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

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

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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