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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 7 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NVS NOVARTIS AG Healthcare 1,278.0 $200K 0.04% NEW $156.72 +2.1%
122 MORT VANECK ETF TRUST 13,023.0 $135K 0.03% +2K +16.9% $10.36 -4.7%
123 VIZSLA SILVER CORP 20,000.0 $66K 0.01% NEW $3.30
124 HIGHLANDER SILVER CORP 10,000.0 $47K 0.01% NEW $4.66
125 NFLX PUT NETFLIX INC. Communication Services 10.0 $29K 0.01% -10.0 -50.0% $2920.00 -97.2%
126 PUT LAM RESEARCH CORP 3.0 $28K 0.01% NEW $9497.00
127 PUT INTEL CORP 15.0 $28K 0.01% NEW $1861.33
128 PUT CENCORA INC 4.0 $13K 0.00% $3132.50
129 PUT NVIDIA CORPORATION 10.0 $12K 0.00% $1195.00
130 AAPL PUT APPLE INC Technology 13.0 $3K 0.00% -3.0 -18.8% $218.46 +41.7%
Page 7 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%