ATWOOD & PALMER INC
•CIK: 1044929•Filing: Q4 2025
**ATWOOD & PALMER INC** manages $1.8B across a diversified portfolio of 484 positions. The fund exhibits significant concentration in technology and growth sectors, highlighted by top holdings including PLTR at $79.0M and GOOG at $76.4M. Notable allocations also include AVDE ($62.3M) and JEMB ($59.2M), suggesting a tactical approach to high-beta and thematic opportunities. This structure indicates active management focused on capitalizing on sector-specific momentum plays.
Total AUM
$1.8B
QoQ Performance
+3.4%
Positions
397
Top 10 Concentration
33.1%
Latest Filing
Q4 2025
Top Holdings Allocation
PLTR4.5%
GOOG4.3%
AVDE3.5%
JEMB3.4%
SHY3.3%
JAAA3.2%
AVEM2.9%
URI2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other68.5%
Technology11.0%
Healthcare7.3%
Financial6.3%
Consumer4.1%
Industrial2.2%
ETF0.2%
Consumer Staples0.2%
🚪 Exited Positionssold since Q3 2025
+281 more exited positions
Changes from Q3 2025
NEW2 new positions
↑57 increased
↓43 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023