Portfolio (Quarterly)
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ATWOOD & PALMER INC
· CIK 0001044929| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 221 | KVUE | KENVUE INC | Consumer Defensive | 3,897.0 | $74K | 0.00% | NEW | — | $19.11 | +0.5% |
| 222 | EMN | EASTMAN CHEM CO | Basic Materials | 1,100.0 | $74K | 0.00% | NEW | — | $66.98 | +8.8% |
| 223 | MDYV | SPDR SERIES TRUST | — | 747.0 | $71K | 0.00% | NEW | — | $94.87 | +0.6% |
| 224 | COP | CONOCOPHILLIPS | Energy | 672.0 | $70K | 0.00% | NEW | — | $103.96 | +25.7% |
| 225 | VEA | VANGUARD TAX-MANAGED FDS | — | 971.0 | $69K | 0.00% | NEW | — | $71.25 | +3.1% |
| 226 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 172.0 | $68K | 0.00% | NEW | — | $397.68 | -6.9% |
| 227 | D | DOMINION ENERGY INC | Utilities | 1,000.0 | $68K | 0.00% | NEW | — | $68.29 | -2.0% |
| 228 | TGT | TARGET CORP | Consumer Defensive | 522.0 | $68K | 0.00% | NEW | — | $130.69 | +25.5% |
| 229 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 2,030.0 | $68K | 0.00% | NEW | — | $33.29 | +33.5% |
| 230 | IWP | ISHARES TR | — | 460.0 | $67K | 0.00% | NEW | — | $146.41 | -2.7% |
| 231 | AMAT | APPLIED MATLS INC | Technology | 90.0 | $65K | 0.00% | NEW | — | $723.00 | -33.7% |
| 232 | POST | POST HLDGS INC | Consumer Defensive | 716.0 | $63K | 0.00% | NEW | — | $88.26 | -7.1% |
| 233 | HUM | HUMANA INC | Healthcare | 153.0 | $61K | 0.00% | NEW | — | $397.22 | -1.6% |
| 234 | MDT | MEDTRONIC PLC | Healthcare | 775.0 | $61K | 0.00% | NEW | — | $78.23 | +17.6% |
| 235 | VB | VANGUARD INDEX FDS | — | 197.0 | $60K | 0.00% | NEW | — | $303.12 | +0.3% |
| 236 | TYL | TYLER TECHNOLOGIES INC | Technology | 204.0 | $60K | 0.00% | NEW | — | $292.46 | +20.6% |
| 237 | NOW | SERVICENOW INC | Technology | 600.0 | $60K | 0.00% | NEW | — | $99.28 | +26.7% |
| 238 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 255.0 | $59K | 0.00% | NEW | — | $229.57 | +15.5% |
| 239 | CTVA | CORTEVA INC | Basic Materials | 679.0 | $58K | 0.00% | NEW | — | $84.69 | -2.1% |
| 240 | DHR | DANAHER CORP DEL | Healthcare | 300.0 | $57K | 0.00% | NEW | — | $190.48 | +13.1% |
① 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%