ATWOOD & PALMER INC

Q1 2026 13F-HR Holdings

Location
Kansas City, MO
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
531
Total value ($000)
$1,772,104
Net value change ($000)
+12,358 (0.7%)
New positions
78
Sold out positions
35
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
NOK 19,785 NEW
BABA 12,576 43365.5%
GNRC 9,465 44.0%
LMT 8,207 25.0%
UTHR 6,067 19.6%
GILD 5,484 12.8%
TPYP 4,802 20.5%
IVSS 3,198 NEW
LHX 3,196 17.0%
AVEM 2,930 5.7%
Top Reduces (Value $000, Stocks/ETFs)
DKNG -18,612 -99.5%
PLTR -15,029 -19.0%
GOOGL -7,623 -10.0%
LDOS -6,906 -14.7%
TMO -4,701 -15.0%
URI -4,593 -9.7%
MA -3,966 -11.6%
AMP -3,415 -9.0%
MELI -2,963 -8.5%
CDW -2,280 -10.6%
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