Atwater Malick LLC Portfolio Holdings

Atwater Malick LLC

  • $341 Million
  • Q3 2025

Atwater Malick LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $341 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $30.6M, Apple Inc. with a value of $26.9M, Alphabet Inc. with a value of $20.6M, Caterpillar Inc with a value of $19.8M, and Goldman Sachs Group Inc with a value of $19.5M.

Examining the 13F form we can see an increase of $28.6M in the current position value, from $312M to 341M.

Below you can find more details about Atwater Malick LLC portfolio as well as his latest detailed transactions.

Portfolio value $341 Million
ETFs: $105 Million
Industrials: $54.6 Million
Technology: $47.9 Million
Consumer Defensive: $32.4 Million
Communication Services: $26.3 Million
Financial Services: $24.1 Million
Consumer Cyclical: $22.1 Million
Healthcare: $20.8 Million
Other: $1.08 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.6 Million 8.97% of portfolio
45,703
Q3 2025 Added 27.66%
$4.3T
$26.9 Million 7.89% of portfolio
105,654
Q3 2025 Reduced 1.47%
$1.65T
$20.6 Million 6.03% of portfolio
84,623
Q3 2025 Reduced 3.46%
$291B
$19.8 Million 5.82% of portfolio
41,555
Q3 2025 Reduced 3.0%
$265B
$19.5 Million 5.71% of portfolio
24,460
Q3 2025 Reduced 3.62%
$279B
$16.4 Million 4.82% of portfolio
159,511
Q3 2025 Reduced 2.53%
$85.9B
$15.5 Million 4.53% of portfolio
69,975
Q3 2025 Added 0.14%
$224B
$12.7 Million 3.72% of portfolio
41,789
Q3 2025 Added 6.34%
$0
$12.1 Million 3.55% of portfolio
98,779
Q3 2025 Added 898.57%
$0
$12.1 Million 3.54% of portfolio
177,203
Q3 2025 Added 384.11%
$65.2B
$12 Million 3.53% of portfolio
28,475
Q3 2025 Reduced 20.87%
$0
$12 Million 3.51% of portfolio
183,958
Q3 2025 Added 622.54%
$3.78T
$11.2 Million 3.28% of portfolio
21,625
Q3 2025 Added 9.45%
$0
$10.5 Million 3.07% of portfolio
38,270
Q3 2025 Added 571.05%
$346B
$7.76 Million 2.27% of portfolio
50,480
Q3 2025 Reduced 21.75%
$306B
$7.29 Million 2.14% of portfolio
109,899
Q3 2025 Reduced 23.1%
$152B
$6.64 Million 1.95% of portfolio
26,925
Q3 2025 Reduced 31.53%
$8.21B
$6.14 Million 1.8% of portfolio
83,702
Q3 2025 Reduced 28.0%
$15.6B
$5.89 Million 1.73% of portfolio
42,942
Q3 2025 Reduced 24.22%
$140B
$5.7 Million 1.67% of portfolio
22,692
Q3 2025 Reduced 30.09%
$0
$5.69 Million 1.67% of portfolio
41,138
Q3 2025 Reduced 6.71%
$193B
$4.12 Million 1.21% of portfolio
35,945
Q3 2025 Reduced 42.94%
$109B
$3.96 Million 1.16% of portfolio
71,447
Q3 2025 Reduced 56.86%
$0
$3.91 Million 1.15% of portfolio
68,225
Q4 2024 Added 1.47%
$0
$2.81 Million 0.82% of portfolio
72,911
Q3 2025 Added 0.27%
$0
$2.77 Million 0.81% of portfolio
27,627
Q3 2025 Added 34.13%
$0
$2.69 Million 0.79% of portfolio
100,318
Q3 2025 Reduced 2.19%
$0
$2.54 Million 0.74% of portfolio
98,810
Q3 2025 Added 1.0%
$0
$2.41 Million 0.71% of portfolio
31,818
Q3 2025 Added 1.73%
$0
$2.09 Million 0.61% of portfolio
82,104
Q3 2025 Added 2.52%
$465B
$1.77 Million 0.52% of portfolio
9,498
Q3 2025 Added 1.34%
$18.5B
$1.63 Million 0.48% of portfolio
7,475
Q3 2025 Reduced 53.15%
$662B
$1.54 Million 0.45% of portfolio
3,054
Q3 2025 Reduced 0.62%
$2.39T
$1.54 Million 0.45% of portfolio
7,011
Q2 2025 Added 0.03%
$512B
$1.18 Million 0.35% of portfolio
2,074
Q2 2025 Added 2.27%
$130B
$1.12 Million 0.33% of portfolio
3,164
Q4 2024 Reduced 3.36%
$193B
$1.11 Million 0.32% of portfolio
2,475
Q1 2024 Added 0.57%
$0
$953,000 0.28% of portfolio
3,098
Q3 2025 Reduced 1.78%
$64.7B
$900,000 0.26% of portfolio
9,547
Q3 2025 Reduced 86.45%
$0
$844,000 0.25% of portfolio
33,530
Q3 2025 Reduced 0.06%
$0
$787,000 0.23% of portfolio
4,150
Q3 2025 Reduced 6.76%
$971B
$776,000 0.23% of portfolio
1,018
Q3 2025 Added 1.29%
$0
$769,000 0.23% of portfolio
32,397
Q3 2025 Added 2.61%
$0
$731,000 0.21% of portfolio
6,573
Q2 2025 Reduced 6.07%
$0
$705,000 0.21% of portfolio
2,775
Q4 2023 New
$38.4B
$701,000 0.21% of portfolio
3,791
Q3 2025 Reduced 0.66%
$1.37T
$638,000 0.19% of portfolio
870
Q3 2025 Added 145.76%
$414B
$658,000 0.19% of portfolio
2,846
Q2 2025 Added 4.98%
$49.1B
$635,000 0.19% of portfolio
530
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $341 Million
  • Prior Value $312 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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