Atwater Malick

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

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Atwater Malick

Companies in the Atwater Malick portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.5 $12M -7% 100k 122.15
Accenture Plc Ireland Shs Class A (ACN) 5.1 $8.3M -5% 30k 276.25
Caterpillar (CAT) 4.9 $8.1M -6% 35k 231.87
Walt Disney Company (DIS) 4.7 $7.6M -5% 41k 184.51
Alphabet Cap Stk Cl A (GOOGL) 4.5 $7.4M -6% 3.6k 2062.62
Cummins (CMI) 4.4 $7.2M -3% 28k 259.12
Waste Management (WM) 4.3 $6.9M -5% 54k 129.03
Intel Corporation (INTC) 4.2 $6.8M -4% 107k 64.00
McDonald's Corporation (MCD) 4.2 $6.8M -4% 30k 224.13
Procter & Gamble Company (PG) 4.1 $6.7M -2% 50k 135.43
Goldman Sachs (GS) 4.1 $6.7M -4% 20k 327.00
Canadian Natl Ry (CNI) 4.0 $6.4M -3% 56k 115.97
Johnson & Johnson (JNJ) 3.6 $5.8M -5% 35k 164.36
Novo-nordisk A S Adr (NVO) 3.4 $5.5M -4% 82k 67.42

Setup an alert

Atwater Malick will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Coca-Cola Company (KO) 3.3 $5.4M -3% 102k 52.71
Wal-Mart Stores (WMT) 3.2 $5.3M -3% 39k 135.82
Diageo Spon Adr New (DEO) 3.2 $5.2M -4% 32k 164.21
A. O. Smith Corporation (AOS) 3.2 $5.2M -3% 76k 67.60
Quest Diagnostics Incorporated (DGX) 3.1 $5.1M -5% 40k 128.35
CVS Caremark Corporation (CVS) 2.8 $4.5M -4% 60k 75.23
Pfizer (PFE) 2.8 $4.5M -2% 124k 36.23
Verizon Communications (VZ) 2.6 $4.2M 72k 58.15
Ishares Tr Msci Acwi Etf (ACWI) 2.2 $3.6M -6% 38k 95.14
Comcast Corp Cl A (CMCSA) 1.8 $3.0M 55k 54.11
United Parcel Service CL B (UPS) 1.8 $2.9M -2% 17k 169.96
Lowe's Companies (LOW) 1.7 $2.8M +2% 15k 190.21
Ishares Tr Core Us Aggbd Et (AGG) 1.2 $1.9M +30% 17k 113.83
Ishares Tr Core S&p500 Etf (IVV) 0.7 $1.2M -9% 3.0k 397.87
Amazon (AMZN) 0.5 $783k -2% 253.00 3094.86
Mastercard Incorporated Cl A (MA) 0.3 $562k 1.6k 356.15
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $504k 2.0k 255.32
Exxon Mobil Corporation (XOM) 0.2 $353k 6.3k 55.79
Chevron Corporation (CVX) 0.2 $319k -27% 3.0k 104.90
Spdr Gold Tr Gold Shs (GLD) 0.2 $304k 1.9k 160.00
Pepsi (PEP) 0.2 $289k 2.0k 141.25
CarMax (KMX) 0.2 $266k NEW 2.0k 132.67
Fulton Financial (FULT) 0.2 $264k 16k 17.02
Fifth Third Ban (FITB) 0.2 $254k -16% 6.8k 37.48
Truist Financial Corp equities (TFC) 0.2 $249k 4.3k 58.26
Ishares Tr National Mun Etf (MUB) 0.1 $243k 2.1k 116.05
Penn National Gaming (PENN) 0.1 $231k NEW 2.2k 105.00
Ishares Tr Ibonds Dec24 Etf (IBDP) 0.1 $218k NEW 8.3k 26.37
Ishares Tr Ibonds Dec23 Etf (IBDO) 0.1 $215k NEW 8.2k 26.19
Chubb (CB) 0.1 $213k 1.4k 157.78
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $213k NEW 1.8k 118.01
Dow (DOW) 0.1 $205k NEW 3.2k 63.96
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $203k 3.3k 62.04

Past Filings by Atwater Malick

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