Atwood & Palmer Inc.
Annual return '25
+21.8%
SPY '25
+17.7%
Alpha
+4.1ptsvs SPY
Invested
$1.8B
Holdings
531
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GOOG
ALPHABET INC
Q4 2025: New position (6.0k shares)
3.9%
02
$AVDE
AMERICAN CENTY ETF TR
Held since at least Q1 2024
3.7%
03
$PLTR
PALANTIR TECHNOLOGIES INC
Held since at least Q1 2024
3.6%
04
$JEMB
JANUS DETROIT STR TR
Held since at least Q1 2024
3.4%
05
$SHY
ISHARES TR
Held since at least Q1 2024
3.3%
06
$JAAA
JANUS DETROIT STR TR
Held since at least Q1 2024
3.3%
07
$AVEM
AMERICAN CENTY ETF TR
Held since at least Q1 2024
3.1%
08
$GILD
GILEAD SCIENCES INC
Held since at least Q1 2024
2.7%
09
$URI
UNITED RENTALS INC
Held since at least Q1 2024
2.4%
10
$ABBV
ABBVIE INC
Q4 2025: New position (1.9k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:01 UTC.