ATWOOD & PALMER INC
CIK: 1044929SEC EDGAR →
Portfolio Value
$820.4B
Holdings
531
As of
Q1 2026
New Positions
531
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 767,452 | $65.1B | 7.94% |
| 2 | JANUS DETROIT STR TR | 1,147,399 | $60.2B | 7.34% |
| 3 | ISHARES TR | 717,219 | $59.2B | 7.22% |
| 4 | JANUS DETROIT STR TR | 1,149,903 | $57.9B | 7.06% |
| 5 | AMERICAN CENTY ETF TR | 671,428 | $54.1B | 6.59% |
| 6 | PALMER SQUARE FUNDS TR | 2,019,239 | $41.4B | 5.05% |
| 7 | CISCO SYS INC | 514,385 | $39.9B | 4.86% |
| 8 | BONDBLOXX ETF TRUST | 770,820 | $39.6B | 4.83% |
| 9 | FIFTH THIRD BANCORP | 837,279 | $38.9B | 4.74% |
| 10 | AMERICAN CENTY ETF TR | 499,116 | $37.3B | 4.55% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 188 | $645.4B | 78.7% |
| Technology | 74 | $92.6B | 11.3% |
| Unknown | 27 | $65.6B | 8.0% |
| Consumer Defensive | 20 | $7.6B | 0.9% |
| Industrials | 62 | $2.5B | 0.3% |
| Utilities | 13 | $1.6B | 0.2% |
| Healthcare | 43 | $1.5B | 0.2% |
| Energy | 27 | $1.3B | 0.2% |
| Real Estate | 12 | $1.1B | 0.1% |
| Consumer Cyclical | 40 | $663.7M | 0.1% |
| Communication Services | 13 | $385.3M | 0.0% |
| Basic Materials | 12 | $264.7M | 0.0% |