Atwater Malick LLC Top Holdings and 13F Report (2026)

About Atwater Malick LLC

Investment Activity

Atwater Malick LLC has $459.12 million in total holdings as of June 30, 2026.
Atwater Malick LLC owns shares of 127 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
Approximately 14.33% of the portfolio was purchased this quarter.
About 0.54% of the portfolio was sold this quarter.
This quarter, Atwater Malick LLC has purchased 96 new stocks and bought additional shares in 61 stocks.
Atwater Malick LLC sold shares of 18 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $42,033,768
Caterpillar: $40,323,098
Apple: $29,538,154
Alphabet: $27,681,986
iShares Core High Dividend ETF: $23,597,379

Largest New Holdings this Quarter

464287598 - iShares Russell 1000 Value ETF: $3,736,574 Holding
464287507 - iShares Core S&P Mid-Cap ETF: $2,178,743 Holding
46435G326 - iShares Core MSCI International Developed Markets ETF: $1,986,169 Holding
46434G103 - iShares Core MSCI Emerging Markets ETF: $1,607,593 Holding
464286319 - iShares Emerging Markets Dividend ETF: $1,412,351 Holding

Largest Purchases this Quarter

iShares Core High Dividend ETF: 719,601 shares (about $19.72M)
iShares Russell 1000 Growth ETF: 37,676 shares (about $4.68M)
iShares Russell 1000 Value ETF: 15,413 shares (about $3.74M)
iShares Intermediate Government/Credit Bond ETF: 26,807 shares (about $2.84M)
iShares Core S&P Mid-Cap ETF: 28,255 shares (about $2.18M)

Largest Sales this Quarter

Accenture: 3,202 shares (about $398.46K)
Cummins: 509 shares (about $363.03K)
Novo Nordisk A/S: 4,699 shares (about $225.27K)
A. O. Smith: 3,410 shares (about $213.88K)
Intuitive Surgical: 417 shares (about $165.83K)

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	$42,033,768	$1,052,192 â–²	2.6%	56,128	9.2%	ETF
CAT Caterpillar	$40,323,098	$165,058 â–¼	-0.4%	37,866	8.8%	Industrials
AAPL Apple	$29,538,154	$638,888 â–²	2.2%	102,084	6.4%	Technology
GOOGL Alphabet	$27,681,986	$513,543 â–²	1.9%	77,460	6.0%	Communication Services
HDV iShares Core High Dividend ETF	$23,597,379	$19,724,264 â–²	509.3%	860,904	5.1%	ETF
GS The Goldman Sachs Group	$23,041,522	$79,900 â–²	0.3%	22,782	5.0%	Finance
ACWX iShares MSCI ACWI ex U.S. ETF	$21,630,158	$1,512,077 â–²	7.5%	284,196	4.7%	ETF
DGRO iShares Core Dividend Growth ETF	$20,014,699	$1,016,723 â–²	5.4%	264,081	4.4%	ETF
WALMART INC	$17,498,683	$236,487 â–²	1.4%	154,500	3.8%	COM
IWY iShares Russell Top 200 Growth ETF	$17,255,272	$987,817 â–²	6.1%	59,374	3.8%	ETF
WM Waste Management	$15,925,125	$260,545 â–²	1.7%	71,452	3.5%	Industrials
CMI Cummins	$14,330,139	$363,032 â–¼	-2.5%	20,092	3.1%	Industrials
MCD McDonald's	$12,116,127	$158,943 â–²	1.3%	44,823	2.6%	Consumer Discretionary
MSFT Microsoft	$9,671,752	$679,276 â–²	7.6%	25,928	2.1%	Technology
JNJ Johnson & Johnson	$7,054,744	$46,730 â–²	0.7%	27,778	1.5%	Healthcare
KO CocaCola	$6,464,135	$89,153 â–¼	-1.4%	79,539	1.4%	Consumer Staples
DGX Quest Diagnostics	$6,264,606	$160,870 â–¼	-2.5%	29,557	1.4%	Healthcare
ACWI iShares MSCI ACWI ETF	$6,237,557	$77,073 â–¼	-1.2%	39,737	1.4%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$6,190,737	$1,259,527 â–²	25.5%	62,545	1.3%	ETF
PG Procter & Gamble	$5,115,370	$123,324 â–¼	-2.4%	34,884	1.1%	Consumer Staples
IWF iShares Russell 1000 Growth ETF	$4,739,321	$4,678,229 â–²	7,657.7%	38,168	1.0%	ETF
USXF iShares ESG Advanced MSCI USA ETF	$4,738,226		0.0%	68,225	1.0%	ETF
GVI iShares Intermediate Government/Credit Bond ETF	$4,328,039	$2,844,088 â–²	191.7%	40,794	0.9%	ETF
IWD iShares Russell 1000 Value ETF	$3,736,574	$3,736,574 â–²	New Holding	15,413	0.8%	ETF
LOW Lowe's Companies	$3,507,777	$117,301 â–¼	-3.2%	15,909	0.8%	Consumer Discretionary
DFAC Dimensional U.S. Core Equity 2 ETF	$3,156,947	$92,667 â–¼	-2.9%	71,167	0.7%	ETF
IDV iShares International Select Dividend ETF	$2,977,118	$2,140,191 â–²	255.7%	71,859	0.6%	ETF
DMXF iShares ESG Advanced MSCI EAFE ETF	$2,947,718	$138,744 â–²	4.9%	34,843	0.6%	ETF
IJR iShares Core S&P Small-Cap ETF	$2,940,839	$2,158,800 â–²	276.0%	19,829	0.6%	ETF
AOS A. O. Smith	$2,875,409	$213,876 â–¼	-6.9%	45,845	0.6%	Industrials
NVO Novo Nordisk A/S	$2,764,700	$225,270 â–¼	-7.5%	57,670	0.6%	Healthcare
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF	$2,599,388	$45,277 â–²	1.8%	101,618	0.6%	ETF
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF	$2,537,475	$45,146 â–²	1.8%	99,822	0.6%	ETF
NVDA NVIDIA	$2,365,464	$583,663 â–²	32.8%	11,822	0.5%	Technology
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF	$2,311,788		0.0%	90,163	0.5%	ETF
IJH iShares Core S&P Mid-Cap ETF	$2,178,743	$2,178,743 â–²	New Holding	28,255	0.5%	ETF
IDEV iShares Core MSCI International Developed Markets ETF	$1,986,169	$1,986,169 â–²	New Holding	22,314	0.4%	ETF
NEAR iShares Short Duration Bond Active ETF	$1,977,361	$800,529 â–²	68.0%	39,032	0.4%	ETF
DIS Walt Disney	$1,831,638	$129,649 â–¼	-6.6%	19,030	0.4%	Communication Services
AMZN Amazon.com	$1,741,550	$165,885 â–²	10.5%	7,307	0.4%	Consumer Discretionary
ACN Accenture	$1,688,029	$398,457 â–¼	-19.1%	13,565	0.4%	Technology
RSP Invesco S&P 500 Equal Weight ETF	$1,678,330	$34,256 â–²	2.1%	7,888	0.4%	ETF
ICSH iShares Ultra Short-Term Bond Active ETF	$1,670,961	$1,126,366 â–²	206.8%	33,036	0.4%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$1,607,593	$1,607,593 â–²	New Holding	19,406	0.4%	ETF
BRK.B Berkshire Hathaway	$1,584,735	$56,544 â–²	3.7%	3,167	0.3%	Finance
DVYE iShares Emerging Markets Dividend ETF	$1,412,351	$1,412,351 â–²	New Holding	43,821	0.3%	ETF
LLY Eli Lilly and Company	$1,217,495	$116,352 â–²	10.6%	1,015	0.3%	Healthcare
IAU iShares Gold Trust	$1,175,917	$846,920 â–²	257.4%	15,573	0.3%	ETF
PKG Packaging Corporation of America	$1,170,431	$10,246 â–²	0.9%	4,912	0.3%	Materials
MA Mastercard	$1,125,811	$69,850 â–²	6.6%	2,192	0.2%	Finance
CNI Canadian National Railway	$1,087,588		0.0%	9,121	0.2%	Industrials
VV Vanguard Large-Cap ETF	$1,065,433		0.0%	3,098	0.2%	ETF
COR Cencora	$1,057,009		0.0%	3,695	0.2%	Healthcare
GLD SPDR Gold Shares	$1,018,202		0.0%	2,764	0.2%	ETF
REET iShares Global REIT ETF	$1,007,274	$1,007,274 â–²	New Holding	36,469	0.2%	ETF
TSM Taiwan Semiconductor Manufacturing	$983,317	$5,731 â–²	0.6%	2,059	0.2%	Technology
IBTI iShares iBonds Dec 2028 Term Treasury ETF	$905,437	$308,897 â–²	51.8%	40,896	0.2%	ETF
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$849,019		0.0%	35,040	0.2%	ETF
AGILON HEALTH INC	$847,044	$847,044 â–²	New Holding	7,903	0.2%	COM NEW
VB Vanguard Small-Cap ETF	$846,311	$5,153 â–²	0.6%	2,792	0.2%	ETF
ABBV AbbVie	$840,943	$79,263 â–²	10.4%	3,342	0.2%	Healthcare
ISRG Intuitive Surgical	$818,425	$165,832 â–¼	-16.8%	2,058	0.2%	Healthcare
XOM ExxonMobil	$779,476	$12,716 â–²	1.7%	5,701	0.2%	Energy
MU Micron Technology	$746,826	$746,826 â–²	New Holding	647	0.2%	Technology
TIP iShares TIPS Bond ETF	$709,763	$135,255 â–²	23.5%	6,486	0.2%	ETF
FITB Fifth Third Bancorp	$701,356		0.0%	12,442	0.2%	Finance
JPM JPMorgan Chase & Co.	$666,444	$57,283 â–²	9.4%	2,036	0.1%	Finance
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$636,138		0.0%	26,265	0.1%	ETF
INTC Intel	$628,056	$628,056 â–²	New Holding	4,498	0.1%	Technology
META Meta Platforms	$578,097	$30,990 â–²	5.7%	1,026	0.1%	Communication Services
IUSB iShares Core Total USD Bond Market ETF	$574,521	$249,948 â–²	77.0%	12,449	0.1%	ETF
KLAC KLA	$565,438	$509,317 â–²	907.5%	1,874	0.1%	Technology
SPY SPDR S&P 500 ETF Trust	$560,826		0.0%	751	0.1%	ETF
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$553,430	$85,168 â–²	18.2%	21,918	0.1%	ETF
QQQ Invesco QQQ	$530,944		0.0%	721	0.1%	ETF
LAM RESEARCH CORP	$523,463	$523,463 â–²	New Holding	1,208	0.1%	COM NEW
INMU iShares Intermediate Muni Income Active ETF	$517,422	$517,422 â–²	New Holding	21,337	0.1%	ETF
ISHARES TR	$489,138	$45,296 â–²	10.2%	19,265	0.1%	IBONDS DEC 2029
HSY Hershey	$466,872		0.0%	2,661	0.1%	Consumer Staples
IWM iShares Russell 2000 ETF	$464,796	$21,632 â–²	4.9%	1,547	0.1%	ETF
VEA Vanguard FTSE Developed Markets ETF	$460,204	$24,083 â–²	5.5%	6,459	0.1%	ETF
IBM International Business Machines	$440,094	$57,929 â–²	15.2%	1,565	0.1%	Technology
GD General Dynamics	$422,608	$85,372 â–²	25.3%	1,193	0.1%	Industrials
AVGO Broadcom	$414,014	$414,014 â–²	New Holding	1,096	0.1%	Technology
PEP PepsiCo	$405,658	$45,901 â–²	12.8%	2,996	0.1%	Consumer Staples
IBTJ iShares iBonds Dec 2029 Term Treasury ETF	$398,966	$99,049 â–²	33.0%	18,428	0.1%	ETF
CSCO Cisco Systems	$387,501	$58,025 â–²	17.6%	3,299	0.1%	Technology
NFLX Netflix	$383,273	$27,845 â–¼	-6.8%	4,969	0.1%	Communication Services
GOOG Alphabet	$356,510	$17,667 â–¼	-4.7%	1,009	0.1%	Communication Services
MUB iShares National Muni Bond ETF	$347,075	$121,718 â–²	54.0%	3,225	0.1%	ETF
CB Chubb	$344,147		0.0%	1,010	0.1%	Finance
ISHARES BITCOIN TRUST ETF	$344,119		0.0%	10,337	0.1%	SHS BEN INT
CHD Church & Dwight	$329,489	$329,489 â–²	New Holding	3,401	0.1%	Consumer Staples
STX Seagate Technology	$325,205	$325,205 â–²	New Holding	337	0.1%	Technology
MRK Merck & Co., Inc.	$324,720	$90,464 â–²	38.6%	2,527	0.1%	Healthcare
CTVA Corteva	$321,060	$41,244 â–²	14.7%	3,791	0.1%	Materials
IJS iShares S&P Small-Cap 600 Value ETF	$305,480	$32,257 â–²	11.8%	2,235	0.1%	ETF
VNQ Vanguard Real Estate ETF	$296,522	$20,250 â–¼	-6.4%	3,075	0.1%	ETF
CVX Chevron	$293,518	$44,202 â–¼	-13.1%	1,773	0.1%	Energy
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$293,507		0.0%	12,673	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Atwater Malick LLC Top Holdings and 13F Report (2026)

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 (2026)

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