Titelia

Holdings of ATWOOD & PALMER INC

479 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 35.4 % of the equity sleeve

Sector breakdown

  • Technology 14.3 %
  • Health care 14.2 %
  • Consumer discretionary 9.1 %
  • Financials 8.9 %
  • Industrials 8.3 %
  • Funds 5.8 %
  • Communication 4.8 %
  • Consumer staples 2.9 %
  • Energy 0.2 %
  • Utilities 0.1 %
  • Real estate 0.1 %
  • Unattributed 31.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.7 %
  • FI 1.2 %
  • GB 0.0 %
  • NL 0.0 %
  • DK 0.0 %
  • BE 0.0 %
  • BR 0.0 %
  • KY 0.0 %
  • IE 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US4701.6B $98.74 %
2FI119.8M $1.24 %
3GB2130.6K $0.01 %
4NL137K $0.00 %
5DK117.9K $0.00 %
6BE113.9K $0.00 %
7BR16.8K $0.00 %
8KY11.1K $0.00 %
9IE111 $0.00 %

Positions

RankCompanySharesValueWeight
101QUALCOMM Inc 4,918633.3K $
102US Bancorp 11,798613.6K $
103TJX Cos Inc/The 3,562568.9K $
104Emerson Electric Co. 4,271559.5K $
105Arista Networks Inc 4,461547.7K $
106Goldman Sachs Ultra Short Bond 10,558533.7K $
107Meta Platforms Inc 917524.6K $
108Oracle Corp 3,437505.6K $
109Vanguard Total Stock Market ETF 1,524488.9K $
110Eli Lilly & Co 530487.5K $
111Regions Financial Corp 18,500483.2K $
112Bank of America Corp 9,794477.5K $
113Saia Inc 1,325465.4K $
114Curtiss-Wright Corp 648441.4K $
115Carrier Global Corp 7,607428.4K $
116Charles Schwab Corp/The 4,554428K $
117Visa Inc 1,309395.6K $
118Ecolab Inc 1,470391.1K $
119Blackstone Inc 3,180365.7K $
120Vanguard Mid-Cap Growth ETF 1,401360.5K $
121Vanguard High Dividend Yield E 2,328344.8K $
122Enterprise Products Partners LP 8,931338K $
123Vanguard Index Funds 1,831337.5K $
124MPLX LP 5,844333.5K $
125Sempra 3,313321.9K $
126Altria Group, Inc. 4,808317.3K $
127iShares Core S&P Mid-Cap ETF 4,380295.8K $
128Otis Worldwide Corp 3,825294.8K $
129Amphenol Corp 2,320293.1K $
130Intel Corp 6,602291.3K $
131Invesco QQQ Trust Series 1 503290.2K $
132Honeywell International Inc 1,257284.1K $
133Avantis US Large Cap Value ETF 3,525284.1K $
134Pfizer Inc 10,033281.7K $
135Avantis Core Fixed Income ETF 6,635275.6K $
136General Electric Co 954270.8K $
137Labcorp Holdings Inc 1,000266.8K $
138iShares Trust 1,234263.7K $
139iShares MSCI Emerging Markets ETF 4,499255.5K $
140iShares Core Dividend Growth ETF 3,598252.5K $
141Wells Fargo & Co 2,998238.7K $
142Cardinal Health, Inc. 1,104233.3K $
143State Street SPDR S&P MidCap 400 ETF Trust 373229.7K $
144Axon Enterprise Inc 520220.8K $
145Palo Alto Networks Inc 1,362218.4K $
146GE Vernova Inc 234204.4K $
147Fortune Brands Innovations Inc 5,078197.9K $
148Union Pacific Corp 810196.5K $
149State Street SPDR Portfolio S& 2,298181.7K $
150JPMorgan Ultra-Short Income ETF 3,500177.1K $
151Duke Energy Corp 1,348176.5K $
152iShares Core S&P Small-Cap ETF 1,406174.8K $
153Crowdstrike Holdings Inc 446174.1K $
154Ubiquiti Inc 211166.6K $
155O'Reilly Automotive Inc 1,650152.3K $
156Vanguard Mid-Cap ETF 529151.9K $
157iShares Trust 1,271150.6K $
158Walt Disney Co/The 1,555149.9K $
159New Jersey Resources Corp 2,680147.2K $
160Targa Resources Corp 575144.2K $
161Cadence Design Systems Inc 505140.3K $
162Capital One Financial Corp 764139.4K $
163Kinder Morgan, Inc. 4,124138.3K $
164Invesco Ultra Short Duration E 2,750137.8K $
165Cheniere Energy Inc 472133.9K $
166Vanguard Large-Cap ETF 448133.9K $
167Enterprise Financial Services Corp 2,460133.1K $
168Williams Cos Inc/The 1,779129.5K $
169Barclays PLC 6,105129.2K $
170Avantis US Mid Cap Equity ETF 1,743125.9K $
171Avantis International Small Cap Equity ETF 1,706122.6K $
172Zoetis Inc 969114.5K $
173iShares Morningstar Growth ETF 1,129107.8K $
174First Trust Health Care AlphaDEX Fund 950104.3K $
175Evergy Inc 1,266103.7K $
176Sealed Air Corp 2,400100.9K $
177Omnicom Group Inc 1,32799.9K $
178DraftKings Inc 4,57598.9K $
179Vanguard Real Estate ETF 1,11298.6K $
180Vanguard Index Funds 45197.9K $
181Quanta Services Inc 17897.7K $
182Vanguard Index Funds 32297.5K $
183iShares S&P Small-Cap 600 Growth ETF 65895.2K $
184Energy Transfer LP 4,82293.1K $
185Merck & Co Inc 77292.9K $
186iShares National Muni Bond ETF 84689.8K $
187Lam Research Corp 41688.9K $
188Moody's Corp 20087.3K $
189Tri-Continental Corp 2,72686.1K $
190Eastman Chemical Co 1,10084K $
191iShares Russell 2000 Value ETF 43983.2K $
192S&P Global Inc 19482.6K $
193HEICO Corp 30082.3K $
194Vanguard S&P 500 ETF 13580.7K $
195ConocoPhillips 60379.6K $
196Intuitive Surgical Inc 17279.3K $
197iShares Ultra Short Duration B 1,52577.2K $
198iShares Bitcoin Trust ETF 2,00076.8K $
199Texas Capital Bancshares Inc 80075.9K $
200iShares Core MSCI EAFE ETF 81273.5K $