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
201Edwards Lifesciences Corp 91673.4K $
202UnitedHealth Group Inc 26972.8K $
203VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 33672.3K $
204Post Holdings Inc 71670.8K $
205Fortinet Inc 86070.3K $
206Tyler Technologies Inc 20469.8K $
207T-Mobile US Inc 33069.3K $
208KLA Corp 4667.7K $
209American Century ETF Trust 60566.9K $
210agilon health Inc 8,40066.4K $
211Kenvue Inc 3,85266.4K $
212Vanguard Growth ETF 14965.1K $
213Target Corp 51862.7K $
214Vanguard FTSE Developed Markets ETF 97162.2K $
215Dominion Energy Inc 1,00061.8K $
216Abbott Laboratories 58259.8K $
217Energizer Holdings Inc 3,59259K $
218iShares Trust 46058.9K $
219Corteva Inc 69958.5K $
220Danaher Corp 30056.9K $
221Arthur J Gallagher & Co 25555.2K $
222Salesforce Inc 29354.8K $
223Permian Resources Corp 2,56854.8K $
224ServiceNow Inc 50052.3K $
225Grayscale Bitcoin Trust ETF 98652K $
226Flowers Foods Inc 6,36251.9K $
227Texas Instruments Inc 26751.8K $
228Vanguard Small-Cap ETF 19751.6K $
229Plains All American Pipeline L 2,30451.4K $
230Janus Henderson Short Duration 1,05051.3K $
231Dow Inc 1,10045.8K $
232Travelers Cos Inc/The 15043.8K $
233Invesco Variable Rate Preferred ETF 1,80043.2K $
234Masterbrand Inc 5,07842.2K $
235iShares Trust 19541.2K $
236Vanguard Value ETF 20840.8K $
237SPDR Series Trust 1,32539.8K $
238CVS Health Corp 53538.4K $
239First Trust Exchange-Traded Fund VI 97537.2K $
240Entergy Corp 33037.1K $
241ASML Holding NV 2837K $
242Motorola Solutions Inc 8536.9K $
243iShares S&P Mid-Cap 400 Growth ETF 36536.7K $
244Wyndham Hotels & Resorts Inc 44836.4K $
245Newmark Group Inc 2,42436.3K $
246Travel + Leisure Co 50034.6K $
247Aflac Inc 31534.6K $
248OGE Energy Corp 72034.5K $
249VanEck Merk Gold ETF 74933.7K $
250Vanguard International Equity Index Funds 61733.3K $
251Vanguard World Fund 12133K $
252Dexcom Inc 50031.4K $
253Allstate Corp/The 15031.1K $
254Applied Materials Inc 9030.8K $
255Live Nation Entertainment Inc 20030.5K $
256Sarepta Therapeutics Inc 1,40030.5K $
257Archer-Daniels-Midland Co 41930.5K $
258Cleveland-Cliffs Inc 3,60030.4K $
259Simon Property Group Inc 16330.4K $
260Adobe Inc 12430.1K $
261Martin Marietta Materials Inc 5130K $
262iShares Trust 40129.8K $
263Tapestry Inc 20929.5K $
264Adamas Trust Inc 4,00029.4K $
265SPDR Series Trust 60729.3K $
266State Street SPDR S&P Dividend ETF 20029.2K $
267Getty Realty Corp 87928K $
268Vanguard Information Technology ETF 4027.9K $
269Fiserv Inc 50027.9K $
270GALECTIN THERAPEUTICS INC 10,00027.9K $
271HCA Healthcare Inc 5827.4K $
272iShares MSCI Canada ETF 50027.4K $
273iShares Core MSCI Emerging Markets ETF 39227.4K $
274Humana Inc 15326.5K $
275Consolidated Edison Inc 23226.3K $
276American Tower Corp 15025.9K $
277APA Corp 60025.5K $
278PayPal Holdings Inc 55024.9K $
279Vanguard Total International S 31524.3K $
280Solstice Advanced Materials Inc 31323.8K $
281McKesson Corp 2723.4K $
282AMETEK Inc 10722.9K $
283Schwab Strategic Trust 76622.3K $
284iShares MSCI EAFE Growth ETF 19321.5K $
285Edgewell Personal Care Co 1,00021.3K $
286Booking Holdings Inc 521.1K $
287Morgan Stanley 12720.9K $
288Avantis US Equity ETF 18320.3K $
289Euronet Worldwide Inc 30019.9K $
290Sable Offshore Corp 1,20019.8K $
291Blackrock Inc 2019.2K $
292HSBC Holdings PLC 23319.2K $
293NIKE Inc 36219.1K $
294Tractor Supply Co 41518.8K $
295Skyworks Solutions Inc 35118.8K $
296Corcept Therapeutics Inc 46418.7K $
297Starbucks Corp 20718.5K $
298Ralph Lauren Corp 5318.2K $
299H&R Block Inc 57018.1K $
300Novo Nordisk A/S 48817.9K $