22
|
1.1 |
—
|
-214 | -0.6% |
P
S
|
33,230 | $29,919,352 | 2008 Q1 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
VRTX
VERTEX PHARMACE...
|
Healthcare | 1.52% | 1.49% |
#31
Prev: #31
|
1.1 |
—
|
188 | 0.3% |
P
S
|
56,545 | $29,562,292 | 2017 Q3 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
TPYP
TORTOISE CAPITA...
|
ETF | 1.39% | 1.50% |
#32
2
Prev: #30
|
1.1 |
—
|
8,713 | 1.3% |
P
S
|
679,046 | $27,070,153 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.34% | 1.54% |
#33
5
Prev: #28
|
1.0 |
—
|
-2,750 | -1.1% |
P
S
|
251,626 | $26,148,926 | 1999 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
GRMN
GARMIN LTD
|
Technology | 1.34% | 1.17% |
#34
2
Prev: #36
|
1.0 |
—
|
-1,419 | -1.5% |
P
S
|
91,081 | $26,125,808 | 2014 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
NOK
NOKIA CORP
|
Technology | 1.29% | 1.74% |
#35
11
Prev: #24
|
1.0 |
—
|
12,888 | 0.5% |
P
S
|
2,470,183 | $25,047,654 | 2003 Q3 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
XBB
BONDBLOXX ETF T...
|
ETF | 1.06% | 1.11% |
#36
2
Prev: #38
|
0.9 |
—
|
16,356 | 3.2% |
P
S
|
523,438 | $20,683,238 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
CDW
CDW CORP
|
Technology | 1.04% | 1.18% |
#37
2
Prev: #35
|
0.9 |
—
|
335 | 0.2% |
P
S
|
158,232 | $20,279,001 | 2014 Q3 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
SHYG
ISHARES TR
|
ETF | 1.00% | 1.05% |
#38
3
Prev: #41
|
0.9 |
—
|
7,316 | 1.6% |
P
S
|
473,032 | $19,512,559 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
IBTJ
ISHARES TR
|
ETF | 1.00% | 1.11% |
#39
Prev: #39
|
0.9 |
—
|
-45,268 | -4.7% |
P
S
|
913,459 | $19,388,177 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
IBTI
ISHARES TR
|
ETF | 0.99% | 1.13% |
#40
3
Prev: #37
|
0.9 |
—
|
-78,383 | -8.2% |
P
S
|
880,996 | $19,302,629 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
IGSB
ISHARES TR
|
ETF | 0.96% | 1.01% |
#41
1
Prev: #42
|
0.9 |
—
|
510 | 0.1% |
P
S
|
363,385 | $18,616,197 | 2014 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
ON
ON SEMICONDUCTO...
|
Technology | 0.87% | 1.09% |
#42
2
Prev: #40
|
0.8 |
—
|
2,597 | 1.2% |
P
S
|
219,533 | $16,875,528 | 2017 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
HLI
HOULIHAN LOKEY ...
|
Financial Services | 0.83% | 0.15% |
#43
21
Prev: #64
|
3.3 |
—
|
107,566 | 514.7% |
P
S
|
128,463 | $16,230,006 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
LHX
L3HARRIS TECHNO...
|
Industrials | 0.80% | 0.99% |
#44
1
Prev: #43
|
0.8 |
—
|
1,986 | 3.1% |
P
S
|
66,052 | $15,639,743 | 2020 Q1 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 0.71% | 0.83% |
#45
1
Prev: #44
|
2.3 |
—
|
4,204 | 6.0% |
P
S
|
74,589 | $13,746,047 | 2014 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 0.68% | 0.72% |
#46
1
Prev: #45
|
0.8 |
—
|
8,256 | 4.4% |
P
S
|
194,658 | $13,336,020 | 2019 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
ADBE
ADOBE INC
|
Technology | 0.65% | 0.00% |
#47
392
Prev: #439
|
3.3 |
—
|
53,124 | 590266.7% |
P
S
|
53,133 | $12,748,733 | 2014 Q3 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
IMTM
ISHARES TR
|
ETF | 0.58% | 0.64% |
#48
2
Prev: #46
|
0.7 |
—
|
-8,811 | -3.9% |
P
S
|
216,001 | $11,368,116 | 2020 Q1 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
GSIE
GOLDMAN SACHS E...
|
ETF | 0.58% | 0.62% |
#49
2
Prev: #47
|
0.7 |
—
|
-9,128 | -3.6% |
P
S
|
246,568 | $11,302,686 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 0.57% | 0.51% |
#50
2
Prev: #48
|
0.7 |
—
|
2,800 | 2.8% |
P
S
|
102,748 | $11,049,488 | 2015 Q3 | 13F Filing | 2026-09-30 | 2026-10-08 |
Showing 1-50 of 522 holdings