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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
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LLY ELI LILLY & CO Healthcare 918.0 $844K 0.23% -104.0 -10.2% $919.83 +21.5%
22 ABBV ABBVIE INC Healthcare 3,027.0 $658K 0.18% -210.0 -6.5% $217.48 +8.0%
23 TIP ISHARES TR 5,250.0 $579K 0.16% -743.0 -12.4% $110.36 -0.9%
24 JPM JPMORGAN CHASE & CO Financial Services 1,861.0 $547K 0.15% -19.0 -1.0% $294.16 +13.4%
25 PEP PEPSICO INC Consumer Defensive 2,657.0 $413K 0.11% -127.0 -4.6% $155.29 -8.4%
26 IAU ISHARES GOLD TR Financial Services 4,357.0 $384K 0.10% -875.0 -16.7% $88.16 -14.9%
27 GD GENERAL DYNAMICS CORP Industrials 952.0 $327K 0.09% -11.0 -1.1% $343.22 +0.3%
28 GOOG ALPHABET INC Communication Services 1,059.0 $304K 0.08% -199.0 -15.8% $286.86 +20.3%
29 DHR DANAHER CORP DEL Healthcare 1,557.0 $295K 0.08% -11.0 -0.7% $189.60 -0.4%
30 GILD GILEAD SCIENCES INC Healthcare 1,947.0 $271K 0.07% -131.0 -6.3% $139.37 -10.2%
31 STIP ISHARES TR 2,576.0 $266K 0.07% -158.0 -5.8% $103.43 -1.5%
32 SBUX STARBUCKS CORP Consumer Cyclical 2,535.0 $227K 0.06% -184.0 -6.8% $89.59 +15.6%
33 CSCO CISCO SYS INC Technology 2,805.0 $218K 0.06% -104.0 -3.6% $77.59 +54.3%
Page 2 of 2  ·  33 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 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%