13F filer

Atwood & Palmer

As of Sep 30, 2026 Filed Oct 8, 2026 CIK 1044929 SEC filings ↗
13F Value
$1.95B
Positions
496
Top Position
GOOG4.1%
Top 5
18.4%

Latest filing changes

vs Jun 30, 2026
1 HLI Houlihan Lokey +514.7%+$13.6M
2 ADBE Adobe >999%+$12.7M
Holdings496
# Trend (4Q)
1 GOOG 4.1% $80.8M +0.2% 237.1K 4.5% Common Stock
2 PLTR 4.1% $80.1M -1.8% 428.2K 2.7% Common Stock
3 AVDE 3.7% $71.1M +2.3% 789.1K 3.7% ETF
4 AVEM 3.3% $64.2M +1.3% 683.1K 3.5% ETF
5 SHY 3.2% $62.3M +4.7% 766.8K 3.2% ETF
6 JAAA 3.2% $61.8M +4.6% 1.22M 3.2% ETF
7 JEMB 3.1% $61.0M +2.5% 1.20M 3.3% ETF
8 URI 3.0% $57.5M -2.0% 57.5K 3.5% Common Stock
9 CSCO 2.7% $53.5M -1.9% 496.9K 3.2% Common Stock
10 GILD 2.7% $52.4M +0.3% 351.3K 2.4% Common Stock
11 ABBV 2.6% $51.0M -0.5% 194.8K 2.6% Common Stock
12 PSQO 2.3% $44.3M +5.1% 2.15M 2.3% ETF
13 AAPL 2.2% $42.3M -0.1% 127.0K 2.0% Common Stock
14 FITB 2.1% $41.8M -1.5% 826.0K 2.5% Common Stock
15 AVIV 2.1% $41.5M +2.4% 520.6K 2.1% ETF
16 TMO 2.0% $39.4M +6.7% 58.4K 1.5% Common Stock
17 BBBI 2.0% $39.1M +2.3% 802.7K 2.2% ETF
18 AMP 1.9% $37.7M -0.8% 76.7K 1.9% Common Stock
19 JSI 1.9% $37.7M +5.5% 755.5K 2.0% ETF
20 NVDA 1.8% $35.0M +1.1% 153.3K 1.6% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing26
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.