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Portfolio (Quarterly) Guide ↗

Atwater Malick LLC

· CIK 0001769288
13F Portfolio $363M AUM 90 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 90 New
Page 2 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LOW LOWES COS INC Consumer Cyclical 18,520.0 $4.5M 1.23% NEW $241.16 -8.0%
22 AOS SMITH A O CORP Industrials 60,069.0 $4.0M 1.11% NEW $66.88 -8.6%
23 USXF ISHARES TR 68,225.0 $3.9M 1.08% NEW $57.58 +18.8%
24 AGG ISHARES TR 38,580.0 $3.9M 1.06% NEW $99.88 -0.6%
25 NVO NOVO-NORDISK A S Healthcare 64,886.0 $3.3M 0.91% NEW $50.88 -6.4%
26 DIS DISNEY WALT CO Communication Services 25,858.0 $2.9M 0.81% NEW $113.77 -13.8%
27 DFAC DIMENSIONAL ETF TRUST 73,075.0 $2.9M 0.80% NEW $39.59 +10.7%
28 IBMO ISHARES TR 102,050.0 $2.6M 0.72% NEW $25.64 +0.1%
29 IBMQ ISHARES TR 95,171.0 $2.4M 0.67% NEW $25.57 +0.0%
30 DMXF ISHARES TR 32,273.0 $2.4M 0.67% NEW $75.16 +11.2%
31 IBMP ISHARES TR 93,331.0 $2.4M 0.65% NEW $25.39 +0.1%
32 NVDA NVIDIA CORPORATION Technology 9,321.0 $1.7M 0.48% NEW $186.50 +5.0%
33 AMZN AMAZON COM INC Consumer Cyclical 6,656.0 $1.5M 0.42% NEW $230.82 -1.7%
34 BERKSHIRE HATHAWAY INC DEL 3,043.0 $1.5M 0.42% NEW $502.65
35 ISRG INTUITIVE SURGICAL INC Healthcare 2,486.0 $1.4M 0.39% NEW $566.36 -29.4%
36 GLD SPDR GOLD TR Financial Services 3,164.0 $1.3M 0.35% NEW $396.31 -6.8%
37 CENCORA INC 3,691.0 $1.2M 0.34% NEW $337.75
38 MA MASTERCARD INCORPORATED Financial Services 2,066.0 $1.2M 0.33% NEW $570.88 -14.4%
39 PKG PACKAGING CORP AMER Consumer Cyclical 5,542.0 $1.1M 0.32% NEW $206.23 +16.9%
40 LLY ELI LILLY & CO Healthcare 1,022.0 $1.1M 0.30% NEW $1074.74 +5.1%
Page 2 of 5  ·  90 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 24.0%
Technology 20.6%
Consumer Defensive 13.2%
Communication Services 12.6%
Financial Services 11.5%
Consumer Cyclical 9.0%
Healthcare 8.7%
Energy 0.4%
Basic Materials 0.1%