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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 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LOW LOWES COS INC Consumer Cyclical 16,441.0 $3.9M 1.05% -2K -11.2% $236.28 -6.2%
22 USXF ISHARES TR 68,225.0 $3.8M 1.02% $55.20 +23.8%
23 ACN ACCENTURE PLC IRELAND Technology 16,767.0 $3.3M 0.90% -4K -19.8% $198.29 -36.1%
24 AOS SMITH A O CORP Industrials 49,255.0 $3.2M 0.88% -11K -18.0% $65.94 -7.6%
25 DFAC DIMENSIONAL ETF TRUST 73,256.0 $2.8M 0.77% $38.86 +12.6%
26 IBMQ ISHARES TR 99,848.0 $2.5M 0.69% +5K +4.9% $25.53 +0.1%
27 DMXF ISHARES TR 33,203.0 $2.5M 0.68% +930.0 +2.9% $75.45 +10.9%
28 IBMP ISHARES TR 98,046.0 $2.5M 0.67% +5K +5.0% $25.44 -0.1%
29 IBMO ISHARES TR 90,163.0 $2.3M 0.62% -12K -11.7% $25.63 +0.1%
30 NVO NOVO-NORDISK A S Healthcare 62,369.0 $2.3M 0.62% -3K -3.9% $36.75 +29.5%
31 DIS DISNEY WALT CO Communication Services 20,377.0 $2.0M 0.53% -5K -21.2% $96.38 +2.4%
32 NVDA NVIDIA CORPORATION Technology 8,905.0 $1.6M 0.42% -416.0 -4.5% $174.40 +11.7%
33 GVI ISHARES TR 13,987.0 $1.5M 0.40% +12K +475.4% $106.68 -0.5%
34 RSP INVESCO EXCHANGE TRADED FD T 7,727.0 $1.5M 0.40% +3K +62.0% $191.92 +10.2%
35 BERKSHIRE HATHAWAY INC DEL 3,054.0 $1.5M 0.40% $479.20
36 AMZN AMAZON COM INC Consumer Cyclical 6,611.0 $1.4M 0.37% -45.0 -0.7% $208.27 +9.4%
37 GLD SPDR GOLD TR Financial Services 2,764.0 $1.2M 0.32% -400.0 -12.6% $430.29 -14.0%
38 NEAR ISHARES U S ETF TR 23,230.0 $1.2M 0.32% NEW $50.83 -0.4%
39 CENCORA INC 3,691.0 $1.2M 0.31% $314.14
40 ISRG INTUITIVE SURGICAL INC Healthcare 2,475.0 $1.1M 0.31% $460.99 -13.2%
Page 2 of 5  ·  100 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%