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CIK: 0001769288
Total reported value
$459.1M
$459.1M
77 檔
18.2%
At the close of Q1 2024, Atwater Malick LLC disclosed equity holdings valued at approximately $459.1M, spread across 77 reported holdings.
During Q1 2024, Atwater Malick LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including NVO, AAPL, CAT) accounted for 18.2% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 7.63% | -0.02% | -0.96% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.61% | -0.42% | +1.85% | |
| 3 | CAT | Caterpillar Inc | Stock-Industrials | 5.51% | +1.50% | +0.50% | |
| 4 | WM | Waste Management Inc | Stock-Industrials | 5.11% | -0.89% | +1.59% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.58% | +0.13% | +1.22% | |
| 6 | ACN | Accenture plc | Stock-Tech | 4.50% | -0.53% | +2.02% | |
| 7 | CMI | Cummins Inc | Stock-Industrials | 3.74% | +0.13% | +0.94% | |
| 8 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.73% | -1.07% | +0.97% | |
| 9 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.71% | -0.17% | +0.68% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.52% | -0.28% | +2.39% | |
| 11 | AOS | Smith (a.o.) CORP | Stock-Industrials | 3.46% | -0.25% | +1.64% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 3.44% | -1.31% | +208.71% | |
| 13 | CNI | Canadian Natl Railway Co | Stock-Industrials | 3.41% | -0.01% | +1.89% | |
| 14 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.93% | -0.25% | +1.68% | |
| 15 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.83% | -0.13% | +2.29% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.81% | -0.28% | +1.22% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 2.59% | -0.30% | +10.35% | |
| 18 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.59% | -0.29% | +4.41% | |
| 19 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 2.57% | -0.24% | +1.44% | |
| 20 | CVS | Cvs Health CORP | Stock-Healthcare | 2.29% | — | -2.26% | |
| 21 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 2.12% | — | -5.74% | |
| 22 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.85% | — | +1.51% | |
| 23 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.64% | -0.14% | +5.88% | |
| 24 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.55% | — | -5.40% | |
| 25 | PFE | Pfizer Inc | Stock-Healthcare | 1.46% | — | -13.90% | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.91% | -0.08% | +0.20% | |
| 27 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.74% | +0.01% | +27.71% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | -0.49% | +65.13% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.66% | +0.01% | +0.16% | |
| 30 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.59% | — | +6.49% | |
| 31 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.59% | — | +10.04% | |
| 32 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.49% | -0.04% | +8.14% | |
| 33 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.46% | -0.12% | +10.20% | |
| 34 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.46% | -0.03% | — | |
| 35 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.42% | -0.12% | +8.43% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | +0.01% | +6.10% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.05% | +13.86% | |
| 38 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.35% | -0.13% | +0.57% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.34% | -0.03% | +0.90% | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.34% | -0.01% | -11.66% | |
| 41 | COR | Cencora Inc | Stock-Healthcare | 0.33% | -0.09% | — | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | +0.10% | +57.12% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-Other | 0.27% | -0.02% | — | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.24% | +0.04% | — | |
| 45 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.24% | — | +5.50% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.24% | -0.10% | +19.53% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.23% | -0.09% | +1.04% | |
| 48 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 0.23% | — | — | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.22% | -0.02% | — | |
| 50 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.22% | -0.39% | +39.74% |
According to official SEC Form 13F filings, Atwater Malick LLC reported a total U.S. public equity portfolio value of $459.1M across 77 disclosed positions in Q1 2024.
During Q1 2024, Atwater Malick LLC's top holdings by market value included NVO (7.6%)、AAPL (6.6%)、CAT (5.5%). The largest single position, NVO, represented 7.6% of total portfolio value.
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In Q1 2024, Atwater Malick LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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