Atwater Malick LLC

CIK 0001769288 · LANCASTER, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source

Atwater Malick LLC reported 130 positions worth $459.1M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: IVV (9.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$459.1M
2026 Q2
Positions
130
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
57.2%
Est. Net Flow (Q)
2026 Q2
10 / 130 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$42.0M9.16%56,128
2CATCATERPILLAR INCSH$40.3M8.78%37,866
3AAPLAPPLE INCSH$29.5M6.43%102,071
4GOOGLALPHABET INCSH$27.7M6.03%77,460
5HDVISHARES TRSH$23.6M5.14%860,904
6GSGOLDMAN SACHS GROUP INCSH$23.0M5.02%22,782
7ACWXISHARES TRSH$21.6M4.71%284,196
8DGROISHARES TRSH$20.0M4.36%264,081
9WMTWALMART INCSH$17.5M3.81%154,500
10IWYISHARES TRSH$17.3M3.76%59,374

The free plan shows the top 10 positions. The remaining 120 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Atwater Malick LLC hold as of Q2 2026?

Atwater Malick LLC reported 130 positions worth $459.1M in its Q2 2026 13F filing. Largest positions: IVV (9.2%), CAT (8.8%), AAPL (6.4%), GOOGL (6.0%) and HDV (5.1%).

What did Atwater Malick LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Atwater Malick LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.