Atwater Malick LLC Portfolio Holdings

Atwater Malick LLC

  • $312 Million
  • Q2 2025

Atwater Malick LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $312 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 $22.2M, Apple Inc. with a value of $22M, Goldman Sachs Group Inc with a value of $18M, Caterpillar Inc with a value of $16.6M, and Waste Management Inc with a value of $16M.

Examining the 13F form we can see an increase of $19.2M in the current position value, from $293M to 312M.

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

Portfolio value $312 Million
Industrials: $62.6 Million
ETFs: $55.1 Million
Technology: $46.2 Million
Consumer Defensive: $37.4 Million
Healthcare: $30.6 Million
Consumer Cyclical: $26.2 Million
Communication Services: $24.8 Million
Financial Services: $22.1 Million
Other: $1.28 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$22 Million 7.04% of portfolio
107,234
Q2 2025 Reduced 0.29%
$254B
$18 Million 5.75% of portfolio
25,379
Q2 2025 Added 0.03%
$218B
$16.6 Million 5.32% of portfolio
42,840
Q2 2025 Added 0.23%
$95.6B
$16 Million 5.12% of portfolio
69,874
Q2 2025 Reduced 0.16%
$281B
$16 Million 5.12% of portfolio
163,654
Q2 2025 Reduced 0.31%
$1.21T
$15.4 Million 4.95% of portfolio
87,653
Q2 2025 Reduced 0.35%
$56.3B
$11.8 Million 3.77% of portfolio
35,983
Q2 2025 Reduced 0.08%
$150B
$11.8 Million 3.76% of portfolio
39,326
Q2 2025 Added 0.78%
$222B
$11.5 Million 3.68% of portfolio
39,298
Q2 2025 Added 0.3%
$112B
$11.4 Million 3.66% of portfolio
165,605
Q2 2025 Added 1.06%
$368B
$10.3 Million 3.29% of portfolio
64,510
Q2 2025 Added 0.34%
$306B
$10.1 Million 3.24% of portfolio
142,920
Q2 2025 Reduced 1.04%
$3.95T
$9.83 Million 3.15% of portfolio
19,758
Q2 2025 Reduced 0.33%
$207B
$7.81 Million 2.5% of portfolio
62,994
Q2 2025 Reduced 0.79%
$15.6B
$7.77 Million 2.49% of portfolio
56,666
Q2 2025 Added 0.03%
$9.05B
$7.62 Million 2.44% of portfolio
116,253
Q2 2025 Added 0.46%
$63.6B
$7.33 Million 2.35% of portfolio
70,450
Q2 2025 Reduced 1.16%
$152B
$7.2 Million 2.31% of portfolio
32,458
Q2 2025 Added 1.7%
$63.8B
$3.06 Million 0.98% of portfolio
30,364
Q2 2025 Added 11.28%
$18.7B
$3.01 Million 0.96% of portfolio
15,956
Q2 2025 Added 5.96%
$11.2B
$2.48 Million 0.79% of portfolio
50,591
Q2 2025 Added 5.3%
$2.26T
$1.54 Million 0.49% of portfolio
7,011
Q2 2025 Added 0.03%
$621B
$1.49 Million 0.48% of portfolio
3,073
Q2 2025 Added 18.6%
$456B
$1.48 Million 0.47% of portfolio
9,372
Q2 2025 Added 0.89%
$169B
$1.34 Million 0.43% of portfolio
2,475
Q1 2024 Added 0.57%
$548B
$1.17 Million 0.37% of portfolio
2,074
Q2 2025 Added 2.27%
$141B
$1.06 Million 0.34% of portfolio
29,639
Q2 2025 Reduced 40.02%
$608B
$783,000 0.25% of portfolio
1,005
Q1 2025 Reduced 1.95%
$38.4B
$706,000 0.23% of portfolio
3,816
Q4 2023 Added 4.09%
$442B
$623,000 0.2% of portfolio
5,783
Q2 2025 Added 1.76%
$859B
$539,000 0.17% of portfolio
1,861
Q1 2024 Added 2.08%
$351B
$528,000 0.17% of portfolio
2,846
Q2 2025 Added 4.98%
$1.27T
$463,000 0.15% of portfolio
2,047
Q3 2024 Added 5.57%
$25.9B
$441,000 0.14% of portfolio
2,661
Q3 2024 Added 1.1%
$302B
$413,000 0.13% of portfolio
2,886
Q2 2025 Added 2.41%
$40.5B
$348,000 0.11% of portfolio
1,435
Q2 2025 Added 20.49%
$150B
$340,000 0.11% of portfolio
1,724
Q2 2025 Added 7.95%
$202B
$352,000 0.11% of portfolio
2,667
Q3 2024 Reduced 0.45%
$112B
$292,000 0.09% of portfolio
1,010
Q4 2023 New
$210B
$295,000 0.09% of portfolio
1,004
Q4 2024 Reduced 0.69%
$108B
$255,000 0.08% of portfolio
2,786
Q1 2024 Added 7.07%
$227B
$236,000 0.08% of portfolio
742
Q2 2025 New
$1.78T
$261,000 0.08% of portfolio
354
Q1 2025 Reduced 2.75%
$51B
$246,000 0.08% of portfolio
3,304
Q1 2025 New
$25.6B
$251,000 0.08% of portfolio
34
Q4 2024 Reduced 8.11%
$29B
$236,000 0.08% of portfolio
5,742
Q1 2025 Reduced 4.33%
$1.24T
$214,000 0.07% of portfolio
1,210
Q2 2025 New
$439B
$204,000 0.07% of portfolio
207
Q2 2025 New
$86.2B
$219,000 0.07% of portfolio
752
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $312 Million
  • Prior Value $293 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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