ATWOOD & PALMER INC

CIK 0001044929 · KANSAS CITY, MO · Quarter end: 2026-06-30 · Filed on: 2026-07-08 · Open the SEC source

ATWOOD & PALMER INC reported 495 positions worth $1.87B as of June 30, 2026 (13F filed July 8, 2026). Largest holding: GOOG (4.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.87B
2026 Q2
Positions
495
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
33.4%
Est. Net Flow (Q)
2026 Q2
10 / 495 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GOOGALPHABET INCSH$83.6M4.46%236,545
2AVDEAMERICAN CENTY ETF TRSH$68.8M3.67%771,462
3URIUNITED RENTALS INCSH$66.4M3.54%58,622
4AVEMAMERICAN CENTY ETF TRSH$65.1M3.47%674,517
5JEMBJANUS DETROIT STR TRSH$62.8M3.35%1,166,905
6SHYISHARES TRSH$60.1M3.21%732,119
7CSCOCISCO SYS INCSH$59.5M3.17%506,582
8JAAAJANUS DETROIT STR TRSH$59.1M3.15%1,170,199
9PLTRPALANTIR TECHNOLOGIES INCSH$50.9M2.71%436,259
10ABBVABBVIE INCSH$49.3M2.63%195,763

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does ATWOOD & PALMER INC hold as of Q2 2026?

ATWOOD & PALMER INC reported 495 positions worth $1.87B in its Q2 2026 13F filing. Largest positions: GOOG (4.5%), AVDE (3.7%), URI (3.5%), AVEM (3.5%) and JEMB (3.3%).

What did ATWOOD & PALMER INC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did ATWOOD & PALMER INC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.