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
301Palomar Holdings Inc 15017.9K $
302Shake Shack Inc 20017.7K $
303Ishares Gold Trust 20017.6K $
304Chipotle Mexican Grill Inc 55017.6K $
305EOG Resources Inc 12017.3K $
306CenterPoint Energy Inc 40017.3K $
307Exelixis Inc 39516.9K $
308iShares Trust 16516K $
309Verizon Communications Inc 31215.7K $
310First Solar Inc 7915.6K $
311Monolithic Power Systems Inc 1415.3K $
312iShares Preferred and Income S 50015.2K $
313RPM International Inc 15014.9K $
314Progressive Corp/The 7514.9K $
315Ulta Beauty Inc 2814.6K $
316BellRing Brands Inc 90814.6K $
317Acuity Inc 5114.3K $
318EMCOR Group Inc 1914K $
319SS&C Technologies Holdings Inc 20714K $
320Northern Trust Corp 10014K $
321Anheuser-Busch InBev SA/NV 20013.9K $
322GE HealthCare Technologies Inc 18913.5K $
323SPDR Gold Shares 3113.3K $
324Bank of New York Mellon Corp/The 11013.1K $
325ProShares Ultra S&P500 25013K $
326Cinemark Holdings Inc 45212.9K $
327Schwab US Dividend Equity ETF 41312.7K $
328CMS Energy Corp 16012.4K $
329StoneX Group Inc 15012.1K $
330Ares Management Corp 10711.7K $
331Advanced Micro Devices Inc 5711.6K $
332Banc of California Inc 65611.5K $
333iShares MSCI EAFE ETF 11711.4K $
334Analog Devices Inc 3511.1K $
335VANGUARD WORLD FUND 3010.8K $
336Textron Inc 12010.5K $
337Truist Financial Corp 22510.3K $
338CME Group Inc 3510.3K $
339Vanguard S&P 500 Growth ETF 2510.2K $
340Comcast Corp 3459.9K $
341PulteGroup Inc 849.9K $
342Lineage Inc 3009.8K $
343Intuit Inc 229.5K $
344Fortrea Holdings Inc 1,0009.4K $
345Franklin Templeton ETF Trust 2559.4K $
346Embecta Corp 1,0409.2K $
347Principal Financial Group Inc 1009K $
348Baldwin Insurance Group Inc/The 3928.6K $
349Mondelez International Inc 1458.4K $
350Ford Motor Co 7008.1K $
351First Trust Exchange-Traded Fund IV 1338K $
352Innodata Inc 2007.7K $
353NANO Nuclear Energy Inc 3757.7K $
354Copart Inc 2317.7K $
355Northrop Grumman Corp 117.5K $
356Cintas Corp 447.4K $
357Fidelity Wise Origin Bitcoin Fund 1257.4K $
358Marsh & McLennan Cos Inc 427.3K $
359American Express Co 237K $
360Prudential Financial, Inc. 716.9K $
361Petroleo Brasileiro SA - Petrobras 3276.8K $
362AutoZone Inc 26.8K $
363WW Grainger Inc 66.5K $
364Freeport-McMoRan Inc 1066.2K $
365Grayscale Bitcoin Mini Trust E 1975.9K $
366EQT Corp 895.7K $
367iShares Trust 535.4K $
368Republic Services Inc 245.3K $
369Moderna Inc 1005.1K $
370MannKind Corp 2,0004.9K $
371Delta Air Lines Inc 734.9K $
372Westinghouse Air Brake Technologies Corp 194.7K $
373Reddit Inc 354.7K $
374Marathon Petroleum Corp 194.6K $
375Western Digital Corp 164.3K $
376Valero Energy Corp 174.2K $
377iShares MSCI USA Value Factor ETF 284K $
378ROBLOX Corp 704K $
379iShares ESG Aware MSCI USA Small-Cap ETF 793.7K $
380FedEx Corp 103.6K $
381SoFi Technologies Inc 1973.1K $
382iShares Core MSCI Total International Stock ETF 363.1K $
383Select Sector Spdr Trust 283.1K $
384Prologis Inc 233K $
385Penn Entertainment Inc 2003K $
386Equinix Inc 32.9K $
387Roper Technologies Inc 82.8K $
388Select Sector Spdr Trust 572.8K $
389Cummins Inc 52.7K $
390iShares Trust 142.7K $
391State Street Materials Select Sector SPDR ETF 522.6K $
392Coastal Financial Corp/WA 332.5K $
393AECOM 282.4K $
394Keysight Technologies Inc 82.3K $
395Exelon Corp 462.3K $
396Biogen Inc 122.2K $
397Casey's General Stores Inc 32.2K $
398Autodesk Inc 92.2K $
399Cigna Group/The 82.1K $
400SELECT SECTOR SPDR TRUST (THE) 162.1K $