Atwood & Palmer
Atwood & Palmer reported 496 stocks worth $1.9B in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are GOOG (4.2%), PLTR (4.1%) and AVDE (3.6%). Compared with Q2 2026, the fund opened new positions in XFIV, XOM and EXP, added to GOOG, AVDE and AVEM, trimmed PLTR, URI and CSCO and sold out of CDNS, SCHD and MNKD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GOOG Alphabet Inc | $80.8M | 4.2% | 237K | +518 (+0%) | 8 of 8 | |
| 2 |  PLTR Palantir Technologies Inc | $80.1M | 4.1% | 428K | −8,012 (−2%) | 8 of 8 | |
| 3 |  AVDE American Centy ETF TR | $71.1M | 3.6% | 789K | +18K (+2%) | 8 of 8 | |
| 4 |  AVEM American Centy ETF TR | $64.2M | 3.3% | 683K | +8,623 (+1%) | 8 of 8 | |
| 5 |  SHY Ishares 1-3 Year Treasry | $62.3M | 3.2% | 767K | +35K (+5%) | 8 of 8 | |
| 6 |  JAAA Janus Detroit Str TR | $61.8M | 3.2% | 1.2M | +54K (+5%) | 8 of 8 | |
| 7 |  JEMB Janus Detroit Str TR | $61M | 3.1% | 1.2M | +29K (+2%) | 6 of 8 | |
| 8 |  URI United Rentals Inc | $57.5M | 3.0% | 57K | −1,147 (−2%) | 8 of 8 | |
| 9 |  CSCO Cisco Sys Inc | $53.5M | 2.8% | 497K | −9,681 (−2%) | 8 of 8 | |
| 10 |  GILD Gilead Sciences Inc | $52.4M | 2.7% | 351K | +1,069 (+0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CDNS Cadence Design System Inc | $190K | 505 |
 SCHD Schwab US Dividend Equity ETF | $13K | 413 |
 MNKD Mannkind Corp | $9K | 2,000 |
 MRNA Moderna Inc | $7K | 100 |
 IUSV Ishares TR | $6K | 53 |
🔒 Free account: see all 26.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 8, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Atwood & Palmer 13F FAQ
What does Atwood & Palmer own?
Atwood & Palmer reported 496 stocks worth $1.9B in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are GOOG (4.2%), PLTR (4.1%) and AVDE (3.6%). The table above lists every position in the filing (the top 10 without an account).
What did Atwood & Palmer buy and sell in Q3 2026?
Compared with Q2 2026: 25 new positions, 98 added to, 64 trimmed and 26 sold out. New positions include XFIV, XOM and EXP. It sold all of CDNS, SCHD and MNKD.
When will Atwood & Palmer file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Atwood & Palmer's portfolio worth?
The Q3 2026 filing reports $1.9B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.