AiSiWhale

AI & tech investing

ATWOOD & PALMER INC

CIK 1044929

13F filing for Q2 2026・No. 388

Holdings
US$18.78B
Quarter change
+US$17.01B
Entries
495
Net bought (estimate)
−US$16.78M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 27
  • Sold out 63
  • Cut 93
  • Added 86
  • Corporate actions 6
  • Unchanged 287

Largest holdings

493 stocks worth US$1.87B, options and bonds left out.

StockThis quarterValueWeight
GOOGALPHABET INCCOMCutUS$83.58M4.46%
AMERICAN CENTY ETF TRCOMAddedUS$68.81M3.67%
URIUNITED RENTALS INCCOMAddedUS$66.41M3.54%
AMERICAN CENTY ETF TRCOMAddedUS$65.08M3.47%
JANUS DETROIT STR TRCOMAddedUS$62.79M3.35%
ISHARES TRCOMAddedUS$60.11M3.21%
CSCOCISCO SYS INCCOMCutUS$59.5M3.17%
JANUS DETROIT STR TRCOMAddedUS$59.08M3.15%
PLTRPALANTIR TECHNOLOGIES INCCOMCutUS$50.9M2.71%
ABBVABBVIE INCCOMAddedUS$49.26M2.63%

Sign in (free) to see its 50 largest holdings and its trades. Sign in

Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

Like what you read? Support the site.

Buy me a coffee (opens in a new tab)

Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.