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Atwood & Palmer Inc

Q1 2022 Holdings

Filed 2022-04-29 | 445 holdings | $81.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Cardinal Health Inc(CAH)COM14149Y108$142470.0%
Morgan Stanley(MS)COM617446448$141550.0%
Gartner Inc(IT)COM366651107$15500.0%
Aflac Inc(AFL)COM001055102$152380.0%
Capitol FED Finl Inc(CFFN)COM14057J101$161,4520.0%
Columbia ETF TR II(INCO)COM19762B707$163300.0%
Quanta Svcs Inc(PWR)COM74762E102$161250.0%
Applied Matls Inc(AMAT)COM038222105$171300.0%
Airbnb Inc(ABNB)COM009066101$171000.0%
Douglas Emmett Inc(DEI)COM25960P109$175000.0%
Deciphera Pharmaceuticals in(DCPHEUR)COM24344T101$171,8110.0%
Spirit Aerosystems Hldgs Inc(S9Q)COM848574109$173500.0%
AIR Prods & Chems Inc(APD)COM009158106$17700.0%
Vanguard World FDS(VGT)COM92204A702$17400.0%
Chipotle Mexican Grill Inc(CMG)COM169656105$17110.0%
Shell PLC(SHEL)COM780259305$183240.0%
Dupont de Nemours Inc(DD)COM26614N102$182500.0%
Ishares TR(IDNA)COM46435U192$185330.0%
RPM Intl Inc(RPM)COM749685103$182250.0%
Ishares Inc(IEMG)COM46434G103$183170.0%
Dentsply Sirona Inc(XRAY)COM24906P109$183630.0%
C H Robinson Worldwide Inc(CHRW)COM12541W209$181710.0%
Occidental Pete Corp(OXY/WS)COM674599162$185000.0%
Southern Copper Corp(SCCO)COM84265V105$182420.0%
Everest RE Group LTD(EG)COMG3223R108$18590.0%
Ishares Inc(EWA)COM464286103$197000.0%
Block H & R Inc(HRB)COM093671105$197470.0%
Adams Diversified Equity FD(ADX)COM006212104$191,0570.0%
Netapp Inc(NTAP)COM64110D104$192300.0%
Autozone Inc(AZO)COM053332102$20100.0%
Sysco Corp(SYY)COM871829107$202500.0%
Royce Value TR Inc(RVT)COM780910105$201,2000.0%
Simon Ppty Group Inc New(SPG)COM828806109$201550.0%
Valero Energy Corp(VLO)COM91913Y100$202000.0%
Motorola Solutions Inc(MSI)COM620076307$21850.0%
Palomar Hldgs Inc(PLMR)COM69753M105$223500.0%
Hershey Co(HSY)COM427866108$221000.0%
First TR Exchange Traded FD(FXN)COM33734X127$221,4000.0%
Sanderson Farms IncCOM800013104$221190.0%
Principal Financial Group in(PFG)COM74251V102$223020.0%
Eversource Energy(ES)COM30040W108$232620.0%
Boulder Growth & Income FD I(STEW)COM101507101$231,5680.0%
Twitter Inc(TWTRUSD)COM90184L102$236000.0%
Compass Diversified(CODI)COM20451Q104$241,0000.0%
Ishares TR(IJR)COM464287804$242210.0%
Ulta Beauty Inc(ULTA)COM90384S303$24600.0%
Southwest Airls Co(LUV)COM844741108$245190.0%
Getty Rlty Corp New(GTY)COM374297109$258790.0%
Corenergy Infrastructure TR(CORREUR)COM21870U502$258,3000.0%
APA Corporation(APA)COM03743Q108$256000.0%
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