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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Atwater Malick LLC

Quarter ended Q4 2025 · Filed January 23, 2026 · Accession 0001214659-26-000788

Total Value
$362.7M
Positions
90
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (90)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720050,906$34.9M9.61%
2APPLE INCAAPL102,236$27.8M7.66%
3ALPHABET INCGOOG79,464$24.9M6.86%
4CATERPILLAR INCCAT39,666$22.7M6.27%
5GOLDMAN SACHS GROUP INCGSCE23,598$20.7M5.72%
6WALMART INCWMT155,199$17.3M4.77%
7WASTE MGMT INC DEL94106L10969,961$15.4M4.24%
8ISHARES TR46434V621220,509$15.3M4.22%
9ISHARES TR464288240226,820$15.2M4.20%
10ISHARES TR46429B663121,921$14.8M4.09%
11ISHARES TR46428943848,958$13.6M3.74%
12MCDONALDS CORPMCD43,162$13.2M3.64%
13CUMMINS INCCMI24,025$12.3M3.38%
14MICROSOFT CORPMSFT22,455$10.9M2.99%
15JOHNSON & JOHNSONJNJ31,611$6.5M1.80%
16COCA COLA COKO92,863$6.5M1.79%
17QUEST DIAGNOSTICS INCDGX35,333$6.1M1.69%
18PROCTER AND GAMBLE CO74271810942,137$6.0M1.67%
19ACCENTURE PLC IRELANDACN20,907$5.6M1.55%
20ISHARES TR46428825739,296$5.6M1.53%
21LOWES COS INC54866110718,520$4.5M1.23%
22SMITH A O CORPAOS60,069$4.0M1.11%
23ISHARES TR46436E76768,225$3.9M1.08%
24ISHARES TR46428722638,580$3.9M1.06%
25NOVO-NORDISK A SNONOF64,886$3.3M0.91%
26DISNEY WALT CO25468710625,858$2.9M0.81%
27DIMENSIONAL ETF TRUST25434V70873,075$2.9M0.80%
28ISHARES TR46435U259102,050$2.6M0.72%
29ISHARES TR46435U32595,171$2.4M0.67%
30ISHARES TR46436E75932,273$2.4M0.67%
31ISHARES TR46435U28393,331$2.4M0.65%
32NVIDIA CORPORATIONNVDA9,321$1.7M0.48%
33AMAZON COM INCAMZN6,656$1.5M0.42%
34BERKSHIRE HATHAWAY INC DELBRK-A3,043$1.5M0.42%
35INTUITIVE SURGICAL INCISRG2,486$1.4M0.39%
36SPDR GOLD TRGLD3,164$1.3M0.35%
37CENCORA INCCOR3,691$1.2M0.34%
38MASTERCARD INCORPORATEDMA2,066$1.2M0.33%
39PACKAGING CORP AMER6951561095,542$1.1M0.32%
40ELI LILLY & COLLY1,022$1.1M0.30%
41VANGUARD INDEX FDS9229086373,098$975,2500.27%
42INVESCO EXCHANGE TRADED FDIVZ4,769$913,5500.25%
43CANADIAN NATL RY CO1363751029,121$901,6110.25%
44ISHARES TR46435GAA033,677$815,9940.22%
45ABBVIE INCABBV3,237$739,5870.20%
46VANGUARD INDEX FDS9229087512,775$715,8110.20%
47ISHARES TR4642871765,993$658,6910.18%
48TAIWAN SEMICONDUCTOR MFG8740391002,047$622,0630.17%
49EXXON MOBIL CORPXOM5,100$613,7650.17%
50JPMORGAN CHASE & CO.VYLD1,880$605,7740.17%
51ISHARES TR46435UAA924,902$604,6210.17%
52FIFTH THIRD BANCORPFITBM12,442$582,4100.16%
53META PLATFORMS INCMETA870$574,2780.16%
54SPDR S&P 500 ETF TRSPY750$511,4400.14%
55NETFLIX INCNFLX5,300$496,9280.14%
56HERSHEY COHSY2,661$484,2490.13%
57ISHARES BITCOIN TRUST ETFIBIT9,051$449,3820.12%
58INVESCO QQQ TRIVZ721$442,9180.12%
59ISHARES GOLD TRIAU5,232$424,6810.12%
60ISHARES TR46435U51516,357$416,3670.11%
61INTERNATIONAL BUSINESSINTR1,359$402,5490.11%
62UNITEDHEALTH GROUP INCUNH1,215$401,0840.11%
63PEPSICO INCPEP2,784$399,5600.11%
64ALPHABET INCGOOG1,258$394,7600.11%
65VANGUARD TAX-MANAGED FDS9219438586,121$382,3790.11%
66DANAHER CORPORATION2358511021,568$358,9470.10%
67ISHARES TR46436E16312,787$325,1730.09%
68GENERAL DYNAMICS CORPGD963$324,2040.09%
69CHUBB LIMITEDCB1,010$315,2410.09%
70BROADRIDGE FINL SOLUTIONS11133T1031,349$301,0560.08%
71ISHARES TR46436E20512,673$296,6120.08%
72VANGUARD INDEX FDS9229085533,285$290,6900.08%
73ISHARES TR46429B7472,734$279,9340.08%
74AMERICAN EXPRESS COAXP723$267,4740.07%
75ISHARES TR4642886122,431$260,9680.07%
76NVR INCNVR35$255,2470.07%
77GILEAD SCIENCES INCGILD2,078$255,0540.07%
78CHEVRON CORP NEWCVX1,540$234,7110.06%
79STARBUCKS CORPSBUX2,719$228,9670.06%
80KLA CORPKLAC186$226,2610.06%
81ISHARES TR4642884142,094$224,2880.06%
82CISCO SYS INCCSCO2,909$224,0800.06%
83CORTEVA INCCTVA3,304$221,4670.06%
84ISHARES TR464287614442$209,1990.06%
85RTX CORPORATIONRTX1,136$208,3420.06%
86AGILON HEALTH INCAGL197,576$136,0710.04%
87NETFLIX INCNFLX20$27,1500.01%
88APPLE INCAAPL16$13,0100.00%
89CENCORA INCCOR4$7,2300.00%
90META PLATFORMS INCMETA1$6,9050.00%