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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 24 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 INGERSOLL RAND INC 10.0 $820.0 NEW $82.00
462 BSX BOSTON SCIENTIFIC CORP Healthcare 19.0 $811.0 NEW $42.68 +16.8%
463 ODDITY TECH LTD 50.0 $757.0 NEW $15.14
464 FEDEX FGHT HLDG CO INC 5.0 $755.0 NEW $151.00
465 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 3.0 $750.0 NEW $250.00 -6.8%
466 GRWG GROWGENERATION CORP Consumer Cyclical 500.0 $740.0 NEW $1.48 +15.5%
467 ITA ISHARES TR 3.0 $728.0 NEW $242.67 -3.4%
468 STZ CONSTELLATION BRANDS INC Consumer Defensive 5.0 $696.0 NEW $139.20 -3.0%
469 XLE SELECT SECTOR SPDR TR 11.0 $585.0 NEW $53.18 +16.7%
470 LULU LULULEMON ATHLETICA INC Consumer Cyclical 5.0 $571.0 NEW $114.20 +3.6%
471 OXY OCCIDENTAL PETE CORP Energy 10.0 $486.0 NEW $48.60 +20.2%
472 VSNT VERSANT MEDIA GROUP INC Industrials 12.0 $433.0 NEW $36.08 +10.5%
473 SMH VANECK ETF TRUST 1.0 $402.0 NEW $402.00 +38.3%
474 IGV ISHARES TR 4.0 $363.0 NEW $90.75 +12.2%
475 PGX INVESCO EXCH TRADED FD TR II 30.0 $326.0 NEW $10.87 -2.1%
476 XLF SELECT SECTOR SPDR TR 5.0 $269.0 NEW $53.80 +8.4%
477 LUV SOUTHWEST AIRLS CO Industrials 5.0 $258.0 NEW $51.60 -20.9%
478 TD TORONTO DOMINION BK ONT Financial Services 2.0 $243.0 NEW $121.50 -2.0%
479 GM GENERAL MTRS CO Consumer Cyclical 3.0 $232.0 NEW $77.33 +11.0%
480 ESGU ISHARES TR 1.0 $164.0 NEW $164.00 +2.3%
Page 24 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%