Atwood & Palmer Inc holds a diversified book of 493 stocks worth $1.9B as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Alphabet Inc-CL C. Their largest long position is Alphabet Inc-CL C at 4% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1044929/holdings"
Use Arkolith to show ATWOOD & PALMER INC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
62% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc COM | $83.6M | 236.5K | 4.5% | ▼−1.4% Reduced · −3K sh | |
| 2 | American Centy ETF TR COM | $68.8M | 771.5K | 3.7% | ▲+0.5% Added · +4K sh | |
| 3 | United Rentals Inc COM | $66.4M | 58.6K | 3.5% | ▲+0.1% Added · +57 sh | |
| 4 | American Centy ETF TR COM | $65.1M | 674.5K | 3.5% | ▲+0.5% Added · +3K sh | |
| 5 | Janus Detroit STR TR COM | $62.8M | 1.17M | 3.3% | ▲+1.7% Added · +20K sh | |
| 6 | Ishares TR COM | $60.1M | 732.1K | 3.2% | ▲+2.1% Added · +15K sh | |
| 7 | Cisco Sys Inc COM | $59.5M | 506.6K | 3.2% | ▼−1.5% Reduced · −8K sh | |
| 8 | Janus Detroit STR TR COM | $59.1M | 1.17M | 3.2% | ▲+1.8% Added · +20K sh | |
| 9 | Palantir Technologies Inc COM | $50.9M | 436.3K | 2.7% | ▼−0.3% Reduced · −1K sh | |
| 10 | Abbvie Inc COM | $49.3M | 195.8K | 2.6% | ▲+0.8% Added · +2K sh | |
| 11 | Fifth Third Bancorp COM | $47.3M | 838.8K | 2.5% | ▲+0.2% Added · +2K sh | |
| 12 | Generac Hldgs Inc COM | $46.2M | 157.9K | 2.5% | ▼−0.5% Reduced · −835 sh | |
| 13 | Gilead Sciences Inc COM | $44.2M | 350.2K | 2.4% | ▲+0.8% Added · +3K sh | |
| 14 | Palmer Square Funds TR COM | $42.4M | 2.05M | 2.3% | ▲+1.5% Added · +30K sh | |
| 15 | Bondbloxx ETF Trust COM | $40.4M | 785.1K | 2.2% | ▲+1.8% Added · +14K sh | |
| 16 | American Centy ETF TR COM | $39.3M | 508.2K | 2.1% | ▲+1.8% Added · +9K sh | |
| 17 | D R Horton Inc COM | $38.7M | 237.8K | 2.1% | ▼−0.2% Reduced · −423 sh | |
| 18 | Apple Inc COM | $36.8M | 127.1K | 2.0% | ▼−0.2% Reduced · −309 sh | |
| 19 | Janus Detroit STR TR COM | $36.7M | 716.0K | 2.0% | ▲+2.4% Added · +17K sh | |
| 20 | Ameriprise Finl Inc COM | $35.4M | 77.3K | 1.9% | ▼−0.1% Reduced · −75 sh | |
| 21 | Lockheed Martin Corp COM | $34.6M | 68.0K | 1.8% | ▲~0% Added · +18 sh | |
| 22 | Goldman Sachs Group Inc COM | $33.8M | 33.4K | 1.8% | ▲+0.2% Added · +82 sh | |
| 23 | United Therapeutics Corp Del COM | $33.3M | 61.5K | 1.8% | ▼−1.5% Reduced · −957 sh | |
| 24 | Nokia Corp COM | $32.6M | 2.46M | 1.7% | ▼−0.1% Reduced · −3K sh | |
| 25 | Mercadolibre Inc COM | $31.3M | 18.5K | 1.7% | ▲+0.4% Added · +79 sh | |
| 26 | Mastercard Incorporated COM | $30.7M | 59.7K | 1.6% | ▼−1.1% Reduced · −682 sh | |
| 27 | Nvidia Corporation COM | $30.3M | 151.7K | 1.6% | ▲+0.5% Added · +725 sh | |
| 28 | Walmart Inc COM | $28.8M | 254.4K | 1.5% | ▼−2.0% Reduced · −5K sh | |
| 29 | American Centy ETF TR COM | $28.7M | 278.7K | 1.5% | ▲+2.3% Added · +6K sh | |
| 30 | Tortoise Capital Series Trus COM | $28.1M | 670.3K | 1.5% | ▲+0.5% Added · +3K sh | |
| 31 | Vertex Pharmaceuticals Inc COM | $28.0M | 56.4K | 1.5% | ▲+1.1% Added · +604 sh | |
| 32 | Thermo Fisher Scientific Inc COM | $27.4M | 54.7K | 1.5% | ▲+0.8% Added · +443 sh | |
| 33 | Leidos Holdings Inc COM | $26.7M | 259.0K | 1.4% | ▲+0.7% Added · +2K sh | |
| 34 | Regeneron Pharmaceuticals COM | $26.4M | 42.3K | 1.4% | ▲+1.5% Added · +630 sh | |
| 35 | CDW Corp COM | $22.2M | 157.9K | 1.2% | ▼−0.8% Reduced · −1K sh | |
| 36 | Garmin Ltd COM | $22.0M | 92.5K | 1.2% | ▼−0.4% Reduced · −344 sh | |
| 37 | Ishares TR COM | $21.2M | 959.4K | 1.1% | ▲+1.7% Added · +16K sh | |
| 38 | Bondbloxx ETF Trust COM | $20.8M | 507.1K | 1.1% | ▲+1.4% Added · +7K sh | |
| 39 | Ishares TR COM | $20.8M | 958.7K | 1.1% | ▲+1.4% Added · +14K sh | |
| 40 | On Semiconductor Corp COM | $20.5M | 216.9K | 1.1% | ▼−29% Reduced · −90K sh | |
| 41 | Ishares TR COM | $19.8M | 465.7K | 1.1% | ▲+1.7% Added · +8K sh | |
| 42 | Ishares TR COM | $19.0M | 362.9K | 1.0% | ▲+1.6% Added · +6K sh | |
| 43 | L3harris Technologies Inc COM | $18.6M | 64.1K | 1.0% | ▲+0.6% Added · +399 sh | |
| 44 | Lowes Cos Inc COM | $15.5M | 70.4K | 0.8% | ▲+0.3% Added · +195 sh | |
| 45 | Uber Technologies Inc COM | $13.5M | 186.4K | 0.7% | ▲+2.4% Added · +4K sh | |
| 46 | Ishares TR COM | $12.0M | 224.8K | 0.6% | ▼−1.7% Reduced · −4K sh | |
| 47 | Goldman Sachs ETF TR COM | $11.7M | 255.7K | 0.6% | ▼−1.7% Reduced · −4K sh | |
| 48 | Alibaba Group Hldg Ltd COM | $9.6M | 99.9K | 0.5% | ▼−0.5% Reduced · −519 sh | |
| 49 | Alphabet Inc COM | $8.7M | 24.5K | 0.5% | ▼−0.4% Reduced · −100 sh | |
| 50 | Central Bancompany COM | $8.6M | 282.1K | 0.5% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 495 | $1.9B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 531 | $1.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 488 | $1.8B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 489 | $1.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 8, 2025 | 514 | $1.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 15, 2025 | 441 | $1.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 469 | $1.5B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 7, 2024 | 472 | $1.5B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 10, 2024 | 436 | $1.3B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 10, 2024 | 415 | $1.3B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 12, 2024 | 402 | $1.2B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 20, 2023 | 425 | $1.1B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 18, 2023 | 396 | $1.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 21, 2023 | 370 | $1.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 31, 2023 | 390 | $1.1B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 12, 2022 | 381 | $1.0B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 21, 2022 | 400 | $1.0B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 29, 2022 | 445 | $1.2B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 24, 2022 | 458 | $1.2B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 29, 2021 | 432 | $1.1B | 13F-HR/A |
| Q2 2021 | Jun 30, 2021 | Jul 26, 2021 | 416 | $1.1B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 26, 2021 | 442 | $1.0B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 4, 2021 | 378 | $931.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.