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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 2 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWF ISHARES TR 38,168.0 $4.7M 1.03% +38K +7657.7% $124.17 -2.0%
22 USXF ISHARES TR 68,225.0 $4.7M 1.03% $69.45 -2.1%
23 GVI ISHARES TR 40,794.0 $4.3M 0.94% +27K +191.7% $106.09 -0.6%
24 IWD ISHARES TR 15,413.0 $3.7M 0.81% NEW $242.43 +6.6%
25 LOW LOWES COS INC Consumer Cyclical 15,909.0 $3.5M 0.76% -532.0 -3.2% $220.49 -4.2%
26 DFAC DIMENSIONAL ETF TRUST 71,167.0 $3.2M 0.69% -2K -2.9% $44.36 +2.8%
27 IDV ISHARES TR 71,859.0 $3.0M 0.65% +52K +255.7% $41.43 +8.6%
28 DMXF ISHARES TR 34,843.0 $2.9M 0.64% +2K +4.9% $84.60 +2.7%
29 IJR ISHARES TR 19,829.0 $2.9M 0.64% +15K +276.1% $148.31 -1.0%
30 AOS SMITH A O CORP Industrials 45,845.0 $2.9M 0.63% -3K -6.9% $62.72 -0.3%
31 NVO NOVO-NORDISK A S Healthcare 57,670.0 $2.8M 0.60% -5K -7.5% $47.94 -1.8%
32 IBMQ ISHARES TR 101,618.0 $2.6M 0.57% +2K +1.8% $25.58 -0.2%
33 IBMP ISHARES TR 99,822.0 $2.5M 0.55% +2K +1.8% $25.42 -0.1%
34 NVDA NVIDIA CORPORATION Technology 11,822.0 $2.4M 0.52% +3K +32.8% $200.09 +5.1%
35 IBMO ISHARES TR 90,163.0 $2.3M 0.50% $25.64 -0.0%
36 IJH ISHARES TR 28,255.0 $2.2M 0.47% NEW $77.11 -0.6%
37 IDEV ISHARES TR 22,314.0 $2.0M 0.43% NEW $89.01 +4.9%
38 NEAR ISHARES U S ETF TR 39,032.0 $2.0M 0.43% +16K +68.0% $50.66 -0.1%
39 DIS DISNEY WALT CO Communication Services 19,030.0 $1.8M 0.40% -1K -6.6% $96.25 +14.0%
40 AMZN AMAZON COM INC Consumer Cyclical 7,307.0 $1.7M 0.38% +696.0 +10.5% $238.34 +8.6%
Page 2 of 7  ·  130 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%