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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 22 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 EMBC EMBECTA CORP Healthcare 1,040.0 $3K NEW $3.26 +54.3%
422 FDX FEDEX CORP Industrials 10.0 $3K NEW $313.20 +6.5%
423 EQIX EQUINIX INC Real Estate 3.0 $3K NEW $1042.67 +3.0%
424 QUAL ISHARES TR 14.0 $3K NEW $219.50 +2.1%
425 XLK SELECT SECTOR SPDR TR 16.0 $3K NEW $190.56 -4.6%
426 FRVO FERVO ENERGY CO 100.0 $3K NEW $29.23 -43.7%
427 ROP ROPER TECHNOLOGIES INC Industrials 8.0 $3K NEW $338.50 +22.1%
428 CCB COASTAL FINL CORP WA Financial Services 33.0 $3K NEW $77.52 -39.1%
429 CIEN CIENA CORP Technology 5.0 $2K NEW $490.60 -21.0%
430 AMH AMERICAN HOMES 4 RENT Real Estate 73.0 $2K NEW $33.52 +3.1%
431 ALAB ASTERA LABS INC Technology 5.0 $2K NEW $483.20 -41.5%
432 CASY CASEYS GEN STORES INC Consumer Cyclical 3.0 $2K NEW $795.00 +3.8%
433 UNILEVER PLC 37.0 $2K NEW $60.14
434 CI THE CIGNA GROUP Healthcare 8.0 $2K NEW $275.75 +1.3%
435 CLOA BLACKROCK ETF TRUST II 42.0 $2K NEW $51.93 +0.0%
436 UPS UNITED PARCEL SVCS INC Industrials 20.0 $2K NEW $107.50 -2.2%
437 EXC EXELON CORP Utilities 46.0 $2K NEW $46.63 -5.0%
438 ACM AECOM Industrials 28.0 $2K NEW $69.82 -10.1%
439 ADBE ADOBE INC Technology 9.0 $2K NEW $205.11 +33.5%
440 JVAL J P MORGAN EXCHANGE TRADED F 30.0 $2K NEW $58.67 +1.4%
Page 22 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%