ATWOOD & PALMER INC Portfolio Holdings
Q3 2025•486 long positions•$1.7B portfolio value
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Holding536 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Software - Infrastructure Technology | $82.2M 4.94% | -$38.6M Sold | 0.019% 450.4K shares | 661.9K → 450.4K −$38.6M | -31.95% | $432.76B Mega Cap | Q3 2022 Held for 3y 2m | |
Internet Content & Information Communication Services | $60.3M 3.62% | -$154.9K Sold | 0.002% 247.5K shares | 248.2K → 247.5K −$154.9K | -0.26% | $2.95T Mega Cap | Q2 2014 Held for 11y 5m | |
ETF ETF | $58.1M 3.49% | +$377.5K Bought | — 736.1K shares | 731.3K → 736.1K +$377.5K | +0.65% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $56.5M 3.39% | +$1.4M Bought | — 1.1M shares | 1.0M → 1.1M +$1.4M | +2.49% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $55.2M 3.32% | +$411.2K Bought | — 665.2K shares | 660.3K → 665.2K +$411.2K | +0.75% | — — | Q3 2022 Held for 3y 2m | |
Rental & Leasing Services Industrials | $54.6M 3.28% | -$194.7K Sold | 0.089% 57.2K shares | 57.4K → 57.2K −$194.7K | -0.36% | $61.4B Large Cap | Q2 2017 Held for 8y 5m | |
ETF ETF | $54.0M 3.25% | +$350.3K Bought | — 1.1M shares | 1.1M → 1.1M +$350.3K | +0.65% | — — | Q4 2020 Held for 4y 11m | |
Information Technology Services Technology | $49.3M 2.96% | -$72.4K Sold | 0.204% 261.1K shares | 261.5K → 261.1K −$72.4K | -0.15% | $24.2B Large Cap | Q2 2021 Held for 4y 5m | |
ETF ETF | $48.8M 2.93% | +$318.8K Bought | — 649.5K shares | 645.2K → 649.5K +$318.8K | +0.66% | — — | Q4 2022 Held for 2y 11m | |
Drug Manufacturers - General Healthcare | $44.2M 2.65% | +$21.5K Bought | 0.011% 190.9K shares | 190.8K → 190.9K +$21.5K | +0.05% | $409.03B Mega Cap | Q4 2016 Held for 8y 11m | |
Specialty Retail Consumer Cyclical | $39.8M 2.39% | -$23.4K Sold | 0.034% 17.0K shares | 17.0K → 17.0K −$23.4K | -0.06% | $118.48B Large Cap | Q2 2024 Held for 1y 5m | |
Residential Construction Consumer Cyclical | $39.3M 2.36% | -$41.4K Sold | 0.078% 231.8K shares | 232.0K → 231.8K −$41.4K | -0.11% | $50.5B Large Cap | Q1 2020 Held for 5y 8m | |
Drug Manufacturers - General Healthcare | $38.2M 2.29% | +$7.5K Bought | 0.028% 344.2K shares | 344.1K → 344.2K +$7.5K | +0.02% | $137.73B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $38.1M 2.29% | +$849.9K Bought | — 727.8K shares | 711.6K → 727.8K +$849.9K | +2.28% | — — | Q2 2025 Held for 5 months | |
Asset Management Financial Services | $37.8M 2.27% | -$94.3K Sold | 0.082% 76.9K shares | 77.1K → 76.9K −$94.3K | -0.25% | $46.3B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Banks - Regional Financial Services | $37.5M 2.25% | -$80.1K Sold | 0.127% 842.1K shares | 843.9K → 842.1K −$80.1K | -0.21% | $29.5B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Communication Equipment Technology | $35.7M 2.15% | -$32.8K Sold | 0.013% 522.4K shares | 522.8K → 522.4K −$32.8K | -0.09% | $270.48B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $34.4M 2.07% | +$488.4K Bought | — 658.1K shares | 648.8K → 658.1K +$488.4K | +1.44% | — — | Q4 2023 Held for 1y 11m | |
Financial - Credit Services Financial Services | $34.4M 2.06% | -$93.9K Sold | 0.007% 60.4K shares | 60.6K → 60.4K −$93.9K | -0.27% | $514.21B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Aerospace & Defense Industrials | $33.9M 2.04% | — | 0.029% 68.0K shares | — | — | $116.55B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Consumer Electronics Technology | $32.3M 1.94% | -$101.1K Sold | 0.001% 127.0K shares | 127.4K → 127.0K −$101.1K | -0.31% | $3.78T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Unknown Unknown | $31.9M 1.92% | +$280.9K Bought | — 473.1K shares | 468.9K → 473.1K +$280.9K | +0.89% | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $29.0M 1.74% | -$113.4K Sold | 0.001% 155.7K shares | 156.3K → 155.7K −$113.4K | -0.39% | $4.54T Mega Cap | Q1 2020 Held for 5y 8m | |
Discount Stores Consumer Defensive | $27.5M 1.65% | -$366.4K Sold | 0.003% 267.1K shares | 270.6K → 267.1K −$366.4K | -1.31% | $821.68B Mega Cap | Q2 2014 Held for 11y 5m | |
Biotechnology Healthcare | $26.8M 1.61% | -$18.4K Sold | 0.141% 63.9K shares | 63.9K → 63.9K −$18.4K | -0.07% | $19.0B Large Cap | Q2 2022 Held for 3y 5m | |
Financial - Capital Markets Financial Services | $26.3M 1.58% | -$8.0K Sold | 0.011% 33.1K shares | 33.1K → 33.1K −$8.0K | -0.03% | $241.07B Mega Cap | Q1 2021 Held for 4y 8m | |
Medical - Diagnostics & Research Healthcare | $26.2M 1.58% | +$12.6K Bought | 0.014% 54.1K shares | 54.1K → 54.1K +$12.6K | +0.05% | $183.15B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Information Technology Services Technology | $25.1M 1.51% | -$13.5K Sold | 0.12% 157.5K shares | 157.6K → 157.5K −$13.5K | -0.05% | $20.9B Large Cap | Q3 2014 Held for 11y 2m | |
Industrial - Machinery Industrials | $25.1M 1.51% | +$53.6K Bought | 0.255% 149.8K shares | 149.5K → 149.8K +$53.6K | +0.21% | $9.8B Mid Cap | Q1 2018 Held for 7y 8m | |
ETF ETF | $24.1M 1.45% | +$57.2K Bought | — 660.8K shares | 659.2K → 660.8K +$57.2K | +0.24% | — — | Q4 2022 Held for 2y 11m | |
Biotechnology Healthcare | $23.3M 1.4% | -$88.3K Sold | 0.039% 41.4K shares | 41.6K → 41.4K −$88.3K | -0.38% | $59.6B Large Cap | Q3 2020 Held for 5y 2m | |
Hardware, Equipment & Parts Technology | $22.9M 1.38% | -$55.9K Sold | 0.048% 93.1K shares | 93.3K → 93.1K −$55.9K | -0.24% | $47.4B Large Cap | Q2 2014 Held for 11y 5m | |
ETF ETF | $22.7M 1.37% | +$233.7K Bought | — 255.2K shares | 252.6K → 255.2K +$233.7K | +1.04% | — — | Q4 2022 Held for 2y 11m | |
Biotechnology Healthcare | $21.7M 1.3% | +$41.1K Bought | 0.022% 55.3K shares | 55.2K → 55.3K +$41.1K | +0.19% | $100.41B Large Cap | Q2 2023 Held for 2y 5m | |
Gambling, Resorts & Casinos Consumer Cyclical | $20.3M 1.22% | +$55.2K Bought | 0.109% 542.1K shares | 540.7K → 542.1K +$55.2K | +0.27% | $18.6B Large Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $20.2M 1.21% | -$95.4K Sold | — 903.3K shares | 907.6K → 903.3K −$95.4K | -0.47% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $19.9M 1.19% | +$35.8K Bought | — 904.9K shares | 903.2K → 904.9K +$35.8K | +0.18% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $19.6M 1.18% | +$470.8K Bought | — 475.2K shares | 463.8K → 475.2K +$470.8K | +2.46% | — — | Q2 2025 Held for 5 months | |
Aerospace & Defense Industrials | $19.4M 1.17% | +$66.6K Bought | — 63.6K shares | 63.4K → 63.6K +$66.6K | +0.34% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $19.1M 1.15% | +$230.8K Bought | — 441.5K shares | 436.2K → 441.5K +$230.8K | +1.22% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $18.1M 1.09% | +$46.1K Bought | — 340.7K shares | 339.8K → 340.7K +$46.1K | +0.26% | — — | Q2 2014 Held for 11y 5m | |
Home Improvement Consumer Cyclical | $17.5M 1.05% | -$91.0K Sold | 0.012% 69.5K shares | 69.9K → 69.5K −$91.0K | -0.52% | $140.94B Large Cap | Q2 2014 Held for 11y 5m | |
Software - Application Technology | $17.3M 1.04% | +$121.2K Bought | 0.008% 176.3K shares | 175.1K → 176.3K +$121.2K | +0.71% | $204.31B Mega Cap | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $14.9M 0.895% | +$67.1K Bought | 0.074% 302.2K shares | 300.8K → 302.2K +$67.1K | +0.45% | $20.2B Large Cap | Q2 2017 Held for 8y 5m | |
ETF ETF | $11.4M 0.688% | -$54.5K Sold | — 239.1K shares | 240.3K → 239.1K −$54.5K | -0.47% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $11.2M 0.674% | -$27.7K Sold | — 273.1K shares | 273.7K → 273.1K −$27.7K | -0.25% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $9.0M 0.542% | +$96.5K Bought | — 211.1K shares | 208.9K → 211.1K +$96.5K | +1.08% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $8.1M 0.488% | +$177.7K Bought | — 42.8K shares | 41.8K → 42.8K +$177.7K | +2.24% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Home Improvement Consumer Cyclical | $7.2M 0.434% | +$10.9K Bought | 0.002% 17.8K shares | 17.8K → 17.8K +$10.9K | +0.15% | $403.32B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $6.2M 0.371% | — | 0.0% 25.4K shares | — | — | $2.95T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ |
