Atwater Malick LLC Top Holdings and 13F Report (2026) About Atwater Malick LLCInvestment ActivityAtwater Malick LLC has $370.24 million in total holdings as of March 31, 2026.Atwater Malick LLC owns shares of 96 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 6.05% of the portfolio was purchased this quarter.About 3.88% of the portfolio was sold this quarter.This quarter, Atwater Malick LLC has purchased 86 new stocks and bought additional shares in 28 stocks.Atwater Malick LLC sold shares of 35 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $35,745,397Caterpillar $26,936,088Apple $25,361,342Alphabet $21,861,259The Goldman Sachs Group $19,206,921 Largest New Holdings this Quarter 46431W507 - iShares Short Duration Bond Active ETF $1,180,897 Holding464288448 - iShares International Select Dividend ETF $859,755 Holding464287804 - iShares Core S&P Small-Cap ETF $655,487 Holding46436E833 - iShares iBonds Dec 2028 Term Treasury ETF $600,393 Holding46434V878 - iShares Ultra Short-Term Bond Active ETF $545,026 Holding Largest Purchases this Quarter iShares Core High Dividend ETF 19,382 shares (about $2.63M)iShares MSCI ACWI ex U.S. ETF 37,509 shares (about $2.57M)iShares Core S&P 500 ETF 3,817 shares (about $2.49M)iShares Core Dividend Growth ETF 30,157 shares (about $2.12M)iShares Russell Top 200 Growth ETF 7,017 shares (about $1.75M) Largest Sales this Quarter Cummins 3,424 shares (about $1.84M)Caterpillar 1,645 shares (about $1.17M)Alphabet 3,441 shares (about $989.50K)Quest Diagnostics 5,017 shares (about $983.23K)Johnson & Johnson 4,017 shares (about $981.91K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAtwater Malick LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$35,745,397$2,493,288 ▲7.5%54,7239.7%ETFCATCaterpillar$26,936,088$1,165,405 ▼-4.1%38,0217.3%IndustrialsAAPLApple$25,361,342$603,334 ▼-2.3%99,8766.8%Computer and TechnologyGOOGLAlphabet$21,861,259$989,498 ▼-4.3%76,0235.9%Computer and TechnologyGSThe Goldman Sachs Group$19,206,921$757,177 ▼-3.8%22,7035.2%FinanceHDViShares Core High Dividend ETF$19,177,643$2,630,525 ▲15.9%141,3035.2%ETFWALMART INC$18,941,778$346,369 ▼-1.8%152,4125.1%COMACWXiShares MSCI ACWI ex U.S. ETF$18,098,607$2,568,241 ▲16.5%264,3294.9%ManufacturingDGROiShares Core Dividend Growth ETF$17,591,740$2,116,418 ▲13.7%250,6664.8%ETFWMWaste Management$16,150,231$73,992 ▲0.5%70,2834.4%Business ServicesIWYiShares Russell Top 200 Growth ETF$13,928,819$1,746,110 ▲14.3%55,9753.8%ETFMCDMcDonald's$13,747,821$333,478 ▲2.5%44,2353.7%Retail/WholesaleCMICummins$11,083,994$1,842,221 ▼-14.3%20,6013.0%Auto/Tires/TrucksMSFTMicrosoft$8,923,754$611,525 ▲7.4%24,1072.4%Computer and TechnologyJNJJohnson & Johnson$6,745,044$981,911 ▼-12.7%27,5941.8%MedicalKOCocaCola$6,132,368$929,863 ▼-13.2%80,6361.7%Consumer StaplesDGXQuest Diagnostics$5,941,330$983,232 ▼-14.2%30,3161.6%MedicalACWIiShares MSCI ACWI ETF$5,566,344$128,961 ▲2.4%40,2281.5%ManufacturingPGProcter & Gamble$5,160,100$926,146 ▼-15.2%35,7251.4%Consumer StaplesAGGiShares Core U.S. Aggregate Bond ETF$4,945,654$1,115,800 ▲29.1%49,8201.3%FinanceLOWLowe's Companies$3,884,681$491,226 ▼-11.2%16,4411.0%Retail/WholesaleUSXFiShares ESG Advanced MSCI USA ETF$3,766,0200.0%68,2251.0%ManufacturingACNAccenture$3,324,692$820,912 ▼-19.8%16,7670.9%Computer and TechnologyAOSA. O. Smith$3,247,886$713,078 ▼-18.0%49,2550.9%IndustrialsDFACDimensional U.S. Core Equity 2 ETF$2,846,715$7,034 ▲0.2%73,2560.8%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$2,549,119$119,404 ▲4.9%99,8480.7%ETFDMXFiShares ESG Advanced MSCI EAFE ETF$2,505,166$70,168 ▲2.9%33,2030.7%ManufacturingIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$2,494,290$119,950 ▲5.1%98,0460.7%ETFIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$2,310,878$304,664 ▼-11.6%90,1630.6%ETFNVONovo Nordisk A/S$2,292,061$92,500 ▼-3.9%62,3690.6%MedicalDISWalt Disney$1,963,935$528,259 ▼-21.2%20,3770.5%Consumer DiscretionaryNVDANVIDIA$1,553,032$72,550 ▼-4.5%8,9050.4%Computer and TechnologyGVIiShares Intermediate Government/Credit Bond ETF$1,492,133$1,232,794 ▲475.4%13,9870.4%ETFRSPInvesco S&P 500 Equal Weight ETF$1,482,966$567,699 ▲62.0%7,7270.4%ETFBRK.BBerkshire Hathaway$1,463,477$5,271 ▲0.4%3,0540.4%FinanceAMZNAmazon.com$1,376,873$9,372 ▼-0.7%6,6110.4%Retail/WholesaleGLDSPDR Gold Shares$1,189,322$172,116 ▼-12.6%2,7640.3%FinanceNEARiShares Short Duration Bond Active ETF$1,180,897$1,180,897 ▲New Holding23,2300.3%ETFCORCencora$1,168,7610.0%3,6950.3%MedicalISRGIntuitive Surgical$1,140,950$5,071 ▼-0.4%2,4750.3%MedicalPKGPackaging Corporation of America$1,033,299$142,824 ▼-12.1%4,8690.3%IndustrialsMAMastercard$1,027,301$4,997 ▼-0.5%2,0560.3%Business ServicesXOMExxonMobil$951,497$86,191 ▲10.0%5,6080.3%EnergyCNICanadian National Railway$937,3650.0%9,1210.3%TransportationVVVanguard Large-Cap ETF$925,8370.0%3,0980.3%ETFIDViShares International Select Dividend ETF$859,755$859,755 ▲New Holding20,2010.2%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$849,370$33,039 ▲4.0%35,0400.2%ETFLLYEli Lilly and Company$844,406$95,663 ▼-10.2%9180.2%MedicalVBVanguard Small-Cap ETF$726,8280.0%2,7750.2%ETFTSMTaiwan Semiconductor Manufacturing$691,7840.0%2,0470.2%Computer and TechnologyABBVAbbVie$658,309$45,671 ▼-6.5%3,0270.2%MedicalIJRiShares Core S&P Small-Cap ETF$655,487$655,487 ▲New Holding5,2730.2%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$636,664$33,039 ▲5.5%26,2650.2%ETFIBTIiShares iBonds Dec 2028 Term Treasury ETF$600,393$600,393 ▲New Holding26,9440.2%ManufacturingTIPiShares TIPS Bond ETF$579,390$81,997 ▼-12.4%5,2500.2%ETFFITBFifth Third Bancorp$578,0550.0%12,4420.2%FinanceMETAMeta Platforms$567,220$58,416 ▲11.5%9710.2%Computer and TechnologyHSYHershey$553,1950.0%2,6610.1%Consumer StaplesJPMJPMorgan Chase & Co.$547,432$5,589 ▼-1.0%1,8610.1%FinanceICSHiShares Ultra Short-Term Bond Active ETF$545,026$545,026 ▲New Holding10,7670.1%ETFNFLXNetflix$532,807$1,000 ▲0.2%5,3300.1%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$488,405$650 ▲0.1%7510.1%FinanceIBDTiShares iBonds Dec 2028 Term Corporate ETF$469,745$55,422 ▲13.4%18,5450.1%ETFISHARES TR$443,143$118,993 ▲36.7%17,4810.1%IBONDS DEC 2029CVXChevron$422,076$103,450 ▲32.5%2,0400.1%EnergyQQQInvesco QQQ$416,1470.0%7210.1%FinancePEPPepsiCo$412,606$19,722 ▼-4.6%2,6570.1%Consumer StaplesISHARES BITCOIN TRUST ETF$397,148$49,408 ▲14.2%10,3370.1%SHS BEN INTVEAVanguard FTSE Developed Markets ETF$392,2340.0%6,1210.1%ETFIAUiShares Gold Trust$384,113$77,140 ▼-16.7%4,3570.1%FinanceIWMiShares Russell 2000 ETF$365,800$365,800 ▲New Holding1,4750.1%FinanceIBMInternational Business Machines$329,4080.0%1,3590.1%Computer and TechnologyCBChubb$329,1890.0%1,0100.1%FinanceGDGeneral Dynamics$326,745$3,775 ▼-1.1%9520.1%AerospaceIUSBiShares Core Total USD Bond Market ETF$324,854$324,854 ▲New Holding7,0330.1%ManufacturingGOOGAlphabet$303,785$57,085 ▼-15.8%1,0590.1%Computer and TechnologyIBTJiShares iBonds Dec 2029 Term Treasury ETF$302,591$302,591 ▲New Holding13,8530.1%ManufacturingDHRDanaher$295,207$2,086 ▼-0.7%1,5570.1%MedicalIBDUiShares iBonds Dec 2029 Term Corporate ETF$294,7740.0%12,6730.1%ETFVNQVanguard Real Estate ETF$291,3800.0%3,2850.1%ETFCTVACorteva$276,5780.0%3,3040.1%Consumer StaplesKLACKLA$274,1790.0%1860.1%Computer and TechnologyGILDGilead Sciences$271,353$18,257 ▼-6.3%1,9470.1%MedicalSTIPiShares 0-5 Year TIPS Bond ETF$266,436$16,342 ▼-5.8%2,5760.1%ETFIBTHiShares iBonds Dec 2027 Term Treasury ETF$245,384$245,384 ▲New Holding10,9400.1%ManufacturingIJSiShares S&P Small-Cap 600 Value ETF$236,782$236,782 ▲New Holding1,9990.1%ETFNVRNVR$230,6440.0%350.1%ConstructionSBUXStarbucks$227,111$16,485 ▼-6.8%2,5350.1%Retail/WholesaleMUBiShares National Muni Bond ETF$222,2780.0%2,0940.1%ETFMRKMerck & Co., Inc.$219,289$219,289 ▲New Holding1,8230.1%MedicalAXPAmerican Express$218,6930.0%7230.1%FinanceSLViShares Silver Trust$218,184$218,184 ▲New Holding3,2020.1%ETFCSCOCisco Systems$217,640$8,069 ▼-3.6%2,8050.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$209,789$21,320 ▲11.3%4920.1%ETFMORTVanEck Mortgage REIT Income ETF$114,307$114,307 ▲New Holding11,1410.0%ETFNVIDIA CORPORATION$20,833$20,833 ▲New Holding100.0%PUTUNHUnitedHealth Group$0$401,084 ▼-100.0%00.0%MedicalBRBroadridge Financial Solutions$0$301,056 ▼-100.0%00.0%Computer and TechnologyRTXRTX$0$208,342 ▼-100.0%00.0%AerospaceAGLAgilon Health$0$136,071 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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