Atwater Malick
Latest statistics and disclosures from Atwater Malick's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AAPL, CAT, GOOGL, HDV, and represent 34.49% of Atwater Malick's stock portfolio.
- Added to shares of these 10 stocks: GVI, AGG, ICSH, XOM, DGRO, GSK, IQLT, QUAL, SUB, MUB.
- Started 10 new stock positions in XOM, FCX, IQLT, HPE, GSK, QUAL, DELL, T, SUB, Facebook Inc put.
- Reduced shares in these 10 stocks: CAT, , GOOGL, STX, AAPL, GS, , GLW, TXN, DOV.
- Sold out of its positions in MO, GLW, DOV, Exxon Mobil Corporation, GWW, NVS, TSLA, TXN, STX.
- Atwater Malick was a net buyer of stock by $7.7M.
- Atwater Malick has $454M in assets under management (AUM), dropping by -1.05%.
- Central Index Key (CIK): 0001769288
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Portfolio Holdings for Atwater Malick
Atwater Malick holds 128 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 9.4 | $43M | 56k | 765.85 |
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| Apple (AAPL) | 7.4 | $34M | 101k | 333.02 |
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| Caterpillar (CAT) | 6.5 | $30M | -3% | 37k | 810.79 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.7 | $26M | -2% | 76k | 344.08 |
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| Ishares Tr Core High Dv Etf (HDV) | 5.3 | $24M | 869k | 27.96 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 4.8 | $22M | 286k | 75.62 |
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| Ishares Tr Core Div Grwth (DGRO) | 4.5 | $21M | +3% | 273k | 75.39 |
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| Goldman Sachs (GS) | 4.5 | $20M | 23k | 900.38 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 3.9 | $18M | 60k | 294.91 |
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| Wal-Mart Stores (WMT) | 3.5 | $16M | 154k | 103.92 |
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| Waste Management (WM) | 3.2 | $15M | 71k | 203.92 |
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| Microsoft Corporation (MSFT) | 2.9 | $13M | 26k | 512.90 |
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| Cummins (CMI) | 2.2 | $10M | 20k | 516.58 |
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| McDonald's Corporation (MCD) | 2.2 | $10M | 44k | 230.94 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.9 | $8.7M | +47% | 92k | 94.54 |
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| Johnson & Johnson (JNJ) | 1.6 | $7.3M | 28k | 264.74 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 1.6 | $7.2M | +71% | 70k | 103.07 |
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| Quest Diagnostics Incorporated (DGX) | 1.5 | $6.8M | 29k | 233.07 |
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| Coca-Cola Company (KO) | 1.5 | $6.8M | 79k | 86.08 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 1.4 | $6.3M | 40k | 158.77 |
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| Procter & Gamble Company (PG) | 1.1 | $4.9M | -3% | 34k | 145.28 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.1 | $4.8M | 38k | 125.26 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 1.0 | $4.6M | 68k | 68.06 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.9 | $4.1M | +6% | 16k | 247.93 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.8 | $3.4M | +106% | 68k | 50.40 |
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| Dimensional Etf Trust Us Cor Equ 2 Etf | 0.7 | $3.2M | 71k | 44.45 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.7 | $3.1M | +3% | 74k | 42.19 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.6 | $2.9M | 35k | 84.65 |
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| Lowe's Companies (LOW) | 0.6 | $2.7M | -7% | 15k | 184.29 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $2.7M | 20k | 136.04 |
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| NVIDIA Corporation (NVDA) | 0.6 | $2.7M | 12k | 228.38 |
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| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.6 | $2.6M | 104k | 25.14 |
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| Ishares Tr Ibonds Dec 27 (IBMP) | 0.6 | $2.6M | 102k | 25.24 |
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| A. O. Smith Corporation (AOS) | 0.5 | $2.5M | -4% | 44k | 56.37 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $2.4M | -4% | 13k | 183.37 |
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| Ishares Tr Ibonds Dec 26 (IBMO) | 0.5 | $2.3M | 90k | 25.64 |
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| Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) | 0.5 | $2.2M | +14% | 45k | 49.86 |
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| Novo-nordisk A S Adr (NVO) | 0.5 | $2.1M | -2% | 56k | 37.91 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $2.0M | 28k | 71.95 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.4 | $2.0M | 22k | 89.48 |
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| Walt Disney Company (DIS) | 0.4 | $1.9M | -3% | 18k | 104.90 |
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| Amazon (AMZN) | 0.4 | $1.8M | 7.4k | 249.15 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $1.7M | +2% | 8.1k | 208.02 |
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $1.6M | 19k | 81.16 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.5M | -2% | 3.1k | 497.95 |
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| Ishares Em Mkts Div Etf (DVYE) | 0.3 | $1.5M | 44k | 34.00 |
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| Ishares Gold Tr Ishares New (IAU) | 0.3 | $1.2M | 16k | 78.10 |
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| Eli Lilly & Co. (LLY) | 0.3 | $1.2M | 1.0k | 1157.15 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $1.2M | -4% | 2.1k | 551.47 |
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| AmerisourceBergen (COR) | 0.2 | $1.1M | 3.7k | 300.25 |
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| Vanguard Index Fds Mrngstr Lrg Cap (VV) | 0.2 | $1.1M | 3.1k | 351.85 |
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| Canadian Natl Ry (CNI) | 0.2 | $1.1M | 9.1k | 118.90 |
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| Packaging Corporation of America (PKG) | 0.2 | $1.0M | -10% | 4.4k | 229.26 |
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| Ishares Tr Global Reit Etf (REET) | 0.2 | $940k | 37k | 25.78 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $936k | -11% | 2.5k | 380.84 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $934k | 2.0k | 456.19 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.2 | $931k | NEW | 5.7k | 162.76 |
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| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.2 | $919k | +2% | 42k | 21.91 |
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| Abbvie (ABBV) | 0.2 | $872k | 3.3k | 261.58 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.2 | $849k | 35k | 24.24 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 0.2 | $820k | +49% | 19k | 44.09 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $811k | -3% | 2.0k | 406.63 |
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| Vanguard Index Fds Mrngstr Sml Cap (VB) | 0.2 | $790k | 2.8k | 284.49 |
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| Meta Platforms Cl A (META) | 0.2 | $733k | 1.0k | 725.44 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $698k | +114% | 6.9k | 101.10 |
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| Micron Technology (MU) | 0.2 | $692k | 650.00 | 1065.11 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $681k | 6.5k | 104.04 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $678k | 2.0k | 330.83 |
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| Blackrock Etf Trust Ii Ishar Inter Etf (INMU) | 0.1 | $648k | +32% | 28k | 22.89 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.1 | $634k | 26k | 24.12 |
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| Agilon Health Com New (AGL) | 0.1 | $629k | 7.9k | 79.59 |
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| GSK Sponsored Adr (GSK) | 0.1 | $623k | NEW | 13k | 48.17 |
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| Fifth Third Ban (FITB) | 0.1 | $609k | -3% | 12k | 50.58 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $573k | 751.00 | 762.64 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $547k | 22k | 24.96 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $533k | 721.00 | 739.77 |
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| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.1 | $525k | +10% | 21k | 24.73 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $514k | +19% | 1.9k | 277.89 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $496k | NEW | 10k | 49.47 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $489k | 10k | 47.34 |
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| Intel Corporation (INTC) | 0.1 | $466k | -13% | 3.9k | 120.23 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $440k | NEW | 2.0k | 222.23 |
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| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.1 | $439k | +12% | 21k | 21.23 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $435k | +51% | 3.4k | 128.10 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $433k | +9% | 1.3k | 328.51 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $432k | -5% | 6.1k | 70.61 |
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| Hershey Company (HSY) | 0.1 | $419k | 2.7k | 157.61 |
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| General Dynamics Corporation (GD) | 0.1 | $415k | +4% | 1.2k | 331.83 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $390k | NEW | 3.7k | 104.54 |
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| Merck & Co (MRK) | 0.1 | $367k | 2.5k | 145.31 |
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| Kla Corp Com New (KLAC) | 0.1 | $365k | 1.9k | 194.94 |
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| Chevron Corporation (CVX) | 0.1 | $362k | 1.8k | 202.54 |
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| International Business Machines (IBM) | 0.1 | $350k | 1.6k | 219.93 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $344k | 1.0k | 340.74 |
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| Netflix (NFLX) | 0.1 | $342k | 4.9k | 69.58 |
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| Pepsi (PEP) | 0.1 | $337k | -11% | 2.7k | 126.72 |
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| Broadcom (AVGO) | 0.1 | $334k | -13% | 952.00 | 351.19 |
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| Chubb (CB) | 0.1 | $329k | 1.0k | 325.25 |
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| Gilead Sciences (GILD) | 0.1 | $327k | -2% | 2.2k | 149.05 |
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| Cisco Systems (CSCO) | 0.1 | $321k | -9% | 3.0k | 107.63 |
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| Danaher Corporation (DHR) | 0.1 | $309k | 1.4k | 221.55 |
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| Church & Dwight (CHD) | 0.1 | $300k | -6% | 3.2k | 94.22 |
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| Corteva (CTVA) | 0.1 | $294k | 3.8k | 77.65 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $288k | 13k | 22.69 |
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| Amgen (AMGN) | 0.1 | $276k | 655.00 | 421.51 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $276k | 3.1k | 89.63 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $272k | +5% | 2.7k | 99.70 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $270k | 5.0k | 54.51 |
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| Starbucks Corporation (SBUX) | 0.1 | $261k | 2.8k | 93.96 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.1 | $256k | 12k | 22.32 |
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| Dell Technologies CL C (DELL) | 0.1 | $255k | NEW | 474.00 | 537.95 |
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| At&t (T) | 0.1 | $247k | NEW | 10k | 24.40 |
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| NVR (NVR) | 0.1 | $240k | +5% | 39.00 | 6154.38 |
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| Verizon Communications (VZ) | 0.1 | $240k | -5% | 5.2k | 45.87 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $240k | NEW | 3.4k | 70.00 |
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| American Express Company (AXP) | 0.0 | $220k | -9% | 722.00 | 304.10 |
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| Hewlett Packard Enterprise (HPE) | 0.0 | $217k | NEW | 3.4k | 63.89 |
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| Bank of New York Mellon Corporation (BNY) | 0.0 | $216k | +4% | 1.5k | 144.63 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $214k | +8% | 1.2k | 185.65 |
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| Costco Wholesale Corporation (COST) | 0.0 | $210k | -2% | 231.00 | 910.34 |
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| Fulton Financial (FULT) | 0.0 | $202k | 9.0k | 22.56 |
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| Vaneck Etf Trust Mortgage Reit (MORT) | 0.0 | $110k | 13k | 8.41 |
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| Vizsla Silver Corp Com New (VZLA) | 0.0 | $76k | 20k | 3.79 |
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| Highlander Silver Corp (HSLV) | 0.0 | $52k | 10k | 5.22 |
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| Lam Research Corp Put Put Option | 0.0 | $28k | 3.00 | 9300.00 |
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| Intel Corp Put Put Option | 0.0 | $20k | 15.00 | 1319.33 |
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| Meta Platforms Put Put Option | 0.0 | $9.1k | NEW | 2.00 | 4555.00 |
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| Nvidia Corporation Put Put Option | 0.0 | $5.0k | 10.00 | 502.50 |
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Past Filings by Atwater Malick
SEC 13F filings are viewable for Atwater Malick going back to 2018
- Atwater Malick 2026 Q3 filed Oct. 15, 2026
- Atwater Malick 2026 Q2 filed July 27, 2026
- Atwater Malick 2026 Q1 filed April 22, 2026
- 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