account_balance

Investment manager · 13F filer · SEC CIK 1044929

Atwood & Palmer Inc

Reported value$1.95Bas of Sep 30, 2026
Positions496 29 new, 26 sold out
Top 10 weight33.1%GOOG alone is 4%
FiledOct 88 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
GOOG Alphabet Inc. 4.1% HeldPLTR Palantir Technologies Inc. 4.1% Held
AVDE American Centy ETF Tr 3.7% Added +2%
AVEM American Centy ETF Tr 3.3% Held
SHY iShares Tr 3.2% Added +5%
JAAA Janus Detroit STR Tr 3.2% Added +5%
JEMB Janus Detroit STR Tr 3.1% Added +2%
URI United Rentals, Inc. 3.0% HeldCSCO Cisco Systems, Inc. 2.7% HeldGILD Gilead Sciences, Inc. 2.7% HeldABBV AbbVie Inc. 2.6% Held
PSQO Palmer Square Funds Tr 2.3% Added +5%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 8, 2026, compared with the Jul 8, 2026 filing
add_circleNew
arrow_upwardAdded
  • ADBE +590267%
  • Berkshire Hathaway Inc +600%
  • HLI +515%
  • MSFT +88%
arrow_downwardTrimmed
  • IBTI −8%
  • IBTJ −5%
  • IMTM −4%
  • GSIE −4%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist