Latest ATWOOD & PALMER INC Stock Portfolio
ATWOOD & PALMER INC Performance:
2024 Q3: 8.66%YTD: 14.38%2023: 7.59%
Performance for 2024 Q3 is 8.66%, and YTD is 14.38%, and 2023 is 7.59%.
About ATWOOD & PALMER INC and 13F Hedge Fund Stock Holdings
ATWOOD & PALMER INC is a hedge fund based in KANSAS CITY, MO. On 14-Apr-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.2 Billions. In it's latest 13F Holdings report, ATWOOD & PALMER INC reported an equity portfolio of $1.5 Billions as of 30 Sep, 2024.
The top stock holdings of ATWOOD & PALMER INC are PLTR, URI, REGN. The fund has invested 3.2% of it's portfolio in PALANTIR TECHNOLOGIES INC and 3.2% of portfolio in UNITED RENTALS INC.
The fund managers got completely rid off LAM RESEARCH CORP (LRCX), ISHARES SILVER TR (SLV) and ISHARES INC (ACWV) stocks. They significantly reduced their stock positions in INVESCO EXCH TRD SLF IDX FD (BSAE), AUTOZONE INC (AZO) and PETROLEO BRASILEIRO SA PETRO (PBR). ATWOOD & PALMER INC opened new stock positions in PALMER SQUARE FUNDS TRUST, ISHARES TR (AAXJ) and HUMANA INC (HUM). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCHANGE TRADED FD T (CSD), S&P GLOBAL INC (SPGI) and BOSTON SCIENTIFIC CORP (BSX).
The top stock holdings of ATWOOD & PALMER INC are PLTR, URI, REGN. The fund has invested 3.2% of it's portfolio in PALANTIR TECHNOLOGIES INC and 3.2% of portfolio in UNITED RENTALS INC.
The fund managers got completely rid off LAM RESEARCH CORP (LRCX), ISHARES SILVER TR (SLV) and ISHARES INC (ACWV) stocks. They significantly reduced their stock positions in INVESCO EXCH TRD SLF IDX FD (BSAE), AUTOZONE INC (AZO) and PETROLEO BRASILEIRO SA PETRO (PBR). ATWOOD & PALMER INC opened new stock positions in PALMER SQUARE FUNDS TRUST, ISHARES TR (AAXJ) and HUMANA INC (HUM). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCHANGE TRADED FD T (CSD), S&P GLOBAL INC (SPGI) and BOSTON SCIENTIFIC CORP (BSX).
ATWOOD & PALMER INC Annual Return Estimates Vs S&P 500
Our best estimate is that ATWOOD & PALMER INC made a return of 8.66% in the last quarter. In trailing 12 months, it's portfolio return was 19.69%.
New Buys
| Ticker | $ Bought |
|---|---|
| palmer square funds trust | 1,379,500 |
| ishares tr | 313,126 |
| humana inc | 29,457 |
| ishares tr | 29,036 |
| lineage inc | 23,514 |
| ishares tr | 19,345 |
| vanguard scottsdale fds | 18,844 |
| analog devices inc | 14,041 |
New stocks bought by ATWOOD & PALMER INC
Additions
| Ticker | % Inc. |
|---|---|
| invesco exchange traded fd t | 5,845 |
| s&p global inc | 2,066 |
| boston scientific corp | 1,000 |
| unilever plc | 426 |
| transdigm group inc | 300 |
| etf opportunities trust | 189 |
| 3m co | 133 |
| eaton corp plc | 102 |
Additions to existing portfolio by ATWOOD & PALMER INC
Reductions
| Ticker | % Reduced |
|---|---|
| invesco exch trd slf idx fd | -87.62 |
| autozone inc | -83.33 |
| petroleo brasileiro sa petro | -78.64 |
| old dominion freight line in | -70.39 |
| monolithic pwr sys inc | -70.00 |
| ishares tr | -68.42 |
| invesco exch trd slf idx fd | -66.67 |
| valero energy corp | -62.5 |
ATWOOD & PALMER INC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| tmc the metals company inc | -3,207 |
| vale s a | -23,156 |
| ishares silver tr | -37,916 |
| ishares tr | -31,322 |
| equinor asa | -24,962 |
| ishares inc | -35,647 |
| first tr exchange-traded fd | -20,985 |
| invesco db us dlr index tr | -17,478 |
ATWOOD & PALMER INC got rid off the above stocks
Sector Distribution
ATWOOD & PALMER INC has about 34.2% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 34.2 |
| Healthcare | 16.3 |
| Technology | 16 |
| Financial Services | 10 |
| Industrials | 9.3 |
| Consumer Cyclical | 7.6 |
| Communication Services | 3.1 |
| Consumer Defensive | 2.8 |
Market Cap. Distribution
ATWOOD & PALMER INC has about 63.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 47.6 |
| UNALLOCATED | 34.2 |
| MEGA-CAP | 15.9 |
| MID-CAP | 2.3 |
Stocks belong to which Index?
About 57.6% of the stocks held by ATWOOD & PALMER INC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 57.6 |
| Others | 42.1 |
ATWOOD & PALMER INC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of ATWOOD & PALMER INC
ATWOOD & PALMER INC has 472 stocks in it's portfolio. About 29.5% of the portfolio is in top 10 stocks. GOOG proved to be the most loss making stock for the portfolio. PLTR was the most profitable stock for ATWOOD & PALMER INC last quarter.
Last Reported on: 07 Oct, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.04 | 128,776 | 30,004,900 | added | 0.73 | ||
| AAXJ | ishares tr | 1.78 | 497,282 | 26,186,900 | added | 2.29 | ||
| AAXJ | ishares tr | 0.07 | 8,818 | 975,536 | added | 6.04 | ||
| AAXJ | ishares tr | 0.02 | 2,618 | 313,126 | new | |||
| AAXJ | ishares tr | 0.00 | 1,625 | 53,999 | reduced | -50.38 | ||
| AAXJ | ishares tr | 0.00 | 395 | 24,321 | reduced | -22.4 | ||
| AAXJ | ishares tr | 0.00 | 28.00 | 2,992 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABBV | abbvie inc | 2.60 | 193,526 | 38,217,500 | reduced | -0.37 | ||
| ABNB | airbnb inc | 0.00 | 100 | 12,681 | unchanged | 0.00 | ||
| ABT | abbott labs | 0.01 | 1,478 | 168,507 | added | 6.48 | ||
| ACGL | arch cap group ltd | 0.01 | 1,808 | 202,280 | added | 0.44 | ||
| ACIO | etf ser solutions | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACM | aecom | 0.00 | 28.00 | 2,892 | unchanged | 0.00 | ||
| ACN | accenture plc ireland | 0.00 | 27.00 | 9,544 | unchanged | 0.00 | ||
| ACVF | etf opportunities trust | 0.46 | 187,038 | 6,732,900 | added | 189 | ||
| ACWF | ishares tr | 0.83 | 303,996 | 12,275,400 | reduced | -9.96 | ||
| ACWF | ishares tr | 0.83 | 280,179 | 12,165,400 | added | 1.88 | ||
| ACWF | ishares tr | 0.05 | 14,277 | 724,415 | reduced | -1.04 | ||
| ACWV | ishares inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||