Atwater Malick LLC has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $309 Million distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $26M, Novo Nordisk A S with a value of $19.9M, Ishares Core S&P 500 ETF with a value of $19.1M, Caterpillar Inc with a value of $16.8M, and Alphabet Inc. with a value of $14.5M.

Examining the 13F form we can see an increase of $19.4M in the current position value, from $290M to 309M.

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

Portfolio value $309 Million
Industrials: $65.5 Million
Technology: $49.3 Million
ETFs: $46.3 Million
Healthcare: $39.3 Million
Consumer Defensive: $35.2 Million
Consumer Cyclical: $26.6 Million
Communication Services: $25.2 Million
Financial Services: $15.9 Million
Other: $1.27 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $309 Million
  • Prior Value $290 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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