ATWOOD & PALMER INC

Q4 2025 13F-HR Holdings

Location
Kansas City, MO
Holdings as of
12/31/2025
Date filed
1/28/2026
Form type
13F-HR
Num holdings
488
Total value ($000)
$1,759,746
Net value change ($000)
+57,374 (3.4%)
New positions
16
Sold out positions
17
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/15/2025 Next filing: 4/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 16,144 26.8%
HLI 12,186 NEW
REGN 8,981 38.6%
CBC 7,117 NEW
TMO 5,159 19.7%
GILD 4,738 12.4%
CSCO 4,454 12.5%
AVDE 4,238 7.3%
UTHR 4,177 15.6%
VRTX 3,456 16.0%
Top Reduces (Value $000, Stocks/ETFs)
URI -7,314 -13.4%
MELI -5,073 -12.7%
DHI -5,014 -12.8%
GARMIN LTD -4,053 -17.7%
CDW -3,554 -14.2%
GNRC -3,545 -14.1%
PLTR -3,128 -3.8%
UBER -2,754 -15.9%
LDOS -2,450 -5.0%
DKNG -1,565 -7.7%
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