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 Market Cap. of $200 Billions or more

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%
$224B
$12.7 Million 3.72% of portfolio
41,789
Q3 2025 Added 6.34%
$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%
$465B
$1.77 Million 0.52% of portfolio
9,498
Q3 2025 Added 1.34%
$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%
$971B
$776,000 0.23% of portfolio
1,018
Q3 2025 Added 1.29%
$1.37T
$638,000 0.19% of portfolio
870
Q3 2025 Added 145.76%
$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%
$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%
$1.74T
$331,000 0.1% of portfolio
1,360
Q3 2025 Added 12.4%
$266B
$283,000 0.08% of portfolio
1,004
Q4 2024 Reduced 0.69%
$255B
$251,000 0.07% of portfolio
756
Q3 2025 Added 1.89%
$303B
$249,000 0.07% of portfolio
1,608
Q3 2025 Reduced 44.28%

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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