StockDriftsStockDriftsTop 50 Atwater Malick LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 9.43% | 55.9K | $42.8M | -0.32%(-181) | $567.66(+35.65%) | 2026-09-30 | |
| AAPL | APPLE INC | 7.42% | 101.2K | $33.7M | -0.90%(-920) | $71.19(+381.71%) | 2026-09-30 | |
| CAT | CATERPILLAR INC | 6.54% | 36.7K | $29.7M | -3.20%(-1.21K) | $157.10(+362.00%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 5.75% | 75.9K | $26.1M | -2.02%(-1.57K) | $78.15(+340.40%) | 2026-09-30 | |
| HDV | ISHARES TR | 5.35% | 869.1K | $24.3M | +0.96%(+8.23K) | $24.64(+21.04%) | 2026-09-30 | |
| ACWX | ISHARES TR | 4.76% | 286.1K | $21.6M | +0.68%(+1.93K) | $64.18(+15.45%) | 2026-09-30 | |
| DGRO | ISHARES TR | 4.53% | 273.0K | $20.6M | +3.38%(+8.92K) | $66.44(+18.14%) | 2026-09-30 | |
| GS | GOLDMAN SACHS GROUP INC | 4.46% | 22.5K | $20.2M | -1.35%(-307) | $231.50(+278.31%) | 2026-09-30 | |
| IWY | ISHARES TR | 3.9% | 60.1K | $17.7M | +1.21%(+718) | $259.84(+11.02%) | 2026-09-30 | |
| WMT | WALMART INC | 3.52% | 154.0K | $16.0M | -0.33%(-515) | $30.41(+290.32%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.30% | +57.30% | +9.58% | +57.97% |
| Top 20 Holdings Unweighted | +15.13% | +52.59% | +8.42% | +49.83% |
Atwater Malick LLC reports $454.29M in US-listed equity holdings across 124 positions in its most recent 13F filing. Its largest disclosed positions are IVV (9.4%), AAPL (7.4%) and CAT (6.5%). The top 20 holdings account for 75.76% of reported assets. Its disclosed equity book has returned +57.30% on a three-year cumulative basis. Figures reflect the Q3 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