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
401Unilever PLC 372.1K $
402American Homes 4 Rent 732K $
403Boeing Co/The 102K $
404United Parcel Service Inc 202K $
405Ciena Corp 51.9K $
406Howmet Aerospace Inc 81.8K $
407iShares Trust 171.7K $
408Dell Technologies Inc 101.6K $
409MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 71.6K $
410General Mills, Inc. 411.5K $
411Vertiv Holdings Co 61.5K $
412Service Corp International/US 181.5K $
4133M Co 101.5K $
414Coherent Corp 61.4K $
415Shell PLC 151.4K $
416State Street Corp 111.4K $
417Diamondback Energy Inc 71.4K $
418Comfort Systems USA Inc 11.4K $
419Silicon Laboratories Inc 61.2K $
420Timken Co/The 121.2K $
421Boston Scientific Corp 191.2K $
422TransDigm Group Inc 11.2K $
423MKS Inc 51.2K $
424Expeditors International of Washington Inc 81.1K $
425NIO Inc 1901.1K $
426Brighthouse Financial Inc 181.1K $
427Warner Bros Discovery Inc 391.1K $
428Jabil Inc 41.1K $
429iShares Core U.S. Aggregate Bond ETF 10993 $
430Stryker Corp 3986 $
431Marriott International Inc/MD 3982 $
432PJT Partners Inc 7979 $
433Selectquote Inc 1,500945 $
434Cirrus Logic Inc 6868 $
435Capitol Federal Financial Inc 120856 $
436Dover Corp 4834 $
437Ingersoll Rand Inc 10802 $
438Qorvo Inc 10774 $
439Everpure Inc 13768 $
440Lululemon Athletica Inc 5766 $
441Constellation Brands Inc 5750 $
442Stifel Financial Corp 10740 $
443Rockwell Automation Inc 2718 $
444Qnity Electronics Inc 6693 $
445CBRE Group Inc 5678 $
446Neurocrine Biosciences Inc 5659 $
447Occidental Petroleum Corp 10650 $
448Synaptics Inc 9631 $
449M&T Bank Corp 3621 $
450Ingram Micro Holding Corp 26607 $
451Marvell Technology Inc 6595 $
452IDEXX Laboratories Inc 1562 $
453Robinhood Markets Inc 8555 $
454DuPont de Nemours Inc 12550 $
455GrowGeneration Corp 500550 $
456Astera Labs Inc 5548 $
457Steel Dynamics Inc 3540 $
458Hubbell Inc 1491 $
459Allegro MicroSystems Inc 15473 $
460Incyte Corp 5471 $
461Versant Media Group Inc 12445 $
462Lazard Inc 9383 $
463United Airlines Holdings Inc 3277 $
464HighPeak Energy Inc 40276 $
465VanEck Semiconductor ETF 1235 $
466Southwest Airlines Co 5188 $
467Phillips 66 1183 $
468iShares ESG Aware MSCI USA ETF 1142 $
469Vanguard Total World Stock ETF 1137 $
470ENVIROTECH VEHICLES INC 65109 $
4713D Systems Corp 5094 $
472AdvisorShares Trust 2589 $
473VanEck Gold Miners ETF/USA 44 $
474OCCIDENTAL PETROLEUM CORP 143 $
475Plug Power Inc 1534 $
476INOVIO PHARMACEUTICALS INC 1832 $
477TRINITY BIOTECH PLC 2011 $
478PROG Holdings Inc 7 $
479WORKHORSE GROUP INC 14 $