Atwater Malick LLC

CIK 0001769288 • 7 13F filings • Apr 11, 2025 – Oct 15, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $315.8M83 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$528K	0.2%Prev: 0.2%	2,846 SH	Decreased-181 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$11.8M	3.7%Prev: 0.9%	39,326 SH	Increased+22,559 SH
AGILON HEALTH INC	COM	$227K	0.1%	98,788 SH	New
ALPHABET INC	CAP STK CL A	$15.4M	4.9%Prev: 5.9%	87,653 SH	Decreased+11,630 SH
ALPHABET INC	CAP STK CL C	$215K	0.1%Prev: 0.1%	1,210 SH	Decreased+151 SH
AMAZON COM INC	COM	$1.5M	0.5%Prev: 0.4%	7,011 SH	Increased+400 SH
AMERICAN EXPRESS CO	COM	$237K	0.1%Prev: 0.1%	742 SH	Increased+19 SH
APPLE INC	COM	$22.0M	7.0%Prev: 6.8%	107,234 SH	Decreased+7,358 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	0.5%Prev: 0.4%	3,073 SH	Increased+19 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$349K	0.1%	1,435 SH	New
CANADIAN NATL RY CO	COM	$7.3M	2.3%Prev: 0.3%	70,450 SH	Increased+61,329 SH
CATERPILLAR INC	COM	$16.6M	5.3%Prev: 7.3%	42,840 SH	Decreased+4,819 SH
CENCORA INC	COM	$1.1M	0.4%Prev: 0.3%	3,816 SH	Decreased+121 SH
CHEVRON CORP NEW	COM	$413K	0.1%	2,886 SH	New
CHUBB LIMITED	COM	$293K	0.1%	1,010 SH	New
COCA COLA CO	COM	$10.1M	3.2%Prev: 1.7%	142,920 SH	Increased+62,284 SH
COMCAST CORP NEW	CL A	$1.1M	0.3%	29,639 SH	New
COPART INC	COM	$2.5M	0.8%	50,591 SH	New
CORTEVA INC	COM	$246K	0.1%Prev: 0.1%	3,304 SH	Decreased
COSTCO WHSL CORP NEW	COM	$205K	0.1%	207 SH	New
CUMMINS INC	COM	$11.8M	3.7%Prev: 3.0%	35,983 SH	Increased+15,382 SH
DANAHER CORPORATION	COM	$341K	0.1%	1,724 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.6M	0.8%Prev: 0.8%	72,714 SH	Decreased-542 SH
DISNEY WALT CO	COM	$7.8M	2.5%Prev: 0.5%	62,994 SH	Increased+42,617 SH
ELI LILLY & CO	COM	$783K	0.2%Prev: 0.2%	1,005 SH	Decreased+87 SH
EXXON MOBIL CORP	COM	$623K	0.2%Prev: 0.3%	5,783 SH	Decreased+175 SH
FIFTH THIRD BANCORP	COM	$236K	0.1%Prev: 0.2%	5,742 SH	Decreased-6,700 SH
FULTON FINL CORP PA	COM	$186K	0.1%	10,308 SH	New
GENERAL DYNAMICS CORP	COM	$219K	0.1%Prev: 0.1%	752 SH	Decreased-200 SH
GOLDMAN SACHS GROUP INC	COM	$18.0M	5.7%Prev: 5.2%	25,379 SH	Decreased+2,676 SH
HERSHEY CO	COM	$442K	0.1%Prev: 0.1%	2,661 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$296K	0.1%Prev: 0.1%	1,004 SH	Decreased-355 SH
INTUITIVE SURGICAL INC	COM NEW	$1.3M	0.4%Prev: 0.3%	2,475 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$809K	0.3%Prev: 0.4%	4,451 SH	Decreased-3,276 SH
INVESCO QQQ TR	UNIT SER 1	$365K	0.1%Prev: 0.1%	661 SH	Decreased-60 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$528K	0.2%Prev: 0.1%	8,632 SH	Increased-1,705 SH
ISHARES GOLD TR	ISHARES NEW	$269K	0.1%Prev: 0.1%	4,307 SH	Decreased-50 SH
ISHARES TR	0-5 YR TIPS ETF	$321K	0.1%Prev: 0.1%	3,124 SH	Increased+548 SH
ISHARES TR	CORE DIV GRWTH	$2.3M	0.7%Prev: 4.8%	36,604 SH	Decreased-214,062 SH
ISHARES TR	CORE HIGH DV ETF	$1.2M	0.4%Prev: 5.2%	9,892 SH	Decreased-131,411 SH
ISHARES TR	CORE S&P500 ETF	$22.2M	7.0%Prev: 9.7%	35,801 SH	Decreased-18,922 SH
ISHARES TR	CORE US AGGBD ET	$2.0M	0.6%Prev: 1.3%	20,597 SH	Decreased-29,223 SH
ISHARES TR	ESG EAFE ETF	$2.3M	0.7%Prev: 0.7%	31,278 SH	Decreased-1,925 SH
ISHARES TR	ESG MSCI USA ETF	$3.7M	1.2%Prev: 1.0%	68,225 SH	Decreased
ISHARES TR	IBDS DEC28 ETF	$283K	0.1%Prev: 0.1%	11,148 SH	Decreased-7,397 SH
ISHARES TR	IBONDS 27 ETF	$383K	0.1%Prev: 0.2%	15,786 SH	Decreased-10,479 SH
ISHARES TR	IBONDS DEC 25	$2.7M	0.9%	102,565 SH	New
ISHARES TR	IBONDS DEC 26	$2.5M	0.8%Prev: 0.6%	97,835 SH	Increased+7,672 SH
ISHARES TR	IBONDS DEC 27	$2.0M	0.6%Prev: 0.7%	80,088 SH	Decreased-17,958 SH
ISHARES TR	IBONDS DEC 28	$278K	0.1%Prev: 0.7%	10,921 SH	Decreased-88,927 SH
ISHARES TR	IBONDS DEC2026	$766K	0.2%Prev: 0.2%	31,572 SH	Decreased-3,468 SH
ISHARES TR	IBONDS DEC25 ETF	$845K	0.3%	33,550 SH	New
ISHARES TR	MSCI ACWI ETF	$5.7M	1.8%Prev: 1.5%	44,098 SH	Increased+3,870 SH
ISHARES TR	MSCI ACWI EX US	$1.6M	0.5%Prev: 4.9%	25,460 SH	Decreased-238,869 SH
ISHARES TR	NATIONAL MUN ETF	$219K	0.1%Prev: 0.1%	2,094 SH	Decreased
ISHARES TR	RUS TP200 GR ETF	$1.4M	0.4%Prev: 3.8%	5,703 SH	Decreased-50,272 SH
ISHARES TR	TIPS BD ETF	$723K	0.2%Prev: 0.2%	6,573 SH	Increased+1,323 SH
JOHNSON & JOHNSON	COM	$7.5M	2.4%Prev: 1.8%	48,996 SH	Increased+21,402 SH
JPMORGAN CHASE & CO.	COM	$540K	0.2%	1,861 SH	New
LOWES COS INC	COM	$7.2M	2.3%Prev: 1.0%	32,458 SH	Increased+16,017 SH
MASTERCARD INCORPORATED	CL A	$1.2M	0.4%Prev: 0.3%	2,074 SH	Increased+18 SH
MCDONALDS CORP	COM	$11.5M	3.6%Prev: 3.7%	39,298 SH	Decreased-4,937 SH
META PLATFORMS INC	CL A	$261K	0.1%Prev: 0.2%	354 SH	Decreased-617 SH
MICROSOFT CORP	COM	$9.8M	3.1%Prev: 2.4%	19,758 SH	Increased-4,349 SH
NOVO-NORDISK A S	ADR	$11.4M	3.6%Prev: 0.6%	165,605 SH	Increased+103,236 SH
NVIDIA CORPORATION	COM	$1.5M	0.5%Prev: 0.4%	9,372 SH	Decreased+467 SH
NVR INC	COM	$251K	0.1%Prev: 0.1%	34 SH	Increased-1 SH
PACKAGING CORP AMER	COM	$3.0M	1.0%Prev: 0.3%	15,956 SH	Increased+11,087 SH
PEPSICO INC	COM	$352K	0.1%Prev: 0.1%	2,667 SH	Decreased+10 SH
PROCTER AND GAMBLE CO	COM	$10.3M	3.3%	64,510 SH	New
QUEST DIAGNOSTICS INC	COM	$10.2M	3.2%Prev: 1.6%	56,666 SH	Increased+26,350 SH
SMITH A O CORP	COM	$7.6M	2.4%Prev: 0.9%	116,253 SH	Increased+66,998 SH
SPDR GOLD TR	GOLD SHS	$964K	0.3%Prev: 0.3%	3,164 SH	Decreased+400 SH
SPDR S&P 500 ETF TR	TR UNIT	$439K	0.1%	710 SH	New
STARBUCKS CORP	COM	$255K	0.1%Prev: 0.1%	2,786 SH	Increased+251 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$464K	0.1%	2,047 SH	New
UNITED PARCEL SERVICE INC	CL B	$3.1M	1.0%	30,364 SH	New
VANGUARD INDEX FDS	LARGE CAP ETF	$900K	0.3%Prev: 0.3%	3,154 SH	Decreased+56 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$293K	0.1%Prev: 0.1%	3,285 SH	Increased
VANGUARD INDEX FDS	SMALL CP ETF	$658K	0.2%Prev: 0.2%	2,775 SH	Decreased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$349K	0.1%Prev: 0.1%	6,121 SH	Decreased
WALMART INC	COM	$16.0M	5.1%Prev: 5.1%	163,654 SH	Decreased+11,242 SH
WASTE MGMT INC DEL	COM	$16.0M	5.1%Prev: 4.4%	69,874 SH	Decreased-409 SH

Sold (vs prior filing)

CHEVRON CORPORATION — $422K
CHUBB LTD SWITZ — $329K
CISCO SYS INC — $218K
DANAHER CORP DEL — $295K
GILEAD SCIENCES INC — $271K
ISHARES SILVER TR — $218K
ISHARES TR — $655K
ISHARES TR — $325K
ISHARES TR — $245K
ISHARES TR — $600K
ISHARES TR — $303K
ISHARES TR — $443K
ISHARES TR — $295K
ISHARES TR — $860K
ISHARES TR — $1.5M
ISHARES TR — $210K
ISHARES TR — $366K
ISHARES TR — $237K
ISHARES TR — $545K
ISHARES U S ETF TR — $1.2M
… and 9 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 15, 2026	Q3 2026	13F-HR	0001214659-26-012942	—	View
Jan 23, 2026	Q4 2025	13F-HR	0001214659-26-000788	$362.7M	View
Oct 23, 2025	Q3 2025