SEC 13F Intelligence

Managers / Q1 2024 · view latest →

ATWOOD & PALMER INC

CIK 0001044929 · 4520 MADISON AVE, SUITE 200, KANSAS CITY, MO, 64111 · 8169312266

Reported Value
$1.3B
Q1 2024
Positions
415
Filings on Record
32
2019–present window
Filed
Apr 10, 2024
original filing

Summary

Atwood & Palmer Inc reported $1.3B in U.S.-listed holdings across 415 positions for Q1 2024.

Its largest position, REGN, represents 3.2% of the portfolio.

Compared with Q4 2023, the fund opened 35 new positions and exited 22.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $629MQ4 ’18Q1 ’19: $706MQ2 ’19: $740MQ3 ’19: $742MQ4 ’19: $778MQ4 ’19Q1 ’20: $637MQ2 ’20: $740MQ3 ’20: $794MQ4 ’20: $931MQ4 ’20Q1 ’21: $1.0BQ2 ’21: $1.1BQ3 ’21: $1.1BQ4 ’21: $1.2BQ4 ’21Q1 ’22: $1.2BQ2 ’22: $1.0BQ3 ’22: $1.0BQ4 ’22: $1.11TQ4 ’22Q1 ’23: $1.1BQ2 ’23: $1.1BQ3 ’23: $1.1BQ4 ’23: $1.2BQ4 ’23Q1 ’24: $1.3BQ2 ’24: $1.3BQ3 ’24: $1.5BQ4 ’24: $1.5BQ4 ’24Q1 ’25: $1.4BQ2 ’25: $1.6BQ3 ’25: $1.7BQ4 ’25: $1.8BQ4 ’25Q1 ’26: $1.8BQ2 ’26: $1.9Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 62.0%ETP: 33.6%Other: 2.5%ADR: 1.7%REIT: 0.2%Other: 0.0%
  • Common Stock · 62.0% · $817M
  • ETP · 33.6% · $442M
  • Other · 2.5% · $34M
  • ADR · 1.7% · $22M
  • REIT · 0.2% · $2M
  • Other · 0.0% · $435,781

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2024

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$1.9B495Jul 8, 202613F-HRchanges · EDGAR ↗
Q1 2026$1.8B531Apr 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.8B488Jan 28, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.7B489Oct 15, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.6B514Jul 8, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.4B441Apr 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.5B469Jan 16, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.5B472Oct 7, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.3B436Jul 10, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.3B415Apr 10, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.2B402Jan 12, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.1B425Oct 20, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.1B396Jul 18, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.1B370Apr 21, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.11T390Jan 31, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.0B381Oct 12, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.0B400Jul 21, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.2B445Apr 29, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.2B458Jan 24, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.1B432Oct 29, 2021RESTATEMENTchanges · EDGAR ↗
Q2 2021$1.1B416Jul 26, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.0B442Apr 26, 202113F-HRchanges · EDGAR ↗
Q4 2020$931M378Feb 4, 202113F-HRchanges · EDGAR ↗
Q3 2020$794M342Oct 28, 202013F-HRchanges · EDGAR ↗
Q2 2020$740M322Jul 24, 202013F-HRchanges · EDGAR ↗
Q1 2020$637M322Apr 20, 202013F-HRchanges · EDGAR ↗
Q4 2019$778M301Feb 5, 202013F-HRchanges · EDGAR ↗
Q3 2019$742M307Oct 21, 201913F-HRchanges · EDGAR ↗
Q2 2019$740M305Jul 17, 201913F-HRchanges · EDGAR ↗
Q1 2019$706M333Apr 23, 201913F-HRchanges · EDGAR ↗
Q4 2018$629M325Feb 1, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.