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Atwater Malick LLC

Holdings as of 2026-06-30, filed 2026-07-27

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 27 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
130
Value reported by manager
$459.1M
Sum of our stored positions
$459.1M
should match the line above
Disclosure lag
27 d
quarter end to filing
Top 5 concentration
35.5%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
6
puts and calls

Positions

130 largest shown
IssuerClassValueSharesTypeCUSIP
ISHARES TRCORE S&P500 ETF$42M56,128—464287200
CATERPILLAR INCCOM$40.3M37,866—149123101
APPLE INCCOM$29.5M102,071—037833100
ALPHABET INCCAP STK CL A$27.7M77,460—02079K305
ISHARES TRCORE HIGH DV ETF$23.6M860,904—46429B663
GOLDMAN SACHS GROUP INCCOM$23M22,782—38141G104
ISHARES TRMSCI ACWI EX US$21.6M284,196—464288240
ISHARES TRCORE DIV GRWTH$20M264,081—46434V621
WALMART INCCOM$17.5M154,500—931142103
ISHARES TRRUS TP200 GR ETF$17.3M59,374—464289438
WASTE MGMT INC DELCOM$15.9M71,452—94106L109
CUMMINS INCCOM$14.3M20,092—231021106
MCDONALDS CORPCOM$12.1M44,823—580135101
MICROSOFT CORPCOM$9.7M25,928—594918104
JOHNSON & JOHNSONCOM$7.1M27,778—478160104
COCA COLA COCOM$6.5M79,539—191216100
QUEST DIAGNOSTICS INCCOM$6.3M29,557—74834L100
ISHARES TRMSCI ACWI ETF$6.2M39,737—464288257
ISHARES TRCORE US AGGBD ET$6.2M62,545—464287226
PROCTER & GAMBLE COCOM$5.1M34,884—742718109
ISHARES TRRUS 1000 GRW ETF$4.7M38,168—464287614
ISHARES TRESG MSCI USA ETF$4.7M68,225—46436E767
ISHARES TRINTRM GOV CR ETF$4.3M40,794—464288612
ISHARES TRRUS 1000 VAL ETF$3.7M15,413—464287598
LOWES COS INCCOM$3.5M15,909—548661107
DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF$3.2M71,167—25434V708
ISHARES TRINTL SEL DIV ETF$3M71,859—464288448
ISHARES TRESG EAFE ETF$2.9M34,843—46436E759
ISHARES TRCORE S&P SCP ETF$2.9M19,829—464287804
SMITH A O CORPCOM$2.9M45,845—831865209
NOVO-NORDISK A SADR$2.8M57,670—670100205
ISHARES TRIBONDS DEC 28$2.6M101,618—46435U325
ISHARES TRIBONDS DEC 27$2.5M99,822—46435U283
NVIDIA CORPORATIONCOM$2.4M11,822—67066G104
ISHARES TRIBONDS DEC 26$2.3M90,163—46435U259
ISHARES TRCORE S&P MCP ETF$2.2M28,255—464287507
ISHARES TRCORE MSCI INTL$2M22,314—46435G326
ISHARES U S ETF TRSHOR DURA BD ETF$2M39,032—46431W507
DISNEY WALT COCOM$1.8M19,030—254687106
AMAZON COM INCCOM$1.7M7,307—023135106
ACCENTURE PLC IRELANDSHS CLASS A$1.7M13,565—G1151C101
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT$1.7M7,888—46137V357
ISHARES TRULTRA SHORT DUR$1.7M33,036—46434V878
ISHARES INCCORE MSCI EMKT$1.6M19,406—46434G103
BERKSHIRE HATHAWAY INC DELCL B NEW$1.6M3,167—084670702
ISHARES INCEM MKTS DIV ETF$1.4M43,821—464286319
ELI LILLY & COCOM$1.2M1,015—532457108
ISHARES GOLD TRISHARES NEW$1.2M15,573—464285204
PACKAGING CORP AMERCOM$1.2M4,912—695156109
MASTERCARD INCORPORATEDCL A$1.1M2,192—57636Q104
CANADIAN NATL RY COCOM$1.1M9,121—136375102
VANGUARD INDEX FDSLARGE CAP ETF$1.1M3,098—922908637
CENCORA INCCOM$1M3,691—03073E105
SPDR GOLD TRGOLD SHS$1M2,764—78463V107
ISHARES TRGLOBAL REIT ETF$1M36,469—46434V647
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS$983.3K2,059—874039100
ISHARES TRIBONDS 28 TRM TS$905.4K40,896—46436E833
ISHARES TRIBONDS DEC2026$849K35,040—46435GAA0
AGILON HEALTH INCCOM NEW$847K7,903—00857U206
VANGUARD INDEX FDSSMALL CP ETF$846.3K2,792—922908751
ABBVIE INCCOM$840.9K3,342—00287Y109
INTUITIVE SURGICAL INCCOM NEW$818.4K2,058—46120E602
EXXON MOBIL CORPCOM$779.5K5,701—30231G102
MICRON TECHNOLOGY INCCOM$746.8K647—595112103
ISHARES TRTIPS BD ETF$709.8K6,486—464287176
FIFTH THIRD BANCORPCOM$701.4K12,442—316773100
JPMORGAN CHASE & COCOM$666.4K2,036—46625H100
ISHARES TRIBONDS 27 ETF$636.1K26,265—46435UAA9
INTEL CORPCOM$628.1K4,498—458140100
META PLATFORMS INCCL A$578.1K1,026—30303M102
ISHARES TRCORE UNIVRSL USD$574.5K12,449—46434V613
KLA CORPCOM NEW$565.4K1,874—482480100
STATE STR SPDR S&P 500 ETF TTR UNIT$560.8K751—78462F103
ISHARES TRIBDS DEC28 ETF$553.4K21,918—46435U515
INVESCO QQQ TRUNIT SER 1$530.9K721—46090E103
LAM RESEARCH CORPCOM NEW$523.5K1,208—512807306
BLACKROCK ETF TRUST IIISHAR INTER ETF$517.4K21,337—092528207
ISHARES TRIBONDS DEC 2029$489.1K19,265—46436E163
HERSHEY COCOM$466.9K2,661—427866108
ISHARES TRRUSSELL 2000 ETF$464.8K1,547—464287655
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT$460.2K6,459—921943858
INTERNATIONAL BUSINESS MACHSCOM$440.1K1,565—459200101
GENERAL DYNAMICS CORPCOM$422.6K1,193—369550108
BROADCOM INCCOM$414K1,096—11135F101
PEPSICO INCCOM$405.7K2,996—713448108
ISHARES TRIBONDS 29 TRM TS$399K18,428—46436E825
CISCO SYS INCCOM$387.5K3,299—17275R102
ALPHABET INCCAP STK CL C$356.5K1,009—02079K107
NETFLIX INC.COM$354.1K4,959—64110L106
ISHARES TRNATIONAL MUN ETF$347.1K3,225—464288414
CHUBB LIMITEDCOM$344.1K1,010—H1467J104
ISHARES BITCOIN TRUST ETFSHS BEN INT$344.1K10,337—46438F101
CHURCH & DWIGHT CO INCCOM$329.5K3,401—171340102
SEAGATE TECHNOLOGY HLDNGS PLORD SHS$325.2K337—G7997R103
MERCK & CO INCCOM$324.7K2,527—58933Y105
CORTEVA INCCOM$321.1K3,791—22052L104
ISHARES TRSP SMCP600VL ETF$305.5K2,235—464287879
VANGUARD INDEX FDSREAL ESTATE ETF$296.5K3,075—922908553
CHEVRON CORPORATIONCOM$293.5K1,773—166764100
ISHARES TRIBONDS DEC 29$293.5K12,673—46436E205
GILEAD SCIENCES INCCOM$283.6K2,245—375558103
STARBUCKS CORPCOM$279.7K2,737—855244109
AMERICAN EXPRESS COCOM$270.9K801—025816109
DANAHER CORP DELCOM$265.7K1,395—235851102
ISHARES SILVER TRISHARES$264.8K4,952—46428Q109
ISHARES TR0-5 YR TIPS ETF$263.2K2,576—46429B747
ISHARES TRIBONDS 27 TRM TS$256.8K11,480—46436E841
ALTRIA GROUP INCCOM$253.5K3,523—02209S103
NVR INCCOM$252.1K37—62944T105
CORNING INCCOM$249.6K977—219350105
VERIZON COMMUNICATIONS INCCOM$233.4K5,513—92343V104
AMGEN INCCOM$233.2K644—031162100
TEXAS INSTRS INCCOM$231.9K778—882508104
DOVER CORPCOM$224.1K999—260003108
COSTCO WHOLESALE CORPORATIONCOM$221.7K237—22160K105
FULTON FINL CORP PACOM$216.8K8,963—360271100
WW GRAINGER INCCOM$214.9K158—384802104
TESLA INCCOM$208.2K495—88160R101
BANK OF NY MELLON CORPCOM$207.1K1,432—064058100
RTX CORPORATIONCOM$202.3K1,066—75513E101
NOVARTIS AGSPONSORED ADR$200.3K1,278—66987V109
VANECK ETF TRUSTMORTGAGE REIT$134.9K13,023—92189F452
VIZSLA SILVER CORPCOM NEW$66K20,000—92859G608
HIGHLANDER SILVER CORPCOM$46.6K10,000—43087N204
NETFLIX INC.COM$29.2K10Put64110L106
LAM RESEARCH CORPPUT$28.5K3Put512807956
INTEL CORPPUT$27.9K15Put458140950
CENCORA INCCOM$12.5K4Put03073E105
NVIDIA CORPORATIONPUT$12K10Put67066G954
APPLE INCCOM$2.8K13Put037833100
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-27

Atwater Malick LLC — 130 positions reported for 2026Q2 — Tapewire