Atwater Malick LLC Portfolio Holdings

Atwater Malick LLC

  • $348 Million
  • Q4 2025

Atwater Malick LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $348 Million distributed in 90 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 $34.4M, Apple Inc. with a value of $27.3M, Alphabet Inc. with a value of $22M, Caterpillar Inc with a value of $21.9M, and Goldman Sachs Group Inc with a value of $18.3M.

Examining the 13F form we can see an increase of $6.75M in the current position value, from $341M to 348M.

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

Portfolio value $348 Million
ETFs: $122 Million
Industrials: $52.9 Million
Technology: $47.2 Million
Consumer Defensive: $29.6 Million
Communication Services: $26.2 Million
Financial Services: $22.6 Million
Consumer Cyclical: $20.5 Million
Healthcare: $19.2 Million
Other: $1.06 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
$27.3 Million 7.86% of portfolio
102,236
Q4 2025 Reduced 3.24%
$1.65T
$22 Million 6.32% of portfolio
79,464
Q4 2025 Reduced 6.1%
$291B
$21.9 Million 6.3% of portfolio
39,666
Q4 2025 Reduced 4.55%
$265B
$18.3 Million 5.26% of portfolio
23,598
Q4 2025 Reduced 3.52%
$279B
$16 Million 4.6% of portfolio
155,199
Q4 2025 Reduced 2.7%
$224B
$13.2 Million 3.78% of portfolio
43,162
Q4 2025 Added 3.29%
$3.78T
$11.4 Million 3.28% of portfolio
22,455
Q4 2025 Added 3.84%
$306B
$6.56 Million 1.89% of portfolio
92,863
Q4 2025 Reduced 15.5%
$522B
$6.31 Million 1.81% of portfolio
31,611
Q4 2025 Reduced 14.92%
$346B
$6.14 Million 1.77% of portfolio
42,137
Q4 2025 Reduced 16.53%
$465B
$1.74 Million 0.5% of portfolio
9,321
Q4 2025 Reduced 1.86%
$662B
$1.55 Million 0.45% of portfolio
3,043
Q4 2025 Reduced 0.36%
$2.39T
$1.56 Million 0.45% of portfolio
6,656
Q4 2025 Reduced 5.06%
$512B
$1.11 Million 0.32% of portfolio
2,066
Q4 2025 Reduced 0.39%
$971B
$1.04 Million 0.3% of portfolio
1,022
Q4 2025 Added 0.39%
$414B
$757,000 0.22% of portfolio
3,237
Q4 2025 Added 13.74%
$1.46T
$577,000 0.17% of portfolio
2,047
Q3 2024 Added 5.57%
$881B
$564,000 0.16% of portfolio
1,880
Q4 2025 Added 1.02%
$1.37T
$530,000 0.15% of portfolio
870
Q3 2025 Added 145.76%
$204B
$411,000 0.12% of portfolio
2,784
Q4 2025 Added 4.39%
$266B
$403,000 0.12% of portfolio
1,359
Q4 2025 Added 35.36%
$300B
$389,000 0.11% of portfolio
1,215
Q4 2025 Added 1.17%
$1.74T
$359,000 0.1% of portfolio
1,258
Q4 2025 Reduced 7.5%
$303B
$238,000 0.07% of portfolio
1,540
Q4 2025 Reduced 4.23%
$255B
$246,000 0.07% of portfolio
723
Q4 2025 Reduced 4.37%
$258B
$199,000 0.06% of portfolio
1,136
Q4 2025 New
$319B
$226,000 0.06% of portfolio
2,909
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $348 Million
  • Prior Value $341 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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