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CIK: 0001769288
Total reported value
$459.1M
$459.1M
86 檔
28.5%
As reported in its official Q4 2025 Form 13F filing, Atwater Malick LLC's tracked investment portfolio stood at $459.1M with 86 total positions.
Atwater Malick LLC executed strategic sector rebalancing during Q4 2025, establishing 6 new positions while fully exiting 3 holdings and trimming 36 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, GOOGL) accounted for 28.5% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.61% | -0.49% | +11.38% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.67% | -0.42% | -3.22% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.86% | +0.13% | -6.10% | |
| 4 | CAT | Caterpillar Inc | Stock-Industrials | 6.27% | +1.50% | -4.55% | |
| 5 | GS | Goldman Sachs Group Inc | Stock-Financials | 5.72% | -0.17% | -3.52% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 4.77% | -1.31% | -2.70% | |
| 7 | WM | Waste Management Inc | Stock-Industrials | 4.24% | -0.89% | -0.02% | |
| 8 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.22% | -0.39% | +24.44% | |
| 9 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 4.20% | -0.18% | +23.30% | |
| 10 | HDV | Ishares Core High Dividend E | ETF-Other | 4.09% | -0.04% | +23.43% | |
| 11 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.74% | — | +27.93% | |
| 12 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.64% | -1.07% | +3.29% | |
| 13 | CMI | Cummins Inc | Stock-Industrials | 3.38% | +0.13% | -15.63% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.99% | -0.30% | +3.84% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.80% | -0.28% | -14.92% | |
| 16 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.79% | -0.25% | -15.50% | |
| 17 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 1.69% | -0.24% | -17.72% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.67% | -0.28% | -16.53% | |
| 19 | ACN | Accenture plc | Stock-Tech | 1.55% | -0.53% | -22.35% | |
| 20 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.53% | -0.14% | -4.48% | |
| 21 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.23% | -0.29% | -18.39% | |
| 22 | AOS | Smith (a.o.) CORP | Stock-Industrials | 1.11% | -0.25% | -28.23% | |
| 23 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 1.08% | +0.01% | — | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.06% | +0.01% | +39.65% | |
| 25 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.91% | -0.02% | -9.18% | |
| 26 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.81% | -0.13% | -28.06% | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.80% | -0.08% | +0.22% | |
| 28 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.72% | -0.12% | +3.28% | |
| 29 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 0.67% | -0.12% | +699.82% | |
| 30 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.67% | -0.04% | +1.43% | |
| 31 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.65% | -0.12% | +13.67% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.48% | +0.10% | -1.86% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | +0.01% | -5.06% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.05% | -0.36% | |
| 35 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.39% | -0.13% | +0.44% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.35% | -0.10% | — | |
| 37 | COR | Cencora Inc | Stock-Healthcare | 0.35% | -0.09% | -2.53% | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.33% | -0.03% | -0.39% | |
| 39 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.32% | -0.03% | -25.86% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.30% | +0.04% | +0.39% | |
| 41 | VV | Vanguard Large-cap ETF | ETF-Other | 0.27% | -0.02% | — | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.25% | -0.03% | +14.92% | |
| 43 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.25% | -0.01% | -4.46% | |
| 44 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.22% | -0.05% | +3.95% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.20% | — | +13.74% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-Other | 0.20% | -0.02% | — | |
| 47 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.18% | -0.01% | -8.82% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.17% | +0.02% | — | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | -0.09% | -4.99% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | — | +1.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.9% | -6.10% | Trim |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.7% | +11.38% | Add |
| 3 | ACWX | Ishares Msci Acwi Ex US ETF | +0.7% | +23.30% | Add |
| 4 | DGRO | Ishares Core Dividend Growth | +0.7% | +24.44% | Add |
| 5 | IWY | Ishares Russell Top 200 Grow | +0.7% | +27.93% | Add |
| 6 | HDV | Ishares Core High Dividend E | +0.6% | +23.43% | Add |
| 7 | IBMQ | Ishares Ibonds Dec 2028 Muni | +0.6% | +699.82% | Add |
| 8 | CAT | Caterpillar Inc | +0.5% | -4.55% | Trim |
| 9 | AGG | Ishares Core U.s. Aggregate | +0.3% | +39.65% | Add |
| 10 | LLY | Eli Lilly & Co | +0.1% | +0.39% | Add |
| 11 | ISRG | Intuitive Surgical Inc | +0.1% | +0.44% | Add |
| 12 | GS | Goldman Sachs Group Inc | +0.1% | -3.52% | Trim |
| 13 | IBMP | Ishares Ibonds Dec 2027 Term | 0% | +13.67% | Add |
| 14 | IBDT | Ishares Ibonds Dec 2028 ETF | 0% | +46.73% | Add |
| 15 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | 0% | +27.68% | Add |
| 16 | IBM | Intl Business Machines CORP | 0% | +35.36% | Add |
| 17 | IAU | Ishares Gold Trust | 0% | +21.48% | Add |
| 18 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 19 | RSP | Invesco S&p 500 Equal Weight | 0% | +14.92% | Add |
| 20 | GD | General Dynamics CORP | 0% | +28.06% | Add |
| 21 | ABBV | Abbvie Inc | 0% | +13.74% | Add |
| 22 | COR | Cencora Inc | 0% | -2.53% | Trim |
| 23 | GOOG | Alphabet Inc-cl C | 0% | -7.50% | Trim |
| 24 | AGL | agilon health, inc. | 0% | +100.00% | Add |
| 25 | CB | Chubb Limited | 0% | — | Unchanged |
| 26 | WMT | Walmart Inc | — | -2.70% | Trim |
| 27 | TSM | Taiwan Semiconductor-sp Adr | — | — | Unchanged |
| 28 | FITB | Fifth Third Bancorp | — | +0.81% | Add |
| 29 | PEP | Pepsico Inc | — | +4.39% | Add |
| 30 | JPM | Jpmorgan Chase & Co | — | +1.02% | Add |
| 31 | DHR | Danaher CORP | — | -9.05% | Trim |
| 32 | AXP | American Express Co | — | -4.37% | Trim |
| 33 | VEA | Vanguard Ftse Developed ETF | — | — | Unchanged |
| 34 | KLAC | Kla CORP | — | -6.06% | Trim |
| 35 | VB | Vanguard Small-cap ETF | — | — | Unchanged |
| 36 | IWF | Ishares Russell 1000 Growth | — | — | Unchanged |
| 37 | CTVA | Corteva Inc | — | — | Unchanged |
| 38 | MUB | Ishares National Muni Bond E | — | — | Unchanged |
| 39 | STIP | Ishares 0-5 Year Tips Bond E | 0% | -12.48% | Trim |
| 40 | NVR | Nvr Inc | 0% | -2.78% | Trim |
| 41 | IBDR | Ishares Ibonds Dec 2026 Term | 0% | +3.95% | Add |
| 42 | VV | Vanguard Large-cap ETF | 0% | — | Unchanged |
| 43 | SBUX | Starbucks CORP | 0% | -6.92% | Trim |
| 44 | CVX | Chevron CORP | 0% | -4.23% | Trim |
| 45 | UNH | Unitedhealth Group Inc | 0% | +1.17% | Add |
| 46 | HSY | Hershey Co/the | 0% | — | Unchanged |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 48 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 49 | VNQ | Vanguard Real Estate ETF | 0% | — | Unchanged |
| 50 | XOM | Exxon Mobil CORP | 0% | -4.99% | Trim |
According to official SEC Form 13F filings, Atwater Malick LLC reported a total U.S. public equity portfolio value of $459.1M across 86 disclosed positions in Q4 2025.
During Q4 2025, Atwater Malick LLC's top holdings by market value included IVV (9.6%)、AAPL (7.7%)、GOOGL (6.9%). The largest single position, IVV, represented 9.6% of total portfolio value.
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Top New Position Initiated
IBMR
市值: $325.2K
Top Position Liquidated / Trimmed
TLT
前期市值: $2.7M
In Q4 2025, Atwater Malick LLC made 75 total portfolio adjustments, initiating 6 new buys, adding to 30 positions, trimming 36 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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