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CIK: 0001769288
Total reported value
$459.1M
$459.1M
83 檔
25.6%
The Q3 2025 SEC filing reveals that Atwater Malick LLC held a total portfolio value of $459.1M, covering 83 public equity positions.
Atwater Malick LLC executed strategic sector rebalancing during Q3 2025, establishing 8 new positions while fully exiting 3 holdings and trimming 30 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, GOOGL) accounted for 25.6% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.88% | -0.49% | +27.66% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.81% | -0.42% | -1.47% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.97% | +0.13% | -3.46% | |
| 4 | CAT | Caterpillar Inc | Stock-Industrials | 5.76% | +1.50% | -3.00% | |
| 5 | GS | Goldman Sachs Group Inc | Stock-Financials | 5.66% | -0.17% | -3.62% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 4.77% | -1.31% | -2.53% | |
| 7 | WM | Waste Management Inc | Stock-Industrials | 4.49% | -0.89% | +0.14% | |
| 8 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.69% | -1.07% | +6.34% | |
| 9 | HDV | Ishares Core High Dividend E | ETF-Other | 3.51% | -0.04% | +898.57% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.50% | -0.39% | +384.11% | |
| 11 | CMI | Cummins Inc | Stock-Industrials | 3.49% | +0.13% | -20.87% | |
| 12 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 3.47% | -0.18% | +622.54% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 3.25% | -0.30% | +9.45% | |
| 14 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.04% | — | +571.05% | |
| 15 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 2.38% | -0.24% | -24.22% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.25% | -0.28% | -21.75% | |
| 17 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.12% | -0.25% | -23.10% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.00% | -0.28% | -24.17% | |
| 19 | ACN | Accenture plc | Stock-Tech | 1.93% | -0.53% | -31.53% | |
| 20 | AOS | Smith (a.o.) CORP | Stock-Industrials | 1.78% | -0.25% | -28.00% | |
| 21 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.66% | -0.29% | -30.09% | |
| 22 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.65% | -0.14% | -6.71% | |
| 23 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.20% | -0.13% | -42.94% | |
| 24 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.15% | -0.02% | -56.86% | |
| 25 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 1.14% | +0.01% | — | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.82% | -0.08% | +0.27% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.80% | +0.01% | +34.13% | |
| 28 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.78% | — | -2.19% | |
| 29 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.74% | -0.12% | +1.00% | |
| 30 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.70% | -0.04% | +1.73% | |
| 31 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.61% | -0.12% | +2.52% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | +0.10% | +1.34% | |
| 33 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.47% | -0.03% | -53.15% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | +0.01% | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | -0.05% | -0.62% | |
| 36 | COR | Cencora Inc | Stock-Healthcare | 0.34% | -0.09% | -0.66% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.34% | -0.03% | — | |
| 38 | GLD | Spdr Gold Shares | ETF-Commodities | 0.33% | -0.10% | — | |
| 39 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.32% | -0.13% | — | |
| 40 | VV | Vanguard Large-cap ETF | ETF-Other | 0.28% | -0.02% | -1.78% | |
| 41 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.26% | -0.01% | -86.45% | |
| 42 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.25% | — | -0.06% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.23% | -0.03% | -6.76% | |
| 44 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.23% | -0.05% | +2.61% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.23% | +0.04% | +1.29% | |
| 46 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.21% | -0.01% | — | |
| 47 | VB | Vanguard Small-cap ETF | ETF-Other | 0.20% | -0.02% | — | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.19% | — | — | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | -0.02% | +145.76% | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.18% | -0.06% | — |
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 Q3 2025.
During Q3 2025, Atwater Malick LLC's top holdings by market value included IVV (8.9%)、AAPL (7.8%)、GOOGL (6.0%). The largest single position, IVV, represented 8.9% of total portfolio value.
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Top New Position Initiated
NFLX
市值: $635.4K
Top Position Liquidated / Trimmed
UPS
前期市值: $3.0M
In Q3 2025, Atwater Malick LLC made 69 total portfolio adjustments, initiating 8 new buys, adding to 28 positions, trimming 30 holdings, and fully liquidating 3 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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