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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 19 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CMS CMS ENERGY CORP Utilities 160.0 $12K 0.00% NEW $76.50 -10.1%
362 RIG TRANSOCEAN LTD Energy 2,500.0 $12K 0.00% NEW $4.89 +17.6%
363 VZ VERIZON COMMUNICATIONS INC Communication Services 287.0 $12K 0.00% NEW $42.34 +18.7%
364 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 189.0 $12K 0.00% NEW $64.01 +15.5%
365 ARES ARES MANAGEMENT CORPORATION Financial Services 107.0 $12K 0.00% NEW $111.32 +28.2%
366 VCR VANGUARD WORLD FD 30.0 $12K 0.00% NEW $396.63 -0.1%
367 ULTA ULTA BEAUTY INC Consumer Cyclical 25.0 $11K 0.00% NEW $451.00 +19.1%
368 TFC TRUIST FINL CORP Financial Services 225.0 $11K 0.00% NEW $49.82 +1.0%
369 SHAK SHAKE SHACK INC Consumer Cyclical 200.0 $11K 0.00% NEW $56.02 +32.2%
370 TXT TEXTRON INC Industrials 120.0 $11K 0.00% NEW $91.73 -10.8%
371 PSX PHILLIPS 66 Energy 65.0 $11K 0.00% NEW $169.06 +40.1%
372 PHM PULTE GROUP INC Consumer Cyclical 79.0 $11K 0.00% NEW $137.22 -4.6%
373 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 100.0 $11K 0.00% NEW $107.78 +3.5%
374 THE BALDWIN INSURANCE GRP IN 392.0 $10K 0.00% NEW $26.59
375 F FORD MTR CO Consumer Cyclical 706.0 $10K 0.00% NEW $13.91 +0.3%
376 FLMX FRANKLIN TEMPLETON ETF TR 255.0 $9K NEW $36.63 +2.9%
377 BRBR BELLRING BRANDS INC Consumer Defensive 699.0 $9K NEW $12.94 -16.9%
378 MNKD MANNKIND CORP Healthcare 2,000.0 $9K NEW $4.26 -2.3%
379 CMCSA COMCAST CORP NEW Communication Services 345.0 $8K NEW $24.55 +10.4%
380 MDLZ MONDELEZ INTL INC Consumer Defensive 145.0 $8K NEW $57.84 +8.9%
Page 19 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%