ATWOOD & PALMER INC

Q3 2026 13F-HR Holdings

Location
Kansas City, MO
Holdings as of
9/30/2026
Date filed
10/8/2026
Form type
13F-HR
Num holdings
496
Total value ($000)
$1,947,545
Net value change ($000)
+72,548 (3.9%)
New positions
27
Sold out positions
26
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
PLTR 29,206 57.4%
HLI 13,427 479.0%
ADBE 12,747 637350.0%
TMO 11,998 43.7%
GILD 8,114 18.3%
LDOS 5,905 22.1%
REGN 5,795 22.0%
AAPL 5,510 15.0%
XFIV 5,323 NEW
NVDA 4,659 15.4%
Top Reduces (Value $000, Stocks/ETFs)
GNRC -13,550 -29.3%
URI -8,892 -13.4%
NOK -7,585 -23.2%
DHI -6,190 -16.0%
CSCO -6,021 -10.1%
FITB -5,503 -11.6%
GS -3,906 -11.5%
ON -3,633 -17.7%
LHX -2,977 -16.0%
GOOGL -2,801 -3.4%
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