StockDriftsStockDriftsTop 50 Atwater Malick LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 9.66% | 54.7K | $35.7M | +7.50%(+3.82K) | $564.47(+32.11%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 7.28% | 38.0K | $26.9M | -4.15%(-1.65K) | $157.10(+474.35%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.85% | 99.9K | $25.3M | -2.32%(-2.38K) | $66.83(+347.18%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.91% | 76.0K | $21.9M | -4.33%(-3.44K) | $73.88(+444.95%) | 2026-03-31 | |
| GS | GOLDMAN SACHS GROUP INC | 5.19% | 22.7K | $19.2M | -3.79%(-895) | $229.14(+316.96%) | 2026-03-31 | |
| HDV | ISHARES TR | 5.18% | 141.3K | $19.2M | +15.90%(+19.38K) | $24.08(+12.88%) | 2026-03-31 | |
| WMT | WALMART INC | 5.12% | 152.4K | $18.9M | -1.80%(-2.79K) | $29.21(+350.15%) | 2026-03-31 | |
| ACWX | ISHARES TR | 4.89% | 264.3K | $18.1M | +16.54%(+37.51K) | $63.57(+18.69%) | 2026-03-31 | |
| DGRO | ISHARES TR | 4.75% | 250.7K | $17.6M | +13.68%(+30.16K) | $63.84(+14.62%) | 2026-03-31 | |
| WM | WASTE MGMT INC DEL | 4.36% | 70.3K | $16.2M | +0.46%(+322) | $91.36(+136.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.84% | +43.66% |
| Top 20 Holdings Unweighted | +11.31% | +37.90% |
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