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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 23 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ADSK AUTODESK INC Technology 9.0 $2K NEW $194.44 +29.2%
442 TKR TIMKEN CO Industrials 12.0 $2K NEW $145.33 -15.9%
443 TLH ISHARES TR 17.0 $2K NEW $100.35 -2.4%
444 SCI SERVICE CORP INTL Consumer Cyclical 18.0 $1K NEW $76.00 +11.1%
445 TDG TRANSDIGM GROUP INC Industrials 1.0 $1K NEW $1333.00 -10.5%
446 SLQT SELECTQUOTE INC Financial Services 1,500.0 $1K NEW $0.84 -35.2%
447 ONON ON HLDG AG Consumer Cyclical 35.0 $1K NEW $35.43 -18.7%
448 FANG DIAMONDBACK ENERGY INC Energy 7.0 $1K NEW $175.86 +13.7%
449 BE BLOOM ENERGY CORP Industrials 4.0 $1K NEW $302.75 -28.2%
450 SHEL SHELL PLC Energy 15.0 $1K NEW $77.60 +18.9%
451 BHF BRIGHTHOUSE FINL INC Financial Services 18.0 $1K NEW $63.33 -18.1%
452 BIIB BIOGEN INC Healthcare 5.0 $1K NEW $216.20 +2.1%
453 PJT PJT PARTNERS INC Financial Services 7.0 $1K NEW $151.00 +15.7%
454 SCHZ SCHWAB STRATEGIC TR 43.0 $995.0 NEW $23.14 -1.0%
455 AGG ISHARES TR 10.0 $990.0 NEW $99.00 -1.0%
456 VPU VANGUARD WORLD FD 5.0 $979.0 NEW $195.80 -4.3%
457 USMV ISHARES TR 10.0 $965.0 NEW $96.50 +5.2%
458 SYK STRYKER CORPORATION Healthcare 3.0 $945.0 NEW $315.00 +5.0%
459 NIO NIO INC Consumer Cyclical 175.0 $886.0 NEW $5.06 -12.2%
460 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 5.0 $843.0 NEW $168.60 -9.0%
Page 23 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%