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Teresa Burch

Atwood & Palmer Inc

Assets Managed
$1.772B
Holdings
531
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
0.71%(2Q avg: 2.04%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Atwood & Palmer Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 531 positions.

Assets under management

The assets under management (AUM) of Atwood & Palmer Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.772B in assets, with a quarterly growth rate of 0.71% and a 2-quarter average growth rate of 2.04%. The portfolio is managed by Teresa Burch, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -1.51%
3.89%
$68.811M
239,876 shares@ $286.86 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 1.38%
3.68%
$65.111M
767,452 shares@ $84.85 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Decreased -1.59%
3.62%
$64.001M
437,524 shares@ $146.29 avg price
JEMB
Jh Em Debt Hard Currency Etf
Recent Activity
Increased 4.07%
3.4%
$60.193M
1.147M shares@ $52.47 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Increased 3.21%
3.35%
$59.221M
717,219 shares@ $82.57 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 3.93%
3.27%
$57.921M
1.15M shares@ $50.37 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 1.06%
3.06%
$54.104M
671,428 shares@ $80.58 avg price
GILD
Gilead Sciences Inc
Recent Activity
Decreased -0.68%
2.74%
$48.423M
347,439 shares@ $139.37 avg price
URI
United Rentals Inc
Recent Activity
Increased 0.29%
2.41%
$42.668M
58,565 shares@ $728.56 avg price
ABBV
Abbvie Inc
Recent Activity
Decreased -0.11%
2.39%
$42.225M
194,148 shares@ $217.5 avg price

1-10 of 531