Atwater Malick
Latest statistics and disclosures from Atwater Malick's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AAPL, GOOGL, CAT, GS, and represent 34.08% of Atwater Malick's stock portfolio.
- Added to shares of these 10 stocks: HDV (+$11M), ACWX (+$10M), DGRO (+$9.6M), IWY (+$8.9M), IVV (+$6.6M), MSFT, MCD, AGG, NFLX, UNH.
- Started 4 new stock positions in UNH, IWF, KLAC, NFLX.
- Reduced shares in these 10 stocks: CNI (-$5.7M), NVO (-$5.2M), CMI, DIS, UPS, ACN, DGX, CPRT, LOW, AOS.
- Sold out of its positions in CMCSA, CPRT, COST, UPS.
- Atwater Malick was a net buyer of stock by $4.7M.
- Atwater Malick has $344M in assets under management (AUM), dropping by 9.06%.
- Central Index Key (CIK): 0001769288
Tip: Access up to 7 years of quarterly data
Positions held by Atwater Malick consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Atwater Malick
Atwater Malick holds 83 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 8.9 | $31M | +27% | 46k | 669.30 |
|
| Apple (AAPL) | 7.8 | $27M | 106k | 254.63 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 6.0 | $21M | -3% | 85k | 243.10 |
|
| Caterpillar (CAT) | 5.8 | $20M | -2% | 42k | 477.15 |
|
| Goldman Sachs (GS) | 5.7 | $20M | -3% | 25k | 796.37 |
|
| Wal-Mart Stores (WMT) | 4.8 | $16M | -2% | 160k | 103.06 |
|
| Waste Management (WM) | 4.5 | $16M | 70k | 220.83 |
|
|
| McDonald's Corporation (MCD) | 3.7 | $13M | +6% | 42k | 303.89 |
|
| Ishares Tr Core High Dv Etf (HDV) | 3.5 | $12M | +898% | 99k | 122.45 |
|
| Ishares Tr Core Div Grwth (DGRO) | 3.5 | $12M | +384% | 177k | 68.08 |
|
| Cummins (CMI) | 3.5 | $12M | -20% | 29k | 422.36 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 3.5 | $12M | +622% | 184k | 65.01 |
|
| Microsoft Corporation (MSFT) | 3.3 | $11M | +9% | 22k | 517.95 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 3.0 | $11M | +571% | 38k | 273.65 |
|
| Quest Diagnostics Incorporated (DGX) | 2.4 | $8.2M | -24% | 43k | 190.58 |
|
| Procter & Gamble Company (PG) | 2.3 | $7.8M | -21% | 51k | 153.65 |
|
| Coca-Cola Company (KO) | 2.1 | $7.3M | -23% | 110k | 66.32 |
|
| Johnson & Johnson (JNJ) | 2.0 | $6.9M | -24% | 37k | 185.42 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.9 | $6.6M | -31% | 27k | 246.60 |
|
| A. O. Smith Corporation (AOS) | 1.8 | $6.1M | -28% | 84k | 73.41 |
|
| Lowe's Companies (LOW) | 1.7 | $5.7M | -30% | 23k | 251.31 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 1.7 | $5.7M | -6% | 41k | 138.24 |
|
| Walt Disney Company (DIS) | 1.2 | $4.1M | -42% | 36k | 114.50 |
|
| Novo-nordisk A S Adr (NVO) | 1.2 | $4.0M | -56% | 71k | 55.49 |
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 1.1 | $3.9M | 68k | 57.31 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.8 | $2.8M | 73k | 38.57 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $2.8M | +34% | 28k | 100.25 |
|
| Ishares Tr Ibonds Dec 25 (IBMN) | 0.8 | $2.7M | -2% | 100k | 26.79 |
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.7 | $2.5M | 99k | 25.66 |
|
|
| Ishares Tr Esg Eafe Etf (DMXF) | 0.7 | $2.4M | 32k | 75.74 |
|
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.6 | $2.1M | +2% | 82k | 25.48 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $1.8M | 9.5k | 186.58 |
|
|
| Packaging Corporation of America (PKG) | 0.5 | $1.6M | -53% | 7.5k | 217.94 |
|
| Amazon (AMZN) | 0.4 | $1.5M | 7.0k | 219.57 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.5M | 3.1k | 502.74 |
|
|
| AmerisourceBergen (COR) | 0.3 | $1.2M | 3.8k | 312.53 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.2M | 2.1k | 568.81 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $1.1M | 3.2k | 355.47 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $1.1M | 2.5k | 447.23 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $954k | 3.1k | 307.86 |
|
|
| Canadian Natl Ry (CNI) | 0.3 | $900k | -86% | 9.5k | 94.30 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.2 | $845k | 34k | 25.19 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $787k | -6% | 4.2k | 189.70 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.2 | $787k | +2% | 32k | 24.30 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $777k | 1.0k | 763.05 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $731k | 6.6k | 111.22 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $706k | 2.8k | 254.28 |
|
|
| Abbvie (ABBV) | 0.2 | $659k | 2.8k | 231.53 |
|
|
| Meta Platforms Cl A (META) | 0.2 | $639k | +145% | 870.00 | 734.38 |
|
| Netflix (NFLX) | 0.2 | $635k | NEW | 530.00 | 1198.92 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $605k | -7% | 5.4k | 112.76 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $589k | +5% | 9.1k | 65.00 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $587k | 1.9k | 315.43 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $572k | 2.0k | 279.29 |
|
|
| Fifth Third Ban (FITB) | 0.2 | $550k | +114% | 12k | 44.55 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $500k | +5% | 750.00 | 666.18 |
|
| Hershey Company (HSY) | 0.1 | $498k | 2.7k | 187.05 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.1 | $475k | +23% | 20k | 24.34 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $433k | +9% | 721.00 | 600.37 |
|
| UnitedHealth (UNH) | 0.1 | $415k | NEW | 1.2k | 345.30 |
|
| Pepsi (PEP) | 0.1 | $375k | 2.7k | 140.44 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $367k | 6.1k | 59.92 |
|
|
| Danaher Corporation (DHR) | 0.1 | $342k | 1.7k | 198.26 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $331k | +12% | 1.4k | 243.55 |
|
| Broadridge Financial Solutions (BR) | 0.1 | $330k | -3% | 1.4k | 238.17 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $323k | 3.1k | 103.36 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $313k | 4.3k | 72.77 |
|
|
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.1 | $305k | +8% | 12k | 25.64 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $300k | 3.3k | 91.42 |
|
|
| NVR (NVR) | 0.1 | $289k | +5% | 36.00 | 8034.67 |
|
| Chubb (CB) | 0.1 | $285k | 1.0k | 282.25 |
|
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $285k | 11k | 25.52 |
|
|
| International Business Machines (IBM) | 0.1 | $283k | 1.0k | 282.16 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $256k | 752.00 | 341.00 |
|
|
| American Express Company (AXP) | 0.1 | $251k | 756.00 | 332.16 |
|
|
| Chevron Corporation (CVX) | 0.1 | $250k | -44% | 1.6k | 155.29 |
|
| Starbucks Corporation (SBUX) | 0.1 | $247k | +4% | 2.9k | 84.60 |
|
| Corteva (CTVA) | 0.1 | $223k | 3.3k | 67.63 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $223k | 2.1k | 106.49 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $214k | NEW | 198.00 | 1079.75 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $207k | NEW | 442.00 | 468.41 |
|
| Fulton Financial (FULT) | 0.1 | $192k | 10k | 18.63 |
|
|
| Agilon Health (AGL) | 0.0 | $102k | 99k | 1.03 |
|
Past Filings by Atwater Malick
SEC 13F filings are viewable for Atwater Malick going back to 2018
- Atwater Malick 2025 Q3 filed Oct. 23, 2025
- Atwater Malick 2025 Q2 filed July 21, 2025
- Atwater Malick 2025 Q1 filed April 11, 2025
- Atwater Malick 2024 Q4 filed Jan. 15, 2025
- Atwater Malick 2024 Q3 filed Oct. 10, 2024
- Atwater Malick 2024 Q2 filed July 17, 2024
- Atwater Malick 2024 Q1 filed April 16, 2024
- Atwater Malick 2023 Q4 filed Jan. 11, 2024
- Atwater Malick 2023 Q3 filed Oct. 17, 2023
- Atwater Malick 2023 Q2 filed July 17, 2023
- Atwater Malick 2023 Q1 filed April 19, 2023
- Atwater Malick 2022 Q4 filed Feb. 14, 2023
- Atwater Malick 2022 Q3 filed Nov. 2, 2022
- Atwater Malick 2022 Q2 filed July 21, 2022
- Atwater Malick 2022 Q1 filed April 8, 2022
- Atwater Malick 2021 Q4 filed Jan. 21, 2022