Arkolith/Funds/Atwood & Palmer Inc

Atwood & Palmer Inc

CIK 1044929
Holdings as of Jun 30, 2026·disclosed Jul 8, 2026·~8-day 13F lag·13F-HR
Active Filer

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.

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Use Arkolith to show ATWOOD & PALMER INC's latest
holdings, largest changes, and filing provenance.
Opened
29
new positions
Added to
92
existing
Trimmed
94
reduced
Sold out
58
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
18%
Top 10 holdings
33%
Top 20 holdings
55%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

62% mapped to company sectors

ETF / fund or unclassified
38%
Information Technology
24%
Industrials
11%
Health Care
10%
Financials
9%
Consumer Discretionary
4%
Communication Services
2%
Materials
1%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

493 positions
#SecurityValueShares% PortLast moveHistory
1Alphabet Inc
COM
$83.6M236.5K
4.5%
−1.4%
Reduced · −3K sh
2American Centy ETF TR
COM
$68.8M771.5K
3.7%
+0.5%
Added · +4K sh
3United Rentals Inc
COM
$66.4M58.6K
3.5%
+0.1%
Added · +57 sh
4American Centy ETF TR
COM
$65.1M674.5K
3.5%
+0.5%
Added · +3K sh
5Janus Detroit STR TR
COM
$62.8M1.17M
3.3%
+1.7%
Added · +20K sh
6Ishares TR
COM
$60.1M732.1K
3.2%
+2.1%
Added · +15K sh
7Cisco Sys Inc
COM
$59.5M506.6K
3.2%
−1.5%
Reduced · −8K sh
8Janus Detroit STR TR
COM
$59.1M1.17M
3.2%
+1.8%
Added · +20K sh
9Palantir Technologies Inc
COM
$50.9M436.3K
2.7%
−0.3%
Reduced · −1K sh
10Abbvie Inc
COM
$49.3M195.8K
2.6%
+0.8%
Added · +2K sh
11Fifth Third Bancorp
COM
$47.3M838.8K
2.5%
+0.2%
Added · +2K sh
12Generac Hldgs Inc
COM
$46.2M157.9K
2.5%
−0.5%
Reduced · −835 sh
13Gilead Sciences Inc
COM
$44.2M350.2K
2.4%
+0.8%
Added · +3K sh
14Palmer Square Funds TR
COM
$42.4M2.05M
2.3%
+1.5%
Added · +30K sh
15Bondbloxx ETF Trust
COM
$40.4M785.1K
2.2%
+1.8%
Added · +14K sh
16American Centy ETF TR
COM
$39.3M508.2K
2.1%
+1.8%
Added · +9K sh
17D R Horton Inc
COM
$38.7M237.8K
2.1%
−0.2%
Reduced · −423 sh
18Apple Inc
COM
$36.8M127.1K
2.0%
−0.2%
Reduced · −309 sh
19Janus Detroit STR TR
COM
$36.7M716.0K
2.0%
+2.4%
Added · +17K sh
20Ameriprise Finl Inc
COM
$35.4M77.3K
1.9%
−0.1%
Reduced · −75 sh
21Lockheed Martin Corp
COM
$34.6M68.0K
1.8%
~0%
Added · +18 sh
22Goldman Sachs Group Inc
COM
$33.8M33.4K
1.8%
+0.2%
Added · +82 sh
23United Therapeutics Corp Del
COM
$33.3M61.5K
1.8%
−1.5%
Reduced · −957 sh
24Nokia Corp
COM
$32.6M2.46M
1.7%
−0.1%
Reduced · −3K sh
25Mercadolibre Inc
COM
$31.3M18.5K
1.7%
+0.4%
Added · +79 sh
26Mastercard Incorporated
COM
$30.7M59.7K
1.6%
−1.1%
Reduced · −682 sh
27Nvidia Corporation
COM
$30.3M151.7K
1.6%
+0.5%
Added · +725 sh
28Walmart Inc
COM
$28.8M254.4K
1.5%
−2.0%
Reduced · −5K sh
29American Centy ETF TR
COM
$28.7M278.7K
1.5%
+2.3%
Added · +6K sh
30Tortoise Capital Series Trus
COM
$28.1M670.3K
1.5%
+0.5%
Added · +3K sh
31Vertex Pharmaceuticals Inc
COM
$28.0M56.4K
1.5%
+1.1%
Added · +604 sh
32Thermo Fisher Scientific Inc
COM
$27.4M54.7K
1.5%
+0.8%
Added · +443 sh
33Leidos Holdings Inc
COM
$26.7M259.0K
1.4%
+0.7%
Added · +2K sh
34Regeneron Pharmaceuticals
COM
$26.4M42.3K
1.4%
+1.5%
Added · +630 sh
35CDW Corp
COM
$22.2M157.9K
1.2%
−0.8%
Reduced · −1K sh
36Garmin Ltd
COM
$22.0M92.5K
1.2%
−0.4%
Reduced · −344 sh
37Ishares TR
COM
$21.2M959.4K
1.1%
+1.7%
Added · +16K sh
38Bondbloxx ETF Trust
COM
$20.8M507.1K
1.1%
+1.4%
Added · +7K sh
39Ishares TR
COM
$20.8M958.7K
1.1%
+1.4%
Added · +14K sh
40On Semiconductor Corp
COM
$20.5M216.9K
1.1%
−29%
Reduced · −90K sh
41Ishares TR
COM
$19.8M465.7K
1.1%
+1.7%
Added · +8K sh
42Ishares TR
COM
$19.0M362.9K
1.0%
+1.6%
Added · +6K sh
43L3harris Technologies Inc
COM
$18.6M64.1K
1.0%
+0.6%
Added · +399 sh
44Lowes Cos Inc
COM
$15.5M70.4K
0.8%
+0.3%
Added · +195 sh
45Uber Technologies Inc
COM
$13.5M186.4K
0.7%
+2.4%
Added · +4K sh
46Ishares TR
COM
$12.0M224.8K
0.6%
−1.7%
Reduced · −4K sh
47Goldman Sachs ETF TR
COM
$11.7M255.7K
0.6%
−1.7%
Reduced · −4K sh
48Alibaba Group Hldg Ltd
COM
$9.6M99.9K
0.5%
−0.5%
Reduced · −519 sh
49Alphabet Inc
COM
$8.7M24.5K
0.5%
−0.4%
Reduced · −100 sh
50Central Bancompany
COM
$8.6M282.1K
0.5%
Held
Showing 50 of 493 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 8, 2026495$1.9B13F-HR
Q1 2026Mar 31, 2026Apr 15, 2026531$1.8B13F-HR
Q4 2025Dec 31, 2025Jan 28, 2026488$1.8B13F-HR
Q3 2025Sep 30, 2025Oct 15, 2025489$1.7B13F-HR
Q2 2025Jun 30, 2025Jul 8, 2025514$1.6B13F-HR
Q1 2025Mar 31, 2025Apr 15, 2025441$1.4B13F-HR
Q4 2024Dec 31, 2024Jan 16, 2025469$1.5B13F-HR
Q3 2024Sep 30, 2024Oct 7, 2024472$1.5B13F-HR
Q2 2024Jun 30, 2024Jul 10, 2024436$1.3B13F-HR
Q1 2024Mar 31, 2024Apr 10, 2024415$1.3B13F-HR
Q4 2023Dec 31, 2023Jan 12, 2024402$1.2B13F-HR
Q3 2023Sep 30, 2023Oct 20, 2023425$1.1B13F-HR
Q2 2023Jun 30, 2023Jul 18, 2023396$1.1B13F-HR
Q1 2023Mar 31, 2023Apr 21, 2023370$1.1B13F-HR
Q4 2022Dec 31, 2022Jan 31, 2023390$1.1B13F-HR
Q3 2022Sep 30, 2022Oct 12, 2022381$1.0B13F-HR
Q2 2022Jun 30, 2022Jul 21, 2022400$1.0B13F-HR
Q1 2022Mar 31, 2022Apr 29, 2022445$1.2B13F-HR
Q4 2021Dec 31, 2021Jan 24, 2022458$1.2B13F-HR
Q3 2021Sep 30, 2021Oct 29, 2021432$1.1B13F-HR/A
Q2 2021Jun 30, 2021Jul 26, 2021416$1.1B13F-HR
Q1 2021Mar 31, 2021Apr 26, 2021442$1.0B13F-HR
Q4 2020Dec 31, 2020Feb 4, 2021378$931.4M13F-HR
Amended / restated
  • Q3 2021 · filed Oct 19, 202113F-HR · superseded

Data source

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.