ATWOOD & PALMER INC
CIK: 1044929SEC EDGAR →
Portfolio Value
$813.8B
Holdings
495
As of
Q2 2026
New Positions
21
Closed Positions
62
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 771,462 | $68.8B | 8.46% |
| 2 | AMERICAN CENTY ETF TR | 674,517 | $65.1B | 8.00% |
| 3 | JANUS DETROIT STR TR | 1,166,905 | $62.8B | 7.72% |
| 4 | ISHARES TR | 732,119 | $60.1B | 7.39% |
| 5 | JANUS DETROIT STR TR | 1,170,199 | $59.1B | 7.26% |
| 6 | FIFTH THIRD BANCORP | 838,806 | $47.3B | 5.81% |
| 7 | PALMER SQUARE FUNDS TR | 2,048,978 | $42.4B | 5.20% |
| 8 | BONDBLOXX ETF TRUST | 785,064 | $40.4B | 4.96% |
| 9 | AMERICAN CENTY ETF TR | 508,168 | $39.3B | 4.83% |
| 10 | JANUS DETROIT STR TR | 715,976 | $36.7B | 4.51% |
Quarterly Changes
Top Buys
New Positions (27)
$85.8M · 4K shares
FERVO ENERGY CO
$2.9M · 100 shares
$2.2M · 42 shares
$995K · 43 shares
$965K · 10 shares
$585K · 11 shares
$363K · 4 shares
$326K · 30 shares
$232K · 3 shares
HONEYWELL INTL INC
$141K · 628 shares
HONEYWELL AEROSPACE INC
$139K · 628 shares
$135K · 2 shares
$101K · 5 shares
$80K · 1 shares
$77K · 1 shares
SPACE EXPLORATION TECHN CORP
$29K · 167 shares
$26K · 100 shares
$19K · 54 shares
$15K · 55 shares
DUPONT DE NEMOURS INC
$14K · 102 shares
$7K · 21 shares
$6K · 30 shares
$1K · 4 shares
$979 · 5 shares
FEDEX FGHT HLDG CO INC
$755 · 5 shares
$750 · 3 shares
$728 · 3 shares
Closed Positions (63)
$100.9M · 2K shares
AGILON HEALTH INC
$66.4M · 8K shares
$34.5M · 720 shares
$20.9M · 500 shares
$18.7M · 464 shares
$13.0M · 250 shares
$11.4M · 117 shares
$6.8M · 327 shares
$2.8M · 17K shares
$2.6M · 52 shares
$1.5M · 41 shares
$1.1M · 39 shares
$1.0M · 40 shares
$1.0M · 20 shares
$856K · 120 shares
$774K · 10 shares
$768K · 13 shares
$740K · 10 shares
$631K · 9 shares
$607K · 26 shares
$595K · 6 shares
$555K · 8 shares
$550K · 12 shares
$473K · 15 shares
$471K · 5 shares
$383K · 9 shares
$284K · 1K shares
$277K · 3 shares
$276K · 40 shares
$170K · 200 shares
$89K · 25 shares
$87K · 200 shares
$34K · 15 shares
$23K · 27 shares
$20K · 100 shares
$15K · 14 shares
$7K · 44 shares
$3K · 28 shares
$3K · 23 shares
$2K · 8 shares
$2K · 10 shares
$2K · 8 shares
$2K · 7 shares
$2K · 6 shares
$1K · 10 shares
$1K · 6 shares
$1K · 11 shares
$1K · 1 shares
$1K · 6 shares
$1K · 5 shares
$1K · 8 shares
$1K · 4 shares
$982 · 3 shares
$868 · 6 shares
$834 · 4 shares
$718 · 2 shares
$710 · 6 shares
$678 · 5 shares
$621 · 3 shares
$562 · 1 shares
$540 · 3 shares
$491 · 1 shares
$424 · 4 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 185 | $656.2B | 80.6% |
| Technology | 65 | $67.1B | 8.2% |
| Unknown | 31 | $67.1B | 8.2% |
| Consumer Cyclical | 39 | $10.2B | 1.3% |
| Consumer Defensive | 20 | $4.0B | 0.5% |
| Industrials | 46 | $2.8B | 0.3% |
| Real Estate | 10 | $1.6B | 0.2% |
| Utilities | 12 | $1.5B | 0.2% |
| Healthcare | 40 | $1.4B | 0.2% |
| Energy | 23 | $1.3B | 0.2% |
| Communication Services | 13 | $382.2M | 0.0% |
| Basic Materials | 11 | $230.0M | 0.0% |