$740 Million is the total value of ATWOOD & PALMER INC's 305 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HOLX | New | HOLOGIC INC | $10,105,000 | – | 210,425 | +100.0% | 1.36% | – |
| CBRE | New | CBRE GROUP INC | $9,730,000 | – | 189,665 | +100.0% | 1.31% | – |
| SQ | New | SQUARE INC | $7,688,000 | – | 105,995 | +100.0% | 1.04% | – |
| CE | New | CELANESE CORP DEL | $7,500,000 | – | 69,570 | +100.0% | 1.01% | – |
| PYPL | New | PAYPAL HLDGS INC | $7,126,000 | – | 62,260 | +100.0% | 0.96% | – |
| JMBS | New | JANUS DETROIT STR TR | $1,828,000 | – | 35,170 | +100.0% | 0.25% | – |
| BSCN | New | INVESCO EXCH TRD SLF IDX FD | $171,000 | – | 8,100 | +100.0% | 0.02% | – |
| DD | New | DUPONT DE NEMOURS INC | $83,000 | – | 1,100 | +100.0% | 0.01% | – |
| BSJN | New | INVESCO EXCH TRD SLF IDX FD | $55,000 | – | 2,100 | +100.0% | 0.01% | – |
| DOW | New | DOW INC | $54,000 | – | 1,100 | +100.0% | 0.01% | – |
| CTVA | New | CORTEVA INC | $33,000 | – | 1,100 | +100.0% | 0.00% | – |
| SONO | New | SONOS INC | $6,000 | – | 500 | +100.0% | 0.00% | – |
| CLNE | New | CLEAN ENERGY FUELS CORP | $6,000 | – | 2,226 | +100.0% | 0.00% | – |
| NOW | New | SERVICENOW INC | $7,000 | – | 25 | +100.0% | 0.00% | – |
| UBER | New | UBER TECHNOLOGIES INC | $5,000 | – | 100 | +100.0% | 0.00% | – |
| KTB | New | KONTOOR BRANDS INC | $2,000 | – | 56 | +100.0% | 0.00% | – |
| CRON | New | CRONOS GROUP INC | $3,000 | – | 200 | +100.0% | 0.00% | – |
| ISEE | New | IVERIC BIO INC | $1,000 | – | 750 | +100.0% | 0.00% | – |
| ALC | New | ALCON INC | $1,000 | – | 15 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| LOCKHEED MARTIN CORP | 42 | Q3 2023 | 4.3% |
| Cisco Systems | 42 | Q3 2023 | 5.1% |
| THERMO FISHER SCIENTIFIC INC | 42 | Q3 2023 | 4.3% |
| MASTERCARD INCORPORATED | 42 | Q3 2023 | 4.6% |
| AMERIPRISE FINL INC | 42 | Q3 2023 | 3.5% |
| INTEL CORP | 42 | Q3 2023 | 4.2% |
| GILEAD SCIENCES INC | 42 | Q3 2023 | 3.9% |
| FIFTH THIRD BANCORP | 42 | Q3 2023 | 3.3% |
| APPLE INC | 42 | Q3 2023 | 3.1% |
| BECTON DICKINSON & CO | 42 | Q3 2023 | 2.2% |
View ATWOOD & PALMER INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-24 |
View ATWOOD & PALMER INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.