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: $459.1M127 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$841K	0.2%Prev: 0.2%	3,342 SH	Increased+496 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.7M	0.4%Prev: 3.7%	13,565 SH	Decreased-25,761 SH
AGILON HEALTH INC	COM NEW	$847K	0.2%	7,903 SH	New
ALPHABET INC	CAP STK CL A	$27.7M	6.0%Prev: 4.9%	77,460 SH	Increased-10,193 SH
ALPHABET INC	CAP STK CL C	$357K	0.1%Prev: 0.1%	1,009 SH	Increased-201 SH
ALTRIA GROUP INC	COM	$253K	0.1%	3,523 SH	New
AMAZON COM INC	COM	$1.7M	0.4%Prev: 0.5%	7,307 SH	Increased+296 SH
AMERICAN EXPRESS CO	COM	$271K	0.1%Prev: 0.1%	801 SH	Increased+59 SH
AMGEN INC	COM	$233K	0.1%	644 SH	New
APPLE INC	COM	$29.5M	6.4%Prev: 7.0%	102,084 SH	Increased-5,150 SH
BANK OF NY MELLON CORP	COM	$207K	0.0%	1,432 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.6M	0.3%Prev: 0.5%	3,167 SH	Increased+94 SH
BLACKROCK ETF TRUST II	ISHAR INTER ETF	$517K	0.1%	21,337 SH	New
BROADCOM INC	COM	$414K	0.1%	1,096 SH	New
CANADIAN NATL RY CO	COM	$1.1M	0.2%Prev: 2.3%	9,121 SH	Decreased-61,329 SH
CATERPILLAR INC	COM	$40.3M	8.8%Prev: 5.3%	37,866 SH	Increased-4,974 SH
CENCORA INC	COM	$1.1M	0.2%Prev: 0.4%	3,695 SH	Decreased-121 SH
CHEVRON CORPORATION	COM	$294K	0.1%	1,773 SH	New
CHUBB LIMITED	COM	$344K	0.1%Prev: 0.1%	1,010 SH	Increased
CHURCH & DWIGHT CO INC	COM	$329K	0.1%	3,401 SH	New
CISCO SYS INC	COM	$388K	0.1%	3,299 SH	New
COCA COLA CO	COM	$6.5M	1.4%Prev: 3.2%	79,539 SH	Decreased-63,381 SH
CORNING INC	COM	$250K	0.1%	977 SH	New
CORTEVA INC	COM	$321K	0.1%Prev: 0.1%	3,791 SH	Increased+487 SH
COSTCO WHOLESALE CORPORATION	COM	$222K	0.0%	237 SH	New
CUMMINS INC	COM	$14.3M	3.1%Prev: 3.7%	20,092 SH	Increased-15,891 SH
DANAHER CORP DEL	COM	$266K	0.1%	1,395 SH	New
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$3.2M	0.7%	71,167 SH	New
DISNEY WALT CO	COM	$1.8M	0.4%Prev: 2.5%	19,030 SH	Decreased-43,964 SH
DOVER CORP	COM	$224K	0.0%	999 SH	New
ELI LILLY & CO	COM	$1.2M	0.3%Prev: 0.2%	1,015 SH	Increased+10 SH
EXXON MOBIL CORP	COM	$779K	0.2%Prev: 0.2%	5,701 SH	Increased-82 SH
FIFTH THIRD BANCORP	COM	$701K	0.2%Prev: 0.1%	12,442 SH	Increased+6,700 SH
FULTON FINL CORP PA	COM	$217K	0.0%Prev: 0.1%	8,963 SH	Increased-1,345 SH
GENERAL DYNAMICS CORP	COM	$423K	0.1%Prev: 0.1%	1,193 SH	Increased+441 SH
GILEAD SCIENCES INC	COM	$284K	0.1%	2,245 SH	New
GOLDMAN SACHS GROUP INC	COM	$23.0M	5.0%Prev: 5.7%	22,782 SH	Increased-2,597 SH
HERSHEY CO	COM	$467K	0.1%Prev: 0.1%	2,661 SH	Increased
HIGHLANDER SILVER CORP	COM	$47K	0.0%	10,000 SH	New
INTEL CORP	COM	$628K	0.1%	4,498 SH	New
INTEL CORP	PUT	$28K	0.0%	15 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$440K	0.1%Prev: 0.1%	1,565 SH	Increased+561 SH
INTUITIVE SURGICAL INC	COM NEW	$818K	0.2%Prev: 0.4%	2,058 SH	Decreased-417 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.7M	0.4%Prev: 0.3%	7,888 SH	Increased+3,437 SH
INVESCO QQQ TR	UNIT SER 1	$531K	0.1%Prev: 0.1%	721 SH	Increased+60 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$344K	0.1%Prev: 0.2%	10,337 SH	Decreased+1,705 SH
ISHARES GOLD TR	ISHARES NEW	$1.2M	0.3%Prev: 0.1%	15,573 SH	Increased+11,266 SH
ISHARES INC	CORE MSCI EMKT	$1.6M	0.4%	19,406 SH	New
ISHARES INC	EM MKTS DIV ETF	$1.4M	0.3%	43,821 SH	New
ISHARES SILVER TR	ISHARES	$265K	0.1%	4,952 SH	New
ISHARES TR	0-5 YR TIPS ETF	$263K	0.1%Prev: 0.1%	2,576 SH	Decreased-548 SH
ISHARES TR	CORE DIV GRWTH	$20.0M	4.4%Prev: 0.7%	264,081 SH	Increased+227,477 SH
ISHARES TR	CORE HIGH DV ETF	$23.6M	5.1%Prev: 0.4%	860,904 SH	Increased+851,012 SH
ISHARES TR	CORE MSCI INTL	$2.0M	0.4%	22,314 SH	New
ISHARES TR	CORE S&P MCP ETF	$2.2M	0.5%	28,255 SH	New
ISHARES TR	CORE S&P SCP ETF	$2.9M	0.6%	19,829 SH	New
ISHARES TR	CORE S&P500 ETF	$42.0M	9.2%Prev: 7.0%	56,128 SH	Increased+20,327 SH
ISHARES TR	CORE UNIVRSL USD	$575K	0.1%	12,449 SH	New
ISHARES TR	CORE US AGGBD ET	$6.2M	1.3%Prev: 0.6%	62,545 SH	Increased+41,948 SH
ISHARES TR	ESG EAFE ETF	$2.9M	0.6%Prev: 0.7%	34,843 SH	Increased+3,565 SH
ISHARES TR	ESG MSCI USA ETF	$4.7M	1.0%Prev: 1.2%	68,225 SH	Increased
ISHARES TR	GLOBAL REIT ETF	$1.0M	0.2%	36,469 SH	New
ISHARES TR	IBDS DEC28 ETF	$553K	0.1%Prev: 0.1%	21,918 SH	Increased+10,770 SH
ISHARES TR	IBONDS 27 ETF	$636K	0.1%Prev: 0.1%	26,265 SH	Increased+10,479 SH
ISHARES TR	IBONDS 27 TRM TS	$257K	0.1%	11,480 SH	New
ISHARES TR	IBONDS 28 TRM TS	$905K	0.2%	40,896 SH	New
ISHARES TR	IBONDS 29 TRM TS	$399K	0.1%	18,428 SH	New
ISHARES TR	IBONDS DEC 2029	$489K	0.1%	19,265 SH	New
ISHARES TR	IBONDS DEC 26	$2.3M	0.5%Prev: 0.8%	90,163 SH	Decreased-7,672 SH
ISHARES TR	IBONDS DEC 27	$2.5M	0.6%Prev: 0.6%	99,822 SH	Increased+19,734 SH
ISHARES TR	IBONDS DEC 28	$2.6M	0.6%Prev: 0.1%	101,618 SH	Increased+90,697 SH
ISHARES TR	IBONDS DEC 29	$294K	0.1%	12,673 SH	New
ISHARES TR	IBONDS DEC2026	$849K	0.2%Prev: 0.2%	35,040 SH	Increased+3,468 SH
ISHARES TR	INTL SEL DIV ETF	$3.0M	0.6%	71,859 SH	New
ISHARES TR	INTRM GOV CR ETF	$4.3M	0.9%	40,794 SH	New
ISHARES TR	MSCI ACWI ETF	$6.2M	1.4%Prev: 1.8%	39,737 SH	Increased-4,361 SH
ISHARES TR	MSCI ACWI EX US	$21.6M	4.7%Prev: 0.5%	284,196 SH	Increased+258,736 SH
ISHARES TR	NATIONAL MUN ETF	$347K	0.1%Prev: 0.1%	3,225 SH	Increased+1,131 SH
ISHARES TR	RUS 1000 GRW ETF	$4.7M	1.0%	38,168 SH	New
ISHARES TR	RUS 1000 VAL ETF	$3.7M	0.8%	15,413 SH	New
ISHARES TR	RUS TP200 GR ETF	$17.3M	3.8%Prev: 0.4%	59,374 SH	Increased+53,671 SH
ISHARES TR	RUSSELL 2000 ETF	$465K	0.1%	1,547 SH	New
ISHARES TR	SP SMCP600VL ETF	$305K	0.1%	2,235 SH	New
ISHARES TR	TIPS BD ETF	$710K	0.2%Prev: 0.2%	6,486 SH	Decreased-87 SH
ISHARES TR	ULTRA SHORT DUR	$1.7M	0.4%	33,036 SH	New
ISHARES U S ETF TR	SHOR DURA BD ETF	$2.0M	0.4%	39,032 SH	New
JOHNSON & JOHNSON	COM	$7.1M	1.5%Prev: 2.4%	27,778 SH	Decreased-21,218 SH
JPMORGAN CHASE & CO	COM	$666K	0.1%	2,036 SH	New
KLA CORP	COM NEW	$565K	0.1%	1,874 SH	New
LAM RESEARCH CORP	COM NEW	$523K	0.1%	1,208 SH	New
LAM RESEARCH CORP	PUT	$28K	0.0%	3 SH	New
LOWES COS INC	COM	$3.5M	0.8%Prev: 2.3%	15,909 SH	Decreased-16,549 SH
MASTERCARD INCORPORATED	CL A	$1.1M	0.2%Prev: 0.4%	2,192 SH	Decreased+118 SH
MCDONALDS CORP	COM	$12.1M	2.6%Prev: 3.6%	44,823 SH	Increased+5,525 SH
MERCK & CO INC	COM	$325K	0.1%	2,527 SH	New
META PLATFORMS INC	CL A	$578K	0.1%Prev: 0.1%	1,026 SH	Increased+672 SH
MICRON TECHNOLOGY INC	COM	$747K	0.2%	647 SH	New
MICROSOFT CORP	COM	$9.7M	2.1%Prev: 3.1%	25,928 SH	Decreased+6,170 SH
NETFLIX INC.	COM	$383K	0.1%	4,969 SH	New
NOVARTIS AG	SPONSORED ADR	$200K	0.0%	1,278 SH	New
NOVO-NORDISK A S	ADR	$2.8M	0.6%Prev: 3.6%	57,670 SH	Decreased-107,935 SH
NVIDIA CORPORATION	COM	$2.4M	0.5%Prev: 0.5%	11,822 SH	Increased+2,450 SH
NVIDIA CORPORATION	PUT	$12K	0.0%	10 SH	New
NVR INC	COM	$252K	0.1%Prev: 0.1%	37 SH	Increased+3 SH
PACKAGING CORP AMER	COM	$1.2M	0.3%Prev: 1.0%	4,912 SH	Decreased-11,044 SH
PEPSICO INC	COM	$406K	0.1%Prev: 0.1%	2,996 SH	Increased+329 SH
PROCTER & GAMBLE CO	COM	$5.1M	1.1%	34,884 SH	New
QUEST DIAGNOSTICS INC	COM	$6.3M	1.4%Prev: 3.2%	29,557 SH	Decreased-27,109 SH
RTX CORPORATION	COM	$202K	0.0%	1,066 SH	New
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$325K	0.1%	337 SH	New
SMITH A O CORP	COM	$2.9M	0.6%Prev: 2.4%	45,845 SH	Decreased-70,408 SH
SPDR GOLD TR	GOLD SHS	$1.0M	0.2%Prev: 0.3%	2,764 SH	Increased-400 SH
STARBUCKS CORP	COM	$280K	0.1%Prev: 0.1%	2,737 SH	Increased-49 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$561K	0.1%	751 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$983K	0.2%	2,059 SH	New
TESLA INC	COM	$208K	0.0%	495 SH	New
TEXAS INSTRS INC	COM	$232K	0.1%	778 SH	New
VANECK ETF TRUST	MORTGAGE REIT	$135K	0.0%	13,023 SH	New
VANGUARD INDEX FDS	LARGE CAP ETF	$1.1M	0.2%Prev: 0.3%	3,098 SH	Increased-56 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$297K	0.1%Prev: 0.1%	3,075 SH	Increased-210 SH
VANGUARD INDEX FDS	SMALL CP ETF	$846K	0.2%Prev: 0.2%	2,792 SH	Increased+17 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$460K	0.1%Prev: 0.1%	6,459 SH	Increased+338 SH
VERIZON COMMUNICATIONS INC	COM	$233K	0.1%	5,513 SH	New
VIZSLA SILVER CORP	COM NEW	$66K	0.0%	20,000 SH	New
WALMART INC	COM	$17.5M	3.8%Prev: 5.1%	154,500 SH	Increased-9,154 SH
WASTE MGMT INC DEL	COM	$15.9M	3.5%Prev: 5.1%	71,452 SH	Decreased+1,578 SH
WW GRAINGER INC	COM	$215K	0.0%	158 SH	New

Sold (vs prior filing)

AGILON HEALTH INC — $227K
BROADRIDGE FINL SOLUTIONS IN — $349K
CHEVRON CORP NEW — $413K
COMCAST CORP NEW — $1.1M
COPART INC — $2.5M
COSTCO WHSL CORP NEW — $205K
DANAHER CORPORATION — $341K
DIMENSIONAL ETF TRUST — $2.6M
ISHARES TR — $2.7M
ISHARES TR — $845K
JPMORGAN CHASE & CO. — $540K
PROCTER AND GAMBLE CO — $10.3M
SPDR S&P 500 ETF TR — $439K
TAIWAN SEMICONDUCTOR MFG LTD — $464K
UNITED PARCEL SERVICE INC — $3.1M

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