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