ATWOOD & PALMER INC

Q2 2026 13F-HR Holdings

Location
Kansas City, MO
Holdings as of
6/30/2026
Date filed
7/8/2026
Form type
13F-HR
Num holdings
495
Total value ($000)
$1,874,997
Net value change ($000)
+102,893 (5.8%)
New positions
27
Sold out positions
63
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
URI 23,744 55.6%
CSCO 19,592 49.1%
GNRC 15,226 49.1%
GOOGL 14,767 21.5%
NOK 12,848 64.9%
AVEM 10,980 20.3%
FITB 8,383 21.6%
ABBV 7,037 16.7%
DHI 6,045 18.5%
GS 5,601 19.8%
Top Reduces (Value $000, Stocks/ETFs)
LDOS -13,313 -33.3%
PLTR -13,103 -20.5%
HLI -7,576 -73.0%
LMT -6,444 -15.7%
REGN -5,824 -18.1%
GILD -4,174 -8.6%
UTHR -3,712 -10.0%
WMT -3,438 -10.7%
LHX -3,358 -15.3%
BABA -3,012 -23.9%
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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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type