Atwater Malick LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Atwater Malick LLC held in its portfolio 86 assets valued at $362,678,736 (i.e. $362.68M).
The most valuable assets in the portfolio included: ISHARES TR ($34.87M), APPLE INC ($27.81M), and ALPHABET INC ($24.87M).
The chart below shows the top 10 valuable assets, and the table below shows the top 86 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Atwater Malick LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 50906 | 34867845 | CORE S&P500 ETF |
| APPLE INC | 102252 | 27806907 | COM |
| ALPHABET INC | 79464 | 24872325 | CAP STK CL A |
| CATERPILLAR INC | 39666 | 22723243 | COM |
| GOLDMAN SACHS GROUP INC | 23598 | 20743068 | COM |
| WALMART INC | 155199 | 17290733 | COM |
| WASTE MGMT INC DEL | 69961 | 15371036 | COM |
| ISHARES TR | 220509 | 15307735 | CORE DIV GRWTH |
| ISHARES TR | 226820 | 15226427 | MSCI ACWI EX US |
| ISHARES TR | 121921 | 14826813 | CORE HIGH DV ETF |
| ISHARES TR | 48958 | 13558429 | RUS TP200 GR ETF |
| MCDONALDS CORP | 43162 | 13191627 | COM |
| CUMMINS INC | 24025 | 12263793 | COM |
| MICROSOFT CORP | 22455 | 10859743 | COM |
| JOHNSON & JOHNSON | 31611 | 6541868 | COM |
| COCA COLA CO | 92863 | 6492052 | COM |
| QUEST DIAGNOSTICS INC | 35333 | 6131335 | COM |
| PROCTER AND GAMBLE CO | 42137 | 6038635 | COM |
| ACCENTURE PLC IRELAND | 20907 | 5609299 | SHS CLASS A |
| ISHARES TR | 39296 | 5559986 | MSCI ACWI ETF |
| LOWES COS INC | 18520 | 4466285 | COM |
| SMITH A O CORP | 60069 | 4017426 | COM |
| ISHARES TR | 68225 | 3928396 | ESG MSCI USA ETF |
| ISHARES TR | 38580 | 3853335 | CORE US AGGBD ET |
| NOVO-NORDISK A S | 64886 | 3301400 | ADR |
| DISNEY WALT CO | 25858 | 2941865 | COM |
| DIMENSIONAL ETF TRUST | 73075 | 2893036 | US CORE EQUITY 2 |
| ISHARES TR | 102050 | 2616256 | IBONDS DEC 26 |
| ISHARES TR | 95171 | 2433998 | IBONDS DEC 28 |
| ISHARES TR | 32273 | 2425639 | ESG EAFE ETF |
| ISHARES TR | 93331 | 2369674 | IBONDS DEC 27 |
| NVIDIA CORPORATION | 9321 | 1738367 | COM |
| AMAZON COM INC | 6656 | 1536338 | COM |
| BERKSHIRE HATHAWAY INC DEL | 3043 | 1529564 | CL B NEW |
| INTUITIVE SURGICAL INC | 2486 | 1407971 | COM NEW |
| SPDR GOLD TR | 3164 | 1253925 | GOLD SHS |
| CENCORA INC | 3695 | 1253865 | COM |
| MASTERCARD INCORPORATED | 2066 | 1179438 | CL A |
| PACKAGING CORP AMER | 5542 | 1142927 | COM |
| ELI LILLY & CO | 1022 | 1098389 | COM |
| VANGUARD INDEX FDS | 3098 | 975250 | LARGE CAP ETF |
| INVESCO EXCHANGE TRADED FD | 4769 | 913550 | S&P500 EQL WGT |
| CANADIAN NATL RY CO | 9121 | 901611 | COM |
| ISHARES TR | 33677 | 815994 | IBONDS DEC2026 |
| ABBVIE INC | 3237 | 739587 | COM |
| VANGUARD INDEX FDS | 2775 | 715811 | SMALL CP ETF |
| ISHARES TR | 5993 | 658691 | TIPS BD ETF |
| TAIWAN SEMICONDUCTOR MFG | 2047 | 622063 | SPONSORED ADS |
| EXXON MOBIL CORP | 5100 | 613765 | COM |
| JPMORGAN CHASE & CO. | 1880 | 605774 | COM |
| ISHARES TR | 24902 | 604621 | IBONDS 27 ETF |
| FIFTH THIRD BANCORP | 12442 | 582410 | COM |
| META PLATFORMS INC | 871 | 581183 | CL A |
| NETFLIX INC | 5320 | 524078 | COM |
| SPDR S&P 500 ETF TR | 750 | 511440 | TR UNIT |
| HERSHEY CO | 2661 | 484249 | COM |
| ISHARES BITCOIN TRUST ETF | 9051 | 449382 | SHS BEN INT |
| INVESCO QQQ TR | 721 | 442918 | UNIT SER 1 |
| ISHARES GOLD TR | 5232 | 424681 | ISHARES NEW |
| ISHARES TR | 16357 | 416367 | IBDS DEC28 ETF |
| INTERNATIONAL BUSINESS | 1359 | 402549 | COM |
| UNITEDHEALTH GROUP INC | 1215 | 401084 | COM |
| PEPSICO INC | 2784 | 399560 | COM |
| ALPHABET INC | 1258 | 394760 | CAP STK CL C |
| VANGUARD TAX-MANAGED FDS | 6121 | 382379 | VAN FTSE DEV MKT |
| DANAHER CORPORATION | 1568 | 358947 | COM |
| ISHARES TR | 12787 | 325173 | IBONDS DEC 2029 |
| GENERAL DYNAMICS CORP | 963 | 324204 | COM |
| CHUBB LIMITED | 1010 | 315241 | COM |
| BROADRIDGE FINL SOLUTIONS | 1349 | 301056 | COM |
| ISHARES TR | 12673 | 296612 | IBONDS DEC 29 |
| VANGUARD INDEX FDS | 3285 | 290690 | REAL ESTATE ETF |
| ISHARES TR | 2734 | 279934 | 0-5 YR TIPS ETF |
| AMERICAN EXPRESS CO | 723 | 267474 | COM |
| ISHARES TR | 2431 | 260968 | INTRM GOV CR ETF |
| NVR INC | 35 | 255247 | COM |
| GILEAD SCIENCES INC | 2078 | 255054 | COM |
| CHEVRON CORP NEW | 1540 | 234711 | COM |
| STARBUCKS CORP | 2719 | 228967 | COM |
| KLA CORP | 186 | 226261 | COM NEW |
| ISHARES TR | 2094 | 224288 | NATIONAL MUN ETF |
| CISCO SYS INC | 2909 | 224080 | COM |
| CORTEVA INC | 3304 | 221467 | COM |
| ISHARES TR | 442 | 209199 | RUS 1000 GRW ETF |
| RTX CORPORATION | 1136 | 208342 | COM |
| AGILON HEALTH INC | 197576 | 136071 | COM |
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