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Portfolio (Quarterly) Guide ↗

Atwater Malick LLC

· CIK 0001769288
13F Portfolio $459M AUM 130 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 31 New 60 Added 19 Reduced 1 Exited
Page 1 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 56,128.0 $42.0M 9.15% +1K +2.6% $748.89 +2.7%
2 AAPL APPLE INC Technology 102,071.0 $29.5M 6.43% +2K +2.2% $289.36 +6.8%
3 GOOGL ALPHABET INC Communication Services 77,460.0 $27.7M 6.03% +1K +1.9% $357.37 -3.0%
4 HDV ISHARES TR 860,904.0 $23.6M 5.14% +720K +509.3% $27.41 +9.0%
5 ACWX ISHARES TR 284,196.0 $21.6M 4.71% +20K +7.5% $76.11 +2.6%
6 DGRO ISHARES TR 264,081.0 $20.0M 4.36% +13K +5.3% $75.79 +5.4%
7 WMT WALMART INC Consumer Defensive 154,500.0 $17.5M 3.81% +2K +1.4% $113.26 -6.8%
8 IWY ISHARES TR 59,374.0 $17.3M 3.76% +3K +6.1% $290.62 -2.2%
9 WM WASTE MGMT INC DEL Industrials 71,452.0 $15.9M 3.47% +1K +1.7% $222.88 +0.2%
10 MCD MCDONALDS CORP Consumer Cyclical 44,823.0 $12.1M 2.64% +588.0 +1.3% $270.31 -0.6%
11 MSFT MICROSOFT CORP Technology 25,928.0 $9.7M 2.11% +2K +7.5% $373.02 +31.4%
12 JNJ JOHNSON & JOHNSON Healthcare 27,778.0 $7.1M 1.54% +184.0 +0.7% $253.97 +7.6%
13 AGG ISHARES TR 62,545.0 $6.2M 1.35% +13K +25.5% $98.98 -1.1%
14 IWF ISHARES TR 38,168.0 $4.7M 1.03% +38K +7657.7% $124.17 -2.1%
15 GVI ISHARES TR 40,794.0 $4.3M 0.94% +27K +191.7% $106.09 -0.5%
16 IDV ISHARES TR 71,859.0 $3.0M 0.65% +52K +255.7% $41.43 +9.1%
17 DMXF ISHARES TR 34,843.0 $2.9M 0.64% +2K +4.9% $84.60 +3.1%
18 IJR ISHARES TR 19,829.0 $2.9M 0.64% +15K +276.1% $148.31 -1.2%
19 IBMQ ISHARES TR 101,618.0 $2.6M 0.57% +2K +1.8% $25.58 -0.1%
20 IBMP ISHARES TR 99,822.0 $2.5M 0.55% +2K +1.8% $25.42 -0.1%
Page 1 of 3  ·  60 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 29.3%
Technology 18.9%
Communication Services 11.9%
Consumer Defensive 11.9%
Financial Services 11.8%
Healthcare 8.2%
Consumer Cyclical 7.5%
Energy 0.4%
Basic Materials 0.1%