Atwater Malick LLC

Est. AUM

$361.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$35.7M	54723	9.88%	SOLE
2	CATERPILLAR INC	COM	$26.9M	38021	7.44%	SOLE
3	APPLE INC	COM	$25.3M	99860	7.00%	SOLE
4	ALPHABET INC	CAP STK CL A	$21.9M	76023	6.04%	SOLE
5	GOLDMAN SACHS GROUP INC	COM	$19.2M	22703	5.31%	SOLE
6	ISHARES TR	CORE HIGH DV ETF	$19.2M	141303	5.30%	SOLE
7	WALMART INC	COM	$18.9M	152412	5.23%	SOLE
8	ISHARES TR	MSCI ACWI EX US	$18.1M	264329	5.00%	SOLE
9	ISHARES TR	CORE DIV GRWTH	$17.6M	250666	4.86%	SOLE
10	WASTE MGMT INC DEL	COM	$16.1M	70283	4.46%	SOLE
11	ISHARES TR	RUS TP200 GR ETF	$13.9M	55975	3.85%	SOLE
12	MCDONALDS CORP	COM	$13.7M	44235	3.80%	SOLE
13	CUMMINS INC	COM	$11.1M	20601	3.06%	SOLE
14	MICROSOFT CORP	COM	$8.9M	24107	2.47%	SOLE
15	JOHNSON & JOHNSON	COM	$6.7M	27594	1.86%	SOLE
16	COCA COLA CO	COM	$6.1M	80636	1.69%	SOLE
17	QUEST DIAGNOSTICS INC	COM	$5.9M	30316	1.64%	SOLE
18	ISHARES TR	MSCI ACWI ETF	$5.6M	40228	1.54%	SOLE
19	PROCTER & GAMBLE CO	COM	$5.2M	35725	1.43%	SOLE
20	ISHARES TR	CORE US AGGBD ET	$4.9M	49820	1.37%	SOLE
21	LOWES COS INC	COM	$3.9M	16441	1.07%	SOLE
22	ACCENTURE PLC IRELAND	SHS CLASS A	$3.3M	16767	0.92%	SOLE
23	SMITH A O CORP	COM	$3.2M	49255	0.90%	SOLE
24	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.8M	73256	0.79%	SOLE
25	ISHARES TR	IBONDS DEC 28	$2.5M	99848	0.70%	SOLE
26	ISHARES TR	IBONDS DEC 27	$2.5M	98046	0.69%	SOLE
27	ISHARES TR	IBONDS DEC 26	$2.3M	90163	0.64%	SOLE
28	NOVO-NORDISK A S	ADR	$2.3M	62369	0.63%	SOLE
29	DISNEY WALT CO	COM	$2.0M	20377	0.54%	SOLE
30	NVIDIA CORPORATION	COM	$1.6M	8905	0.43%	SOLE
31	ISHARES TR	INTRM GOV CR ETF	$1.5M	13987	0.41%	SOLE
32	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.5M	7727	0.41%	SOLE
33	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	3054	0.40%	SOLE
34	AMAZON COM INC	COM	$1.4M	6611	0.38%	SOLE
35	SPDR GOLD TR	GOLD SHS	$1.2M	2764	0.33%	SOLE
36	ISHARES U S ETF TR	SHORT DURATION B	$1.2M	23230	0.33%	SOLE
37	CENCORA INC	COM	$1.2M	3691	0.32%	SOLE
38	PACKAGING CORP AMER	COM	$1.0M	4869	0.29%	SOLE
39	MASTERCARD INCORPORATED	CL A	$1.0M	2056	0.28%	SOLE
40	EXXON MOBIL CORP	COM	$951K	5608	0.26%	SOLE
41	CANADIAN NATL RY CO	COM	$937K	9121	0.26%	SOLE
42	VANGUARD INDEX FDS	LARGE CAP ETF	$926K	3098	0.26%	SOLE
43	ISHARES TR	INTL SEL DIV ETF	$860K	20201	0.24%	SOLE
44	ISHARES TR	IBONDS DEC2026	$849K	35040	0.23%	SOLE
45	ELI LILLY & CO	COM	$844K	918	0.23%	SOLE
46	VANGUARD INDEX FDS	SMALL CP ETF	$727K	2775	0.20%	SOLE
47	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$692K	2047	0.19%	SOLE
48	ABBVIE INC	COM	$658K	3027	0.18%	SOLE
49	ISHARES TR	CORE S&P SCP ETF	$655K	5273	0.18%	SOLE
50	ISHARES TR	IBONDS 27 ETF	$637K	26265	0.18%	SOLE

1–50 of 95

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.