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CIK: 0001769288
Total reported value
$454.3M
$454.3M
127 檔
35.9%
At the close of Q2 2026, Atwater Malick LLC disclosed equity holdings valued at approximately $454.3M, spread across 127 reported holdings.
In Q2 2026, Atwater Malick LLC displayed an active expansion posture, initiating 31 new positions and adding to 61 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, CAT, AAPL) accounted for 35.9% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.16% | +0.27% | +2.57% | |
| 2 | CAT | Caterpillar Inc | Stock-Industrials | 8.78% | -2.24% | -0.41% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.43% | +0.99% | +2.21% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.03% | -0.28% | +1.89% | |
| 5 | HDV | Ishares Core High Dividend E | ETF-Other | 5.14% | +0.21% | +509.26% | |
| 6 | GS | Goldman Sachs Group Inc | Stock-Financials | 5.02% | -0.57% | +0.35% | |
| 7 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 4.71% | +0.05% | +7.52% | |
| 8 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.36% | +0.17% | +5.35% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 3.81% | -0.29% | +1.37% | |
| 10 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.76% | +0.14% | +6.07% | |
| 11 | WM | Waste Management Inc | Stock-Industrials | 3.47% | -0.27% | +1.66% | |
| 12 | CMI | Cummins Inc | Stock-Industrials | 3.12% | -0.87% | -2.47% | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.64% | -0.40% | +1.33% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.11% | +0.81% | +7.55% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.54% | +0.06% | +0.67% | |
| 16 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.41% | +0.08% | -1.36% | |
| 17 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 1.36% | +0.14% | -2.50% | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.36% | +0.02% | -1.22% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.35% | +0.57% | +25.54% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.11% | -0.03% | -2.35% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.03% | +0.02% | +7657.72% | |
| 22 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 1.03% | -0.01% | — | |
| 23 | GVI | Ishares Intermediate Governm | ETF-Other | 0.94% | +0.65% | +191.66% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.81% | +0.08% | — | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.76% | -0.16% | -3.24% | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.69% | +0.01% | -2.85% | |
| 27 | IDV | Ishares International Select | ETF-Other | 0.65% | +0.04% | +255.72% | |
| 28 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.64% | +0.01% | +4.94% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.64% | -0.04% | +276.05% | |
| 30 | AOS | Smith (a.o.) CORP | Stock-Industrials | 0.63% | -0.09% | -6.92% | |
| 31 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.60% | -0.13% | -7.53% | |
| 32 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 0.57% | — | +1.77% | |
| 33 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.55% | +0.02% | +1.81% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | +0.07% | +32.76% | |
| 35 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.50% | +0.01% | — | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.47% | -0.02% | — | |
| 37 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.43% | +0.01% | — | |
| 38 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.43% | +0.06% | +68.02% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.40% | +0.03% | -6.61% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | +0.03% | +10.53% | |
| 41 | ACN | Accenture plc | Stock-Tech | 0.37% | +0.15% | -19.10% | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.37% | — | +2.08% | |
| 43 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.36% | +0.40% | +206.83% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.35% | — | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | -0.01% | +3.70% | |
| 46 | DVYE | Ishares Emerging Markets Div | ETF-Emerging Markets | 0.31% | +0.02% | — | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.27% | -0.01% | +10.57% | |
| 48 | IAU | Ishares Gold Trust | ETF-Commodities | 0.26% | +0.01% | +257.42% | |
| 49 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.25% | -0.03% | +0.88% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.25% | — | +6.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | +1.5% | -0.41% | Trim |
| 2 | IWF | Ishares Russell 1000 Growth | +1% | +7657.72% | Add |
| 3 | IWD | Ishares Russell 1000 Value E | +0.8% | NEW | New buy |
| 4 | GVI | Ishares Intermediate Governm | +0.5% | +191.66% | Add |
| 5 | IJH | Ishares Core S&p Midcap ETF | +0.5% | NEW | New buy |
| 6 | IJR | Ishares Core S&p Small-cap E | +0.5% | +276.05% | Add |
| 7 | IDEV | Ishares Core Msci Dev Mkts | +0.4% | NEW | New buy |
| 8 | IDV | Ishares International Select | +0.4% | +255.72% | Add |
| 9 | IEMG | Ishares Core Msci Emerging | +0.4% | NEW | New buy |
| 10 | DVYE | Ishares Emerging Markets Div | +0.3% | NEW | New buy |
| 11 | REET | Ishares Global Reit ETF | +0.2% | NEW | New buy |
| 12 | ICSH | Ishares Ultra Short Duration | +0.2% | +206.83% | Add |
| 13 | AGL | Agilon Health Inc | +0.2% | NEW | New buy |
| 14 | IAU | Ishares Gold Trust | +0.2% | +257.42% | Add |
| 15 | MU | Micron Technology Inc | +0.2% | NEW | New buy |
| 16 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.89% | Add |
| 18 | CMI | Cummins Inc | +0.1% | -2.47% | Trim |
| 19 | NEAR | Ishares Sh Dba ETF Usd Inc | +0.1% | +68.02% | Add |
| 20 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 21 | INMU | Ishares Intermediate Muni In | +0.1% | NEW | New buy |
| 22 | NVDA | Nvidia CORP | +0.1% | +32.76% | Add |
| 23 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 24 | CHD | Church & Dwight Co Inc | +0.1% | NEW | New buy |
| 25 | STX | Seagate Technology Holdings plc | +0.1% | NEW | New buy |
| 26 | MO | Altria Group Inc | +0.1% | NEW | New buy |
| 27 | KLAC | Kla CORP | +0.1% | +907.53% | Add |
| 28 | GLW | Corning Inc | +0.1% | NEW | New buy |
| 29 | VZ | Verizon Communications Inc | +0.1% | NEW | New buy |
| 30 | AMGN | Amgen Inc | +0.1% | NEW | New buy |
| 31 | TXN | Texas Instruments Inc | +0.1% | NEW | New buy |
| 32 | DOV | Dover CORP | +0.1% | NEW | New buy |
| 33 | COST | Costco Wholesale CORP | +0.1% | NEW | New buy |
| 34 | FULT | Fulton Financial CORP | +0.1% | NEW | New buy |
| 35 | GWW | Ww Grainger Inc | +0.1% | NEW | New buy |
| 36 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 37 | BNY | Bank Of New York Mellon CORP | +0.1% | NEW | New buy |
| 38 | LLY | Eli Lilly & Co | 0% | +10.57% | Add |
| 39 | IBTI | Ishares Ibonds Dec 2028 Term | 0% | +51.78% | Add |
| 40 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | 0% | +77.01% | Add |
| 41 | RTX | Rtx CORP | 0% | NEW | New buy |
| 42 | NVS | Novartis Ag-sponsored Adr | 0% | NEW | New buy |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 0% | +0.59% | Add |
| 44 | CSCO | Cisco Systems Inc | 0% | +17.61% | Add |
| 45 | MUB | Ishares National Muni Bond E | 0% | +54.01% | Add |
| 46 | AGG | Ishares Core U.s. Aggregate | 0% | +25.54% | Add |
| 47 | USXF | Ishares Esg Advance Msci USA | 0% | — | Unchanged |
| 48 | AMZN | Amazon.com Inc | 0% | +10.53% | Add |
| 49 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 50 | IBM | Intl Business Machines CORP | 0% | +15.16% | Add |
According to official SEC Form 13F filings, Atwater Malick LLC reported a total U.S. public equity portfolio value of $454.3M across 127 disclosed positions in Q2 2026.
During Q2 2026, Atwater Malick LLC's top holdings by market value included IVV (9.2%)、CAT (8.8%)、AAPL (6.4%). The largest single position, IVV, represented 9.2% 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
IWD
市值: $3.7M
Top Position Liquidated / Trimmed
CAT
前期市值: $26.9M
In Q2 2026, Atwater Malick LLC made 110 total portfolio adjustments, initiating 31 new buys, adding to 61 positions, trimming 18 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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