Sponsored

The Analysis of Atwater Malick LLC's Holdings & P&L

Currently, Atwater Malick LLC holds 95 types of securities in its portfolio with a total value $370.2M. In the most recent quarter, they have increased their positions in HDV (+19.4K shares, valued at $2.6M), ACWX (+37.5K shares, valued at $2.6M), IVV (+3.8K shares, valued at $2.5M); decreased their positions in CMI (-3.4K shares, valued at $1.8M), CAT (-1.6K shares, valued at $1.2M), N/A (-3.4K shares, valued at $989.5K); initiated new positions in NEAR (+23.2K shares, valued at $1.2M), IDV (+20.2K shares, valued at $859.8K), IJR (+5.3K shares, valued at $655.5K).

1M P&L

-64.6M-14.75%

3M P&L

-65.4M-14.90%

HY P&L

-35.2M-8.61%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A147.1M

43.4%

2Farm & Heavy Construction Machinery26.9M

7.9%

3Consumer Electronics25.3M

7.5%

Top Industries by Stock Count

1N/A42 stocks

49.4%

2Drug Manufacturers - General5 stocks

5.9%

3Credit Services2 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR54.7K shares7.50%2026-03-312026-04-22

CAT CATERPILLAR INC38.0K shares-4.15%2026-03-312026-04-22

AAPL APPLE INC99.9K shares-2.32%2026-03-312026-04-22

ALPHABET INC ALPHABET INC76.0K shares-4.33%2026-03-312026-04-22

GS GOLDMAN SACHS GROUP INC22.7K shares-3.79%2026-03-312026-04-22

HDV ISHARES TR141.3K shares15.90%2026-03-312026-04-22

WMT WALMART INC152.4K shares-1.80%2026-03-312026-04-22

ACWX ISHARES TR264.3K shares16.54%2026-03-312026-04-22

Sponsored

DGRO ISHARES TR250.7K shares13.68%2026-03-312026-04-22

WM WASTE MGMT INC DEL70.3K shares0.46%2026-03-312026-04-22

IWY ISHARES TR56.0K shares14.33%2026-03-312026-04-22

MCD MCDONALDS CORP44.2K shares2.49%2026-03-312026-04-22

CMI CUMMINS INC20.6K shares-14.25%2026-03-312026-04-22

MSFT MICROSOFT CORP24.1K shares7.36%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON27.6K shares-12.71%2026-03-312026-04-22

KO COCA COLA CO80.6K shares-13.17%2026-03-312026-04-22

Sponsored

DGX QUEST DIAGNOSTICS INC30.3K shares-14.20%2026-03-312026-04-22

ACWI ISHARES TR40.2K shares2.37%2026-03-312026-04-22

PG PROCTER & GAMBLE CO35.7K shares-15.22%2026-03-312026-04-22

AGG ISHARES TR49.8K shares29.13%2026-03-312026-04-22

LOW LOWES COS INC16.4K shares-11.23%2026-03-312026-04-22

USXF ISHARES TR68.2K shares0.00%2026-03-312026-04-22

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND16.8K shares-19.80%2026-03-312026-04-22

AOS SMITH A O CORP49.3K shares-18.00%2026-03-312026-04-22

Sponsored

DFAC DIMENSIONAL ETF TRUST73.3K shares0.25%2026-03-312026-04-22

IBMQ ISHARES TR99.8K shares4.91%2026-03-312026-04-22

DMXF ISHARES TR33.2K shares2.88%2026-03-312026-04-22

IBMP ISHARES TR98.0K shares5.05%2026-03-312026-04-22

IBMO ISHARES TR90.2K shares-11.65%2026-03-312026-04-22

NVO NOVO-NORDISK A S62.4K shares-3.88%2026-03-312026-04-22

DIS DISNEY WALT CO20.4K shares-21.20%2026-03-312026-04-22

NVDA NVIDIA CORPORATION8.9K shares-4.46%2026-03-312026-04-22

Sponsored

GVI ISHARES TR14.0K shares475.36%2026-03-312026-04-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.7K shares62.03%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.1K shares0.36%2026-03-312026-04-22

AMZN AMAZON COM INC6.6K shares-0.68%2026-03-312026-04-22

GLD SPDR GOLD TR2.8K shares-12.64%2026-03-312026-04-22

NEAR ISHARES U S ETF TR23.2K sharesnew addition2026-03-312026-04-22

CENCORA INC CENCORA INC3.7K shares0.00%2026-03-312026-04-22

ISRG INTUITIVE SURGICAL INC2.5K shares-0.44%2026-03-312026-04-22

Sponsored

PKG PACKAGING CORP AMER4.9K shares-12.14%2026-03-312026-04-22

MA MASTERCARD INCORPORATED2.1K shares-0.48%2026-03-312026-04-22

XOM EXXON MOBIL CORP5.6K shares9.96%2026-03-312026-04-22

CNI CANADIAN NATL RY CO9.1K shares0.00%2026-03-312026-04-22

VV VANGUARD INDEX FDS3.1K shares0.00%2026-03-312026-04-22

IDV ISHARES TR20.2K sharesnew addition2026-03-312026-04-22

IBDR ISHARES TR35.0K shares4.05%2026-03-312026-04-22

LLY ELI LILLY & CO918 shares-10.18%2026-03-312026-04-22

Sponsored

VB VANGUARD INDEX FDS2.8K shares0.00%2026-03-312026-04-22

TSM TAIWAN SEMICONDUCTOR MANUFAC2.0K shares0.00%2026-03-312026-04-22

ABBV ABBVIE INC3.0K shares-6.49%2026-03-312026-04-22

IJR ISHARES TR5.3K sharesnew addition2026-03-312026-04-22

IBDS ISHARES TR26.3K shares5.47%2026-03-312026-04-22

IBTI ISHARES TR26.9K sharesnew addition2026-03-312026-04-22

TIP ISHARES TR5.3K shares-12.40%2026-03-312026-04-22

FITB FIFTH THIRD BANCORP12.4K shares0.00%2026-03-312026-04-22

Sponsored

META META PLATFORMS INC970 shares11.49%2026-03-312026-04-22

HSY HERSHEY CO2.7K shares0.00%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO1.9K shares-1.01%2026-03-312026-04-22

ICSH ISHARES TR10.8K sharesnew addition2026-03-312026-04-22

NFLX NETFLIX INC.5.3K shares0.19%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T751 shares0.13%2026-03-312026-04-22

IBDT ISHARES TR18.5K shares13.38%2026-03-312026-04-22

IBMR ISHARES TR17.5K shares36.71%2026-03-312026-04-22

Sponsored

CVX CHEVRON CORPORATION2.0K shares32.47%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR721 shares0.00%2026-03-312026-04-22

PEP PEPSICO INC2.7K shares-4.56%2026-03-312026-04-22

IBIT ISHARES BITCOIN TRUST ETF10.3K shares14.21%2026-03-312026-04-22

VEA VANGUARD TAX-MANAGED FDS6.1K shares0.00%2026-03-312026-04-22

ISHARES GOLD TR ISHARES GOLD TR4.4K shares-16.72%2026-03-312026-04-22

IWM ISHARES TR1.5K sharesnew addition2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS1.4K shares0.00%2026-03-312026-04-22

Sponsored

CB CHUBB LTD SWITZ1.0K shares0.00%2026-03-312026-04-22

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP952 shares-1.14%2026-03-312026-04-22

IUSB ISHARES TR7.0K sharesnew addition2026-03-312026-04-22

ALPHABET INC ALPHABET INC1.1K shares-15.82%2026-03-312026-04-22

IBTJ ISHARES TR13.9K sharesnew addition2026-03-312026-04-22

DHR DANAHER CORP DEL1.6K shares-0.70%2026-03-312026-04-22

IBDU ISHARES TR12.7K shares0.00%2026-03-312026-04-22

VNQ VANGUARD INDEX FDS3.3K shares0.00%2026-03-312026-04-22

Sponsored

CTVA CORTEVA INC3.3K shares0.00%2026-03-312026-04-22

KLAC KLA CORP186 shares0.00%2026-03-312026-04-22

GILD GILEAD SCIENCES INC1.9K shares-6.30%2026-03-312026-04-22

STIP ISHARES TR2.6K shares-5.78%2026-03-312026-04-22

IBTH ISHARES TR10.9K sharesnew addition2026-03-312026-04-22

IJS ISHARES TR2.0K sharesnew addition2026-03-312026-04-22

NVR NVR INC35 shares0.00%2026-03-312026-04-22

SBUX STARBUCKS CORP2.5K shares-6.77%2026-03-312026-04-22

Sponsored

MUB ISHARES TR2.1K shares0.00%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC1.8K sharesnew addition2026-03-312026-04-22

AXP AMERICAN EXPRESS CO723 shares0.00%2026-03-312026-04-22

SLV ISHARES SILVER TR3.2K sharesnew addition2026-03-312026-04-22

CSCO CISCO SYS INC2.8K shares-3.58%2026-03-312026-04-22

IWF ISHARES TR492 shares11.31%2026-03-312026-04-22

MORT VANECK ETF TRUST11.1K sharesnew addition2026-03-312026-04-22

IVV

ISHARES TR

7.50%

Shares54.7K

Event2026-03-31

Filed2026-04-22

CAT

CATERPILLAR INC

-4.15%

Shares38.0K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-2.32%

Shares99.9K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-4.33%

Shares76.0K

Event2026-03-31

Filed2026-04-22

GOLDMAN SACHS GROUP INC

-3.79%

Shares22.7K

Event2026-03-31

Filed2026-04-22

HDV

ISHARES TR

15.90%

Shares141.3K

Event2026-03-31

Filed2026-04-22

WMT

WALMART INC

-1.80%

Shares152.4K

Event2026-03-31

Filed2026-04-22

ACWX

ISHARES TR

16.54%

Shares264.3K

Event2026-03-31

Filed2026-04-22

DGRO

ISHARES TR

13.68%

Shares250.7K

Event2026-03-31

Filed2026-04-22

WASTE MGMT INC DEL

0.46%

Shares70.3K

Event2026-03-31

Filed2026-04-22

IWY

ISHARES TR

14.33%

Shares56.0K

Event2026-03-31

Filed2026-04-22

MCD

MCDONALDS CORP

2.49%

Shares44.2K

Event2026-03-31

Filed2026-04-22

CMI

CUMMINS INC

-14.25%

Shares20.6K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

7.36%

Shares24.1K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

-12.71%

Shares27.6K

Event2026-03-31

Filed2026-04-22

COCA COLA CO

-13.17%

Shares80.6K

Event2026-03-31

Filed2026-04-22

DGX

QUEST DIAGNOSTICS INC

-14.20%

Shares30.3K

Event2026-03-31

Filed2026-04-22

ACWI

ISHARES TR

2.37%

Shares40.2K

Event2026-03-31

Filed2026-04-22

PROCTER & GAMBLE CO

-15.22%

Shares35.7K

Event2026-03-31

Filed2026-04-22

AGG

ISHARES TR

29.13%

Shares49.8K

Event2026-03-31

Filed2026-04-22

LOW

LOWES COS INC

-11.23%

Shares16.4K

Event2026-03-31

Filed2026-04-22

USXF

ISHARES TR

0.00%

Shares68.2K

Event2026-03-31

Filed2026-04-22

ACCENTURE PLC IRELAND

-19.80%

Shares16.8K

Event2026-03-31

Filed2026-04-22

AOS

SMITH A O CORP

-18.00%

Shares49.3K

Event2026-03-31

Filed2026-04-22

DFAC

DIMENSIONAL ETF TRUST

0.25%

Shares73.3K

Event2026-03-31

Filed2026-04-22

IBMQ

ISHARES TR

4.91%

Shares99.8K

Event2026-03-31

Filed2026-04-22

DMXF

ISHARES TR

2.88%

Shares33.2K

Event2026-03-31

Filed2026-04-22

IBMP

ISHARES TR

5.05%

Shares98.0K

Event2026-03-31

Filed2026-04-22

IBMO

ISHARES TR

-11.65%

Shares90.2K

Event2026-03-31

Filed2026-04-22

NVO

NOVO-NORDISK A S

-3.88%

Shares62.4K

Event2026-03-31

Filed2026-04-22

DIS

DISNEY WALT CO

-21.20%

Shares20.4K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

-4.46%

Shares8.9K

Event2026-03-31

Filed2026-04-22

GVI

ISHARES TR

475.36%

Shares14.0K

Event2026-03-31

Filed2026-04-22

INVESCO EXCHANGE TRADED FD T

62.03%

Shares7.7K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

0.36%

Shares3.1K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

-0.68%

Shares6.6K

Event2026-03-31

Filed2026-04-22

GLD

SPDR GOLD TR

-12.64%

Shares2.8K

Event2026-03-31

Filed2026-04-22

NEAR

ISHARES U S ETF TR

New

Shares23.2K

Event2026-03-31

Filed2026-04-22

CENCORA INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-22

ISRG

INTUITIVE SURGICAL INC

-0.44%

Shares2.5K

Event2026-03-31

Filed2026-04-22

PKG

PACKAGING CORP AMER

-12.14%

Shares4.9K

Event2026-03-31

Filed2026-04-22

MASTERCARD INCORPORATED

-0.48%

Shares2.1K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

9.96%

Shares5.6K

Event2026-03-31

Filed2026-04-22

CNI

CANADIAN NATL RY CO

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-22

IDV

ISHARES TR

New

Shares20.2K

Event2026-03-31

Filed2026-04-22

IBDR

ISHARES TR

4.05%

Shares35.0K

Event2026-03-31

Filed2026-04-22

LLY

ELI LILLY & CO

-10.18%

Shares918

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-22

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-22

ABBV

ABBVIE INC

-6.49%

Shares3.0K

Event2026-03-31

Filed2026-04-22

IJR

ISHARES TR

New

Shares5.3K

Event2026-03-31

Filed2026-04-22

IBDS

ISHARES TR

5.47%

Shares26.3K

Event2026-03-31

Filed2026-04-22

IBTI

ISHARES TR

New

Shares26.9K

Event2026-03-31

Filed2026-04-22

TIP

ISHARES TR

-12.40%

Shares5.3K

Event2026-03-31

Filed2026-04-22

FITB

FIFTH THIRD BANCORP

0.00%

Shares12.4K

Event2026-03-31

Filed2026-04-22

META

META PLATFORMS INC

11.49%

Shares970

Event2026-03-31

Filed2026-04-22

HSY

HERSHEY CO

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

-1.01%

Shares1.9K

Event2026-03-31

Filed2026-04-22

ICSH

ISHARES TR

New

Shares10.8K

Event2026-03-31

Filed2026-04-22

NFLX

NETFLIX INC.

0.19%

Shares5.3K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

0.13%

Shares751

Event2026-03-31

Filed2026-04-22

IBDT

ISHARES TR

13.38%

Shares18.5K

Event2026-03-31

Filed2026-04-22

IBMR

ISHARES TR

36.71%

Shares17.5K

Event2026-03-31

Filed2026-04-22

CVX

CHEVRON CORPORATION

32.47%

Shares2.0K

Event2026-03-31

Filed2026-04-22

INVESCO QQQ TR

0.00%

Shares721

Event2026-03-31

Filed2026-04-22

PEP

PEPSICO INC

-4.56%

Shares2.7K

Event2026-03-31

Filed2026-04-22

IBIT

ISHARES BITCOIN TRUST ETF

14.21%

Shares10.3K

Event2026-03-31

Filed2026-04-22

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-22

ISHARES GOLD TR

-16.72%

Shares4.4K

Event2026-03-31

Filed2026-04-22

IWM

ISHARES TR

New

Shares1.5K

Event2026-03-31

Filed2026-04-22

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-22

CHUBB LTD SWITZ

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-22

GENERAL DYNAMICS CORP

-1.14%

Shares952

Event2026-03-31

Filed2026-04-22

IUSB

ISHARES TR

New

Shares7.0K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-15.82%

Shares1.1K

Event2026-03-31

Filed2026-04-22

IBTJ

ISHARES TR

New

Shares13.9K

Event2026-03-31

Filed2026-04-22

DHR

DANAHER CORP DEL

-0.70%

Shares1.6K

Event2026-03-31

Filed2026-04-22

IBDU

ISHARES TR

0.00%

Shares12.7K

Event2026-03-31

Filed2026-04-22

VNQ

VANGUARD INDEX FDS

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-22

CTVA

CORTEVA INC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-22

KLAC

KLA CORP

0.00%

Shares186

Event2026-03-31

Filed2026-04-22

GILD

GILEAD SCIENCES INC

-6.30%

Shares1.9K

Event2026-03-31

Filed2026-04-22

STIP

ISHARES TR

-5.78%

Shares2.6K

Event2026-03-31

Filed2026-04-22

IBTH

ISHARES TR

New

Shares10.9K

Event2026-03-31

Filed2026-04-22

IJS

ISHARES TR

New

Shares2.0K

Event2026-03-31

Filed2026-04-22

NVR

NVR INC

0.00%

Shares35

Event2026-03-31

Filed2026-04-22

SBUX

STARBUCKS CORP

-6.77%

Shares2.5K

Event2026-03-31

Filed2026-04-22

MUB

ISHARES TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-22

MERCK & CO INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-22

AXP

AMERICAN EXPRESS CO

0.00%

Shares723

Event2026-03-31

Filed2026-04-22

SLV

ISHARES SILVER TR

New

Shares3.2K

Event2026-03-31

Filed2026-04-22

CSCO

CISCO SYS INC

-3.58%

Shares2.8K

Event2026-03-31

Filed2026-04-22

IWF

ISHARES TR

11.31%

Shares492

Event2026-03-31

Filed2026-04-22

MORT

VANECK ETF TRUST

New

Shares11.1K

Event2026-03-31

Filed2026-04-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

NFLX Put PutNETFLIX INC.20 shares0.00%2026-03-312026-04-22

NVIDIA CORPORATION Put PutNVIDIA CORPORATION10 sharesnew addition2026-03-312026-04-22

AAPL Put PutAPPLE INC16 shares0.00%2026-03-312026-04-22

META Put PutMETA PLATFORMS INC1 shares0.00%2026-03-312026-04-22

CENCORA INC Put PutCENCORA INC4 shares0.00%2026-03-312026-04-22

NFLX Put

NETFLIX INC.

0.00%

Shares20

Event2026-03-31

Filed2026-04-22

NVIDIA CORPORATION Put

NVIDIA CORPORATION

New

Shares10

Event2026-03-31

Filed2026-04-22

AAPL Put

APPLE INC

0.00%

Shares16

Event2026-03-31

Filed2026-04-22

META Put

META PLATFORMS INC

0.00%

Shares1

Event2026-03-31

Filed2026-04-22

CENCORA INC Put

CENCORA INC

0.00%

Shares4

Event2026-03-31

Filed2026-04-22