Atwater Malick

Atwater Malick as of March 31, 2026

Portfolio Holdings for Atwater Malick

Atwater Malick holds 96 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 9.7 $36M 55k 653.21
Caterpillar (CAT) 7.3 $27M 38k 708.45
Apple (AAPL) 6.8 $25M 100k 253.79
Alphabet Cap Stk Cl A (GOOGL) 5.9 $22M 76k 287.56
Goldman Sachs (GS) 5.2 $19M 23k 846.01
Ishares Tr Core High Dv Etf (HDV) 5.2 $19M 141k 135.72
Wal-Mart Stores (WMT) 5.1 $19M 152k 124.28
Ishares Tr Msci Acwi Ex Us (ACWX) 4.9 $18M 264k 68.47
Ishares Tr Core Div Grwth (DGRO) 4.8 $18M 251k 70.18
Waste Management (WM) 4.4 $16M 70k 229.79
Ishares Tr Rus Tp200 Gr Etf (IWY) 3.8 $14M 56k 248.84
McDonald's Corporation (MCD) 3.7 $14M 44k 310.79
Cummins (CMI) 3.0 $11M 21k 538.03
Microsoft Corporation (MSFT) 2.4 $8.9M 24k 370.17
Johnson & Johnson (JNJ) 1.8 $6.7M 28k 244.44
Coca-Cola Company (KO) 1.7 $6.1M 81k 76.05
Quest Diagnostics Incorporated (DGX) 1.6 $5.9M 30k 195.98
Ishares Tr Msci Acwi Etf (ACWI) 1.5 $5.6M 40k 138.37
Procter & Gamble Company (PG) 1.4 $5.2M 36k 144.44
Ishares Tr Core Us Aggbd Et (AGG) 1.3 $4.9M 50k 99.27
Lowe's Companies (LOW) 1.0 $3.9M 16k 236.28
Ishares Tr Esg Msci Usa Etf (USXF) 1.0 $3.8M 68k 55.20
Accenture Plc Ireland Shs Class A (ACN) 0.9 $3.3M 17k 198.29
A. O. Smith Corporation (AOS) 0.9 $3.2M 49k 65.94
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.8 $2.8M 73k 38.86
Ishares Tr Ibonds Dec 28 (IBMQ) 0.7 $2.5M 100k 25.53
Ishares Tr Esg Eafe Etf (DMXF) 0.7 $2.5M 33k 75.45
Ishares Tr Ibonds Dec 27 (IBMP) 0.7 $2.5M 98k 25.44
Ishares Tr Ibonds Dec 26 (IBMO) 0.6 $2.3M 90k 25.63
Novo-nordisk A S Adr (NVO) 0.6 $2.3M 62k 36.75
Walt Disney Company (DIS) 0.5 $2.0M 20k 96.38
NVIDIA Corporation (NVDA) 0.4 $1.6M 8.9k 174.40
Ishares Tr Intrm Gov Cr Etf (GVI) 0.4 $1.5M 14k 106.68
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $1.5M 7.7k 191.92
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.5M 3.1k 479.20
Amazon (AMZN) 0.4 $1.4M 6.6k 208.27
Spdr Gold Tr Gold Shs (GLD) 0.3 $1.2M 2.8k 430.29
Ishares U S Etf Tr Short Duration B (NEAR) 0.3 $1.2M 23k 50.84
AmerisourceBergen (COR) 0.3 $1.2M 3.7k 314.14
Intuitive Surgical Com New (ISRG) 0.3 $1.1M 2.5k 460.99
Packaging Corporation of America (PKG) 0.3 $1.0M 4.9k 212.22
Mastercard Incorporated Cl A (MA) 0.3 $1.0M 2.1k 499.66
Exxon Mobil Corporation (XOM) 0.3 $952k 5.6k 169.67
Canadian Natl Ry (CNI) 0.3 $937k 9.1k 102.77
Vanguard Index Fds Large Cap Etf (VV) 0.3 $926k 3.1k 298.85
Ishares Tr Intl Sel Div Etf (IDV) 0.2 $860k 20k 42.56
Ishares Tr Ibonds Dec2026 (IBDR) 0.2 $849k 35k 24.24
Eli Lilly & Co. (LLY) 0.2 $844k 918.00 919.83
Vanguard Index Fds Small Cp Etf (VB) 0.2 $727k 2.8k 261.92
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $692k 2.0k 337.95
Abbvie (ABBV) 0.2 $658k 3.0k 217.48
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $656k 5.3k 124.31
Ishares Tr Ibonds 27 Etf (IBDS) 0.2 $637k 26k 24.24
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.2 $600k 27k 22.28
Ishares Tr Tips Bd Etf (TIP) 0.2 $579k 5.3k 110.36
Fifth Third Ban (FITB) 0.2 $578k 12k 46.46
Meta Platforms Cl A (META) 0.2 $556k 971.00 572.24
Hershey Company (HSY) 0.1 $553k 2.7k 207.89
JPMorgan Chase & Co. (JPM) 0.1 $547k 1.9k 294.16
Ishares Tr Ultra Short Dur (ICSH) 0.1 $545k 11k 50.62
Netflix (NFLX) 0.1 $513k 5.3k 96.15
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $488k 751.00 650.34
Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $470k 19k 25.33
Ishares Tr Ibonds Dec 2029 (IBMR) 0.1 $443k 18k 25.35
Chevron Corporation (CVX) 0.1 $422k 2.0k 206.90
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $416k 721.00 577.18
Pepsi (PEP) 0.1 $413k 2.7k 155.29
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $397k 10k 38.42
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $392k 6.1k 64.08
Ishares Gold Tr Ishares New (IAU) 0.1 $384k 4.4k 88.16
Ishares Tr Russell 2000 Etf (IWM) 0.1 $366k 1.5k 248.00
International Business Machines (IBM) 0.1 $329k 1.4k 242.39
Chubb (CB) 0.1 $329k 1.0k 325.93
General Dynamics Corporation (GD) 0.1 $327k 952.00 343.22
Ishares Tr Core Univrsl Usd (IUSB) 0.1 $325k 7.0k 46.19
Alphabet Cap Stk Cl C (GOOG) 0.1 $304k 1.1k 286.86
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $303k 14k 21.84
Danaher Corporation (DHR) 0.1 $295k 1.6k 189.60
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $295k 13k 23.26
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $291k 3.3k 88.70
Corteva (CTVA) 0.1 $277k 3.3k 83.71
Kla Corp Com New (KLAC) 0.1 $274k 186.00 1474.08
Gilead Sciences (GILD) 0.1 $271k 1.9k 139.37
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $266k 2.6k 103.43
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.1 $245k 11k 22.43
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $237k 2.0k 118.45
NVR (NVR) 0.1 $231k 35.00 6589.83
Starbucks Corporation (SBUX) 0.1 $227k 2.5k 89.59
Ishares Tr National Mun Etf (MUB) 0.1 $222k 2.1k 106.15
Merck & Co (MRK) 0.1 $219k 1.8k 120.29
American Express Company (AXP) 0.1 $219k 723.00 302.48
Ishares Silver Tr Ishares (SLV) 0.1 $218k 3.2k 68.14
Cisco Systems (CSCO) 0.1 $218k 2.8k 77.59
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $210k 492.00 426.40
Vaneck Etf Trust Mortgage Reit (MORT) 0.0 $114k 11k 10.26
Nvidia Corporation Put Put Option 0.0 $21k 10.00 2083.30