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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 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWD ISHARES TR 15,413.0 $3.7M 0.81% NEW $242.43 +6.5%
2 IJH ISHARES TR 28,255.0 $2.2M 0.47% NEW $77.11 -1.4%
3 IDEV ISHARES TR 22,314.0 $2.0M 0.43% NEW $89.01 +5.3%
4 IEMG ISHARES INC 19,406.0 $1.6M 0.35% NEW $82.84 -1.3%
5 DVYE ISHARES INC 43,821.0 $1.4M 0.31% NEW $32.23 +10.2%
6 REET ISHARES TR 36,469.0 $1.0M 0.22% NEW $27.62 +2.2%
7 AGL AGILON HEALTH INC Healthcare 7,903.0 $847K 0.18% NEW $107.18 -11.3%
8 MU MICRON TECHNOLOGY INC Technology 647.0 $747K 0.16% NEW $1154.29 -19.7%
9 INTC INTEL CORP Technology 4,498.0 $628K 0.14% NEW $139.63 -37.2%
10 LRCX LAM RESEARCH CORP Technology 1,208.0 $523K 0.11% NEW $433.33 -27.6%
11 INMU BLACKROCK ETF TRUST II 21,337.0 $517K 0.11% NEW $24.25 -2.0%
12 AVGO BROADCOM INC Technology 1,096.0 $414K 0.09% NEW $377.75 -5.7%
13 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,401.0 $329K 0.07% NEW $96.88 +5.6%
14 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 337.0 $325K 0.07% NEW $965.00 -15.1%
15 MO ALTRIA GROUP INC Consumer Defensive 3,523.0 $253K 0.06% NEW $71.95 -5.3%
16 GLW CORNING INC Technology 977.0 $250K 0.05% NEW $255.43 -42.5%
17 VZ VERIZON COMMUNICATIONS INC Communication Services 5,513.0 $233K 0.05% NEW $42.34 +18.7%
18 AMGN AMGEN INC Healthcare 644.0 $233K 0.05% NEW $362.12 +22.3%
19 TXN TEXAS INSTRS INC Technology 778.0 $232K 0.05% NEW $298.07 -12.9%
20 DOV DOVER CORP Industrials 999.0 $224K 0.05% NEW $224.28 -9.6%
Page 1 of 2  ·  31 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%