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Teresa Burch

Atwood & Palmer Inc

Assets Managed
$1.875B
Holdings
495
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
5.81%(2Q avg: 3.26%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Atwood & Palmer Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 495 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.875B in assets, with a quarterly growth rate of 5.81% and a 2-quarter average growth rate of 3.26%. The portfolio is managed by Teresa Burch, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -1.38%
4.46%
$83.578M
236,545 shares@ $353.33 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 0.53%
3.68%
$68.814M
771,462 shares@ $89.21 avg price
URI
United Rentals Inc
Recent Activity
Increased 0.1%
3.55%
$66.412M
58,622 shares@ $1132.9 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 0.47%
3.48%
$65.084M
674,517 shares@ $96.5 avg price
JEMB
Jh Em Debt Hard Currency Etf
Recent Activity
Increased 1.71%
3.35%
$62.785M
1.167M shares@ $53.81 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Increased 2.08%
3.21%
$60.114M
732,119 shares@ $82.11 avg price
CSCO
Cisco Systems Inc
Recent Activity
Decreased -1.51%
3.18%
$59.503M
506,582 shares@ $117.46 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 1.77%
3.16%
$59.083M
1.17M shares@ $50.5 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Decreased -0.28%
2.72%
$50.898M
436,259 shares@ $116.68 avg price
ABBV
Abbvie Inc
Recent Activity
Increased 0.84%
2.63%
$49.262M
195,763 shares@ $251.65 avg price

1-10 of 495