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ATWOOD & PALMER INC
Period ended Sep 30, 2026 · Latest filing Oct 8, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $1,947,545,262
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ALPHABET INC · COM · 02079K107 · shares: $80,776,747
- PALANTIR TECHNOLOGIES INC · COM · 69608A108 · shares: $80,103,602
- AMERICAN CENTY ETF TR · COM · 025072703 · shares: $71,101,622
- AMERICAN CENTY ETF TR · COM · 025072604 · shares: $64,228,781
- ISHARES TR · COM · 464287457 · shares: $62,266,932
- JANUS DETROIT STR TR · COM · 47103U845 · shares: $61,778,611
- JANUS DETROIT STR TR · COM · 47103U738 · shares: $61,040,881
- UNITED RENTALS INC · COM · 911363109 · shares: $57,520,032
- CISCO SYS INC · COM · 17275R102 · shares: $53,481,509
- GILEAD SCIENCES INC · COM · 375558103 · shares: $52,362,635
Reported holdings
496 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | COM | 464288877 | — | 411 shares | $32,532 |
| WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | — | 448 shares | $32,185 |
| SPDR SERIES TRUST | COM | 78468R853 | — | 607 shares | $32,087 |
| ISHARES INC | COM | 46434G103 | — | 394 shares | $32,010 |
| TEXAS INSTRS INC | COM | 882508104 | — | 112 shares | $31,371 |
| ADAMAS TRUST INC. | COM | 649604840 | — | 4,000 shares | $31,120 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 | — | 155 shares | $31,118 |
| TRAVEL PLUS LEISURE CO | COM | 894164102 | — | 500 shares | $30,935 |
| SCHWAB STRATEGIC TR | COM | 808524508 | — | 901 shares | $30,646 |
| DOW HLDGS INC | COM | 260557103 | — | 1,100 shares | $30,294 |
| PAYPAL HLDGS INC | COM | 70450Y103 | — | 575 shares | $30,205 |
| VANECK MERK GOLD ETF | COM | 921078101 | — | 749 shares | $29,886 |
| NEWMARK GROUP INC | COM | 65158N102 | — | 2,424 shares | $29,719 |
| BLACKROCK INC | COM | 09290D101 | — | 28 shares | $29,633 |
| SPDR SERIES TRUST | COM | 78464A763 | — | 200 shares | $29,296 |
| ISHARES INC | COM | 464286509 | — | 500 shares | $29,190 |
| SCHWAB STRATEGIC TR | COM | 808524300 | — | 768 shares | $27,594 |
| DOORDASH INC | COM | 25809K105 | — | 150 shares | $27,533 |
| ADAMS DIVERSIFIED EQUITY FD | COM | 006212104 | — | 1,057 shares | $27,134 |
| EDGEWELL PERSONAL CARE CO | COM | 28035Q102 | — | 1,000 shares | $26,980 |
| AMETEK INC | COM | 031100100 | — | 104 shares | $25,764 |
| FIRST TR EXCHANGE-TRADED FD | COM | 33734X101 | — | 400 shares | $25,654 |
| SAREPTA THERAPEUTICS INC | COM | 803607100 | — | 1,400 shares | $25,508 |
| APA CORPORATION | COM | 03743Q108 | — | 600 shares | $24,924 |
| GETTY RLTY CORP NEW | COM | 374297109 | — | 879 shares | $24,823 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | — | 51 shares | $24,471 |
| SPOTIFY TECHNOLOGY S A | COM | L8681T102 | — | 50 shares | $24,369 |
| HCA HEALTHCARE INC | COM | 40412C101 | — | 56 shares | $23,898 |
| VANGUARD INTL EQUITY INDEX F | COM | 922042775 | — | 288 shares | $23,896 |
| CONSOLIDATED EDISON INC | COM | 209115104 | — | 232 shares | $23,713 |
| CITIZENS FINL GROUP INC | COM | 174610105 | — | 370 shares | $23,592 |
| TAPESTRY INC | COM | 876030107 | — | 204 shares | $23,469 |
| AMERICAN CENTY ETF TR | COM | 025072885 | — | 183 shares | $23,441 |
| ISHARES TR | COM | 464288885 | — | 195 shares | $23,309 |
| BLOCK H & R INC | COM | 093671105 | — | 570 shares | $23,285 |
| HSBC HLDGS PLC | COM | 404280406 | — | 233 shares | $23,140 |
| EXELIXIS INC | COM | 30161Q104 | — | 395 shares | $23,072 |
| FISERV INC | COM | 337738108 | — | 500 shares | $22,590 |
| SPDR INDEX SHS FDS | COM | 78463X871 | — | 461 shares | $21,008 |
| SENTINELONE INC | COM | 81730H109 | — | 875 shares | $20,790 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 125 shares | $20,364 |
| UBIQUITI INC | COM | 90353W103 | — | 36 shares | $20,359 |
| FORTREA HLDGS INC | COM | 34965K107 | — | 1,000 shares | $19,950 |
| COLUMBIA ETF TR II | COM | 19762B707 | — | 330 shares | $19,165 |
| EURONET WORLDWIDE INC | COM | 298736109 | — | 300 shares | $18,861 |
| PALOMAR HLDGS INC | COM | 69753M105 | — | 150 shares | $18,494 |
| RALPH LAUREN CORP | COM | 751212101 | — | 51 shares | $18,109 |
| SHOPIFY INC | COM | 82509L107 | — | 122 shares | $18,093 |
| WABTEC | COM | 929740108 | — | 63 shares | $18,093 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 54 shares | $17,919 |
| SOLSTICE ADVANCED MATLS INC | COM | 83443Q103 | — | 313 shares | $17,629 |
| ISHARES TR | COM | 464287499 | — | 165 shares | $17,608 |
| SPDR INDEX SHS FDS | COM | 78463X855 | — | 250 shares | $17,483 |
| NORTHERN TR CORP | COM | 665859104 | — | 100 shares | $16,936 |
| CINEMARK HLDGS INC | COM | 17243V102 | — | 452 shares | $16,860 |
| PHILLIPS 66 | COM | 718546104 | — | 65 shares | $16,596 |
| EOG RES INC | COM | 26875P101 | — | 120 shares | $16,532 |
| MORGAN STANLEY | COM | 617446448 | — | 85 shares | $15,987 |
| SS&C TECH HLDGS | COM | 78467J100 | — | 207 shares | $15,954 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 110 shares | $15,910 |
| ACUITY INC | COM | 00508Y102 | — | 51 shares | $15,801 |
| ISHARES GOLD TR | COM | 464285204 | — | 200 shares | $15,620 |
| ZOETIS INC | COM | 98978V103 | — | 223 shares | $15,573 |
| PROGRESSIVE CORP | COM | 743315103 | — | 75 shares | $15,549 |
| JOHNSON CONTROLS INTERNATION | COM | G51502105 | — | 104 shares | $15,460 |
| CORNING INC | COM | 219350105 | — | 100 shares | $15,376 |
| NOVO-NORDISK A S | COM | 670100205 | — | 400 shares | $15,164 |
| RPM INTL INC | COM | 749685103 | — | 150 shares | $14,801 |
| ISHARES TR | COM | 464288687 | — | 500 shares | $14,750 |
| CENTERPOINT ENERGY INC | COM | 15189T107 | — | 400 shares | $14,720 |
| ANHEUSER BUSCH INBEV SA NV | COM | 03524A108 | — | 200 shares | $14,694 |
| NIKE INC | COM | 654106103 | — | 412 shares | $14,596 |
| STONEX GROUP INC | COM | 861896108 | — | 225 shares | $14,544 |
| QNITY ELECTRONICS INC | COM | 74743L100 | — | 113 shares | $14,209 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 55 shares | $14,151 |
| ANALOG DEVICES INC | COM | 032654105 | — | 35 shares | $13,885 |
| ULTA BEAUTY INC | COM | 90384S303 | — | 25 shares | $13,655 |
| DUPONT DE NEMOURS INC | COM | 26614N201 | — | 102 shares | $13,249 |
| FIRST SOLAR INC | COM | 336433107 | — | 75 shares | $13,137 |
| TRANSOCEAN LTD | COM | H8817H100 | — | 2,500 shares | $13,100 |
| TRACTOR SUPPLY CO | COM | 892356106 | — | 415 shares | $12,986 |
| VANGUARD ADMIRAL FDS INC | COM | 921932505 | — | 150 shares | $12,822 |
| ARES MANAGEMENT CORPORATION | COM | 03990B101 | — | 107 shares | $12,431 |
| GE HEALTHCARE TECHNOLOGIES I | COM | 36266G107 | — | 189 shares | $12,355 |
| SHAKE SHACK INC | COM | 819047101 | — | 200 shares | $11,736 |
| BANC OF CALIFORNIA INC | COM | 05990K106 | — | 656 shares | $11,303 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 | — | 100 shares | $11,196 |
| VANGUARD WORLD FD | COM | 92204A108 | — | 30 shares | $10,941 |
| TRUIST FINL CORP | COM | 89832Q109 | — | 225 shares | $10,418 |
| LINEAGE INC | COM | 53566V106 | — | 300 shares | $10,236 |
| CMS ENERGY CORP | COM | 125896100 | — | 160 shares | $10,093 |
| CME GROUP INC | COM | 12572Q105 | — | 35 shares | $9,170 |
| TEXTRON INC | COM | 883203101 | — | 120 shares | $9,144 |
| FIDELITY WISE ORIGIN BITCOIN | COM | 315948109 | — | 125 shares | $9,080 |
| FRANKLIN TEMPLETON ETF TR | COM | 35473P736 | — | 260 shares | $8,997 |
| STMICROELECTRONICS N V | COM | 861012102 | — | 166 shares | $8,858 |
| FORD MTR CO | COM | 345370860 | — | 714 shares | $8,610 |
| MONDELEZ INTL INC | COM | 609207105 | — | 145 shares | $8,384 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 18 shares | $8,181 |
| PRUDENTIAL FINL INC | COM | 744320102 | — | 71 shares | $8,065 |