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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 3 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ACN ACCENTURE PLC IRELAND Technology 13,565.0 $1.7M 0.37% -3K -19.1% $124.44 +50.2%
42 RSP INVESCO EXCHANGE TRADED FD T 7,888.0 $1.7M 0.37% +161.0 +2.1% $212.77 +4.2%
43 ICSH ISHARES TR 33,036.0 $1.7M 0.36% +22K +206.8% $50.58 -0.1%
44 IEMG ISHARES INC 19,406.0 $1.6M 0.35% NEW $82.84 -1.1%
45 BERKSHIRE HATHAWAY INC DEL 3,167.0 $1.6M 0.34% +113.0 +3.7% $500.39
46 DVYE ISHARES INC 43,821.0 $1.4M 0.31% NEW $32.23 +10.4%
47 LLY ELI LILLY & CO Healthcare 1,015.0 $1.2M 0.27% +97.0 +10.6% $1199.50 +2.8%
48 IAU ISHARES GOLD TR Financial Services 15,573.0 $1.2M 0.26% +11K +257.4% $75.51 +16.2%
49 PKG PACKAGING CORP AMER Consumer Cyclical 4,912.0 $1.2M 0.26% +43.0 +0.9% $238.28 +3.5%
50 MA MASTERCARD INCORPORATED Financial Services 2,192.0 $1.1M 0.24% +136.0 +6.6% $513.60 +16.7%
51 CNI CANADIAN NATL RY CO Industrials 9,121.0 $1.1M 0.24% $119.24 +6.6%
52 VV VANGUARD INDEX FDS 3,098.0 $1.1M 0.23% $343.91 +2.6%
53 CENCORA INC 3,691.0 $1.0M 0.23% $282.98
54 GLD SPDR GOLD TR Financial Services 2,764.0 $1.0M 0.22% $368.38 +16.2%
55 REET ISHARES TR 36,469.0 $1.0M 0.22% NEW $27.62 +2.2%
56 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,059.0 $983K 0.21% +12.0 +0.6% $477.57 -12.6%
57 ISHARES TR 40,896.0 $905K 0.20% +14K +51.8% $22.14
58 IBDR ISHARES TR 35,040.0 $849K 0.18% $24.23 +0.0%
59 AGL AGILON HEALTH INC Healthcare 7,903.0 $847K 0.18% NEW $107.18 -10.3%
60 VB VANGUARD INDEX FDS 2,792.0 $846K 0.18% +17.0 +0.6% $303.12 -0.0%
Page 3 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%