ATWOOD & PALMER INC
Long book
$1.77B
Q1 2026
Positions
531
Top-10 weight
32%
concentration
Last quarter
+8.0%
SPY +14.8%
Turnover
20%
of book per quarter
Strategy in plain words
auto-generated from filingsATWOOD & PALMER INC is an institutional manager, running a $1.77B US long book across 531 positions.
The portfolio is moderately concentrated (top 10 ≈ 32% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: ALPHABET INC-CL C, AVANTIS INTERNATIONAL EQUITY, PALANTIR TECHNOLOGIES INC-A, JH EM DEBT HARD CURRENCY ETF, ISHARES 1-3 YEAR TREASURY BO.
Over the last 9 quarters its long book ran on average 0.4pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+0.7%
Q2 2024
+10.5%
Q3 2024
-0.5%
Q4 2024
-0.7%
Q1 2025
+8.3%
Q2 2025
+9.1%
Q3 2025
+2.1%
Q4 2025
-0.9%
Q1 2026
+8.0%
Sector allocation
Technology 34%
Healthcare 19%
Financials 13%
Services media 11%
Industrials 11%
Consumer discretionary 8%
Other 3%
Energy 0%
Long book by quarter
What does ATWOOD & own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| GOOG ALPHABET INC-CL C | Technology | 239.9K | $68.8M | 3.9% | -1.5% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 437.5K | $64.0M | 3.6% | -1.6% |
| GILD GILEAD SCIENCES INC | Healthcare | 347.4K | $48.4M | 2.7% | -0.7% |
| URI UNITED RENTALS INC | Services media | 58.6K | $42.7M | 2.4% | +0.3% |
| ABBV ABBVIE INC | Healthcare | 194.1K | $42.2M | 2.4% | -0.1% |
| LMT LOCKHEED MARTIN CORP | Industrials | 68.0K | $41.1M | 2.3% | Held |
| LDOS LEIDOS HOLDINGS INC | Technology | 257.1K | $40.0M | 2.3% | -1.1% |
| CSCO CISCO SYSTEMS INC | Technology | 514.4K | $39.9M | 2.3% | -1.4% |
| FITB FIFTH THIRD BANCORP | Financials | 837.3K | $38.9M | 2.2% | -0.8% |
| UTHR UNITED THERAPEUTICS CORP | Healthcare | 62.4K | $37.0M | 2.1% | -1.7% |
| AMP AMERIPRISE FINANCIAL INC | Financials | 77.3K | $34.4M | 1.9% | +0.4% |
| DHI DR HORTON INC | Industrials | 238.2K | $32.7M | 1.8% | +0.2% |
| AAPL APPLE INC | Technology | 127.4K | $32.3M | 1.8% | +1.4% |
| WMT WALMART INC | Consumer discretionary | 259.5K | $32.2M | 1.8% | -2.8% |
| REGN REGENERON PHARMACEUTICALS | Healthcare | 41.7K | $32.2M | 1.8% | -0.3% |
| MELI MERCADOLIBRE INC | Services media | 18.4K | $31.8M | 1.8% | +6.6% |
| GNRC GENERAC HOLDINGS INC | Industrials | 158.7K | $31.0M | 1.7% | +0.5% |
| MA MASTERCARD INC - A | Services media | 60.4K | $30.2M | 1.7% | +1.0% |
| GS GOLDMAN SACHS GROUP INC | Financials | 33.4K | $28.2M | 1.6% | +1.1% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 54.3K | $26.7M | 1.5% | +0.2% |
| NVDA NVIDIA CORP | Technology | 151.0K | $26.3M | 1.5% | +0.5% |
| VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 55.8K | $24.9M | 1.4% | +0.7% |
| LHX L3HARRIS TECHNOLOGIES INC | Technology | 63.7K | $22.0M | 1.2% | -0.5% |
| GRMN GARMIN LTD | Technology | 92.8K | $21.5M | 1.2% | -0.2% |
| CDW CDW CORP/DE | Consumer discretionary | 159.1K | $19.3M | 1.1% | +0.6% |
| ON ON SEMICONDUCTOR | Technology | 306.8K | $19.0M | 1.1% | +1.0% |
| LOW LOWE'S COS INC | Consumer discretionary | 70.2K | $16.6M | 0.9% | +0.7% |
| UBER UBER TECHNOLOGIES INC | Services media | 182.0K | $13.1M | 0.7% | +2.4% |
| HLI HOULIHAN LOKEY INC | Financials | 72.3K | $10.4M | 0.6% | +3.3% |
| GOOGL ALPHABET INC-CL A | Technology | 24.6K | $7.1M | 0.4% | +0.5% |
| CBC CENTRAL BANCOMPANY | Financials | 282.1K | $6.8M | 0.4% | -4.4% |
| JKHY JACK HENRY & ASSOCIATES INC | Technology | 40.3K | $6.4M | 0.4% | -0.7% |
| JNJ JOHNSON & JOHNSON | Healthcare | 24.7K | $6.0M | 0.3% | -1.8% |
| HD HOME DEPOT INC | Consumer discretionary | 17.7K | $5.8M | 0.3% | -0.6% |
| KMB KIMBERLY-CLARK CORP | Other | 40.2K | $3.9M | 0.2% | -3.6% |
| CBSH COMMERCE BANCSHARES INC | Financials | 71.8K | $3.5M | 0.2% | -0.7% |
| BDX BECTON DICKINSON AND CO | Healthcare | 21.1K | $3.3M | 0.2% | -6.3% |
| PG PROCTER & GAMBLE CO/THE | Other | 20.4K | $3.0M | 0.2% | -0.6% |
| XOM EXXON MOBIL CORP | Energy | 16.8K | $2.8M | 0.2% | +0.3% |
| JPM JPMORGAN CHASE & CO | Financials | 8.9K | $2.6M | 0.1% | +0.2% |
| RTX RTX CORP | Industrials | 13.3K | $2.6M | 0.1% | -0.7% |
| CL COLGATE-PALMOLIVE CO | Other | 26.2K | $2.2M | 0.1% | Held |
| PEP PEPSICO INC | Consumer staples | 13.3K | $2.1M | 0.1% | -2.0% |
| PH PARKER HANNIFIN CORP | Industrials | 2.3K | $2.0M | 0.1% | +0.2% |
| MSFT MICROSOFT CORP | Technology | 5.4K | $2.0M | 0.1% | +15.7% |
| AMGN AMGEN INC | Healthcare | 5.6K | $2.0M | 0.1% | -9.3% |
| AMZN AMAZON.COM INC | Consumer discretionary | 9.2K | $1.9M | 0.1% | -0.2% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 3.9K | $1.9M | 0.1% | -3.5% |
| CAT CATERPILLAR INC | Industrials | 2.6K | $1.8M | 0.1% | +0.1% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.4K | $1.4M | 0.1% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 15, 2026 | 531 | $1.77B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 28, 2026 | 488 | $1.76B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 15, 2025 | 489 | $1.70B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 8, 2025 | 514 | $1.60B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 15, 2025 | 441 | $1.44B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 16, 2025 | 469 | $1.46B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 7, 2024 | 472 | $1.42B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 10, 2024 | 436 | $1.32B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 10, 2024 | 415 | $1.3M | canonical | SEC ↗ |
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