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CIK: 0001769288
Total reported value
$459.1M
$459.1M
73 檔
20.3%
At the close of Q4 2024, Atwater Malick LLC disclosed equity holdings valued at approximately $459.1M, spread across 73 reported holdings.
In Q4 2024, Atwater Malick LLC adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 6 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, GOOGL) accounted for 20.3% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.01% | -0.42% | -3.92% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.62% | -0.49% | +1.24% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.50% | +0.13% | -0.87% | |
| 4 | CAT | Caterpillar Inc | Stock-Industrials | 5.13% | +1.50% | -1.67% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 4.92% | -1.31% | -1.60% | |
| 6 | GS | Goldman Sachs Group Inc | Stock-Financials | 4.82% | -0.17% | -1.02% | |
| 7 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 4.68% | -0.02% | -2.76% | |
| 8 | WM | Waste Management Inc | Stock-Industrials | 4.65% | -0.89% | -0.53% | |
| 9 | ACN | Accenture plc | Stock-Tech | 4.49% | -0.53% | -0.88% | |
| 10 | CMI | Cummins Inc | Stock-Industrials | 4.17% | +0.13% | -1.08% | |
| 11 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.71% | -1.07% | -0.52% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.52% | -0.28% | -0.26% | |
| 13 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.91% | -0.25% | -0.44% | |
| 14 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 2.79% | -0.24% | -0.85% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 2.65% | -0.30% | +1.09% | |
| 16 | AOS | Smith (a.o.) CORP | Stock-Industrials | 2.55% | -0.25% | -0.36% | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.52% | -0.29% | +0.59% | |
| 18 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.38% | -0.01% | -7.28% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.31% | -0.28% | -4.86% | |
| 20 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.28% | -0.13% | -4.58% | |
| 21 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.66% | -0.14% | -0.10% | |
| 22 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.24% | — | -9.76% | |
| 23 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 1.14% | +0.01% | +1.47% | |
| 24 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.03% | — | -5.37% | |
| 25 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 1.01% | -0.03% | +3.18% | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.91% | -0.08% | +0.28% | |
| 27 | CPRT | Copart Inc | Stock-Industrials | 0.78% | — | +5.25% | |
| 28 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.75% | — | -2.66% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.64% | +0.01% | +1.77% | |
| 30 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.55% | -0.12% | -2.96% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | +0.01% | +7.68% | |
| 32 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.48% | -0.04% | — | |
| 33 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.47% | -0.12% | -3.83% | |
| 34 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.43% | -0.13% | — | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | +0.10% | +0.18% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.05% | — | |
| 37 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.38% | -0.39% | +11.95% | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.36% | -0.03% | — | |
| 39 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.31% | — | +23.17% | |
| 40 | COR | Cencora Inc | Stock-Healthcare | 0.29% | -0.09% | — | |
| 41 | VV | Vanguard Large-cap ETF | ETF-Other | 0.29% | -0.02% | — | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.27% | +0.04% | +14.91% | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.26% | -0.10% | -3.36% | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.25% | -0.01% | -14.91% | |
| 45 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.23% | — | — | |
| 46 | VB | Vanguard Small-cap ETF | ETF-Other | 0.22% | -0.02% | — | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.20% | -0.09% | — | |
| 48 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.20% | -0.05% | — | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.16% | — | — | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.16% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.8% | -0.87% | Trim |
| 2 | GS | Goldman Sachs Group Inc | +0.8% | -1.02% | Trim |
| 3 | WMT | Walmart Inc | +0.6% | -1.60% | Trim |
| 4 | AAPL | Apple Inc | +0.6% | -3.92% | Trim |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.5% | +1.24% | Add |
| 6 | CMI | Cummins Inc | +0.4% | -1.08% | Trim |
| 7 | DIS | Walt Disney Co/the | +0.3% | -4.58% | Trim |
| 8 | RSP | Invesco S&p 500 Equal Weight | +0.2% | NEW | New buy |
| 9 | AMZN | Amazon.com Inc | +0.1% | +7.68% | Add |
| 10 | CPRT | Copart Inc | +0.1% | +5.25% | Add |
| 11 | ACN | Accenture plc | +0.1% | -0.88% | Trim |
| 12 | PKG | Packaging CORP Of America | +0.1% | +3.18% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | New buy |
| 14 | IWY | Ishares Russell Top 200 Grow | +0.1% | +23.17% | Add |
| 15 | USXF | Ishares Esg Advance Msci USA | +0.1% | +1.47% | Add |
| 16 | MSFT | Microsoft CORP | +0.1% | +1.09% | Add |
| 17 | META | Meta Platforms Inc-class A | +0.1% | NEW | New buy |
| 18 | NVDA | Nvidia CORP | +0.1% | +0.18% | Add |
| 19 | DGRO | Ishares Core Dividend Growth | +0.1% | +11.95% | Add |
| 20 | ACWI | Ishares Msci Acwi ETF | 0% | -0.10% | Trim |
| 21 | ISRG | Intuitive Surgical Inc | 0% | — | Unchanged |
| 22 | MA | Mastercard Inc - A | 0% | — | Unchanged |
| 23 | DFAC | Dimensional US Core Equity 2 | 0% | +0.28% | Add |
| 24 | WM | Waste Management Inc | 0% | -0.53% | Trim |
| 25 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 26 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 27 | VV | Vanguard Large-cap ETF | 0% | — | Unchanged |
| 28 | HDV | Ishares Core High Dividend E | 0% | +9.54% | Add |
| 29 | LLY | Eli Lilly & Co | 0% | +14.91% | Add |
| 30 | PG | Procter & Gamble Co/the | 0% | -0.26% | Trim |
| 31 | DGX | Quest Diagnostics Inc | 0% | -0.85% | Trim |
| 32 | TLT | iShares 20+ Year Treasury Bond ETF | 0% | -2.66% | Trim |
| 33 | AGG | Ishares Core U.s. Aggregate | 0% | +1.77% | Add |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 35 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 36 | FULT | Fulton Financial CORP | 0% | — | Unchanged |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 38 | VB | Vanguard Small-cap ETF | 0% | — | Unchanged |
| 39 | IBDR | Ishares Ibonds Dec 2026 Term | 0% | — | Unchanged |
| 40 | COR | Cencora Inc | 0% | — | Unchanged |
| 41 | IBDQ | Ishares Ibonds Dec 2025 Term | 0% | — | Unchanged |
| 42 | IBMO | Ishares Ibonds Dec 2026 Term | — | -2.96% | Trim |
| 43 | VEA | Vanguard Ftse Developed ETF | — | — | Unchanged |
| 44 | GLD | Spdr Gold Shares | — | -3.36% | Trim |
| 45 | VNQ | Vanguard Real Estate ETF | — | — | Unchanged |
| 46 | SBUX | Starbucks CORP | — | — | Unchanged |
| 47 | CB | Chubb Limited | — | — | Unchanged |
| 48 | CVX | Chevron CORP | — | — | Unchanged |
| 49 | IBDT | Ishares Ibonds Dec 2028 ETF | — | — | Unchanged |
| 50 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | — | — | Unchanged |
According to official SEC Form 13F filings, Atwater Malick LLC reported a total U.S. public equity portfolio value of $459.1M across 73 disclosed positions in Q4 2024.
During Q4 2024, Atwater Malick LLC's top holdings by market value included AAPL (9.0%)、IVV (6.6%)、GOOGL (5.5%). The largest single position, AAPL, represented 9.0% 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
RSP
市值: $467.3K
Top Position Liquidated / Trimmed
TLT
前期市值: $1.7M
In Q4 2024, Atwater Malick LLC made 53 total portfolio adjustments, initiating 3 new buys, adding to 16 positions, trimming 28 holdings, and fully liquidating 6 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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