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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) |
|---|---|---|---|---|---|
| FIDELITY ETHEREUM FD | COM | 31613E103 | — | 300 shares | $7,971 |
| FIRST TR EXCHANGE-TRADED FD | COM | 33739Q408 | — | 133 shares | $7,935 |
| COMCAST CORP NEW | COM | 20030N101 | — | 345 shares | $7,508 |
| WW GRAINGER INC | COM | 384802104 | — | 6 shares | $7,475 |
| FREEPORT MCMORAN INC | COM | 35671D857 | — | 106 shares | $7,420 |
| GRAYSCALE BITCOIN MINI TR ET | COM | 389930207 | — | 197 shares | $7,280 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 42 shares | $7,171 |
| ROSS STORES INC | COM | 778296103 | — | 30 shares | $7,002 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 23 shares | $6,995 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | — | 21 shares | $6,681 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 17 shares | $6,590 |
| INNODATA INC | COM | 457642205 | — | 100 shares | $6,576 |
| COPART INC | COM | 217204106 | — | 231 shares | $6,302 |
| KRANESHARES TRUST | COM | 500767769 | — | 121 shares | $6,191 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 10 shares | $6,118 |
| INTUIT | COM | 461202103 | — | 22 shares | $6,066 |
| NANO NUCLEAR ENERGY INC | COM | 63010H108 | — | 375 shares | $5,944 |
| EMBECTA CORP | COM | 29082K105 | — | 1,040 shares | $5,887 |
| AUTOZONE INC | COM | 053332102 | — | 2 shares | $5,661 |
| ISHARES TR | COM | 46432F388 | — | 28 shares | $5,544 |
| TE CONNECTIVITY PLC | COM | G87052109 | — | 26 shares | $5,489 |
| BELLRING BRANDS INC | COM | 07831C103 | — | 699 shares | $5,376 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 | — | 19 shares | $5,052 |
| REPUBLIC SVCS INC | COM | 760759100 | — | 24 shares | $5,037 |
| REDDIT INC | COM | 75734B100 | — | 35 shares | $4,986 |
| NORTHROP GRUMMAN CORP | COM | 666807102 | — | 10 shares | $4,835 |
| EQT CORP | COM | 26884L109 | — | 89 shares | $4,322 |
| DELTA AIR LINES INC | COM | 247361702 | — | 50 shares | $4,173 |
| SABLE OFFSHORE CORP | COM | 78574H104 | — | 1,200 shares | $4,152 |
| ISHARES TR | COM | 46435U663 | — | 79 shares | $4,108 |
| SOFI TECHNOLOGIES INC | COM | 83406F102 | — | 222 shares | $3,490 |
| ISHARES TR | COM | 46432F834 | — | 36 shares | $3,420 |
| MOBILITY GLOBAL INC | COM | 60744M106 | — | 195 shares | $3,337 |
| CHECK POINT SOFTWARE TECH LT | COM | M22465104 | — | 25 shares | $3,209 |
| SELECT SECTOR SPDR TR | COM | 81369Y803 | — | 16 shares | $3,132 |
| ISHARES TR | COM | 46432F339 | — | 14 shares | $3,112 |
| EQUINIX INC | COM | 29444U700 | — | 3 shares | $3,035 |
| ROBLOX CORP | COM | 771049103 | — | 70 shares | $2,966 |
| THE BALDWIN INSURANCE GRP IN | COM | 05589G102 | — | 92 shares | $2,931 |
| PENN ENTERTAINMENT INC | COM | 707569109 | — | 200 shares | $2,930 |
| FEDEX CORP | COM | 31428X106 | — | 10 shares | $2,851 |
| ROPER TECHNOLOGIES INC | COM | 776696106 | — | 8 shares | $2,796 |
| UNILEVER PLC | COM | 904767803 | — | 37 shares | $2,248 |
| AMERICAN HOMES 4 RENT | COM | 02665T306 | — | 73 shares | $2,219 |
| AUTODESK INC | COM | 052769106 | — | 9 shares | $1,881 |
| UNITED PARCEL SVCS INC | COM | 911312106 | — | 20 shares | $1,869 |
| EXELON CORP | COM | 30161N101 | — | 46 shares | $1,859 |
| CASEYS GEN STORES INC | COM | 147528103 | — | 3 shares | $1,826 |
| J P MORGAN EXCHANGE TRADED F | COM | 46641Q753 | — | 30 shares | $1,738 |
| INVESCO EXCH TRADED FD TR II | COM | 46138G649 | — | 5 shares | $1,652 |
| AECOM | COM | 00766T100 | — | 28 shares | $1,651 |
| INTUITIVE SURGICAL INC | COM | 46120E602 | — | 4 shares | $1,627 |
| ISHARES TR | COM | 464288653 | — | 17 shares | $1,567 |
| SHELL PLC | COM | 780259305 | — | 15 shares | $1,426 |
| TIMKEN CO | COM | 887389104 | — | 12 shares | $1,401 |
| SERVICE CORP INTL | COM | 817565104 | — | 18 shares | $1,371 |
| FERVO ENERGY CO | COM | 31556C106 | — | 100 shares | $1,359 |
| COASTAL FINL CORP WA | COM | 19046P209 | — | 33 shares | $1,319 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | — | 7 shares | $1,287 |
| BIOGEN INC | COM | 09062X103 | — | 5 shares | $1,130 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 1 shares | $1,083 |
| PJT PARTNERS INC | COM | 69343T107 | — | 7 shares | $999 |
| ODDITY TECH LTD | COM | M7518J104 | — | 50 shares | $933 |
| BRIGHTHOUSE FINL INC | COM | 10922N103 | — | 18 shares | $899 |
| ON HLDG AG | COM | H5919C104 | — | 30 shares | $889 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | — | 19 shares | $830 |
| STRYKER CORPORATION | COM | 863667101 | — | 3 shares | $827 |
| INGERSOLL RAND INC | COM | 45687V106 | — | 10 shares | $752 |
| GROWGENERATION CORP | COM | 39986L109 | — | 500 shares | $750 |
| NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | — | 5 shares | $710 |
| SELECTQUOTE INC | COM | 816307300 | — | 1,500 shares | $608 |
| NIO INC | COM | 62914V106 | — | 175 shares | $601 |
| CONSTELLATION BRANDS INC | COM | 21036P108 | — | 5 shares | $566 |
| OCCIDENTAL PETE CORP | COM | 674599105 | — | 10 shares | $554 |
| FEDEX FGHT HLDG CO INC | COM | 314352105 | — | 5 shares | $547 |
| LULULEMON ATHLETICA INC | COM | 550021109 | — | 5 shares | $481 |
| VERSANT MEDIA GROUP INC | COM | 925283103 | — | 12 shares | $381 |
| TORONTO DOMINION BK ONT | COM | 891160509 | — | 2 shares | $236 |
| SOUTHWEST AIRLS CO | COM | 844741108 | — | 5 shares | $209 |
| 3D SYS CORP DEL | COM | 88554D205 | — | 50 shares | $180 |
| ISHARES TR | COM | 46435G425 | — | 1 shares | $167 |
| VANGUARD INTL EQUITY INDEX F | COM | 922042742 | — | 1 shares | $158 |
| MAGNUM ICE CREAM CO NV | COM | N5505D105 | — | 8 shares | $143 |
| AZIO AI HOLDINGS INC | COM | 29414V308 | — | 65 shares | $82 |
| ISHARES TR | COM | 46435U556 | — | 1 shares | $79 |
| VANECK ETF TRUST | COM | 92189F106 | — | 0 shares | $42 |
| OCCIDENTAL PETE CORP | COM | 674599162 | — | 1 shares | $34 |
| LIQUIDIA CORPORATION | COM | 53635D202 | — | 1 shares | $31 |
| INOVIO PHARMACEUTICALS INC | COM | 45773H409 | — | 18 shares | $22 |
| GLOBAL X FDS | COM | 37954Y483 | — | 1 shares | $17 |
| INVESCO EXCH TRADED FD TR II | COM | 46138E511 | — | 1 shares | $11 |
| J P MORGAN EXCHANGE TRADED F | COM | 46654Q203 | — | 0 shares | $7 |
| PROG HOLDINGS INC | COM | 74319R101 | — | 0 shares | $7 |
| WORKHORSE GROUP INC | COM | 98138J503 | — | 1 shares | $3 |
| CANOPY GROWTH CORPORATION | COM | 138035704 | — | 1 shares | $1 |
| J P MORGAN EXCHANGE TRADED F | COM | 46641Q332 | — | 0 shares | $1 |