§ 13F · FUND PROFILE
Atwater Malick LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $344M (13F)Positions · 83Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 55K | $36M | 9.7% | +8% |
| 2 | CAT | CATERPILLAR INC | 38K | $27M | 7.3% | −4% |
| 3 | AAPL | APPLE INC | 100K | $25M | 6.8% | −2% |
| 4 | GOOGL | ALPHABET INC | 76K | $22M | 5.9% | −4% |
| 5 | GS | GOLDMAN SACHS GROUP INC | 23K | $19M | 5.2% | −4% |
| 6 | HDV | ISHARES TR | 141K | $19M | 5.2% | +16% |
| 7 | WMT | WALMART INC | 152K | $19M | 5.1% | −2% |
| 8 | ACWX | ISHARES TR | 264K | $18M | 4.9% | +17% |
| 9 | DGRO | ISHARES TR | 251K | $18M | 4.8% | +14% |
| 10 | WM | WASTE MGMT INC DEL | 70K | $16M | 4.4% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ATWATER SIGNAL
AC read
Atwater Malick LLC is a Other fund managing $344 million in assets. The fund runs a portfolio of 83 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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