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CIK: 0001769288
Total reported value
$459.1M
$459.1M
78 檔
19.2%
During the Q1 2025 filing period, Atwater Malick LLC (CIK: 0001769288) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $459.1M across 78 reported positions.
In Q1 2025, Atwater Malick LLC displayed an active expansion posture, initiating 78 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.08% | -0.42% | +0.19% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.65% | -0.49% | +4.26% | |
| 3 | WM | Waste Management Inc | Stock-Industrials | 5.48% | -0.89% | +1.78% | |
| 4 | WMT | Walmart Inc | Stock-Consumer Staples | 4.88% | -1.31% | +1.08% | |
| 5 | CAT | Caterpillar Inc | Stock-Industrials | 4.77% | +1.50% | +1.22% | |
| 6 | GS | Goldman Sachs Group Inc | Stock-Financials | 4.69% | -0.17% | +0.89% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.60% | +0.13% | +1.49% | |
| 8 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 4.14% | -1.07% | +2.44% | |
| 9 | ACN | Accenture plc | Stock-Tech | 4.12% | -0.53% | +2.47% | |
| 10 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 3.85% | -0.02% | +1.01% | |
| 11 | CMI | Cummins Inc | Stock-Industrials | 3.82% | +0.13% | +0.90% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.71% | -0.28% | +2.48% | |
| 13 | KO | Coca-cola Co/the | Stock-Consumer Staples | 3.50% | -0.25% | +3.68% | |
| 14 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 3.24% | -0.24% | +2.74% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.73% | -0.28% | +2.04% | |
| 16 | AOS | Smith (a.o.) CORP | Stock-Industrials | 2.56% | -0.25% | +3.70% | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.52% | -0.29% | +4.69% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 2.52% | -0.30% | +5.64% | |
| 19 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.35% | -0.01% | +1.71% | |
| 20 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.12% | -0.13% | +3.93% | |
| 21 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.70% | -0.14% | +2.54% | |
| 22 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 1.08% | +0.01% | — | |
| 23 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.02% | — | +11.67% | |
| 24 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 1.01% | -0.03% | +12.51% | |
| 25 | CPRT | Copart Inc | Stock-Industrials | 0.92% | — | +18.15% | |
| 26 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.92% | — | +20.97% | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.84% | -0.08% | -4.46% | |
| 28 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.82% | -0.12% | +47.07% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.68% | +0.01% | +3.76% | |
| 30 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.67% | -0.04% | +34.04% | |
| 31 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.66% | -0.12% | +36.42% | |
| 32 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.62% | — | -50.00% | |
| 33 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.51% | -0.39% | +31.49% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | -0.05% | — | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | +0.01% | — | |
| 36 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.41% | -0.13% | — | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.38% | -0.03% | — | |
| 38 | COR | Cencora Inc | Stock-Healthcare | 0.36% | -0.09% | — | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | +0.10% | -3.06% | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.31% | -0.10% | — | |
| 41 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.29% | — | +24.02% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.28% | +0.04% | -1.95% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-Other | 0.27% | -0.02% | — | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.26% | -0.01% | -0.28% | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.26% | -0.03% | +65.62% | |
| 46 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.26% | -0.05% | +28.06% | |
| 47 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.24% | — | -13.53% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.23% | -0.09% | +0.74% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.21% | -0.02% | — | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.19% | — | -0.48% |
According to official SEC Form 13F filings, Atwater Malick LLC reported a total U.S. public equity portfolio value of $459.1M across 78 disclosed positions in Q1 2025.
During Q1 2025, Atwater Malick LLC's top holdings by market value included AAPL (8.1%)、IVV (6.7%)、WM (5.5%). The largest single position, AAPL, represented 8.1% 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.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, WM) accounted for 19.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $23.9M
In Q1 2025, Atwater Malick LLC made 78 total portfolio adjustments, initiating 78 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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