Atwater Malick

Latest statistics and disclosures from Atwater Malick's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AAPL, NVO, IVV, CAT, GOOGL, and represent 30.99% of Atwater Malick's stock portfolio.
  • Added to shares of these 10 stocks: IVV, CPRT, PKG, AAPL, USXF, MSFT, IBMN, ACN, IBM, LOW.
  • Started 1 new stock position in IBM.
  • Reduced shares in these 10 stocks: UPS, DIS, , GOOG, NVO, CMCSA, DFAC, TIP, IBTE, NVR.
  • Sold out of its positions in GOOG, SMCI.
  • Atwater Malick was a net buyer of stock by $3.8M.
  • Atwater Malick has $311M in assets under management (AUM), dropping by 7.04%.
  • Central Index Key (CIK): 0001769288

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Portfolio Holdings for Atwater Malick

Atwater Malick holds 76 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Apple (AAPL) 8.4 $26M 112k 233.00
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Novo-nordisk A S Adr (NVO) 6.4 $20M 167k 119.07
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Ishares Tr Core S&p500 Etf (IVV) 6.2 $19M +6% 33k 576.82
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Caterpillar (CAT) 5.4 $17M 43k 391.12
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Alphabet Cap Stk Cl A (GOOGL) 4.7 $15M 87k 165.85
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Waste Management (WM) 4.6 $14M 69k 207.60
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Accenture Plc Ireland Shs Class A (ACN) 4.4 $14M 38k 353.48
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Wal-Mart Stores (WMT) 4.3 $13M 165k 80.75
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Goldman Sachs (GS) 4.0 $13M 25k 495.11
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McDonald's Corporation (MCD) 3.8 $12M 38k 304.51
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Cummins (CMI) 3.8 $12M 36k 323.79
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Procter & Gamble Company (PG) 3.5 $11M 63k 173.20
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A. O. Smith Corporation (AOS) 3.2 $10M 112k 89.83
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Coca-Cola Company (KO) 3.2 $10M 140k 71.86
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Canadian Natl Ry (CNI) 2.8 $8.9M 76k 117.15
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Quest Diagnostics Incorporated (DGX) 2.8 $8.6M 56k 155.25
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Lowe's Companies (LOW) 2.6 $8.2M +2% 30k 270.85
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Johnson & Johnson (JNJ) 2.6 $8.1M 50k 162.06
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Microsoft Corporation (MSFT) 2.6 $8.0M +3% 19k 430.31
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Walt Disney Company (DIS) 2.0 $6.2M -4% 64k 96.19
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Ishares Tr Msci Acwi Etf (ACWI) 1.6 $5.0M 42k 119.55
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Comcast Corp Cl A (CMCSA) 1.5 $4.6M -3% 110k 41.77
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United Parcel Service CL B (UPS) 1.1 $3.5M -9% 26k 136.34
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Ishares Tr Esg Msci Usa Etf (USXF) 1.1 $3.3M +10% 67k 49.08
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Packaging Corporation of America (PKG) 0.9 $2.8M +13% 13k 215.40
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.9 $2.7M -3% 79k 34.29
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Ishares Tr Ibonds Dec 25 (IBMN) 0.7 $2.3M +12% 86k 26.66
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Copart (CPRT) 0.7 $2.0M +31% 39k 52.40
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Ishares Tr Core Us Aggbd Et (AGG) 0.6 $2.0M 19k 101.27
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Ishares Tr Ibonds Dec 26 (IBMO) 0.5 $1.7M +9% 66k 25.66
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Ishares Tr Ibonds Dec (IBMM) 0.5 $1.7M +3% 63k 26.10
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Ishares Tr Esg Eafe Etf (DMXF) 0.5 $1.6M +7% 22k 72.04
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Ishares Tr Ibonds Dec 27 (IBMP) 0.5 $1.5M +3% 59k 25.45
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Intuitive Surgical Com New (ISRG) 0.4 $1.2M 2.5k 491.27
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Amazon (AMZN) 0.4 $1.2M 6.5k 186.33
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.2M 2.6k 460.26
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NVIDIA Corporation (NVDA) 0.4 $1.2M 9.6k 121.44
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Ishares Tr Core Div Grwth (DGRO) 0.3 $1.0M +10% 17k 62.69
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Mastercard Incorporated Cl A (MA) 0.3 $1.0M 2.0k 493.80
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Ishares Tr Tips Bd Etf (TIP) 0.3 $911k -9% 8.2k 110.47
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AmerisourceBergen (COR) 0.3 $859k 3.8k 225.08
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Vanguard Index Fds Large Cap Etf (VV) 0.3 $831k 3.2k 263.29
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Spdr Gold Tr Gold Shs (GLD) 0.3 $796k 3.3k 243.06
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Eli Lilly & Co. (LLY) 0.3 $790k 892.00 886.00
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $707k +33% 3.2k 220.05
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Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.2 $682k 27k 25.10
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Exxon Mobil Corporation (XOM) 0.2 $661k 5.6k 117.23
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $658k 2.8k 237.21
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Ishares Tr Ibonds Dec2026 (IBDR) 0.2 $599k 25k 24.30
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Ishares Tr Ibonds Dec24 Etf (IBDP) 0.2 $599k 24k 25.21
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Abbvie (ABBV) 0.2 $538k 2.7k 197.48
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Hershey Company (HSY) 0.2 $510k 2.7k 191.78
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Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.2 $491k -12% 20k 24.00
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Pepsi (PEP) 0.1 $454k 2.7k 170.05
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Danaher Corporation (DHR) 0.1 $446k -2% 1.6k 278.02
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $407k 710.00 573.76
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Chevron Corporation (CVX) 0.1 $406k 2.8k 147.27
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JPMorgan Chase & Co. (JPM) 0.1 $392k 1.9k 210.86
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Ishares Tr Core High Dv Etf (HDV) 0.1 $386k +2% 3.3k 117.62
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NVR (NVR) 0.1 $363k -13% 37.00 9811.81
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $356k +5% 2.0k 173.67
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $346k 3.6k 97.42
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $342k 3.4k 101.32
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $323k 6.1k 52.81
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $323k 661.00 488.07
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Chubb (CB) 0.1 $291k 1.0k 288.39
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Starbucks Corporation (SBUX) 0.1 $272k 2.8k 97.49
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Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $267k 11k 24.37
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Fifth Third Ban (FITB) 0.1 $253k -6% 5.9k 42.84
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Ishares Tr National Mun Etf (MUB) 0.1 $228k 2.1k 108.63
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General Dynamics Corporation (GD) 0.1 $227k 752.00 302.20
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International Business Machines (IBM) 0.1 $224k NEW 1.0k 221.08
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Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $221k 8.7k 25.53
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Ishares Tr Ibonds Dec 28 (IBMQ) 0.1 $216k 8.4k 25.63
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Martin Marietta Materials (MLM) 0.1 $207k 385.00 538.25
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Fulton Financial (FULT) 0.1 $187k 10k 18.13
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Past Filings by Atwater Malick

SEC 13F filings are viewable for Atwater Malick going back to 2018

View all past filings