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CIK: 0001769288
Total reported value
$459.1M
$459.1M
76 檔
21.0%
In Q3 2024, Atwater Malick LLC's U.S. equity holdings reached a combined market value of $459.1M, distributed across 76 disclosed stock positions.
In Q3 2024, Atwater Malick LLC displayed an active expansion posture, initiating 1 new positions and adding to 37 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVO, IVV) accounted for 21.0% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.38% | -0.42% | +1.31% | |
| 2 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 6.39% | -0.02% | -0.99% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.15% | -0.49% | +6.77% | |
| 4 | CAT | Caterpillar Inc | Stock-Industrials | 5.41% | +1.50% | +0.12% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.67% | +0.13% | +0.75% | |
| 6 | WM | Waste Management Inc | Stock-Industrials | 4.62% | -0.89% | +0.88% | |
| 7 | ACN | Accenture plc | Stock-Tech | 4.37% | -0.53% | +1.70% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 4.29% | -1.31% | +0.81% | |
| 9 | GS | Goldman Sachs Group Inc | Stock-Financials | 4.05% | -0.17% | +0.31% | |
| 10 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.77% | -1.07% | +0.59% | |
| 11 | CMI | Cummins Inc | Stock-Industrials | 3.76% | +0.13% | +0.02% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.51% | -0.28% | +1.26% | |
| 13 | AOS | Smith (a.o.) CORP | Stock-Industrials | 3.24% | -0.25% | +1.09% | |
| 14 | KO | Coca-cola Co/the | Stock-Consumer Staples | 3.24% | -0.25% | +1.29% | |
| 15 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.85% | -0.01% | +0.61% | |
| 16 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 2.78% | -0.24% | +1.22% | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.64% | -0.29% | +2.71% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.62% | -0.28% | +0.63% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 2.57% | -0.30% | +3.97% | |
| 20 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.98% | -0.13% | -4.42% | |
| 21 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.62% | -0.14% | -0.55% | |
| 22 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.47% | — | -3.73% | |
| 23 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.13% | — | -9.10% | |
| 24 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 1.06% | +0.01% | +10.39% | |
| 25 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.90% | -0.03% | +13.80% | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.87% | -0.08% | -3.35% | |
| 27 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.74% | — | +12.27% | |
| 28 | CPRT | Copart Inc | Stock-Industrials | 0.65% | — | +31.07% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.63% | +0.01% | +1.11% | |
| 30 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.55% | -0.12% | +9.75% | |
| 31 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.53% | — | +3.13% | |
| 32 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.51% | -0.04% | +7.71% | |
| 33 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.48% | -0.12% | +3.53% | |
| 34 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.39% | -0.13% | — | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | +0.01% | +0.31% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.05% | +0.43% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | +0.10% | +0.26% | |
| 38 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.33% | -0.39% | +10.70% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.32% | -0.03% | — | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.29% | -0.01% | -9.24% | |
| 41 | COR | Cencora Inc | Stock-Healthcare | 0.28% | -0.09% | — | |
| 42 | VV | Vanguard Large-cap ETF | ETF-Other | 0.27% | -0.02% | — | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.26% | -0.10% | — | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.25% | +0.04% | — | |
| 45 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.23% | — | +33.62% | |
| 46 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.22% | — | — | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | -0.09% | — | |
| 48 | VB | Vanguard Small-cap ETF | ETF-Other | 0.21% | -0.02% | — | |
| 49 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.19% | -0.05% | +0.59% | |
| 50 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.19% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | +0.5% | +0.12% | Add |
| 2 | WMT | Walmart Inc | +0.5% | +0.81% | Add |
| 3 | ACN | Accenture plc | +0.4% | +1.70% | Add |
| 4 | MCD | Mcdonald's CORP | +0.4% | +0.59% | Add |
| 5 | LOW | Lowe's Cos Inc | +0.4% | +2.71% | Add |
| 6 | AAPL | Apple Inc | +0.4% | +1.31% | Add |
| 7 | CMI | Cummins Inc | +0.3% | +0.02% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.3% | +6.77% | Add |
| 9 | KO | Coca-cola Co/the | +0.2% | +1.29% | Add |
| 10 | DGX | Quest Diagnostics Inc | +0.2% | +1.22% | Add |
| 11 | PKG | Packaging CORP Of America | +0.2% | +13.80% | Add |
| 12 | AOS | Smith (a.o.) CORP | +0.1% | +1.09% | Add |
| 13 | JNJ | Johnson & Johnson | +0.1% | +0.63% | Add |
| 14 | GS | Goldman Sachs Group Inc | +0.1% | +0.31% | Add |
| 15 | CPRT | Copart Inc | +0.1% | +31.07% | Add |
| 16 | USXF | Ishares Esg Advance Msci USA | +0.1% | +10.39% | Add |
| 17 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 18 | IWY | Ishares Russell Top 200 Grow | +0.1% | +33.62% | Add |
| 19 | TLT | iShares 20+ Year Treasury Bond ETF | 0% | +12.27% | Add |
| 20 | DMXF | Ishares Esg Advanc Msci Eafe | 0% | +7.71% | Add |
| 21 | DGRO | Ishares Core Dividend Growth | 0% | +10.70% | Add |
| 22 | IBMO | Ishares Ibonds Dec 2026 Term | 0% | +9.75% | Add |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.43% | Add |
| 24 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 25 | SBUX | Starbucks CORP | 0% | — | Unchanged |
| 26 | ISRG | Intuitive Surgical Inc | 0% | — | Unchanged |
| 27 | MA | Mastercard Inc - A | 0% | — | Unchanged |
| 28 | ABBV | Abbvie Inc | 0% | -1.45% | Trim |
| 29 | VNQ | Vanguard Real Estate ETF | 0% | — | Unchanged |
| 30 | NVR | Nvr Inc | 0% | -13.95% | Trim |
| 31 | VB | Vanguard Small-cap ETF | — | — | Unchanged |
| 32 | VV | Vanguard Large-cap ETF | — | — | Unchanged |
| 33 | HDV | Ishares Core High Dividend E | — | +2.44% | Add |
| 34 | DHR | Danaher CORP | — | -2.26% | Trim |
| 35 | CB | Chubb Limited | — | — | Unchanged |
| 36 | FITB | Fifth Third Bancorp | — | -6.12% | Trim |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.57% | Add |
| 38 | VEA | Vanguard Ftse Developed ETF | — | — | Unchanged |
| 39 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 40 | FULT | Fulton Financial CORP | — | — | Unchanged |
| 41 | PEP | Pepsico Inc | — | -0.45% | Trim |
| 42 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | — | — | Unchanged |
| 43 | IBDT | Ishares Ibonds Dec 2028 ETF | — | — | Unchanged |
| 44 | IBMQ | Ishares Ibonds Dec 2028 Muni | — | — | Unchanged |
| 45 | MLM | Martin Marietta Materials | — | — | Unchanged |
| 46 | AGG | Ishares Core U.s. Aggregate | 0% | +1.11% | Add |
| 47 | IBMP | Ishares Ibonds Dec 2027 Term | 0% | +3.53% | Add |
| 48 | HSY | Hershey Co/the | 0% | +1.10% | Add |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 0% | +5.57% | Add |
| 50 | IBDR | Ishares Ibonds Dec 2026 Term | 0% | +0.59% | Add |
According to official SEC Form 13F filings, Atwater Malick LLC reported a total U.S. public equity portfolio value of $459.1M across 76 disclosed positions in Q3 2024.
During Q3 2024, Atwater Malick LLC's top holdings by market value included AAPL (8.4%)、NVO (6.4%)、IVV (6.2%). The largest single position, AAPL, represented 8.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
IBM
市值: $223.5K
Top Position Liquidated / Trimmed
SMCIUSD
前期市值: $264.7K
In Q3 2024, Atwater Malick LLC made 53 total portfolio adjustments, initiating 1 new buys, adding to 37 positions, trimming 13 holdings, and fully liquidating 2 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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