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: $344.4M83 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$659K	0.2%Prev: 0.2%	2,846 SH	Decreased-496 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$6.6M	1.9%Prev: 0.4%	26,925 SH	Increased+13,360 SH
AGILON HEALTH INC	COM	$102K	0.0%	98,788 SH	New
ALPHABET INC	CAP STK CL A	$20.6M	6.0%Prev: 6.0%	84,623 SH	Decreased+7,163 SH
ALPHABET INC	CAP STK CL C	$331K	0.1%Prev: 0.1%	1,360 SH	Decreased+351 SH
AMAZON COM INC	COM	$1.5M	0.4%Prev: 0.4%	7,011 SH	Decreased-296 SH
AMERICAN EXPRESS CO	COM	$251K	0.1%Prev: 0.1%	756 SH	Decreased-45 SH
APPLE INC	COM	$26.9M	7.8%Prev: 6.4%	105,654 SH	Decreased+3,570 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	0.4%Prev: 0.3%	3,054 SH	Decreased-113 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$330K	0.1%	1,386 SH	New
CANADIAN NATL RY CO	COM	$900K	0.3%Prev: 0.2%	9,547 SH	Decreased+426 SH
CATERPILLAR INC	COM	$19.8M	5.8%Prev: 8.8%	41,555 SH	Decreased+3,689 SH
CENCORA INC	COM	$1.2M	0.3%Prev: 0.2%	3,791 SH	Increased+96 SH
CHEVRON CORP NEW	COM	$250K	0.1%	1,608 SH	New
CHUBB LIMITED	COM	$285K	0.1%Prev: 0.1%	1,010 SH	Decreased
COCA COLA CO	COM	$7.3M	2.1%Prev: 1.4%	109,899 SH	Increased+30,360 SH
CORTEVA INC	COM	$223K	0.1%Prev: 0.1%	3,304 SH	Decreased-487 SH
CUMMINS INC	COM	$12.0M	3.5%Prev: 3.1%	28,475 SH	Decreased+8,383 SH
DANAHER CORPORATION	COM	$342K	0.1%	1,724 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.8M	0.8%	72,911 SH	New
DISNEY WALT CO	COM	$4.1M	1.2%Prev: 0.4%	35,945 SH	Increased+16,915 SH
ELI LILLY & CO	COM	$777K	0.2%Prev: 0.3%	1,018 SH	Decreased+3 SH
EXXON MOBIL CORP	COM	$605K	0.2%Prev: 0.2%	5,368 SH	Decreased-333 SH
FIFTH THIRD BANCORP	COM	$550K	0.2%Prev: 0.2%	12,342 SH	Decreased-100 SH
FULTON FINL CORP PA	COM	$192K	0.1%Prev: 0.0%	10,308 SH	Decreased+1,345 SH
GENERAL DYNAMICS CORP	COM	$256K	0.1%Prev: 0.1%	752 SH	Decreased-441 SH
GOLDMAN SACHS GROUP INC	COM	$19.5M	5.7%Prev: 5.0%	24,460 SH	Decreased+1,678 SH
HERSHEY CO	COM	$498K	0.1%Prev: 0.1%	2,661 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$283K	0.1%Prev: 0.1%	1,004 SH	Decreased-561 SH
INTUITIVE SURGICAL INC	COM NEW	$1.1M	0.3%Prev: 0.2%	2,475 SH	Increased+417 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$787K	0.2%Prev: 0.4%	4,150 SH	Decreased-3,738 SH
INVESCO QQQ TR	UNIT SER 1	$433K	0.1%Prev: 0.1%	721 SH	Decreased
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$589K	0.2%Prev: 0.1%	9,066 SH	Increased-1,271 SH
ISHARES GOLD TR	ISHARES NEW	$313K	0.1%Prev: 0.3%	4,307 SH	Decreased-11,266 SH
ISHARES TR	0-5 YR TIPS ETF	$323K	0.1%Prev: 0.1%	3,124 SH	Increased+548 SH
ISHARES TR	CORE DIV GRWTH	$12.1M	3.5%Prev: 4.4%	177,203 SH	Decreased-86,878 SH
ISHARES TR	CORE HIGH DV ETF	$12.1M	3.5%Prev: 5.1%	98,779 SH	Decreased-762,125 SH
ISHARES TR	CORE S&P500 ETF	$30.6M	8.9%Prev: 9.2%	45,703 SH	Decreased-10,425 SH
ISHARES TR	CORE US AGGBD ET	$2.8M	0.8%Prev: 1.3%	27,627 SH	Decreased-34,918 SH
ISHARES TR	ESG EAFE ETF	$2.4M	0.7%Prev: 0.6%	31,818 SH	Decreased-3,025 SH
ISHARES TR	ESG MSCI USA ETF	$3.9M	1.1%Prev: 1.0%	68,225 SH	Decreased
ISHARES TR	IBDS DEC28 ETF	$284K	0.1%Prev: 0.1%	11,148 SH	Decreased-10,770 SH
ISHARES TR	IBONDS 27 ETF	$475K	0.1%Prev: 0.1%	19,503 SH	Decreased-6,762 SH
ISHARES TR	IBONDS DEC 25	$2.7M	0.8%	100,318 SH	New
ISHARES TR	IBONDS DEC 26	$2.5M	0.7%Prev: 0.5%	98,810 SH	Increased+8,647 SH
ISHARES TR	IBONDS DEC 27	$2.1M	0.6%Prev: 0.6%	82,104 SH	Decreased-17,718 SH
ISHARES TR	IBONDS DEC 28	$305K	0.1%Prev: 0.6%	11,899 SH	Decreased-89,719 SH
ISHARES TR	IBONDS DEC2026	$787K	0.2%Prev: 0.2%	32,397 SH	Decreased-2,643 SH
ISHARES TR	IBONDS DEC25 ETF	$845K	0.2%	33,530 SH	New
ISHARES TR	MSCI ACWI ETF	$5.7M	1.7%Prev: 1.4%	41,138 SH	Decreased+1,401 SH
ISHARES TR	MSCI ACWI EX US	$12.0M	3.5%Prev: 4.7%	183,958 SH	Decreased-100,238 SH
ISHARES TR	NATIONAL MUN ETF	$223K	0.1%Prev: 0.1%	2,094 SH	Decreased-1,131 SH
ISHARES TR	RUS 1000 GRW ETF	$207K	0.1%Prev: 1.0%	442 SH	Decreased-37,726 SH
ISHARES TR	RUS TP200 GR ETF	$10.5M	3.0%Prev: 3.8%	38,270 SH	Decreased-21,104 SH
ISHARES TR	TIPS BD ETF	$731K	0.2%Prev: 0.2%	6,573 SH	Increased+87 SH
JOHNSON & JOHNSON	COM	$6.9M	2.0%Prev: 1.5%	37,153 SH	Decreased+9,375 SH
JPMORGAN CHASE & CO.	COM	$587K	0.2%	1,861 SH	New
KLA CORP	COM NEW	$214K	0.1%Prev: 0.1%	198 SH	Decreased-1,676 SH
LOWES COS INC	COM	$5.7M	1.7%Prev: 0.8%	22,692 SH	Increased+6,783 SH
MASTERCARD INCORPORATED	CL A	$1.2M	0.3%Prev: 0.2%	2,074 SH	Increased-118 SH
MCDONALDS CORP	COM	$12.7M	3.7%Prev: 2.6%	41,789 SH	Increased-3,034 SH
META PLATFORMS INC	CL A	$639K	0.2%Prev: 0.1%	870 SH	Increased-156 SH
MICROSOFT CORP	COM	$11.2M	3.3%Prev: 2.1%	21,625 SH	Increased-4,303 SH
NETFLIX INC	COM	$635K	0.2%	530 SH	New
NOVO-NORDISK A S	ADR	$4.0M	1.2%Prev: 0.6%	71,447 SH	Increased+13,777 SH
NVIDIA CORPORATION	COM	$1.8M	0.5%Prev: 0.5%	9,498 SH	Decreased-2,324 SH
NVR INC	COM	$289K	0.1%Prev: 0.1%	36 SH	Increased-1 SH
PACKAGING CORP AMER	COM	$1.6M	0.5%Prev: 0.3%	7,475 SH	Increased+2,563 SH
PEPSICO INC	COM	$375K	0.1%Prev: 0.1%	2,667 SH	Decreased-329 SH
PROCTER AND GAMBLE CO	COM	$7.8M	2.3%	50,480 SH	New
QUEST DIAGNOSTICS INC	COM	$8.2M	2.4%Prev: 1.4%	42,942 SH	Increased+13,385 SH
SMITH A O CORP	COM	$6.1M	1.8%Prev: 0.6%	83,702 SH	Increased+37,857 SH
SPDR GOLD TR	GOLD SHS	$1.1M	0.3%Prev: 0.2%	3,164 SH	Increased+400 SH
SPDR S&P 500 ETF TR	TR UNIT	$500K	0.1%	750 SH	New
STARBUCKS CORP	COM	$247K	0.1%Prev: 0.1%	2,921 SH	Decreased+184 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$572K	0.2%	2,047 SH	New
UNITEDHEALTH GROUP INC	COM	$415K	0.1%	1,201 SH	New
VANGUARD INDEX FDS	LARGE CAP ETF	$954K	0.3%Prev: 0.2%	3,098 SH	Decreased
VANGUARD INDEX FDS	REAL ESTATE ETF	$300K	0.1%Prev: 0.1%	3,285 SH	Increased+210 SH
VANGUARD INDEX FDS	SMALL CP ETF	$706K	0.2%Prev: 0.2%	2,775 SH	Decreased-17 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$367K	0.1%Prev: 0.1%	6,121 SH	Decreased-338 SH
WALMART INC	COM	$16.4M	4.8%Prev: 3.8%	159,511 SH	Decreased+5,011 SH
WASTE MGMT INC DEL	COM	$15.5M	4.5%Prev: 3.5%	69,975 SH	Decreased-1,477 SH

Sold (vs prior filing)

AGILON HEALTH INC — $847K
ALTRIA GROUP INC — $253K
AMGEN INC — $233K
BANK OF NY MELLON CORP — $207K
BLACKROCK ETF TRUST II — $517K
BROADCOM INC — $414K
CHEVRON CORPORATION — $294K
CHURCH & DWIGHT CO INC — $329K
CISCO SYS INC — $388K
CORNING INC — $250K
COSTCO WHOLESALE CORPORATION — $222K
DANAHER CORP DEL — $266K
DIMENSIONAL ETF TRUST — $3.2M
DOVER CORP — $224K
GILEAD SCIENCES INC — $284K
HIGHLANDER SILVER CORP — $47K
INTEL CORP — $628K
INTEL CORP — $28K
ISHARES INC — $1.6M
ISHARES INC — $1.4M
… and 37 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