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 ETFs Only

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%
$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%
$0
$12 Million 3.51% of portfolio
183,958
Q3 2025 Added 622.54%
$0
$10.5 Million 3.07% of portfolio
38,270
Q3 2025 Added 571.05%
$0
$5.69 Million 1.67% of portfolio
41,138
Q3 2025 Reduced 6.71%
$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%
$130B
$1.12 Million 0.33% of portfolio
3,164
Q4 2024 Reduced 3.36%
$0
$953,000 0.28% of portfolio
3,098
Q3 2025 Reduced 1.78%
$0
$844,000 0.25% of portfolio
33,530
Q3 2025 Reduced 0.06%
$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
$0
$499,000 0.15% of portfolio
750
Q3 2025 Added 5.63%
$0
$474,000 0.14% of portfolio
19,503
Q3 2025 Added 23.55%
$0
$432,000 0.13% of portfolio
721
Q3 2025 Added 9.08%
$0
$366,000 0.11% of portfolio
6,121
Q4 2023 New
$0
$300,000 0.09% of portfolio
3,285
Q2 2025 Reduced 4.92%
$0
$305,000 0.09% of portfolio
11,899
Q3 2025 Added 8.96%
$65.3B
$313,000 0.09% of portfolio
4,307
Q2 2025 Added 8.35%
$0
$322,000 0.09% of portfolio
3,124
Q2 2025 Reduced 8.36%
$0
$284,000 0.08% of portfolio
11,148
Q1 2025 Added 28.67%
$0
$222,000 0.07% of portfolio
2,094
Q3 2021 Reduced 22.04%
$0
$207,000 0.06% of portfolio
442
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
Track This Portfolio

Track Atwater Malick LLC Portfolio

Follow Atwater Malick LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atwater Malick LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atwater Malick LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email