Atwater Malick LLC Portfolio Holdings
Atwater Malick LLC
- $298 Million
- Q4 2024
Atwater Malick LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $298 Million distributed in 73 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $26.9M, Ishares Core S&P 500 ETF with a value of $19.7M, Alphabet Inc. with a value of $16.4M, Caterpillar Inc with a value of $15.3M, and Walmart Inc. with a value of $14.7M.
Examining the 13F form we can see an decrease of $11.9M in the current position value, from $309M to 298M.
Below you can find more details about Atwater Malick LLC portfolio as well as his latest detailed transactions.
Portfolio value
$298 Million
Industrials: $59.4 Million
Technology: $50.1 Million
ETFs: $44.2 Million
Consumer Defensive: $34.7 Million
Healthcare: $32 Million
Communication Services: $27.4 Million
Consumer Cyclical: $26 Million
Financial Services: $17.8 Million
Other: $1.01 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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