Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Atwater Malick LLC (CIK 1769288) reported $459.1M across 124 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($42.0M, 9.16%), CAT ($40.3M, 8.78%), AAPL ($29.5M, 6.43%), GOOGL ($27.7M, 6.03%), HDV ($23.6M, 5.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $42.0M | 9.16% | 56,128 | Added |
| 2 | CAT | CATERPILLAR INC | $40.3M | 8.78% | 37,866 | Trimmed |
| 3 | AAPL | APPLE INC | $29.5M | 6.43% | 102,084 | Added |
| 4 | GOOGL | ALPHABET INC | $27.7M | 6.03% | 77,460 | Added |
| 5 | HDV | ISHARES TR | $23.6M | 5.14% | 860,904 | Added |
| 6 | GS | GOLDMAN SACHS GROUP INC | $23.0M | 5.02% | 22,782 | Added |
| 7 | ACWX | ISHARES TR | $21.6M | 4.71% | 284,196 | Added |
| 8 | DGRO | ISHARES TR | $20.0M | 4.36% | 264,081 | Added |
| 9 | WMT | WALMART INC | $17.5M | 3.81% | 154,500 | Added |
| 10 | IWY | ISHARES TR | $17.3M | 3.76% | 59,374 | Added |
| 11 | WM | WASTE MGMT INC DEL | $15.9M | 3.47% | 71,452 | Added |
| 12 | CMI | CUMMINS INC | $14.3M | 3.12% | 20,092 | Trimmed |
| 13 | MCD | MCDONALDS CORP | $12.1M | 2.64% | 44,823 | Added |
| 14 | MSFT | MICROSOFT CORP | $9.7M | 2.11% | 25,928 | Added |
| 15 | JNJ | JOHNSON & JOHNSON | $7.1M | 1.54% | 27,778 | Added |
| 16 | KO | COCA COLA CO | $6.5M | 1.41% | 79,539 | Trimmed |
| 17 | ACWI | ISHARES TR | $6.2M | 1.36% | 39,737 | Trimmed |
| 18 | DGX | QUEST DIAGNOSTICS INC | $6.3M | 1.36% | 29,557 | Trimmed |
| 19 | AGG | ISHARES TR | $6.2M | 1.35% | 62,545 | Added |
| 20 | PG | PROCTER & GAMBLE CO | $5.1M | 1.11% | 34,884 | Trimmed |
| 21 | IWF | ISHARES TR | $4.7M | 1.03% | 38,168 | Added |
| 22 | USXF | ISHARES TR | $4.7M | 1.03% | 68,225 | Hold |
| 23 | GVI | ISHARES TR | $4.3M | 0.94% | 40,794 | Added |
| 24 | IWD | ISHARES TR | $3.7M | 0.81% | 15,413 | New |
| 25 | LOW | LOWES COS INC | $3.5M | 0.76% | 15,909 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30