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Portfolio (Quarterly) Guide ↗

ATWOOD & PALMER INC

· CIK 0001044929
13F Portfolio $1.9B AUM 495 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 495 New
Page 4 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BDX BECTON DICKINSON & CO Healthcare 19,929.0 $3.0M 0.16% NEW $151.33 +25.4%
62 PG PROCTER & GAMBLE CO Consumer Defensive 20,292.0 $3.0M 0.16% NEW $146.64 -0.8%
63 JPM JPMORGAN CHASE & CO Financial Services 8,799.0 $2.9M 0.15% NEW $327.33 +9.0%
64 HLI HOULIHAN LOKEY INC Financial Services 20,897.0 $2.8M 0.15% NEW $134.13 -3.8%
65 CAT CATERPILLAR INC Industrials 2,448.0 $2.6M 0.14% NEW $1064.90 -23.8%
66 RTX RTX CORPORATION Industrials 13,343.0 $2.5M 0.14% NEW $189.72 +10.8%
67 CL COLGATE PALMOLIVE CO Consumer Defensive 26,200.0 $2.4M 0.13% NEW $91.68 -0.4%
68 GEM GOLDMAN SACHS ETF TR 43,693.0 $2.3M 0.12% NEW $52.00 -1.3%
69 AMZN AMAZON COM INC Consumer Cyclical 9,387.0 $2.2M 0.12% NEW $238.34 +9.5%
70 PH PARKER-HANNIFIN CORP Industrials 2,286.0 $2.2M 0.12% NEW $978.12 +3.9%
71 AMGN AMGEN INC Healthcare 5,540.0 $2.0M 0.11% NEW $362.12 +22.1%
72 BERKSHIRE HATHAWAY INC DEL 3,869.0 $1.9M 0.10% NEW $500.39
73 MSFT MICROSOFT CORP Technology 5,028.0 $1.9M 0.10% NEW $373.02 +31.8%
74 PEP PEPSICO INC Consumer Defensive 13,016.0 $1.8M 0.09% NEW $135.40 +5.1%
75 ISHARES TR 87,410.0 $1.7M 0.09% NEW $19.54
76 IEI ISHARES TR 13,255.0 $1.6M 0.08% NEW $117.45 -0.5%
77 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,041.0 $1.5M 0.08% NEW $746.94 +2.5%
78 HIW HIGHWOODS PPTYS INC Real Estate 48,007.0 $1.4M 0.08% NEW $30.16 +5.8%
79 LMBS FIRST TR EXCHANGE-TRADED FD 27,025.0 $1.3M 0.07% NEW $49.78 -0.4%
80 ITOT ISHARES TR 8,137.0 $1.3M 0.07% NEW $164.27 +2.2%
Page 4 of 25  ·  495 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.8%
Healthcare 21.2%
Industrials 17.2%
Financial Services 16.7%
Consumer Cyclical 10.1%
Consumer Defensive 4.2%
Communication Services 0.9%
Utilities 0.3%
Real Estate 0.3%
Energy 0.2%