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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 4 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NFLX NETFLIX INC. Communication Services 5,310.0 $511K 0.14% $96.15 -25.3%
62 SPY STATE STR SPDR S&P 500 ETF T Financial Services 751.0 $488K 0.13% $650.34 +12.7%
63 IBDT ISHARES TR 18,545.0 $470K 0.13% +2K +13.4% $25.33 -0.4%
64 IBMR ISHARES TR 17,481.0 $443K 0.12% +5K +36.7% $25.35 +0.1%
65 CVX CHEVRON CORPORATION Energy 2,040.0 $422K 0.11% +500.0 +32.5% $206.90 -17.1%
66 QQQ INVESCO QQQ TR Financial Services 721.0 $416K 0.11% $577.18 +23.1%
67 PEP PEPSICO INC Consumer Defensive 2,657.0 $413K 0.11% -127.0 -4.6% $155.29 -8.4%
68 IBIT ISHARES BITCOIN TRUST ETF Financial Services 10,337.0 $397K 0.11% +1K +14.2% $38.42 -11.8%
69 VEA VANGUARD TAX-MANAGED FDS 6,121.0 $392K 0.11% $64.08 +9.7%
70 IAU ISHARES GOLD TR Financial Services 4,357.0 $384K 0.10% -875.0 -16.7% $88.16 -14.9%
71 IWM ISHARES TR 1,475.0 $366K 0.10% NEW $248.00 +19.6%
72 IBM INTERNATIONAL BUSINESS MACHS Technology 1,359.0 $329K 0.09% $242.39 +8.5%
73 CB CHUBB LTD SWITZ Financial Services 1,010.0 $329K 0.09% $325.93 +2.8%
74 GD GENERAL DYNAMICS CORP Industrials 952.0 $327K 0.09% -11.0 -1.1% $343.22 +0.3%
75 IUSB ISHARES TR 7,033.0 $325K 0.09% NEW $46.19 +0.1%
76 GOOG ALPHABET INC Communication Services 1,059.0 $304K 0.08% -199.0 -15.8% $286.86 +20.3%
77 ISHARES TR 13,853.0 $303K 0.08% NEW $21.84
78 DHR DANAHER CORP DEL Healthcare 1,557.0 $295K 0.08% -11.0 -0.7% $189.60 -0.4%
79 IBDU ISHARES TR 12,673.0 $295K 0.08% $23.26 -0.5%
80 VNQ VANGUARD INDEX FDS 3,285.0 $291K 0.08% $88.70 +9.4%
Page 4 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%