Long-term investor

Atwood & Palmer Inc. @atwoodpalmerinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001044929).

Record

  • Tracked since 2025-06-30 (448 days), 33 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.0% · 6 months n/a · 1 year +15.0% · all +15.0%
  • Max drawdown n/a · win rate 19% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 02079K107 · 4.5% · long · since 2025-06-30
  • 025072703 · 3.7% · long · since 2025-06-30
  • URI · 3.5% · long · since 2025-06-30
  • 025072604 · 3.5% · long · since 2025-06-30
  • 47103U738 · 3.3% · long · since 2025-06-30
  • 464287457 · 3.2% · long · since 2025-06-30
  • CSCO · 3.2% · long · since 2025-06-30
  • 47103U845 · 3.2% · long · since 2025-06-30
  • PLTR · 2.7% · long · since 2025-06-30
  • ABBV · 2.6% · long · since 2025-06-30
  • FITB · 2.5% · long · since 2025-06-30
  • GNRC · 2.5% · long · since 2025-06-30

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