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 $370.2M across 91 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($35.7M, 9.65%), CAT ($26.9M, 7.28%), AAPL ($25.4M, 6.85%), GOOGL ($21.9M, 5.90%), GS ($19.2M, 5.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $35.7M | 9.65% | 54,723 | Added |
| 2 | CAT | CATERPILLAR INC | $26.9M | 7.28% | 38,021 | Trimmed |
| 3 | AAPL | APPLE INC | $25.4M | 6.85% | 99,876 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $21.9M | 5.90% | 76,023 | Trimmed |
| 5 | GS | GOLDMAN SACHS GROUP INC | $19.2M | 5.19% | 22,703 | Trimmed |
| 6 | HDV | ISHARES TR | $19.2M | 5.18% | 141,303 | Added |
| 7 | WMT | WALMART INC | $18.9M | 5.12% | 152,412 | Trimmed |
| 8 | ACWX | ISHARES TR | $18.1M | 4.89% | 264,329 | Added |
| 9 | DGRO | ISHARES TR | $17.6M | 4.75% | 250,666 | Added |
| 10 | WM | WASTE MGMT INC DEL | $16.2M | 4.36% | 70,283 | Added |
| 11 | IWY | ISHARES TR | $13.9M | 3.76% | 55,975 | Added |
| 12 | MCD | MCDONALDS CORP | $13.7M | 3.71% | 44,235 | Added |
| 13 | CMI | CUMMINS INC | $11.1M | 2.99% | 20,601 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $8.9M | 2.41% | 24,107 | Added |
| 15 | JNJ | JOHNSON & JOHNSON | $6.7M | 1.82% | 27,594 | Trimmed |
| 16 | KO | COCA COLA CO | $6.1M | 1.66% | 80,636 | Trimmed |
| 17 | DGX | QUEST DIAGNOSTICS INC | $5.9M | 1.60% | 30,316 | Trimmed |
| 18 | ACWI | ISHARES TR | $5.6M | 1.50% | 40,228 | Added |
| 19 | PG | PROCTER & GAMBLE CO | $5.2M | 1.39% | 35,725 | Trimmed |
| 20 | AGG | ISHARES TR | $4.9M | 1.34% | 49,820 | Added |
| 21 | LOW | LOWES COS INC | $3.9M | 1.05% | 16,441 | Trimmed |
| 22 | USXF | ISHARES TR | $3.8M | 1.02% | 68,225 | Hold |
| 23 | ACN | ACCENTURE PLC IRELAND | $3.3M | 0.90% | 16,767 | Trimmed |
| 24 | AOS | SMITH A O CORP | $3.2M | 0.88% | 49,255 | Trimmed |
| 25 | DFAC | DIMENSIONAL ETF TRUST | $2.8M | 0.77% | 73,256 | Added |
Source: SEC Form 13F filings · as of 2026-03-31