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Livermore
Livermore
ZHEN

Atwood & Palmer Inc

SEC CIK
0001044929
Latest filing
Jul 8, 2026

The latest 13F from Atwood & Palmer Inc covers Q2 2026 (filed Jul 8, 2026): 495 long positions worth $1.87B. The top 10 holdings make up 33.4% of the portfolio, and the largest is Alphabet Inc. (GOOG) at 4.5%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
26
Est. +$480.1K
Added
87
Est. +$12.8M
Reduced
95
Est. −$26.7M
Sold out
62
Est. −$3.77M

Top 5 holdings

Share of this quarter's portfolio value

  1. GOOGAlphabet Inc.
    4.5%$83.6MHistory
  2. American Centy ETF Tr025072703
    3.7%$68.8M
  3. URIUnited Rentals, Inc.
    3.5%$66.4MHistory
  4. American Centy ETF Tr025072604
    3.5%$65.1M
  5. Janus Detroit STR Tr47103U738
    3.3%$62.8M

Share of portfolio

Top 5 holdings and the other 490 positions, by share of portfolio value

  1. GOOG4.5%
  2. American Centy ETF Tr3.7%
  3. URI3.5%
  4. American Centy ETF Tr3.5%
  5. Janus Detroit STR Tr3.3%
  6. Other 490 positions81.5%

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Tr464287457
    +$1.22MAdded
  2. Janus Detroit STR Tr47103U738
    +$1.05MAdded
  3. Janus Detroit STR Tr47103U845
    +$1.02MAdded
  4. Janus Detroit STR Tr47103U746
    +$855.9KAdded
  5. Bondbloxx ETF Trust09789C747
    +$732.4KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. URIUnited Rentals, Inc.
    +1.13 pp2.4% → 3.5%History
  2. American Centy ETF Tr025072604
    +0.42 pp3.1% → 3.5%
  3. FITBFifth Third Bancorp
    +0.33 pp2.2% → 2.5%History
  4. ABBVAbbVie Inc.
    +0.24 pp2.4% → 2.6%History
  5. GSGoldman Sachs Group Inc
    +0.21 pp1.6% → 1.8%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. ONOn Semiconductor Corp
    −$8.49MReducedHistory
  2. HLIHoulihan Lokey, Inc.
    −$6.89MReducedHistory
  3. XOMExxonMobil Holdings Corp
    −$2.85MSold outHistory
  4. ETF Opportunities Trust26923N405
    −$1.21MReduced
  5. GOOGAlphabet Inc.
    −$1.18MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. PLTRPalantir Technologies Inc.
    −0.90 pp3.6% → 2.7%History
  2. HLIHoulihan Lokey, Inc.
    −0.44 pp0.6% → 0.1%History
  3. UTHRUnited Therapeutics Corp
    −0.31 pp2.1% → 1.8%History
  4. WMTWalmart Inc.
    −0.28 pp1.8% → 1.5%History
  5. BABAAlibaba Group Holding Ltd
    −0.20 pp0.7% → 0.5%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.87B
+$102.9M (+5.8%) vs. prior quarter
Positions
495
−36 vs. prior quarter
Top 10 concentration
33.4%
Top 10 as share of value
Turnover
0.7%
Q2 2026, one quarter
Average holding period
17.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.87B (Q2 2026)

Q1 2021: $1.04BQ2 2021: $1.11BQ3 2021: $1.12BQ4 2021: $1.19BQ1 2022: $1.16BQ2 2022: $1.03BQ3 2022: $1.01BQ4 2022: $1.11BQ1 2023: $1.06BQ2 2023: $1.12BQ3 2023: $1.14BQ4 2023: $1.24BQ1 2024: $1.32BQ2 2024: $1.32BQ3 2024: $1.47BQ4 2024: $1.46BQ1 2025: $1.44BQ2 2025: $1.60BQ3 2025: $1.70BQ4 2025: $1.76BQ1 2026: $1.77BQ2 2026: $1.87B
Q1 2021Q2 2026
13F filings of Atwood & Palmer Inc by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 8, 2026495$1.87BGOOGAmerican Centy ETF TrURIvs. Q1 2026SEC
Q1 2026Apr 15, 2026531$1.77BGOOGAmerican Centy ETF TrPLTRvs. Q4 2025SEC
Q4 2025Jan 28, 2026488$1.76BPLTRGOOGAmerican Centy ETF Trvs. Q3 2025SEC
Q3 2025Oct 15, 2025489$1.70BPLTRGOOGAmerican Centy ETF Trvs. Q2 2025SEC
Q2 2025Jul 8, 2025514$1.60BPLTRiShares TrAmerican Centy ETF Trvs. Q1 2025SEC
Q1 2025Apr 15, 2025441$1.44BPLTRAmerican Centy ETF TrJanus Detroit STR Trvs. Q4 2024SEC
Q4 2024Jan 16, 2025469$1.46BPLTRGOOGJanus Detroit STR Trvs. Q3 2024SEC
Q3 2024Oct 7, 2024472$1.47BPLTRURIREGNvs. Q2 2024SEC
Q2 2024Jul 10, 2024436$1.32BREGNGOOGJanus Detroit STR Trvs. Q1 2024SEC
Q1 2024Apr 10, 2024415$1.32BREGNURIJanus Detroit STR Trvs. Q4 2023SEC
Q4 2023Jan 12, 2024402$1.24BURIDHIREGNvs. Q3 2023SEC
Q3 2023Oct 20, 2023425$1.14BREGNURIJanus Detroit STR Trvs. Q2 2023SEC
Q2 2023Jul 18, 2023396$1.12BURIDHIONvs. Q1 2023SEC
Q1 2023Apr 21, 2023370$1.06BURILMTREGNvs. Q4 2022SEC
Q4 2022Jan 31, 2023390$1.11BFirst Tr Exchange Trad FD VIURILMTvs. Q3 2022SEC
Q3 2022Oct 12, 2022381$1.01BFirst Tr Exchange Trad FD VIGoldman Sachs ETF TrONvs. Q2 2022SEC
Q2 2022Jul 21, 2022400$1.03BFirst Tr Exchange Trad FD VIGoldman Sachs ETF TriShares Trvs. Q1 2022SEC
Q1 2022Apr 29, 2022445$1.16BFirst Tr Exchange Trad FD VIGoldman Sachs ETF TrURIvs. Q4 2021SEC
Q4 2021Jan 24, 2022458$1.19BFirst Tr Exchange Trad FD VITMOGNRCvs. Q3 2021SEC
Q3 2021Oct 29, 2021Amended432$1.12BFirst Tr Exchange Trad FD VIGNRCGoldman Sachs ETF Trvs. Q2 2021SEC
Q2 2021Jul 26, 2021416$1.11BFirst Tr Exchange Trad FD VIGNRCGoldman Sachs ETF Trvs. Q1 2021SEC
Q1 2021Apr 26, 2021442$1.04BGNRCURIGoldman Sachs ETF Tr–SEC