ATWOOD & PALMER INC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for ATWOOD & PALMER INC with $1.7B in long positions as of Q3 2025, 30% allocated to ETF, and 34% concentrated in top 10 positions.

Portfolio Value: $1.7B
Top 10 Concentration: 34%
Top Sector: ETF (30%)
US Exposure: 96%
Market Cap Focus: N/A
Countries: 11

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF

30.30%

Technology

19.50%

Healthcare

11.70%

Financial Services

9.30%

Industrials

8.80%

Consumer Cyclical

7.80%

Communication Services

4.10%

Consumer Defensive

2.60%

Energy

0.20%

Real Estate

0.20%

Utilities

0.10%

Industry Breakdown

101 industries across all sectors

ETF

30.27%

Drug Manufacturers - General

Healthcare

5.41%

Software - Infrastructure

Technology

5.19%

Information Technology Services

Technology

4.91%

Biotechnology

Healthcare

4.32%

Internet Content & Information

Communication Services

4.05%

Aerospace & Defense

Industrials

3.42%

Rental & Leasing Services

Industrials

3.28%

Semiconductors

Technology

2.82%

Banks - Regional

Financial Services

2.79%

Specialty Retail

Consumer Cyclical

2.53%

Residential Construction

Consumer Cyclical

2.36%

Market Cap Distribution

Mega Cap (> $200B)

26.35%

Large Cap ($10B - $200B)

34.67%

Mid Cap ($2B - $10B)

2.11%

Small Cap ($300M - $2B)

0.06%

Micro Cap ($50M - $300M)

0.00%

Nano Cap (< $50M)

1.17%

N/A (ETF or Unknown)

35.64%

Portfolio Concentration

Top 10 Holdings %

33.83%

Top 20 Holdings %

56.0%

Top 50 Holdings %

92.32%

Top 100 Holdings %

98.0%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)

96.12%

International

3.88%

Countries

Largest Int'l Market

Uruguay - 2.39%

United States of America

96.12% ($1.6B)

458 holdings

Uruguay

2.39% ($39.8M)

1 holdings

Switzerland

1.38% ($23.0M)

5 holdings

Netherlands

0.04% ($685.0K)

1 holdings

Ireland

0.03% ($446.7K)

6 holdings

Canada

0.02% ($312.5K)

8 holdings

Bermuda

0.01% ($163.3K)

1 holdings

Israel

0.01% ($119.1K)

3 holdings

United Kingdom

0.01% ($84.1K)

1 holdings

Luxembourg

0.00% ($34.9K)

1 holdings

Singapore

0.00% ($8.2K)

1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10: 19.6 quarters
Avg. Top 20: 26.3 quarters
Avg. All Positions: 19.8 quarters
Median Holding Period: 12 quarters
Persistence Rate: 78.4%
Persistent Holdings Weight: 92.78%
Persistent Positions: 381
Longest Held: American Electric Power Company, Inc.AEP - 49 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position: 0.003%
Avg. Position Weight: 0.21%
Largest Position: Palantir Technologies Inc. Class A Common StockPLTR - 4.94%
Largest Ownership Stake: GENERAC HOLDINGS INCGNRC - 0.26%
Avg. Ownership Stake: 0.05%
Ownership Stake >5%: 0
Ownership Stake >1%: 0

Historical (Since Q2 2013)

Avg. New Position: 0.18%
Avg. Ownership Stake: 0.05%
Largest Position: First Trust Dorsey Wright International Focus 5 ETFIFV - 12.55% (Q2 2018)
Largest Ownership Stake: CDW CorporationCDW - 0.39% (Q2 2016)

Portfolio Turnover

Current Quarter

Turnover Ratio: 1.6%
Value Traded: $26.13M
Positions Added: 13
Positions Exited: 50

Historical (Since Q2 2013)

Avg. Turnover Ratio: 6.2%
Avg. Positions Added: 26
Avg. Positions Exited: 23
Highest Turnover: 26.3%
Q2 2014
Lowest Turnover: 0.5%
Q1 2019

ATWOOD & PALMER INC Portfolio Analytics

Composition Analysis

Sector Allocation

Industry Breakdown

Filter by Sector

Market Cap Distribution

Portfolio Concentration

Geographic Exposure

Holding Behavior

Portfolio Stability & Commitment

Position Sizing & Influence

Current Quarter

Historical (Since Q2 2013)

Portfolio Turnover

Current Quarter

Historical (Since Q2 2013)

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