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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 4 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ABBV ABBVIE INC Healthcare 3,342.0 $841K 0.18% +315.0 +10.4% $251.63 +5.6%
62 ISRG INTUITIVE SURGICAL INC Healthcare 2,058.0 $818K 0.18% -417.0 -16.9% $397.68 -6.5%
63 XOM EXXON MOBIL CORP Energy 5,701.0 $779K 0.17% +93.0 +1.7% $136.73 +17.5%
64 MU MICRON TECHNOLOGY INC Technology 647.0 $747K 0.16% NEW $1154.29 -19.2%
65 TIP ISHARES TR 6,486.0 $710K 0.15% +1K +23.5% $109.43 -1.6%
66 FITB FIFTH THIRD BANCORP Financial Services 12,442.0 $701K 0.15% $56.37 -2.6%
67 JPM JPMORGAN CHASE & CO Financial Services 2,036.0 $666K 0.14% +175.0 +9.4% $327.33 +9.0%
68 IBDS ISHARES TR 26,265.0 $636K 0.14% $24.22 -0.1%
69 INTC INTEL CORP Technology 4,498.0 $628K 0.14% NEW $139.63 -37.3%
70 META META PLATFORMS INC Communication Services 1,026.0 $578K 0.13% +56.0 +5.8% $563.45 +1.2%
71 IUSB ISHARES TR 12,449.0 $575K 0.12% +5K +77.0% $46.15 -0.9%
72 KLAC KLA CORP Technology 1,874.0 $565K 0.12% +2K +907.5% $301.73 -39.2%
73 SPY STATE STR SPDR S&P 500 ETF T Financial Services 751.0 $561K 0.12% $746.77 +2.6%
74 IBDT ISHARES TR 21,918.0 $553K 0.12% +3K +18.2% $25.25 -0.1%
75 QQQ INVESCO QQQ TR Financial Services 721.0 $531K 0.12% $736.40 -3.5%
76 LRCX LAM RESEARCH CORP Technology 1,208.0 $523K 0.11% NEW $433.33 -27.4%
77 INMU BLACKROCK ETF TRUST II 21,337.0 $517K 0.11% NEW $24.25 -2.0%
78 IBMR ISHARES TR 19,265.0 $489K 0.11% +2K +10.2% $25.39 -0.3%
79 HSY HERSHEY CO Consumer Defensive 2,661.0 $467K 0.10% $175.45 +6.7%
80 IWM ISHARES TR 1,547.0 $465K 0.10% +72.0 +4.9% $300.45 -0.4%
Page 4 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%