Institutional Manager · CIK 0001769288
Atwater Malick LLC
LANCASTER, PA · File #028-19445
Latest AUM
$362.7M
Positions
90
Top-10 Concentration
59.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202590 pos · $362.7M
- 13F HOLDINGS REPORTQ/E Sep 202583 pos · $344.4M
- 13F HOLDINGS REPORTQ/E Jun 202583 pos · $315.8M
- 13F HOLDINGS REPORTQ/E Mar 202578 pos · $295.6M
- 13F HOLDINGS REPORTQ/E Dec 202473 pos · $298.5M
- 13F HOLDINGS REPORTQ/E Sep 202476 pos · $310.7M
- 13F HOLDINGS REPORTQ/E Jun 202477 pos · $290.3M
- 13F HOLDINGS REPORTQ/E Mar 202477 pos · $283.8M
- 13F HOLDINGS REPORTQ/E Dec 202362 pos · $227.2M
- 13F HOLDINGS REPORTQ/E Sep 202364 pos · $234.1M
- 13F HOLDINGS REPORTQ/E Jun 202358 pos · $213.2M
- 13F HOLDINGS REPORTQ/E Mar 202358 pos · $203.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 50,906 | $34.9M | 9.96% |
| 2 | APPLE INC | AAPL | 102,236 | $27.8M | 7.94% |
| 3 | ALPHABET INC | GOOG | 79,464 | $24.9M | 7.10% |
| 4 | CATERPILLAR INC | CAT | 39,666 | $22.7M | 6.49% |
| 5 | GOLDMAN SACHS GROUP INC | GSCE | 23,598 | $20.7M | 5.92% |
| 6 | WALMART INC | WMT | 155,199 | $17.3M | 4.94% |
| 7 | WASTE MGMT INC DEL | 94106L109 | 69,961 | $15.4M | 4.39% |
| 8 | ISHARES TR | 46434V621 | 220,509 | $15.3M | 4.37% |
| 9 | ISHARES TR | 464288240 | 226,820 | $15.2M | 4.35% |
| 10 | ISHARES TR | 46429B663 | 121,921 | $14.8M | 4.23% |
| 11 | ISHARES TR | 464289438 | 48,958 | $13.6M | 3.87% |
| 12 | MCDONALDS CORP | MCD | 43,162 | $13.2M | 3.77% |
| 13 | CUMMINS INC | CMI | 24,025 | $12.3M | 3.50% |
| 14 | MICROSOFT CORP | MSFT | 22,455 | $10.9M | 3.10% |
| 15 | JOHNSON & JOHNSON | JNJ | 31,611 | $6.5M | 1.87% |
| 16 | COCA COLA CO | KO | 92,863 | $6.5M | 1.85% |
| 17 | QUEST DIAGNOSTICS INC | DGX | 35,333 | $6.1M | 1.75% |
| 18 | PROCTER AND GAMBLE CO | 742718109 | 42,137 | $6.0M | 1.72% |
| 19 | ACCENTURE PLC IRELAND | ACN | 20,907 | $5.6M | 1.60% |
| 20 | ISHARES TR | 464288257 | 39,296 | $5.6M | 1.59% |