§ 13F · FUND PROFILE
Atwater Malick LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $315.8T (13F)Positions · 83Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 51K | $34.9T | 9.6% | +11% |
| 2 | AAPL | APPLE INC | 102K | $27.8T | 7.7% | −3% |
| 3 | GOOGL | ALPHABET INC | 79K | $24.9T | 6.9% | −6% |
| 4 | CAT | CATERPILLAR INC | 40K | $22.7T | 6.3% | −5% |
| 5 | GS | GOLDMAN SACHS GROUP INC | 24K | $20.7T | 5.7% | −4% |
| 6 | WMT | WALMART INC | 155K | $17.3T | 4.8% | −3% |
| 7 | WM | WASTE MGMT INC DEL | 70K | $15.4T | 4.2% | ±0% |
| 8 | DGRO | ISHARES TR | 221K | $15.3T | 4.2% | +24% |
| 9 | ACWX | ISHARES TR | 227K | $15.2T | 4.2% | +23% |
| 10 | HDV | ISHARES TR | 122K | $14.8T | 4.1% | +23% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ATWATER SIGNAL
AC read
Atwater Malick LLC is a Other fund managing $315755.2 trillion in assets. The fund runs a portfolio of 83 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed