Atwater Malick LLC Q4 2025 Filing

Filed January 23, 2026

Portfolio Value

$362.7M

Holdings

86

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (86 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
50,906$34.9M9.61%
2
AAPLAPPLE INC
102,252$27.8M7.67%Put
3
GOOGLALPHABET INC
79,464$24.9M6.86%
4
CATCATERPILLAR INC
39,666$22.7M6.27%
5
GSGOLDMAN SACHS GROUP INC
23,598$20.7M5.72%
6
WMTWALMART INC
155,199$17.3M4.77%
7
WMWASTE MGMT INC DEL
69,961$15.4M4.24%
8
DGROISHARES TR
220,509$15.3M4.22%
9
ACWXISHARES TR
226,820$15.2M4.20%
10
HDVISHARES TR
121,921$14.8M4.09%
11
IWYISHARES TR
48,958$13.6M3.74%
12
MCDMCDONALDS CORP
43,162$13.2M3.64%
13
CMICUMMINS INC
24,025$12.3M3.38%
14
MSFTMICROSOFT CORP
22,455$10.9M2.99%
15
JNJJOHNSON & JOHNSON
31,611$6.5M1.80%
16
KOCOCA COLA CO
92,863$6.5M1.79%
17
DGXQUEST DIAGNOSTICS INC
35,333$6.1M1.69%
18
PGPROCTER AND GAMBLE CO
42,137$6.0M1.66%
19
ACNACCENTURE PLC IRELAND
20,907$5.6M1.55%
20
ACWIISHARES TR
39,296$5.6M1.53%
21
LOWLOWES COS INC
18,520$4.5M1.23%
22
AOSSMITH A O CORP
60,069$4.0M1.11%
23
USXFISHARES TR
68,225$3.9M1.08%
24
AGGISHARES TR
38,580$3.9M1.06%
25
NVONOVO-NORDISK A S
64,886$3.3M0.91%
26
DISDISNEY WALT CO
25,858$2.9M0.81%
27
DFACDIMENSIONAL ETF TRUST
73,075$2.9M0.80%
28
IBMOISHARES TR
102,050$2.6M0.72%
29
IBMQISHARES TR
95,171$2.4M0.67%
30
DMXFISHARES TR
32,273$2.4M0.67%
31
IBMPISHARES TR
93,331$2.4M0.65%
32
NVDANVIDIA CORPORATION
9,321$1.7M0.48%
33
AMZNAMAZON COM INC
6,656$1.5M0.42%
34
BRK/BBERKSHIRE HATHAWAY INC DEL
3,043$1.5M0.42%
35
ISRGINTUITIVE SURGICAL INC
2,486$1.4M0.39%
36
GQ9SPDR GOLD TR
3,164$1.3M0.35%
37
ABGCENCORA INC
3,695$1.3M0.35%Put
38
MAMASTERCARD INCORPORATED
2,066$1.2M0.33%
39
PKGPACKAGING CORP AMER
5,542$1.1M0.31%
40
LLYELI LILLY & CO
1,022$1.1M0.30%
41
VVVANGUARD INDEX FDS
3,098$975K0.27%
42
RSPINVESCO EXCHANGE TRADED FD
4,769$913K0.25%
43
CNRCANADIAN NATL RY CO
9,121$901K0.25%
44
IBDRISHARES TR
33,677$815K0.22%
45
ABBVABBVIE INC
3,237$739K0.20%
46
VBVANGUARD INDEX FDS
2,775$715K0.20%
47
TIPISHARES TR
5,993$658K0.18%
48
TSMTAIWAN SEMICONDUCTOR MFG
2,047$622K0.17%
49
XOMEXXON MOBIL CORP
5,100$613K0.17%
50
JPMJPMORGAN CHASE & CO.
1,880$605K0.17%
51
IBDSISHARES TR
24,902$604K0.17%
52
FITBFIFTH THIRD BANCORP
12,442$582K0.16%
53
METAMETA PLATFORMS INC
871$580K0.16%Put
54
NFLXNETFLIX INC
5,320$523K0.14%Put
55
SPYSPDR S&P 500 ETF TR
750$511K0.14%
56
HSYHERSHEY CO
2,661$484K0.13%
57
IBITISHARES BITCOIN TRUST ETF
9,051$449K0.12%
58
NDQINVESCO QQQ TR
721$442K0.12%
59
IAU*ISHARES GOLD TR
5,232$424K0.12%
60
IBDTISHARES TR
16,357$416K0.11%
61
IBMINTERNATIONAL BUSINESS
1,359$402K0.11%
62
UNHUNITEDHEALTH GROUP INC
1,215$401K0.11%
63
PEPPEPSICO INC
2,784$399K0.11%
64
GOOGALPHABET INC
1,258$394K0.11%
65
VEAVANGUARD TAX-MANAGED FDS
6,121$382K0.11%
66
DHRDANAHER CORPORATION
1,568$358K0.10%
67
IBMRISHARES TR
12,787$325K0.09%
68
GDGENERAL DYNAMICS CORP
963$324K0.09%
69
CBCHUBB LIMITED
1,010$315K0.09%
70
BRBROADRIDGE FINL SOLUTIONS
1,349$301K0.08%
71
IBDUISHARES TR
12,673$296K0.08%
72
VNQVANGUARD INDEX FDS
3,285$290K0.08%
73
STIPISHARES TR
2,734$279K0.08%
74
AXPAMERICAN EXPRESS CO
723$267K0.07%
75
GVIISHARES TR
2,431$260K0.07%
76
GILDGILEAD SCIENCES INC
2,078$255K0.07%
77
NVRNVR INC
35$255K0.07%
78
CVXCHEVRON CORP NEW
1,540$234K0.06%
79
SBUXSTARBUCKS CORP
2,719$228K0.06%
80
KLACKLA CORP
186$226K0.06%
81
MUBISHARES TR
2,094$224K0.06%
82
CSCOCISCO SYS INC
2,909$224K0.06%
83
CTVACORTEVA INC
3,304$221K0.06%
84
IWFISHARES TR
442$209K0.06%
85
RTXRTX CORPORATION
1,136$208K0.06%
86
AGLAGILON HEALTH INC
197,576$136K0.04%