§ 13F · FUND PROFILE
Atwater Malick LLC.
AUM · $459M (13F)Positions · 130Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 56K | $42M | 9.2% | +3% |
| 2 | CAT | CATERPILLAR INC | 38K | $40M | 8.8% | ±0% |
| 3 | AAPL | APPLE INC | 102K | $30M | 6.4% | +2% |
| 4 | GOOGL | ALPHABET INC | 77K | $28M | 6.0% | +2% |
| 5 | HDV | ISHARES TR | 861K | $24M | 5.1% | +509% |
| 6 | GS | GOLDMAN SACHS GROUP INC | 23K | $23M | 5.0% | ±0% |
| 7 | ACWX | ISHARES TR | 284K | $22M | 4.7% | +8% |
| 8 | DGRO | ISHARES TR | 264K | $20M | 4.4% | +5% |
| 9 | WMT | WALMART INC | 155K | $17M | 3.8% | +1% |
| 10 | IWY | ISHARES TR | 59K | $17M | 3.8% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ATWATER SIGNAL
AC read
Atwater Malick LLC is a Other fund managing $459 million in assets. The fund runs a portfolio of 130 positions.
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