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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 2 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVDA NVIDIA CORPORATION Technology 11,822.0 $2.4M 0.52% +3K +32.8% $200.09 +6.5%
22 NEAR ISHARES U S ETF TR 39,032.0 $2.0M 0.43% +16K +68.0% $50.66 -0.1%
23 AMZN AMAZON COM INC Consumer Cyclical 7,307.0 $1.7M 0.38% +696.0 +10.5% $238.34 +9.5%
24 RSP INVESCO EXCHANGE TRADED FD T 7,888.0 $1.7M 0.37% +161.0 +2.1% $212.77 +4.2%
25 ICSH ISHARES TR 33,036.0 $1.7M 0.36% +22K +206.8% $50.58 -0.1%
26 BERKSHIRE HATHAWAY INC DEL 3,167.0 $1.6M 0.34% +113.0 +3.7% $500.39
27 LLY ELI LILLY & CO Healthcare 1,015.0 $1.2M 0.27% +97.0 +10.6% $1199.50 +2.8%
28 IAU ISHARES GOLD TR Financial Services 15,573.0 $1.2M 0.26% +11K +257.4% $75.51 +16.2%
29 PKG PACKAGING CORP AMER Consumer Cyclical 4,912.0 $1.2M 0.26% +43.0 +0.9% $238.28 +3.5%
30 MA MASTERCARD INCORPORATED Financial Services 2,192.0 $1.1M 0.24% +136.0 +6.6% $513.60 +16.7%
31 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,059.0 $983K 0.21% +12.0 +0.6% $477.57 -12.6%
32 ISHARES TR 40,896.0 $905K 0.20% +14K +51.8% $22.14
33 VB VANGUARD INDEX FDS 2,792.0 $846K 0.18% +17.0 +0.6% $303.12 -0.0%
34 ABBV ABBVIE INC Healthcare 3,342.0 $841K 0.18% +315.0 +10.4% $251.63 +5.6%
35 XOM EXXON MOBIL CORP Energy 5,701.0 $779K 0.17% +93.0 +1.7% $136.73 +17.5%
36 TIP ISHARES TR 6,486.0 $710K 0.15% +1K +23.5% $109.43 -1.6%
37 JPM JPMORGAN CHASE & CO Financial Services 2,036.0 $666K 0.14% +175.0 +9.4% $327.33 +9.0%
38 META META PLATFORMS INC Communication Services 1,026.0 $578K 0.13% +56.0 +5.8% $563.45 +1.2%
39 IUSB ISHARES TR 12,449.0 $575K 0.12% +5K +77.0% $46.15 -0.9%
40 KLAC KLA CORP Technology 1,874.0 $565K 0.12% +2K +907.5% $301.73 -39.2%
Page 2 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%