Atwater Malick LLC
CIK 0001769288 · LANCASTER, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source ↗
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
Top Holdings
IVV
ISHARES TR
9.2%
CAT
CATERPILLAR INC
8.8%
AAPL
APPLE INC
6.4%
GOOGL
ALPHABET INC
6.0%
HDV
ISHARES TR
5.1%
GS
GOLDMAN SACHS GROUP INC
5.0%
ACWX
ISHARES TR
4.7%
DGRO
ISHARES TR
4.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.