Portfolio (Quarterly) Guide ↗

Atwater Malick LLC

· CIK 0001769288

13F Portfolio $370M AUM 100 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 14 New 23 Added 33 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	UNH	UNITEDHEALTH GROUP INC	Healthcare	1,215	$401K	0.11%	SOLD
2	BR	BROADRIDGE FINL SOLUTIONS	Technology	1,349	$301K	0.08%	SOLD
3	RTX	RTX CORPORATION	Industrials	1,136	$208K	0.06%	SOLD
4	—	AGILON HEALTH INC	—	197,576	$136K	0.04%	SOLD

Sector Allocation

Industrials 26.5%

Technology 18.4%

Consumer Defensive 14.1%

Communication Services 11.4%

Financial Services 11.3%

Consumer Cyclical 9.3%

Healthcare 8.3%

Energy 0.6%

Basic Materials 0.1%