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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 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBDT ISHARES TR 21,918.0 $553K 0.12% +3K +18.2% $25.25 -0.1%
42 IBMR ISHARES TR 19,265.0 $489K 0.11% +2K +10.2% $25.39 -0.3%
43 IWM ISHARES TR 1,547.0 $465K 0.10% +72.0 +4.9% $300.45 -0.3%
44 VEA VANGUARD TAX-MANAGED FDS 6,459.0 $460K 0.10% +338.0 +5.5% $71.25 +3.6%
45 IBM INTERNATIONAL BUSINESS MACHS Technology 1,565.0 $440K 0.10% +206.0 +15.2% $281.21 -17.2%
46 GD GENERAL DYNAMICS CORP Industrials 1,193.0 $423K 0.09% +241.0 +25.3% $354.24 +7.5%
47 PEP PEPSICO INC Consumer Defensive 2,996.0 $406K 0.09% +339.0 +12.8% $135.40 +4.5%
48 ISHARES TR 18,428.0 $399K 0.09% +5K +33.0% $21.65
49 CSCO CISCO SYS INC Technology 3,299.0 $388K 0.08% +494.0 +17.6% $117.46 -4.4%
50 MUB ISHARES TR 3,225.0 $347K 0.08% +1K +54.0% $107.62 -1.9%
51 MRK MERCK & CO INC Healthcare 2,527.0 $325K 0.07% +704.0 +38.6% $128.50 +19.8%
52 CTVA CORTEVA INC Basic Materials 3,791.0 $321K 0.07% +487.0 +14.7% $84.69 -0.9%
53 IJS ISHARES TR 2,235.0 $305K 0.07% +236.0 +11.8% $136.68 +1.1%
54 GILD GILEAD SCIENCES INC Healthcare 2,245.0 $284K 0.06% +298.0 +15.3% $126.34 +17.4%
55 SBUX STARBUCKS CORP Consumer Cyclical 2,737.0 $280K 0.06% +202.0 +8.0% $102.19 +3.9%
56 AXP AMERICAN EXPRESS CO Financial Services 801.0 $271K 0.06% +78.0 +10.8% $338.25 -0.7%
57 SLV ISHARES SILVER TR Financial Services 4,952.0 $265K 0.06% +2K +54.6% $53.47 +15.5%
58 ISHARES TR 11,480.0 $257K 0.06% +540.0 +4.9% $22.37
59 NVR NVR INC Consumer Cyclical 37.0 $252K 0.06% +2.0 +5.7% $6813.41 -5.5%
60 MORT VANECK ETF TRUST 13,023.0 $135K 0.03% +2K +16.9% $10.36 -5.1%
Page 3 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%