Atwater Malick LLC Top Holdings and 13F Report (2025)

About Atwater Malick LLC

Investment Activity

Atwater Malick LLC has $315.76 million in total holdings as of June 30, 2025.
Atwater Malick LLC owns shares of 83 different stocks, but just 21 companies or ETFs make up 80% of its holdings.
Approximately 2.26% of the portfolio was purchased this quarter.
About 0.44% of the portfolio was sold this quarter.
This quarter, Atwater Malick LLC has purchased 78 new stocks and bought additional shares in 36 stocks.
Atwater Malick LLC sold shares of 16 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $22,229,067
Apple: $22,001,189
The Goldman Sachs Group: $17,962,331
Caterpillar: $16,630,815
Walmart: $16,002,099

Largest New Holdings this Quarter

46438F101 - ISHARES BITCOIN TRUST ETF: $528,365 Holding
46435U325 - iShares iBonds Dec 2028 Term Muni Bond ETF: $277,503 Holding
025816109 - American Express: $236,683 Holding
02079K107 - Alphabet: $214,642 Holding
22160K105 - Costco Wholesale: $204,918 Holding

Largest Purchases this Quarter

iShares MSCI ACWI ex U.S. ETF: 16,786 shares (about $1.02M)
iShares Core Dividend Growth ETF: 12,210 shares (about $780.71K)
iShares Core High Dividend ETF: 6,168 shares (about $722.70K)
iShares Russell Top 200 Growth ETF: 2,283 shares (about $562.78K)
ISHARES BITCOIN TRUST ETF: 8,632 shares (about $528.37K)

Largest Sales this Quarter

Comcast: 19,774 shares (about $705.73K)
CocaCola: 1,501 shares (about $106.20K)
Dimensional U.S. Core Equity 2 ETF: 2,622 shares (about $93.97K)
Canadian National Railway: 824 shares (about $85.73K)
Apple: 317 shares (about $65.04K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$22,229,067	$515,352 ▲	2.4%	35,801	7.0%	ETF
AAPL Apple	$22,001,189	$65,039 ▼	-0.3%	107,234	7.0%	Computer and Technology
GS The Goldman Sachs Group	$17,962,331	$5,662 ▲	0.0%	25,379	5.7%	Finance
CAT Caterpillar	$16,630,815	$38,821 ▲	0.2%	42,840	5.3%	Industrials
WMT Walmart	$16,002,099	$50,259 ▼	-0.3%	163,654	5.1%	Retail/Wholesale
WM Waste Management	$15,988,584	$25,399 ▼	-0.2%	69,874	5.1%	Business Services
GOOGL Alphabet	$15,447,140	$54,808 ▼	-0.4%	87,653	4.9%	Computer and Technology
CMI Cummins	$11,784,315	$9,825 ▼	-0.1%	35,983	3.7%	Auto/Tires/Trucks
ACN Accenture	$11,754,295	$91,163 ▲	0.8%	39,326	3.7%	Computer and Technology
MCD McDonald's	$11,481,574	$34,184 ▲	0.3%	39,298	3.6%	Retail/Wholesale
NVO Novo Nordisk A/S	$11,430,047	$119,819 ▲	1.1%	165,605	3.6%	Medical
PG Procter & Gamble	$10,277,807	$35,051 ▲	0.3%	64,510	3.3%	Consumer Staples
DGX Quest Diagnostics	$10,178,850	$3,233 ▲	0.0%	56,666	3.2%	Medical
KO CocaCola	$10,111,606	$106,196 ▼	-1.0%	142,920	3.2%	Consumer Staples
MSFT Microsoft	$9,827,820	$32,829 ▼	-0.3%	19,758	3.1%	Computer and Technology
DIS Walt Disney	$7,811,857	$62,005 ▼	-0.8%	62,994	2.5%	Consumer Discretionary
AOS A. O. Smith	$7,622,690	$34,752 ▲	0.5%	116,253	2.4%	Industrials
JNJ Johnson & Johnson	$7,484,126	$47,047 ▲	0.6%	48,996	2.4%	Medical
CNI Canadian National Railway	$7,329,574	$85,728 ▼	-1.2%	70,450	2.3%	Transportation
LOW Lowe's Companies	$7,201,492	$120,254 ▲	1.7%	32,458	2.3%	Retail/Wholesale
ACWI iShares MSCI ACWI ETF	$5,670,950	$126,155 ▲	2.3%	44,098	1.8%	Manufacturing
USXF iShares ESG Advanced MSCI USA ETF	$3,679,374		0.0%	68,225	1.2%	Manufacturing
UPS United Parcel Service	$3,064,922	$310,590 ▲	11.3%	30,364	1.0%	Transportation
PKG Packaging Corporation of America	$3,006,875	$169,038 ▲	6.0%	15,956	1.0%	Industrials
IBMN iShares iBonds Dec 2025 Term Muni Bond ETF	$2,744,998	$32,036 ▲	1.2%	102,565	0.9%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$2,606,080	$93,973 ▼	-3.5%	72,714	0.8%	ETF
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF	$2,506,826	$80,174 ▲	3.3%	97,835	0.8%	ETF
CPRT Copart	$2,482,500	$124,883 ▲	5.3%	50,591	0.8%	Business Services
DGRO iShares Core Dividend Growth ETF	$2,340,460	$780,707 ▲	50.1%	36,604	0.7%	ETF
DMXF iShares ESG Advanced MSCI EAFE ETF	$2,328,334	$129,302 ▲	5.9%	31,278	0.7%	Manufacturing
AGG iShares Core U.S. Aggregate Bond ETF	$2,043,222	$21,229 ▲	1.0%	20,597	0.6%	Finance
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF	$2,030,231	$80,182 ▲	4.1%	80,088	0.6%	ETF
ACWX iShares MSCI ACWI ex U.S. ETF	$1,551,532	$1,022,939 ▲	193.5%	25,460	0.5%	Manufacturing
AMZN Amazon.com	$1,538,143	$439 ▲	0.0%	7,011	0.5%	Retail/Wholesale
BRK.B Berkshire Hathaway	$1,492,771	$234,141 ▲	18.6%	3,073	0.5%	Finance
NVDA NVIDIA	$1,480,682	$13,113 ▲	0.9%	9,372	0.5%	Computer and Technology
IWY iShares Russell Top 200 Growth ETF	$1,405,847	$562,783 ▲	66.8%	5,703	0.4%	ETF
ISRG Intuitive Surgical	$1,344,940		0.0%	2,475	0.4%	Medical
MA Mastercard	$1,165,464	$25,849 ▲	2.3%	2,074	0.4%	Business Services
HDV iShares Core High Dividend ETF	$1,159,046	$722,705 ▲	165.6%	9,892	0.4%	ETF
COR Cencora	$1,144,228		0.0%	3,816	0.4%	Medical
CMCSA Comcast	$1,057,816	$705,734 ▼	-40.0%	29,639	0.3%	Consumer Discretionary
GLD SPDR Gold Shares	$964,482		0.0%	3,164	0.3%	Finance
VV Vanguard Large-Cap ETF	$899,836	$285 ▼	0.0%	3,154	0.3%	ETF
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$844,789	$3,525 ▼	-0.4%	33,550	0.3%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$808,925	$6,179 ▲	0.8%	4,451	0.3%	ETF
LLY Eli Lilly and Company	$783,476		0.0%	1,005	0.2%	Medical
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$765,621		0.0%	31,572	0.2%	ETF
TIP iShares TIPS Bond ETF	$723,293	$46,767 ▼	-6.1%	6,573	0.2%	ETF
VB Vanguard Small-Cap ETF	$657,620		0.0%	2,775	0.2%	ETF
XOM Exxon Mobil	$623,435	$10,780 ▲	1.8%	5,783	0.2%	Energy
JPM JPMorgan Chase & Co.	$539,523		0.0%	1,861	0.2%	Finance
ISHARES BITCOIN TRUST ETF	$528,365	$528,365 ▲	New Holding	8,632	0.2%	SHS BEN INT
ABBV AbbVie	$528,246	$25,057 ▲	5.0%	2,846	0.2%	Medical
TSM Taiwan Semiconductor Manufacturing	$463,625		0.0%	2,047	0.1%	Computer and Technology
HSY Hershey	$441,593		0.0%	2,661	0.1%	Consumer Staples
SPY SPDR S&P 500 ETF Trust	$438,674		0.0%	710	0.1%	Finance
CVX Chevron	$413,246	$9,737 ▲	2.4%	2,886	0.1%	Energy
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$383,126	$45,215 ▲	13.4%	15,786	0.1%	ETF
QQQ Invesco QQQ	$364,634		0.0%	661	0.1%	Finance
PEP PepsiCo	$352,151		0.0%	2,667	0.1%	Consumer Staples
VEA Vanguard FTSE Developed Markets ETF	$348,958		0.0%	6,121	0.1%	ETF
BR Broadridge Financial Solutions	$348,748	$59,299 ▲	20.5%	1,435	0.1%	Computer and Technology
DHR Danaher	$340,559	$25,088 ▲	8.0%	1,724	0.1%	Medical
STIP iShares 0-5 Year TIPS Bond ETF	$321,491	$29,329 ▼	-8.4%	3,124	0.1%	ETF
IBM International Business Machines	$295,959		0.0%	1,004	0.1%	Computer and Technology
CB Chubb	$292,617		0.0%	1,010	0.1%	Finance
VNQ Vanguard Real Estate ETF	$292,562	$15,140 ▼	-4.9%	3,285	0.1%	ETF
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$283,382		0.0%	11,148	0.1%	ETF
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF	$277,503	$277,503 ▲	New Holding	10,921	0.1%	ETF
IAU iShares Gold Trust	$268,585	$20,704 ▲	8.4%	4,307	0.1%	Finance
META Meta Platforms	$261,284		0.0%	354	0.1%	Computer and Technology
SBUX Starbucks	$255,281		0.0%	2,786	0.1%	Retail/Wholesale
NVR NVR	$251,112		0.0%	34	0.1%	Construction
CTVA Corteva	$246,247		0.0%	3,304	0.1%	Consumer Staples
AXP American Express	$236,683	$236,683 ▲	New Holding	742	0.1%	Finance
FITB Fifth Third Bancorp	$236,168		0.0%	5,742	0.1%	Finance
AGL Agilon Health	$227,212		0.0%	98,788	0.1%	Medical
GD General Dynamics	$219,328		0.0%	752	0.1%	Aerospace
MUB iShares National Muni Bond ETF	$218,781		0.0%	2,094	0.1%	ETF
GOOG Alphabet	$214,642	$214,642 ▲	New Holding	1,210	0.1%	Computer and Technology
COST Costco Wholesale	$204,918	$204,918 ▲	New Holding	207	0.1%	Retail/Wholesale
FULT Fulton Financial	$185,956		0.0%	10,308	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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Atwater Malick LLC Top Holdings and 13F Report (2025)

About Atwater Malick LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Atwater Malick LLC Top Holdings and 13F Report (2025)

About Atwater Malick LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAtwater Malick LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools