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 Market Cap. of $200 Billions or more

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%
$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%
$222B
$11.5 Million 3.68% of portfolio
39,298
Q2 2025 Added 0.3%
$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%
$452B
$7.48 Million 2.4% of portfolio
48,996
Q2 2025 Added 0.63%
$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%
$548B
$1.17 Million 0.37% of portfolio
2,074
Q2 2025 Added 2.27%
$608B
$783,000 0.25% of portfolio
1,005
Q1 2025 Reduced 1.95%
$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%
$302B
$413,000 0.13% of portfolio
2,886
Q2 2025 Added 2.41%
$202B
$352,000 0.11% of portfolio
2,667
Q3 2024 Reduced 0.45%
$210B
$295,000 0.09% of portfolio
1,004
Q4 2024 Reduced 0.69%
$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%
$1.24T
$214,000 0.07% of portfolio
1,210
Q2 2025 New
$439B
$204,000 0.07% of portfolio
207
Q2 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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