ATWOOD & PALMER INC

CIK 0001044929 · Q1 2026

13F Equity AUM

$1.8B

+0.7% QoQ

Positions

479

+13 QoQ

AUM Rank

#1,927

Top 16%

Skill Alpha (FF)

+0.6%/yr^ns

No Clear Edge

Rank #1,877 · Top 23%

vs S&P -3.5%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 17.9%Top 10: 31.8%Top 20: 53.5%

GOOG3.9%

AVDE3.7%

PLTR3.6%

JEMB3.4%

SHY3.3%

JAAA3.3%

AVEM3.0%

GILD2.7%

URI2.4%

ABBV2.4%

Others (469)68.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services45.7%

Technology17.5%

Healthcare12.8%

Industrials8.5%

Consumer Cyclical5.9%

Communication Services4.3%

Consumer Defensive2.6%

Other2.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 479Median: 0.00%Avg: 0.21%

0–0.5%

430(9.2%)

0.5–1%

6(4.2%)

1–3%

36(62.4%)

3–5%

7(24.2%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 468Unique: 11vs 20 funds

6.4%Low

479

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

8.8%

BANK OF AMERICA CORP /DE/

9.7%

9.2%

14%

10.2%

9.8%

VANGUARD CAPITAL MANAGEMENT LLC

9.4%

GEODE CAPITAL MANAGEMENT, LLC

9.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

10.8%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New78Increased101Decreased96Exited35

New Positions

NOK1.1%

+2.5M

IVSS0.2%

+123K

WAT0.1%

+3K

MGK0.1%

+2K

APH0.0%

+2K

VOE0.0%

+2K

VV0.0%

+448

VBR0.0%

+451

DGRO0.0%

+4K

VO0.0%

+529

Increased

PSQO2.3%

+118K(+6%)

BABA0.7%

+100K(+50386%)

JEMB3.4%

+45K(+4%)

JAAA3.3%

+43K(+4%)

SHY3.3%

+22K(+3%)

IBTI1.2%

+19K(+2%)

BBBI2.2%

+19K(+2%)

IBTJ1.2%

+18K(+2%)

JSI2.0%

+15K(+2%)

XBB1.1%

+14K(+3%)

Decreased

DKNG0.0%

-538,412(-99%)

CBC0.4%

-13,000(-4%)

FV0.3%

-11,262(-12%)

GSIE0.6%

-9,455(-4%)

VSLU0.5%

-8,094(-4%)

WMT1.8%

-7,472(-3%)

CSCO2.3%

-7,393(-1%)

IMTM0.6%

-7,325(-3%)

PLTR3.6%

-7,089(-2%)

RSP0.4%

-7,052(-17%)

Exited

-19,585

-210,000

-65

-243

-100

-47

-109

-90

-2,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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