Atwood & Palmer Inc reported 355 positions worth $1.22B for the quarter ended Sep 30, 2026, up 4.9% on the prior quarter. It opened 15 new positions, added to 59, trimmed 47 and exited 14. Its largest holding is Alphabet Inc. at 6.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| HLI Houlihan Lokey, Inc. | +107.6K | +514.7% | $13.59M | 1.33% |
| ADBE Adobe Inc. | +53.1K | +590,266.7% | $12.75M | 1.04% |
| BRK-A Berkshire Hathaway Inc | +6 | +600.0% | $4.48M | 0.427% |
| XOM ExxonMobil Holdings Corp | +16.6K | – | $2.69M | 0.22% |
| TMO Thermo Fisher Scientific Inc. | +3,688 | +6.7% | $2.49M | 3.22% |
| MSFT Microsoft Corp | +4,410 | +87.7% | $2.26M | 0.396% |
| BRK-B Berkshire Hathaway Inc | +2,403 | +62.1% | $1.20M | 0.255% |
| GOOGL Alphabet Inc. | +3,151 | +12.9% | $1.08M | 0.776% |
| LDOS Leidos Holdings, Inc. | +8,376 | +3.2% | $1.02M | 2.66% |
| EXP Eagle Materials Inc | +5,644 | – | $965.24K | 0.079% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PLTR Palantir Technologies Inc. | -8,012 | -1.8% | $1.50M | 6.55% |
| URI United Rentals, Inc. | -1,147 | -2.0% | $1.15M | 4.7% |
| CSCO Cisco Systems, Inc. | -9,681 | -1.9% | $1.04M | 4.37% |
| FITB Fifth Third Bancorp | -12.8K | -1.5% | $646.82K | 3.42% |
| ADP Automatic Data Processing Inc | -1,900 | -53.7% | $490.31K | 0.035% |
| GRMN Garmin Ltd | -1,419 | -1.5% | $407.03K | 2.14% |
| CBSH Commerce Bancshares Inc | -5,692 | -8.0% | $311.58K | 0.294% |
| AMP Ameriprise Financial Inc | -605 | -0.8% | $297.87K | 3.09% |
| WMT Walmart Inc. | -2,750 | -1.1% | $285.78K | 2.14% |
| UTHR UNITED THERAPEUTICS Corp | -503 | -0.8% | $272.57K | 2.7% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| XOM ExxonMobil Holdings Corp | +16.6K | $2.69M | 0.22% |
| EXP Eagle Materials Inc | +5,644 | $965.24K | 0.079% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +540 | $246.34K | 0.02% |
| MU Micron Technology Inc | +125 | $133.14K | 0.011% |
| AER AerCap Holdings N.V. | +425 | $61.00K | <0.01% |
| EVR Evercore Inc. | +202 | $52.02K | <0.01% |
| SNOW Snowflake Inc. | +150 | $50.93K | <0.01% |
| OGE Oge Energy Corp. | +1,003 | $45.56K | <0.01% |
| ESE Esco Technologies Inc | +126 | $33.40K | <0.01% |
| DASH DoorDash, Inc. | +150 | $27.53K | <0.01% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CDNS Cadence Design Systems Inc | -505 | $189.54K | 0.016% |
| MNKD Mannkind Corp | -2,000 | $8.52K | <0.01% |
| MRNA Moderna, Inc. | -100 | $7.00K | <0.01% |
| MPC Marathon Petroleum Corp | -19 | $4.86K | <0.01% |
| CMI Cummins Inc | -5 | $3.57K | <0.01% |
| FLEX Flex Ltd. | -21 | $3.40K | <0.01% |
| CIEN Ciena Corp | -5 | $2.45K | <0.01% |
| ALAB Astera Labs, Inc. | -5 | $2.42K | <0.01% |
| CI Cigna Group | -8 | $2.21K | <0.01% |
| BE Bloom Energy Corp | -4 | $1.21K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOG Alphabet Inc. | Technology | 237.1K | $80.78M | 6.6% | +518 | +0.2% | Added | 0% |
| 2 | PLTR Palantir Technologies Inc. | Technology | 428.2K | $80.10M | 6.55% | -8,012 | -1.8% | Reduced | 0.02% |
| 3 | URI United Rentals, Inc. | Industrials | 57.5K | $57.52M | 4.7% | -1,147 | -2.0% | Reduced | 0.09% |
| 4 | CSCO Cisco Systems, Inc. | Technology | 496.9K | $53.48M | 4.37% | -9,681 | -1.9% | Reduced | 0.01% |
| 5 | GILD Gilead Sciences, Inc. | Healthcare | 351.3K | $52.36M | 4.28% | +1,069 | +0.3% | Added | 0.03% |
| 6 | ABBV AbbVie Inc. | Healthcare | 194.8K | $50.96M | 4.17% | -960 | -0.5% | Reduced | 0.01% |
| 7 | AAPL Apple Inc. | Technology | 127.0K | $42.28M | 3.46% | -112 | -0.1% | Reduced | 0% |
| 8 | FITB Fifth Third Bancorp | Financial Services | 826.0K | $41.78M | 3.42% | -12.8K | -1.5% | Reduced | 0.09% |
| 9 | TMO Thermo Fisher Scientific Inc. | Healthcare | 58.4K | $39.45M | 3.22% | +3,688 | +6.7% | Added | 0.02% |
| 10 | AMP Ameriprise Financial Inc | Financial Services | 76.7K | $37.75M | 3.09% | -605 | -0.8% | Reduced | 0.08% |
| 11 | NVDA Nvidia Corp | Technology | 153.3K | $35.01M | 2.86% | +1,613 | +1.1% | Added | 0% |
| 12 | LMT Lockheed Martin Corp | Industrials | 67.8K | $34.54M | 2.82% | -174 | -0.3% | Reduced | 0.03% |
| 13 | UTHR UNITED THERAPEUTICS Corp | Healthcare | 61.0K | $33.04M | 2.7% | -503 | -0.8% | Reduced | 0.14% |
| 14 | MA Mastercard Inc | Financial Services | 59.8K | $33.00M | 2.7% | +99 | +0.2% | Added | 0.01% |
| 15 | GNRC Generac Holdings Inc. | Industrials | 157.9K | $32.68M | 2.67% | +21 | +0.0% | Added | 0.27% |
Tip. Select a row to see that position’s full history at Atwood & Palmer.
As of its Q3 2026 13F filing, Atwood & Palmer Inc’s five largest positions were Alphabet Inc. (GOOG) at 6.6%, Palantir Technologies Inc. (PLTR) at 6.5%, United Rentals, Inc. (URI) at 4.7%, Cisco Systems, Inc. (CSCO) at 4.4%, Gilead Sciences, Inc. (GILD) at 4.3% of the reported portfolio.
Atwood & Palmer Inc reported a 13F portfolio worth $1.22B across 355 positions for Q3 2026. That is up 4.9% from the previous quarter.
Its largest purchases by value were Houlihan Lokey, Inc. ($13.59M), Adobe Inc. ($12.75M), Berkshire Hathaway Inc ($4.48M). It opened 15 new positions.
Its largest sales by value were Palantir Technologies Inc. ($1.50M), United Rentals, Inc. ($1.15M), Cisco Systems, Inc. ($1.04M). It exited 14 positions entirely.
From the Form 13F-HR reports Atwood & Palmer Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.