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: $370.2M96 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$658K	0.2%Prev: 0.2%	3,027 SH	Increased+316 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$3.3M	0.9%Prev: 4.1%	16,767 SH	Decreased-22,254 SH
ALPHABET INC	CAP STK CL A	$21.9M	5.9%Prev: 4.6%	76,023 SH	Increased-11,941 SH
ALPHABET INC	CAP STK CL C	$304K	0.1%	1,059 SH	New
AMAZON COM INC	COM	$1.4M	0.4%Prev: 0.5%	6,611 SH	Increased-398 SH
AMERICAN EXPRESS CO	COM	$219K	0.1%	723 SH	New
APPLE INC	COM	$25.4M	6.8%Prev: 8.1%	99,876 SH	Increased-7,675 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	0.4%Prev: 0.5%	3,054 SH	Increased+463 SH
CANADIAN NATL RY CO	COM	$937K	0.3%Prev: 2.4%	9,121 SH	Decreased-62,153 SH
CATERPILLAR INC	COM	$26.9M	7.3%Prev: 4.8%	38,021 SH	Increased-4,719 SH
CENCORA INC	COM	$1.2M	0.3%Prev: 0.4%	3,695 SH	Increased-121 SH
CHEVRON CORPORATION	COM	$422K	0.1%	2,040 SH	New
CHUBB LTD SWITZ	COM	$329K	0.1%	1,010 SH	New
CISCO SYS INC	COM	$218K	0.1%	2,805 SH	New
COCA COLA CO	COM	$6.1M	1.7%Prev: 3.5%	80,636 SH	Decreased-63,785 SH
CORTEVA INC	COM	$277K	0.1%Prev: 0.1%	3,304 SH	Increased
CUMMINS INC	COM	$11.1M	3.0%Prev: 3.8%	20,601 SH	Decreased-15,412 SH
DANAHER CORP DEL	COM	$295K	0.1%	1,557 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.8M	0.8%Prev: 0.8%	73,256 SH	Increased-2,080 SH
DISNEY WALT CO	COM	$2.0M	0.5%Prev: 2.1%	20,377 SH	Decreased-43,117 SH
ELI LILLY & CO	COM	$844K	0.2%Prev: 0.3%	918 SH	Increased-87 SH
EXXON MOBIL CORP	COM	$951K	0.3%Prev: 0.2%	5,608 SH	Increased-75 SH
FIFTH THIRD BANCORP	COM	$578K	0.2%Prev: 0.1%	12,442 SH	Increased+6,700 SH
GENERAL DYNAMICS CORP	COM	$327K	0.1%Prev: 0.1%	952 SH	Increased+200 SH
GILEAD SCIENCES INC	COM	$271K	0.1%	1,947 SH	New
GOLDMAN SACHS GROUP INC	COM	$19.2M	5.2%Prev: 4.7%	22,703 SH	Increased-2,668 SH
HERSHEY CO	COM	$553K	0.1%Prev: 0.2%	2,661 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$329K	0.1%Prev: 0.1%	1,359 SH	Increased+355 SH
INTUITIVE SURGICAL INC	COM NEW	$1.1M	0.3%Prev: 0.4%	2,475 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.5M	0.4%Prev: 0.3%	7,727 SH	Increased+3,310 SH
INVESCO QQQ TR	UNIT SER 1	$416K	0.1%Prev: 0.1%	721 SH	Increased+60 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$397K	0.1%	10,337 SH	New
ISHARES GOLD TR	ISHARES NEW	$384K	0.1%Prev: 0.1%	4,357 SH	Increased+382 SH
ISHARES SILVER TR	ISHARES	$218K	0.1%	3,202 SH	New
ISHARES TR	0-5 YR TIPS ETF	$266K	0.1%Prev: 0.1%	2,576 SH	Decreased-833 SH
ISHARES TR	CORE DIV GRWTH	$17.6M	4.8%Prev: 0.5%	250,666 SH	Increased+226,272 SH
ISHARES TR	CORE HIGH DV ETF	$19.2M	5.2%Prev: 0.2%	141,303 SH	Increased+137,579 SH
ISHARES TR	CORE S&P SCP ETF	$655K	0.2%	5,273 SH	New
ISHARES TR	CORE S&P500 ETF	$35.7M	9.7%Prev: 6.6%	54,723 SH	Increased+19,752 SH
ISHARES TR	CORE UNIVRSL USD	$325K	0.1%	7,033 SH	New
ISHARES TR	CORE US AGGBD ET	$4.9M	1.3%Prev: 0.7%	49,820 SH	Increased+29,437 SH
ISHARES TR	ESG EAFE ETF	$2.5M	0.7%Prev: 0.7%	33,203 SH	Increased+3,662 SH
ISHARES TR	ESG MSCI USA ETF	$3.8M	1.0%Prev: 1.1%	68,225 SH	Increased
ISHARES TR	IBDS DEC28 ETF	$470K	0.1%Prev: 0.1%	18,545 SH	Increased+7,397 SH
ISHARES TR	IBONDS 27 ETF	$637K	0.2%Prev: 0.1%	26,265 SH	Increased+12,342 SH
ISHARES TR	IBONDS 27 TRM TS	$245K	0.1%	10,940 SH	New
ISHARES TR	IBONDS 28 TRM TS	$600K	0.2%	26,944 SH	New
ISHARES TR	IBONDS 29 TRM TS	$303K	0.1%	13,853 SH	New
ISHARES TR	IBONDS DEC 2029	$443K	0.1%	17,481 SH	New
ISHARES TR	IBONDS DEC 26	$2.3M	0.6%Prev: 0.8%	90,163 SH	Decreased-4,543 SH
ISHARES TR	IBONDS DEC 27	$2.5M	0.7%Prev: 0.7%	98,046 SH	Increased+21,121 SH
ISHARES TR	IBONDS DEC 28	$2.5M	0.7%	99,848 SH	New
ISHARES TR	IBONDS DEC 29	$295K	0.1%	12,673 SH	New
ISHARES TR	IBONDS DEC2026	$849K	0.2%Prev: 0.3%	35,040 SH	Increased+3,468 SH
ISHARES TR	INTL SEL DIV ETF	$860K	0.2%	20,201 SH	New
ISHARES TR	INTRM GOV CR ETF	$1.5M	0.4%	13,987 SH	New
ISHARES TR	MSCI ACWI ETF	$5.6M	1.5%Prev: 1.7%	40,228 SH	Increased-2,889 SH
ISHARES TR	MSCI ACWI EX US	$18.1M	4.9%Prev: 0.2%	264,329 SH	Increased+255,655 SH
ISHARES TR	NATIONAL MUN ETF	$222K	0.1%Prev: 0.1%	2,094 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$210K	0.1%	492 SH	New
ISHARES TR	RUS TP200 GR ETF	$13.9M	3.8%Prev: 0.2%	55,975 SH	Increased+52,555 SH
ISHARES TR	RUSSELL 2000 ETF	$366K	0.1%	1,475 SH	New
ISHARES TR	SP SMCP600VL ETF	$237K	0.1%	1,999 SH	New
ISHARES TR	TIPS BD ETF	$579K	0.2%Prev: 0.3%	5,250 SH	Decreased-1,748 SH
ISHARES TR	ULTRA SHORT DUR	$545K	0.1%	10,767 SH	New
ISHARES U S ETF TR	SHORT DURATION B	$1.2M	0.3%	23,230 SH	New
JOHNSON & JOHNSON	COM	$6.7M	1.8%Prev: 2.7%	27,594 SH	Decreased-21,094 SH
JPMORGAN CHASE & CO	COM	$547K	0.1%	1,861 SH	New
KLA CORP	COM NEW	$274K	0.1%	186 SH	New
LOWES COS INC	COM	$3.9M	1.0%Prev: 2.5%	16,441 SH	Decreased-15,475 SH
MASTERCARD INCORPORATED	CL A	$1.0M	0.3%Prev: 0.4%	2,056 SH	Decreased+28 SH
MCDONALDS CORP	COM	$13.7M	3.7%Prev: 4.1%	44,235 SH	Increased+5,054 SH
MERCK & CO INC	COM	$219K	0.1%	1,823 SH	New
META PLATFORMS INC	CL A	$567K	0.2%Prev: 0.1%	971 SH	Increased+617 SH
MICROSOFT CORP	COM	$8.9M	2.4%Prev: 2.5%	24,107 SH	Increased+4,283 SH
NETFLIX INC.	COM	$533K	0.1%	5,330 SH	New
NOVO-NORDISK A S	ADR	$2.3M	0.6%Prev: 3.8%	62,369 SH	Decreased-101,500 SH
NVIDIA CORPORATION	COM	$1.6M	0.4%Prev: 0.3%	8,905 SH	Increased-384 SH
NVIDIA CORPORATION	PUT	$21K	0.0%	10 SH	New
NVR INC	COM	$231K	0.1%Prev: 0.1%	35 SH	Decreased+1 SH
PACKAGING CORP AMER	COM	$1.0M	0.3%Prev: 1.0%	4,869 SH	Decreased-10,190 SH
PEPSICO INC	COM	$413K	0.1%Prev: 0.1%	2,657 SH	Increased-10 SH
PROCTER & GAMBLE CO	COM	$5.2M	1.4%	35,725 SH	New
QUEST DIAGNOSTICS INC	COM	$5.9M	1.6%Prev: 3.2%	30,316 SH	Decreased-26,332 SH
SMITH A O CORP	COM	$3.2M	0.9%Prev: 2.6%	49,255 SH	Decreased-66,468 SH
SPDR GOLD TR	GOLD SHS	$1.2M	0.3%Prev: 0.3%	2,764 SH	Increased-400 SH
STARBUCKS CORP	COM	$227K	0.1%Prev: 0.1%	2,535 SH	Decreased-251 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$488K	0.1%	751 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$692K	0.2%	2,047 SH	New
VANECK ETF TRUST	MORTGAGE REIT	$114K	0.0%	11,141 SH	New
VANGUARD INDEX FDS	LARGE CAP ETF	$926K	0.3%Prev: 0.3%	3,098 SH	Increased-57 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$291K	0.1%Prev: 0.1%	3,285 SH	Decreased-170 SH
VANGUARD INDEX FDS	SMALL CP ETF	$727K	0.2%Prev: 0.2%	2,775 SH	Increased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$392K	0.1%Prev: 0.1%	6,121 SH	Increased
WALMART INC	COM	$18.9M	5.1%Prev: 4.9%	152,412 SH	Increased-11,756 SH
WASTE MGMT INC DEL	COM	$16.2M	4.4%Prev: 5.5%	70,283 SH	Decreased+298 SH

Sold (vs prior filing)

AGILON HEALTH INC — $428K
BROADRIDGE FINL SOLUTIONS IN — $289K
CHEVRON CORP NEW — $471K
CHUBB LIMITED — $305K
COMCAST CORP NEW — $1.8M
COPART INC — $2.7M
DANAHER CORPORATION — $327K
FULTON FINL CORP PA — $186K
ISHARES TR — $2.7M
ISHARES TR — $847K
JPMORGAN CHASE & CO. — $457K
PROCTER AND GAMBLE CO — $11.0M
SPDR S&P 500 ETF TR — $397K
TAIWAN SEMICONDUCTOR MFG LTD — $340K
UNITED PARCEL SERVICE INC — $3.0M

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