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CIK: 0001769288
Total reported value
$459.1M
$459.1M
83 檔
20.7%
As reported in its official Q2 2025 Form 13F filing, Atwater Malick LLC's tracked investment portfolio stood at $459.1M with 83 total positions.
In Q2 2025, Atwater Malick LLC displayed an active expansion posture, initiating 5 new positions and adding to 36 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, GS) accounted for 20.7% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.04% | -0.49% | +2.37% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.97% | -0.42% | -0.29% | |
| 3 | GS | Goldman Sachs Group Inc | Stock-Financials | 5.69% | -0.17% | +0.03% | |
| 4 | CAT | Caterpillar Inc | Stock-Industrials | 5.27% | +1.50% | +0.23% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 5.07% | -1.31% | -0.31% | |
| 6 | WM | Waste Management Inc | Stock-Industrials | 5.06% | -0.89% | -0.16% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.89% | +0.13% | -0.35% | |
| 8 | CMI | Cummins Inc | Stock-Industrials | 3.73% | +0.13% | -0.08% | |
| 9 | ACN | Accenture plc | Stock-Tech | 3.72% | -0.53% | +0.78% | |
| 10 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.64% | -1.07% | +0.30% | |
| 11 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 3.62% | -0.02% | +1.06% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.25% | -0.28% | +0.34% | |
| 13 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 3.22% | -0.24% | +0.03% | |
| 14 | KO | Coca-cola Co/the | Stock-Consumer Staples | 3.20% | -0.25% | -1.04% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 3.11% | -0.30% | -0.33% | |
| 16 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.47% | -0.13% | -0.79% | |
| 17 | AOS | Smith (a.o.) CORP | Stock-Industrials | 2.41% | -0.25% | +0.46% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.37% | -0.28% | +0.63% | |
| 19 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.32% | -0.01% | -1.16% | |
| 20 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.28% | -0.29% | +1.70% | |
| 21 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.80% | -0.14% | +2.28% | |
| 22 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 1.17% | +0.01% | — | |
| 23 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.97% | — | +11.28% | |
| 24 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.95% | -0.03% | +5.96% | |
| 25 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.87% | — | +1.18% | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.83% | -0.08% | -3.48% | |
| 27 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.79% | -0.12% | +3.30% | |
| 28 | CPRT | Copart Inc | Stock-Industrials | 0.79% | — | +5.30% | |
| 29 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.74% | -0.39% | +50.05% | |
| 30 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.74% | -0.04% | +5.88% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.65% | +0.01% | +1.05% | |
| 32 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.64% | -0.12% | +4.11% | |
| 33 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.49% | -0.18% | +193.52% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | +0.01% | +0.03% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | -0.05% | +18.60% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.47% | +0.10% | +0.89% | |
| 37 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.45% | — | +66.75% | |
| 38 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.43% | -0.13% | — | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.37% | -0.03% | +2.27% | |
| 40 | HDV | Ishares Core High Dividend E | ETF-Other | 0.37% | -0.04% | +165.63% | |
| 41 | COR | Cencora Inc | Stock-Healthcare | 0.36% | -0.09% | — | |
| 42 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.34% | — | -40.02% | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.31% | -0.10% | — | |
| 44 | VV | Vanguard Large-cap ETF | ETF-Other | 0.28% | -0.02% | -0.03% | |
| 45 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.27% | — | -0.42% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.26% | -0.03% | +0.77% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.25% | +0.04% | — | |
| 48 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.24% | -0.05% | — | |
| 49 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.23% | -0.01% | -6.07% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-Other | 0.21% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GS | Goldman Sachs Group Inc | +1% | +0.03% | Add |
| 2 | MSFT | Microsoft CORP | +0.6% | -0.33% | Trim |
| 3 | CAT | Caterpillar Inc | +0.5% | +0.23% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.4% | +2.37% | Add |
| 5 | DIS | Walt Disney Co/the | +0.4% | -0.79% | Trim |
| 6 | ACWX | Ishares Msci Acwi Ex US ETF | +0.3% | +193.52% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.35% | Trim |
| 8 | DGRO | Ishares Core Dividend Growth | +0.2% | +50.05% | Add |
| 9 | HDV | Ishares Core High Dividend E | +0.2% | +165.63% | Add |
| 10 | IWY | Ishares Russell Top 200 Grow | +0.2% | +66.75% | Add |
| 11 | WMT | Walmart Inc | +0.2% | -0.31% | Trim |
| 12 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | NEW | New buy |
| 13 | NVDA | Nvidia CORP | +0.1% | +0.89% | Add |
| 14 | ACWI | Ishares Msci Acwi ETF | +0.1% | +2.28% | Add |
| 15 | USXF | Ishares Esg Advance Msci USA | +0.1% | — | Unchanged |
| 16 | IBMQ | Ishares Ibonds Dec 2028 Muni | +0.1% | NEW | New buy |
| 17 | AXP | American Express Co | +0.1% | NEW | New buy |
| 18 | DMXF | Ishares Esg Advanc Msci Eafe | +0.1% | +5.88% | Add |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | New buy |
| 20 | COST | Costco Wholesale CORP | +0.1% | NEW | New buy |
| 21 | AMZN | Amazon.com Inc | 0% | +0.03% | Add |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 23 | ISRG | Intuitive Surgical Inc | 0% | — | Unchanged |
| 24 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 25 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 26 | VV | Vanguard Large-cap ETF | 0% | -0.03% | Trim |
| 27 | BR | Broadridge Financial Solutio | 0% | +20.49% | Add |
| 28 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 29 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | 0% | +13.38% | Add |
| 30 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 32 | CTVA | Corteva Inc | 0% | — | Unchanged |
| 33 | IAU | Ishares Gold Trust | 0% | +8.35% | Add |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | — | +18.60% | Add |
| 35 | COR | Cencora Inc | — | — | Unchanged |
| 36 | GLD | Spdr Gold Shares | — | — | Unchanged |
| 37 | RSP | Invesco S&p 500 Equal Weight | — | +0.77% | Add |
| 38 | VB | Vanguard Small-cap ETF | — | — | Unchanged |
| 39 | VEA | Vanguard Ftse Developed ETF | — | — | Unchanged |
| 40 | GD | General Dynamics CORP | — | — | Unchanged |
| 41 | DHR | Danaher CORP | — | +7.95% | Add |
| 42 | NVR | Nvr Inc | — | — | Unchanged |
| 43 | MUB | Ishares National Muni Bond E | — | — | Unchanged |
| 44 | FULT | Fulton Financial CORP | — | — | Unchanged |
| 45 | DFAC | Dimensional US Core Equity 2 | 0% | -3.48% | Trim |
| 46 | MA | Mastercard Inc - A | 0% | +2.27% | Add |
| 47 | SBUX | Starbucks CORP | 0% | — | Unchanged |
| 48 | HSY | Hershey Co/the | 0% | — | Unchanged |
| 49 | CB | Chubb Limited | 0% | — | Unchanged |
| 50 | FITB | Fifth Third Bancorp | 0% | — | Unchanged |
According to official SEC Form 13F filings, Atwater Malick LLC reported a total U.S. public equity portfolio value of $459.1M across 83 disclosed positions in Q2 2025.
During Q2 2025, Atwater Malick LLC's top holdings by market value included IVV (7.0%)、AAPL (7.0%)、GS (5.7%). The largest single position, IVV, represented 7.0% 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
IBIT
市值: $528.4K
Top Position Liquidated / Trimmed
AAPL
前期市值: $23.9M
In Q2 2025, Atwater Malick LLC made 57 total portfolio adjustments, initiating 5 new buys, adding to 36 positions, trimming 16 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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