1y return+15.7%S&P 500 +20.9%
3y return+50.1%S&P 500 +68.5%
5y return+46.5%S&P 500 +74.5%
10y return+166.0%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $266 against $357 in the S&P 500.2
Atwood & Palmer IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GOOGAlphabet Inc | $83.6M | 4.5% | −1.4% |
| AVDEAmerican Centy Etf Tr | $68.8M | 3.7% | |
| URIUnited Rentals Inc | $66.4M | 3.5% | |
| AVEMAmerican Centy Etf Tr | $65.1M | 3.5% | |
| JEMBJanus Detroit Str Tr | $62.8M | 3.3% | +1.7% |
| SHYIshares Tr | $60.1M | 3.2% | +2.1% |
| CSCOCisco Sys Inc | $59.5M | 3.2% | −1.5% |
| JAAAJanus Detroit Str Tr | $59.1M | 3.2% | +1.8% |
| PLTRPalantir Technologies Inc | $50.9M | 2.7% | |
| ABBVAbbvie Inc | $49.3M | 2.6% | |
| FITBFifth Third Bancorp | $47.3M | 2.5% | |
| GNRCGenerac Hldgs Inc | $46.2M | 2.5% | |
| GILDGilead Sciences Inc | $44.2M | 2.4% | |
| PSQOPalmer Square Funds Tr | $42.4M | 2.3% | +1.5% |
| BBBIBondbloxx Etf Trust | $40.4M | 2.2% | +1.8% |
| AVIVAmerican Centy Etf Tr | $39.3M | 2.1% | +1.8% |
| DHID R Horton Inc | $38.7M | 2.1% | |
| AAPLApple Inc | $36.8M | 2.0% | |
| JSIJanus Detroit Str Tr | $36.7M | 2.0% | +2.4% |
| AMPAmeriprise Finl Inc | $35.4M | 1.9% | |
| LMTLockheed Martin Corp | $34.6M | 1.8% | |
| GSGoldman Sachs Group Inc | $33.8M | 1.8% | |
| UTHRUnited Therapeutics Corp Del | $33.3M | 1.8% | −1.5% |
| NOKNokia Corp | $32.6M | 1.7% | |
| MELIMercadolibre Inc | $31.3M | 1.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $30.3M |
| PLTRPalantir Technologies Inc | September 30, 2022 | +1335.2% | $50.9M |
| URIUnited Rentals Inc | June 30, 2020 | +660.3% | $66.4M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $83.6M |
| ONOn Semiconductor Corp | June 30, 2020 | +377.0% | $20.5M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $36.8M |
| GSGoldman Sachs Group Inc | March 31, 2021 | +209.3% | $33.8M |
| AMPAmeriprise Finl Inc | June 30, 2020 | +205.8% | $35.4M |
| DHID R Horton Inc | June 30, 2020 | +193.8% | $38.7M |
| FITBFifth Third Bancorp | June 30, 2020 | +192.4% | $47.3M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $2.8M
- Honeywell Intl IncCUSIP 438516106 was $284K
- Elbit Sys LtdCUSIP M3760D101 was $170K
- Sealed Air Corp NewCUSIP 81211K100 was $101K
- MCOMoodys Corp was $87K
- AGLAgilon Health Inc was $66K
- OGEOge Energy Corp was $35K
- MCKMckesson Corp was $23K
- GFLGfl Environmental Inc was $21K
- Astrazeneca PLCCUSIP G0593M107 was $20K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.7% | +14.8% |
| March 31, 2026 | −1.4% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +8.6% | +7.8% |
| June 30, 2025 | +7.5% | +10.5% |
| March 31, 2025 | −1.2% | −4.6% |
| December 31, 2024 | −1.3% | +2.1% |
| September 30, 2024 | +10.0% | +5.4% |
| June 30, 2024 | +0.0% | +4.0% |
| March 31, 2024 | +6.1% | +10.0% |
| December 31, 2023 | +8.5% | +11.2% |
| September 30, 2023 | −2.2% | −3.6% |
| June 30, 2023 | +2.7% | +8.3% |
| March 31, 2023 | +2.9% | +7.0% |
| December 31, 2022 | +8.7% | +7.1% |
| September 30, 2022 | −4.1% | −5.3% |
| June 30, 2022 | −13.1% | −16.5% |
| March 31, 2022 | −3.3% | −4.9% |
| December 31, 2021 | +4.9% | +10.7% |
| September 30, 2021 | +0.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Atwood & Palmer Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1044929&type=13F-HR&dateb=&owner=include&count=40CIK 1044929
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1044929/000104492926000004/Filed July 8, 2026 · accession 0001044929-26-000004