ATWOOD & PALMER INC
SEC Form 13F institutional filer · CIK 0001044929
13F-HR · 277 reported holdings · 2026-03-31
Atwood & Palmer Inc is an investment advisor.
Reported long-US-equity value
$1.02B
Top-10 concentration
46.5%
ATWOOD & PALMER INC — $1.02B AUM allocation strategy
ATWOOD & PALMER INC files SEC Form 13F and reports $1.02B of long US equity value across 277 reported holdings for 2026-03-31.
Its largest sector bet is Health Care 17.2%, followed by Information Technology 16.0% and Industrials 15.2%.
The top 10 holdings account for 47% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
ATWOOD & PALMER INC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.02B
total across 277 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
47% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$AMAT +2.46M sh · +$19.8M+$INTC +5.4K sh · +$247K+$UBER +4.3K sh · −$1.43M
Biggest trims (shares)
−$WMT −7.47K sh · +$2.51M−$CSCO −7.39K sh · −$281K−$IVZ −7.15K sh · −$1.34M
Exited to nil (held last quarter, gone now)
$WSM ($19.3K last qtr)$EBAY ($16.7K last qtr)$VLTO ($9.98K last qtr)$KR ($7.5K last qtr)$ACN ($7.25K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Biotechnology14.6%—
- Interactive Media & Services6.8%—
- Application Software6.3%—
- Investment Banking & Brokerage4.6%—
- Trading Companies & Distributors4.2%—
- Aerospace & Defense4.0%—
- Diversified Support Services4.0%—
- Communications Equipment3.9%—
- Other holdings51.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOGL | Alphabet Inc | 240K | $68.8M | -3.7K | 6.8% |
| $PLTR | Palantir Technologies Inc | 438K | $64M | -7.09K | 6.3% |
| $GILD | Gilead Sciences Inc | 347K | $48.4M | -2.4K | 4.8% |
| $GS | Goldman Sachs Group Inc | 407K | $46.7M | -5.96K | 4.6% |
| $URI | United Rentals Inc | 58.6K | $42.7M | +169 | 4.2% |
| $ABBV | AbbVie Inc | 194K | $42.2M | -228 | 4.2% |
| $LMT | Lockheed Martin Corporation | 68K | $41.1M | +0 | 4.0% |
| $LDOS | Leidos Holdings Inc | 257K | $40M | -2.82K | 3.9% |
| $CSCO | Cisco Systems Inc | 514K | $39.9M | -7.39K | 3.9% |
| $FITB | Fifth Third Bancorp | 837K | $38.9M | -6.65K | 3.8% |
…and 267 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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