13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001769288
Total reported value
$459.1M
$459.1M
96 檔
28.1%
According to the latest 13F quarterly dataset, Atwater Malick LLC managed an equity portfolio of $459.1M at the end of Q1 2026, spanning 96 distinct U.S. exchange-listed positions.
Atwater Malick LLC executed strategic sector rebalancing during Q1 2026, establishing 14 new positions while fully exiting 4 holdings and trimming 35 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.65% | -0.49% | +7.50% | |
| 2 | CAT | Caterpillar Inc | Stock-Industrials | 7.28% | +1.50% | -4.15% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.85% | -0.42% | -2.32% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.90% | +0.13% | -4.33% | |
| 5 | GS | Goldman Sachs Group Inc | Stock-Financials | 5.19% | -0.17% | -3.79% | |
| 6 | HDV | Ishares Core High Dividend E | ETF-Other | 5.18% | -0.04% | +15.90% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 5.12% | -1.31% | -1.80% | |
| 8 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 4.89% | -0.18% | +16.54% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.75% | -0.39% | +13.68% | |
| 10 | WM | Waste Management Inc | Stock-Industrials | 4.36% | -0.89% | +0.46% | |
| 11 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.76% | — | +14.33% | |
| 12 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.71% | -1.07% | +2.49% | |
| 13 | CMI | Cummins Inc | Stock-Industrials | 2.99% | +0.13% | -14.25% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.41% | -0.30% | +7.36% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.82% | -0.28% | -12.71% | |
| 16 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.66% | -0.25% | -13.17% | |
| 17 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 1.60% | -0.24% | -14.20% | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.50% | -0.14% | +2.37% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.39% | -0.28% | -15.22% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.34% | +0.01% | +29.13% | |
| 21 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.05% | -0.29% | -11.23% | |
| 22 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 1.02% | +0.01% | — | |
| 23 | ACN | Accenture plc | Stock-Tech | 0.90% | -0.53% | -19.80% | |
| 24 | AOS | Smith (a.o.) CORP | Stock-Industrials | 0.88% | -0.25% | -18.00% | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.77% | -0.08% | +0.25% | |
| 26 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 0.69% | -0.12% | +4.91% | |
| 27 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.68% | -0.04% | +2.88% | |
| 28 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.67% | -0.12% | +5.05% | |
| 29 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.62% | -0.12% | -11.65% | |
| 30 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.62% | -0.02% | -3.88% | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.53% | -0.13% | -21.20% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | +0.10% | -4.46% | |
| 33 | GVI | Ishares Intermediate Governm | ETF-Other | 0.40% | +0.54% | +475.36% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.40% | -0.03% | +62.03% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | -0.05% | +0.36% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | +0.01% | -0.68% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.32% | -0.10% | -12.64% | |
| 38 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.32% | +0.11% | — | |
| 39 | COR | Cencora Inc | Stock-Healthcare | 0.32% | -0.09% | — | |
| 40 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.31% | -0.13% | -0.44% | |
| 41 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.28% | -0.03% | -12.14% | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.28% | -0.03% | -0.48% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | -0.09% | +9.96% | |
| 44 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.25% | -0.01% | — | |
| 45 | VV | Vanguard Large-cap ETF | ETF-Other | 0.25% | -0.02% | — | |
| 46 | IDV | Ishares International Select | ETF-Other | 0.23% | +0.42% | — | |
| 47 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.23% | -0.05% | +4.05% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.23% | +0.04% | -10.18% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.20% | -0.02% | — | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.19% | +0.02% | — |
According to official SEC Form 13F filings, Atwater Malick LLC reported a total U.S. public equity portfolio value of $459.1M across 96 disclosed positions in Q1 2026.
During Q1 2026, Atwater Malick LLC's top holdings by market value included IVV (9.7%)、CAT (7.3%)、AAPL (6.8%). The largest single position, IVV, represented 9.7% 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 IVV, CAT, AAPL) accounted for 28.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
NEAR
市值: $1.2M
Top Position Liquidated / Trimmed
UNH
前期市值: $401.1K
In Q1 2026, Atwater Malick LLC made 81 total portfolio adjustments, initiating 14 new buys, adding to 28 positions, trimming 35 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.