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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 16 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BLK BLACKROCK INC Financial Services 28.0 $27K 0.00% NEW $961.57 +22.4%
302 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 1,000.0 $27K 0.00% NEW $26.86 +7.8%
303 MS MORGAN STANLEY Financial Services 127.0 $27K 0.00% NEW $209.05 +3.7%
304 ED CONSOLIDATED EDISON INC Utilities 232.0 $26K 0.00% NEW $110.63 -3.2%
305 GLW CORNING INC Technology 100.0 $26K 0.00% NEW $255.43 -42.4%
306 AME AMETEK INC Industrials 104.0 $25K 0.00% NEW $241.94 -0.1%
307 SRPT SAREPTA THERAPEUTICS INC Healthcare 1,400.0 $25K 0.00% NEW $17.97 +5.3%
308 AMT AMERICAN TOWER CORP Real Estate 150.0 $25K 0.00% NEW $163.57 +9.2%
309 FISV FISERV INC Technology 500.0 $25K 0.00% NEW $49.05 +6.9%
310 EFG ISHARES TR 195.0 $24K 0.00% NEW $124.11 +1.7%
311 SWKS SKYWORKS SOLUTIONS INC Technology 351.0 $24K 0.00% NEW $67.80 -3.1%
312 PYPL PAYPAL HLDGS INC Financial Services 550.0 $24K 0.00% NEW $43.18 +44.2%
313 AVUS AMERICAN CENTY ETF TR 183.0 $23K 0.00% NEW $128.08 +1.8%
314 SPOT SPOTIFY TECHNOLOGY S A Communication Services 50.0 $23K 0.00% NEW $459.14 +20.3%
315 TRUMP MEDIA & TECHNOLOGY GRO 7,100.0 $23K 0.00% NEW $3.19
316 BKNG BOOKING HOLDINGS INC Consumer Cyclical 125.0 $22K 0.00% NEW $178.24 +19.9%
317 HSBC HSBC HLDGS PLC Financial Services 233.0 $22K 0.00% NEW $95.09 +9.8%
318 EEFT EURONET WORLDWIDE INC Technology 300.0 $22K 0.00% NEW $73.19 -2.7%
319 HCA HCA HEALTHCARE INC Healthcare 56.0 $22K 0.00% NEW $389.89 +10.0%
320 WDC WESTERN DIGITAL CORP Technology 34.0 $22K 0.00% NEW $638.74 -29.4%
Page 16 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%