ATWOOD & PALMER INC

Q3 2025 13F-HR Holdings

Location
Kansas City, MO
Holdings as of
9/30/2025
Date filed
10/15/2025
Form type
13F-HR
Num holdings
489
Total value ($000)
$1,702,372
Net value change ($000)
+102,713 (6.4%)
New positions
26
Sold out positions
51
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2025 Next filing: 1/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 16,265 36.9%
URI 11,352 26.3%
DHI 9,366 31.3%
ABBV 8,781 24.8%
UTHR 8,410 45.8%
LDOS 8,086 19.6%
AAPL 6,199 23.7%
AVEM 4,558 10.3%
NVDA 4,354 17.6%
TMO 4,314 19.7%
Top Reduces (Value $000, Stocks/ETFs)
PLTR -8,070 -8.9%
MELI -4,740 -10.6%
AMP -3,370 -8.2%
CDW -3,057 -10.9%
VRTX -2,914 -11.9%
DKNG -2,913 -12.6%
JKHY -1,269 -17.3%
ON -865 -5.5%
CSCO -535 -1.5%
COST -389 -23.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type