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 36.13% of Atwater Malick's stock portfolio.
- Added to shares of these 10 stocks: IVV, DGRO, IWY, ACWX, HDV, IBMQ, AGG, NFLX, MCD, MSFT.
- Started 6 new stock positions in GVI, IBDU, RTX, CSCO, IBMR, GILD.
- Reduced shares in these 10 stocks: IBMN, CMI, GOOGL, ACN, AOS, DGX, PG, KO, DIS, JNJ.
- Sold out of its positions in FULT, IBDQ, IBMN.
- Atwater Malick was a net buyer of stock by $32k.
- Atwater Malick has $363M in assets under management (AUM), dropping by 5.30%.
- Central Index Key (CIK): 0001769288
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Portfolio Holdings for Atwater Malick
Atwater Malick holds 86 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 9.6 | $35M | +11% | 51k | 684.95 |
|
| Apple (AAPL) | 7.7 | $28M | -3% | 102k | 271.86 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 6.9 | $25M | -6% | 80k | 313.00 |
|
| Caterpillar (CAT) | 6.3 | $23M | -4% | 40k | 572.86 |
|
| Goldman Sachs (GS) | 5.7 | $21M | -3% | 24k | 879.02 |
|
| Wal-Mart Stores (WMT) | 4.8 | $17M | -2% | 155k | 111.41 |
|
| Waste Management (WM) | 4.2 | $15M | 70k | 219.71 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 4.2 | $15M | +24% | 221k | 69.42 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 4.2 | $15M | +23% | 227k | 67.13 |
|
| Ishares Tr Core High Dv Etf (HDV) | 4.1 | $15M | +23% | 122k | 121.61 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 3.7 | $14M | +27% | 49k | 276.94 |
|
| McDonald's Corporation (MCD) | 3.6 | $13M | +3% | 43k | 305.63 |
|
| Cummins (CMI) | 3.4 | $12M | -15% | 24k | 510.46 |
|
| Microsoft Corporation (MSFT) | 3.0 | $11M | +3% | 23k | 483.62 |
|
| Johnson & Johnson (JNJ) | 1.8 | $6.5M | -14% | 32k | 206.95 |
|
| Coca-Cola Company (KO) | 1.8 | $6.5M | -15% | 93k | 69.91 |
|
| Quest Diagnostics Incorporated (DGX) | 1.7 | $6.1M | -17% | 35k | 173.53 |
|
| Procter & Gamble Company (PG) | 1.7 | $6.0M | -16% | 42k | 143.31 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.5 | $5.6M | -22% | 21k | 268.30 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 1.5 | $5.6M | -4% | 39k | 141.49 |
|
| Lowe's Companies (LOW) | 1.2 | $4.5M | -18% | 19k | 241.16 |
|
| A. O. Smith Corporation (AOS) | 1.1 | $4.0M | -28% | 60k | 66.88 |
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 1.1 | $3.9M | 68k | 57.58 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.1 | $3.9M | +39% | 39k | 99.88 |
|
| Novo-nordisk A S Adr (NVO) | 0.9 | $3.3M | -9% | 65k | 50.88 |
|
| Walt Disney Company (DIS) | 0.8 | $2.9M | -28% | 26k | 113.77 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.8 | $2.9M | 73k | 39.59 |
|
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.7 | $2.6M | +3% | 102k | 25.64 |
|
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.7 | $2.4M | +699% | 95k | 25.57 |
|
| Ishares Tr Esg Eafe Etf (DMXF) | 0.7 | $2.4M | 32k | 75.16 |
|
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.7 | $2.4M | +13% | 93k | 25.39 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $1.7M | 9.3k | 186.50 |
|
|
| Amazon (AMZN) | 0.4 | $1.5M | -5% | 6.7k | 230.82 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.5M | 3.0k | 502.65 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $1.4M | 2.5k | 566.36 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $1.3M | 3.2k | 396.31 |
|
|
| AmerisourceBergen (COR) | 0.3 | $1.2M | -2% | 3.7k | 337.75 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.2M | 2.1k | 570.88 |
|
|
| Packaging Corporation of America (PKG) | 0.3 | $1.1M | -25% | 5.5k | 206.23 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $1.1M | 1.0k | 1074.74 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $975k | 3.1k | 314.80 |
|
|
| Invesco Exchange Traded S&p500 Eql Wgt (RSP) | 0.3 | $914k | +14% | 4.8k | 191.56 |
|
| Canadian Natl Ry (CNI) | 0.2 | $902k | -4% | 9.1k | 98.85 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.2 | $816k | +3% | 34k | 24.23 |
|
| Abbvie (ABBV) | 0.2 | $740k | +13% | 3.2k | 228.48 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $716k | 2.8k | 257.95 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $659k | -8% | 6.0k | 109.91 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $622k | 2.0k | 303.89 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $614k | -4% | 5.1k | 120.35 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $606k | 1.9k | 322.22 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.2 | $605k | +27% | 25k | 24.28 |
|
| Fifth Third Ban (FITB) | 0.2 | $582k | 12k | 46.81 |
|
|
| Meta Platforms Cl A (META) | 0.2 | $575k | 871.00 | 660.09 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $511k | 750.00 | 681.92 |
|
|
| Netflix (NFLX) | 0.1 | $499k | +903% | 5.3k | 93.76 |
|
| Hershey Company (HSY) | 0.1 | $484k | 2.7k | 181.98 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $449k | 9.1k | 49.65 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $443k | 721.00 | 614.31 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $425k | +21% | 5.2k | 81.17 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $416k | +46% | 16k | 25.45 |
|
| International Business Machines (IBM) | 0.1 | $403k | +35% | 1.4k | 296.21 |
|
| UnitedHealth (UNH) | 0.1 | $401k | 1.2k | 330.11 |
|
|
| Pepsi (PEP) | 0.1 | $400k | +4% | 2.8k | 143.52 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $395k | -7% | 1.3k | 313.80 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $382k | 6.1k | 62.47 |
|
|
| Danaher Corporation (DHR) | 0.1 | $359k | -9% | 1.6k | 228.92 |
|
| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.1 | $325k | NEW | 13k | 25.43 |
|
| General Dynamics Corporation (GD) | 0.1 | $324k | +28% | 963.00 | 336.66 |
|
| Chubb (CB) | 0.1 | $315k | 1.0k | 312.12 |
|
|
| Broadridge Financial Solutions (BR) | 0.1 | $301k | -2% | 1.3k | 223.17 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $297k | NEW | 13k | 23.41 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $291k | 3.3k | 88.49 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $280k | -12% | 2.7k | 102.39 |
|
| American Express Company (AXP) | 0.1 | $268k | -4% | 723.00 | 369.95 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.1 | $261k | NEW | 2.4k | 107.35 |
|
| NVR (NVR) | 0.1 | $255k | -2% | 35.00 | 7292.77 |
|
| Gilead Sciences (GILD) | 0.1 | $255k | NEW | 2.1k | 122.74 |
|
| Chevron Corporation (CVX) | 0.1 | $235k | -4% | 1.5k | 152.41 |
|
| Starbucks Corporation (SBUX) | 0.1 | $229k | -6% | 2.7k | 84.21 |
|
| Kla Corp Com New (KLAC) | 0.1 | $226k | -6% | 186.00 | 1216.46 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $224k | 2.1k | 107.11 |
|
|
| Cisco Systems (CSCO) | 0.1 | $224k | NEW | 2.9k | 77.03 |
|
| Corteva (CTVA) | 0.1 | $222k | 3.3k | 67.03 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $209k | 442.00 | 473.30 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $208k | NEW | 1.1k | 183.40 |
|
| Agilon Health (AGL) | 0.0 | $136k | +100% | 198k | 0.69 |
|
Past Filings by Atwater Malick
SEC 13F filings are viewable for Atwater Malick going back to 2018
- Atwater Malick 2025 Q4 filed Jan. 23, 2026
- 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