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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$65.2B
$12 Million 3.53% of portfolio
28,475
Q3 2025 Reduced 20.87%
$3.78T
$11.2 Million 3.28% of portfolio
21,625
Q3 2025 Added 9.45%
$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%
$522B
$6.89 Million 2.02% of portfolio
37,153
Q3 2025 Reduced 24.17%
$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%
$109B
$3.96 Million 1.16% of portfolio
71,447
Q3 2025 Reduced 56.86%
$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%
$193B
$1.11 Million 0.32% of portfolio
2,475
Q1 2024 Added 0.57%
$64.7B
$900,000 0.26% of portfolio
9,547
Q3 2025 Reduced 86.45%
$971B
$776,000 0.23% of portfolio
1,018
Q3 2025 Added 1.29%
$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
$490B
$605,000 0.18% of portfolio
5,368
Q3 2025 Reduced 7.18%
$1.46T
$571,000 0.17% of portfolio
2,047
Q3 2024 Added 5.57%
$881B
$587,000 0.17% of portfolio
1,861
Q1 2024 Added 2.08%
$29.2B
$549,000 0.16% of portfolio
12,342
Q3 2025 Added 114.94%
$26.3B
$497,000 0.15% of portfolio
2,661
Q3 2024 Added 1.1%
$300B
$414,000 0.12% of portfolio
1,201
Q3 2025 New
$204B
$374,000 0.11% of portfolio
2,667
Q3 2024 Reduced 0.45%
$34.9B
$330,000 0.1% of portfolio
1,386
Q3 2025 Reduced 3.41%
$160B
$341,000 0.1% of portfolio
1,724
Q2 2025 Added 7.95%
$1.74T
$331,000 0.1% of portfolio
1,360
Q3 2025 Added 12.4%
$123B
$285,000 0.08% of portfolio
1,010
Q4 2023 New
$23.4B
$289,000 0.08% of portfolio
36
Q3 2025 Added 5.88%
$266B
$283,000 0.08% of portfolio
1,004
Q4 2024 Reduced 0.69%
$94.5B
$256,000 0.08% of portfolio
752
Q1 2025 New
$255B
$251,000 0.07% of portfolio
756
Q3 2025 Added 1.89%
$97.3B
$247,000 0.07% of portfolio
2,921
Q3 2025 Added 4.85%
$303B
$249,000 0.07% of portfolio
1,608
Q3 2025 Reduced 44.28%
$47.4B
$223,000 0.07% of portfolio
3,304
Q1 2025 New
$2.98B
$192,000 0.06% of portfolio
10,308
Q2 2024 New
$161B
$213,000 0.06% of portfolio
198
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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