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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 5 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VEA VANGUARD TAX-MANAGED FDS 6,459.0 $460K 0.10% +338.0 +5.5% $71.25 +3.6%
82 IBM INTERNATIONAL BUSINESS MACHS Technology 1,565.0 $440K 0.10% +206.0 +15.2% $281.21 -16.7%
83 GD GENERAL DYNAMICS CORP Industrials 1,193.0 $423K 0.09% +241.0 +25.3% $354.24 +6.3%
84 AVGO BROADCOM INC Technology 1,096.0 $414K 0.09% NEW $377.75 -5.6%
85 PEP PEPSICO INC Consumer Defensive 2,996.0 $406K 0.09% +339.0 +12.8% $135.40 +5.1%
86 ISHARES TR 18,428.0 $399K 0.09% +5K +33.0% $21.65
87 CSCO CISCO SYS INC Technology 3,299.0 $388K 0.08% +494.0 +17.6% $117.46 -5.4%
88 GOOG ALPHABET INC 1,009.0 $357K 0.08% -50.0 -4.7% $353.33
89 NFLX NETFLIX INC. Communication Services 4,959.0 $354K 0.08% -351.0 -6.6% $71.40 +15.2%
90 MUB ISHARES TR 3,225.0 $347K 0.08% +1K +54.0% $107.62 -1.9%
91 CB CHUBB LIMITED Financial Services 1,010.0 $344K 0.07% $340.74 +0.7%
92 IBIT ISHARES BITCOIN TRUST ETF Financial Services 10,337.0 $344K 0.07% $33.29 +34.3%
93 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,401.0 $329K 0.07% NEW $96.88 +5.9%
94 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 337.0 $325K 0.07% NEW $965.00 -14.9%
95 MRK MERCK & CO INC Healthcare 2,527.0 $325K 0.07% +704.0 +38.6% $128.50 +21.7%
96 CTVA CORTEVA INC Basic Materials 3,791.0 $321K 0.07% +487.0 +14.7% $84.69 -1.9%
97 IJS ISHARES TR 2,235.0 $305K 0.07% +236.0 +11.8% $136.68 +0.8%
98 VNQ VANGUARD INDEX FDS 3,075.0 $297K 0.07% -210.0 -6.4% $96.43 +2.9%
99 CVX CHEVRON CORPORATION Energy 1,773.0 $294K 0.06% -267.0 -13.1% $165.55 +20.7%
100 IBDU ISHARES TR 12,673.0 $294K 0.06% $23.16 -0.3%
Page 5 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%