Atwood & Palmer Inc Portfolio Holdings

Atwood & Palmer Inc

  • $1.45 Billion
  • Q3 2024

Atwood & Palmer Inc has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.45 Billion distributed in 472 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Palantir Technologies Inc. with a value of $47.5M, United Rentals, Inc. with a value of $46.5M, Regeneron Pharmaceuticals, Inc. with a value of $46M, Horton D R Inc with a value of $43.7M, and American Centy ETF Tr Avantis with a value of $43.5M.

Examining the 13F form we can see an increase of $147M in the current position value, from $1.3B to 1.45B.

Below you can find more details about Atwood & Palmer Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.45 Billion
ETFs: $430 Million
Healthcare: $240 Million
Technology: $236 Million
Financial Services: $148 Million
Industrials: $137 Million
Consumer Cyclical: $112 Million
Communication Services: $45.9 Million
Consumer Defensive: $41.8 Million
Other: $8.93 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$83.7B
$561,000 0.04% of portfolio
2,707
Q2 2022 Reduced 0.18%
$1.32T
$583,000 0.04% of portfolio
1,020
Q3 2024 Reduced 7.02%
$57.5B
$620,000 0.04% of portfolio
7,707
Q2 2024 Reduced 1.28%
$192B
$575,000 0.04% of portfolio
4,739
Q1 2023 Reduced 6.51%
$47.7B
$564,000 0.04% of portfolio
5,500
Q1 2020 Reduced 2.65%
$456B
$572,000 0.04% of portfolio
3,363
Q2 2024 Reduced 6.14%
$86.8B
$379,000 0.03% of portfolio
800
Q2 2022 Reduced 20.0%
$73.3B
$470,000 0.03% of portfolio
4,298
Q2 2024 Reduced 2.21%
$0
$368,000 0.03% of portfolio
1,300
Q2 2022 Reduced 3.7%
$474B
$447,000 0.03% of portfolio
765
Q2 2024 Reduced 7.27%
$5.52B
$396,000 0.03% of portfolio
3,778
Q3 2023 Added 0.4%
$76.9B
$423,000 0.03% of portfolio
2,169
Q2 2023 Added 1.07%
$1.36T
$447,000 0.03% of portfolio
1,710
Q4 2023 Reduced 1.04%
$150B
$461,000 0.03% of portfolio
15,939
Q2 2024 Reduced 2.15%
$39B
$413,000 0.03% of portfolio
3,975
Q2 2024 Reduced 1.24%
$22.3B
$431,000 0.03% of portfolio
18,500
Q4 2023 Reduced 11.9%
$34.8B
$485,000 0.03% of portfolio
1,266
Q3 2024 Reduced 0.63%
$352B
$478,000 0.03% of portfolio
12,052
Q2 2024 Reduced 0.89%
$57.9B
$329,000 0.02% of portfolio
5,250
Q2 2022 Reduced 0.83%
$0
$313,000 0.02% of portfolio
2,618
Q3 2024 New
$27.4B
$275,000 0.02% of portfolio
3,300
Q3 2023 Added 100.0%
$0
$234,000 0.02% of portfolio
1,234
Q4 2022 New
$0
$223,000 0.02% of portfolio
392
Q2 2024 Reduced 15.33%
$0
$223,000 0.02% of portfolio
3,196
Q3 2024 Added 2.37%
$0
$290,000 0.02% of portfolio
5,691
Q2 2024 New
$0
$264,000 0.02% of portfolio
4,240
Q1 2024 Added 218.56%
$0
$223,000 0.02% of portfolio
4,450
Q3 2024 Reduced 26.14%
$82.9B
$258,000 0.02% of portfolio
11,000
Q3 2024 Reduced 0.23%
$141B
$286,000 0.02% of portfolio
2,434
Q2 2024 Reduced 0.86%
$8.31B
$328,000 0.02% of portfolio
5,078
Q2 2023 Added 5.79%
$153B
$259,000 0.02% of portfolio
1,257
Q1 2024 Reduced 3.08%
$87.5B
$272,000 0.02% of portfolio
700
Q2 2024 Reduced 1.41%
$94.1B
$341,000 0.02% of portfolio
1,980
Q3 2024 Added 503.66%
$0
$282,000 0.02% of portfolio
6,635
Q2 2024 New
$268B
$334,000 0.02% of portfolio
5,925
Q1 2024 Reduced 37.29%
$68.1B
$283,000 0.02% of portfolio
1,111
Q2 2024 Reduced 7.34%
$44.4B
$279,000 0.02% of portfolio
700
Q2 2017 New
$0
$258,000 0.02% of portfolio
4,900
Q3 2023 Reduced 7.55%
$0
$233,000 0.02% of portfolio
5,090
Q3 2023 Reduced 10.94%
$96B
$245,000 0.02% of portfolio
4,808
Q2 2024 Reduced 0.76%
$186B
$86,000 0.01% of portfolio
177
Q3 2024 Added 3.51%
$85.8B
$105,000 0.01% of portfolio
453
Q4 2023 Reduced 2.79%
$0
$149,000 0.01% of portfolio
1,475
Q3 2024 Reduced 4.59%
$0
$103,000 0.01% of portfolio
4,233
Q3 2024 Reduced 50.5%
$3.94B
$93,000 0.01% of portfolio
5,000
Q1 2020 New
$167B
$109,000 0.01% of portfolio
395
Q1 2024 Reduced 7.28%
$56.3B
$93,000 0.01% of portfolio
273
Q2 2023 Added 21.33%
$13.6B
$212,000 0.01% of portfolio
648
Q1 2024 Added 1.25%
$77.7B
$112,000 0.01% of portfolio
400
Q2 2024 Reduced 0.74%

Summary

  • Portfolio
  • No. of Stocks 472
  • Current Value $1.45 Billion
  • Prior Value $1.3 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 58 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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