StockDriftsStockDriftsTop 50 Atwater Malick LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 9.16% | 56.1K | $42.0M | +2.57%(+1.41K) | $567.66(+37.22%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 8.78% | 37.9K | $40.3M | -0.41%(-155) | $157.10(+453.46%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.43% | 102.1K | $29.5M | +2.21%(+2.21K) | $71.19(+328.95%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 6.03% | 77.5K | $27.7M | +1.89%(+1.44K) | $78.15(+341.09%) | 2026-06-30 | |
| HDV | ISHARES TR | 5.14% | 860.9K | $23.6M | +21.85%(+154.39K) | $24.61(+19.24%) | 2026-06-30 | |
| GS | GOLDMAN SACHS GROUP INC | 5.02% | 22.8K | $23.0M | +0.35%(+79) | $231.50(+352.45%) | 2026-06-30 | |
| ACWX | ISHARES TR | 4.71% | 284.2K | $21.6M | +7.52%(+19.87K) | $64.10(+22.20%) | 2026-06-30 | |
| DGRO | ISHARES TR | 4.36% | 264.1K | $20.0M | +5.35%(+13.41K) | $66.13(+20.35%) | 2026-06-30 | |
| WMT | WALMART INC | 3.81% | 154.5K | $17.5M | +1.37%(+2.09K) | $30.41(+277.86%) | 2026-06-30 | |
| IWY | ISHARES TR | 3.76% | 59.4K | $17.3M | +6.07%(+3.40K) | $259.44(+12.96%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.97% | +60.04% | +10.61% | +65.53% |
| Top 20 Holdings Unweighted | +14.40% | +49.70% | +8.93% | +53.37% |
Atwater Malick LLC reports $459.12M in US-listed equity holdings across 124 positions in its most recent 13F filing. Its largest disclosed positions are IVV (9.2%), CAT (8.8%) and AAPL (6.4%). The top 20 holdings account for 76.67% of reported assets. Its disclosed equity book has returned +60.04% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Atwater Malick LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1769288). View Atwater Malick LLC’s 13F filings on SEC