Sponsored
The Analysis of Atwater Malick LLC's Holdings & P&L
Currently, Atwater Malick LLC holds 124 types of securities in its portfolio with a total value $459.0M. In the most recent quarter, they have increased their positions in HDV (+719.6K shares, valued at $19.7M), IWF (+37.7K shares, valued at $4.7M), IWD (+15.4K shares, valued at $3.7M); decreased their positions in N/A (-3.2K shares, valued at $398.5K), CMI (-509 shares, valued at $363.0K), NVO (-4.7K shares, valued at $225.3K); initiated new positions in IWD (+15.4K shares, valued at $3.7M), IJH (+28.3K shares, valued at $2.2M), IDEV (+22.3K shares, valued at $2.0M).
1M P&L
+2.0M+0.58%
3M P&L
+663.2K+0.19%
HY P&L
-93.1M-20.89%
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/A153.0M
39.6%
2Farm & Heavy Construction Machinery40.3M
10.4%
3Consumer Electronics29.5M
7.7%
Top Industries by Stock Count
1N/A50 stocks
47.2%
2Drug Manufacturers - General7 stocks
6.6%
3Semiconductors5 stocks
4.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
ISHARES TR
2.57%ISHARES TR
Shares56.1K
Event2026-06-30
Filed2026-07-27
CAT
-0.41%CATERPILLAR INC
Shares37.9K
Event2026-06-30
Filed2026-07-27
AAPL
2.21%APPLE INC
Shares102.1K
Event2026-06-30
Filed2026-07-27
GOOGL
1.89%ALPHABET INC
Shares77.5K
Event2026-06-30
Filed2026-07-27
HDV
509.26%ISHARES TR
Shares860.9K
Event2026-06-30
Filed2026-07-27
GS
0.35%GOLDMAN SACHS GROUP INC
Shares22.8K
Event2026-06-30
Filed2026-07-27
ACWX
7.52%ISHARES TR
Shares284.2K
Event2026-06-30
Filed2026-07-27
DGRO
5.35%ISHARES TR
Shares264.1K
Event2026-06-30
Filed2026-07-27
WMT
1.37%WALMART INC
Shares154.5K
Event2026-06-30
Filed2026-07-27
IWY
6.07%ISHARES TR
Shares59.4K
Event2026-06-30
Filed2026-07-27
WASTE MGMT INC DEL
1.66%WASTE MGMT INC DEL
Shares71.5K
Event2026-06-30
Filed2026-07-27
CMI
-2.47%CUMMINS INC
Shares20.1K
Event2026-06-30
Filed2026-07-27
MCD
1.33%MCDONALDS CORP
Shares44.8K
Event2026-06-30
Filed2026-07-27
MSFT
7.55%MICROSOFT CORP
Shares25.9K
Event2026-06-30
Filed2026-07-27
JNJ
0.67%JOHNSON & JOHNSON
Shares27.8K
Event2026-06-30
Filed2026-07-27
KO
-1.36%COCA COLA CO
Shares79.5K
Event2026-06-30
Filed2026-07-27
DGX
-2.50%QUEST DIAGNOSTICS INC
Shares29.6K
Event2026-06-30
Filed2026-07-27
ACWI
-1.22%ISHARES TR
Shares39.7K
Event2026-06-30
Filed2026-07-27
ISHARES TR
25.54%ISHARES TR
Shares62.5K
Event2026-06-30
Filed2026-07-27
PG
-2.35%PROCTER & GAMBLE CO
Shares34.9K
Event2026-06-30
Filed2026-07-27
IWF
7657.72%ISHARES TR
Shares38.2K
Event2026-06-30
Filed2026-07-27
USXF
0.00%ISHARES TR
Shares68.2K
Event2026-06-30
Filed2026-07-27
GVI
191.66%ISHARES TR
Shares40.8K
Event2026-06-30
Filed2026-07-27
IWD
NewISHARES TR
Shares15.4K
Event2026-06-30
Filed2026-07-27
LOW
-3.24%LOWES COS INC
Shares15.9K
Event2026-06-30
Filed2026-07-27
DFAC
-2.85%DIMENSIONAL ETF TRUST
Shares71.2K
Event2026-06-30
Filed2026-07-27
IDV
255.72%ISHARES TR
Shares71.9K
Event2026-06-30
Filed2026-07-27
DMXF
4.94%ISHARES TR
Shares34.8K
Event2026-06-30
Filed2026-07-27
IJR
276.05%ISHARES TR
Shares19.8K
Event2026-06-30
Filed2026-07-27
AOS
-6.92%SMITH A O CORP
Shares45.8K
Event2026-06-30
Filed2026-07-27
NVO
-7.53%NOVO-NORDISK A S
Shares57.7K
Event2026-06-30
Filed2026-07-27
IBMQ
1.77%ISHARES TR
Shares101.6K
Event2026-06-30
Filed2026-07-27
IBMP
1.81%ISHARES TR
Shares99.8K
Event2026-06-30
Filed2026-07-27
NVDA
32.76%NVIDIA CORPORATION
Shares11.8K
Event2026-06-30
Filed2026-07-27
IBMO
0.00%ISHARES TR
Shares90.2K
Event2026-06-30
Filed2026-07-27
IJH
NewISHARES TR
Shares28.3K
Event2026-06-30
Filed2026-07-27
IDEV
NewISHARES TR
Shares22.3K
Event2026-06-30
Filed2026-07-27
NEAR
68.02%ISHARES U S ETF TR
Shares39.0K
Event2026-06-30
Filed2026-07-27
DIS
-6.61%DISNEY WALT CO
Shares19.0K
Event2026-06-30
Filed2026-07-27
AMZN
10.53%AMAZON COM INC
Shares7.3K
Event2026-06-30
Filed2026-07-27
ACCENTURE PLC IRELAND
-19.10%ACCENTURE PLC IRELAND
Shares13.6K
Event2026-06-30
Filed2026-07-27
RSP
2.08%INVESCO EXCHANGE TRADED FD T
Shares7.9K
Event2026-06-30
Filed2026-07-27
ICSH
206.83%ISHARES TR
Shares33.0K
Event2026-06-30
Filed2026-07-27
IEMG
NewISHARES INC
Shares19.4K
Event2026-06-30
Filed2026-07-27
BRK.B
3.70%BERKSHIRE HATHAWAY INC DEL
Shares3.2K
Event2026-06-30
Filed2026-07-27
DVYE
NewISHARES INC
Shares43.8K
Event2026-06-30
Filed2026-07-27
LLY
10.57%ELI LILLY & CO
Shares1.0K
Event2026-06-30
Filed2026-07-27
IAU
257.42%ISHARES GOLD TR
Shares15.6K
Event2026-06-30
Filed2026-07-27
PKG
0.88%PACKAGING CORP AMER
Shares4.9K
Event2026-06-30
Filed2026-07-27
MASTERCARD INCORPORATED
6.61%MASTERCARD INCORPORATED
Shares2.2K
Event2026-06-30
Filed2026-07-27
CNI
0.00%CANADIAN NATL RY CO
Shares9.1K
Event2026-06-30
Filed2026-07-27
VV
0.00%VANGUARD INDEX FDS
Shares3.1K
Event2026-06-30
Filed2026-07-27
COR
0.00%CENCORA INC
Shares3.7K
Event2026-06-30
Filed2026-07-27
GLD
0.00%SPDR GOLD TR
Shares2.8K
Event2026-06-30
Filed2026-07-27
REET
NewISHARES TR
Shares36.5K
Event2026-06-30
Filed2026-07-27
TSM
0.59%TAIWAN SEMICONDUCTOR MANUFAC
Shares2.1K
Event2026-06-30
Filed2026-07-27
IBTI
51.78%ISHARES TR
Shares40.9K
Event2026-06-30
Filed2026-07-27
IBDR
0.00%ISHARES TR
Shares35.0K
Event2026-06-30
Filed2026-07-27
AGL
NewAGILON HEALTH INC
Shares7.9K
Event2026-06-30
Filed2026-07-27
VB
0.61%VANGUARD INDEX FDS
Shares2.8K
Event2026-06-30
Filed2026-07-27
ABBVIE INC
10.41%ABBVIE INC
Shares3.3K
Event2026-06-30
Filed2026-07-27
ISRG
-16.85%INTUITIVE SURGICAL INC
Shares2.1K
Event2026-06-30
Filed2026-07-27
EXXON MOBIL CORP
1.66%EXXON MOBIL CORP
Shares5.7K
Event2026-06-30
Filed2026-07-27
MU
NewMICRON TECHNOLOGY INC
Shares647
Event2026-06-30
Filed2026-07-27
TIP
23.54%ISHARES TR
Shares6.5K
Event2026-06-30
Filed2026-07-27
FITB
0.00%FIFTH THIRD BANCORP
Shares12.4K
Event2026-06-30
Filed2026-07-27
JPMORGAN CHASE & CO
9.40%JPMORGAN CHASE & CO
Shares2.0K
Event2026-06-30
Filed2026-07-27
IBDS
0.00%ISHARES TR
Shares26.3K
Event2026-06-30
Filed2026-07-27
INTC
NewINTEL CORP
Shares4.5K
Event2026-06-30
Filed2026-07-27
META PLATFORMS INC
5.77%META PLATFORMS INC
Shares1.0K
Event2026-06-30
Filed2026-07-27
IUSB
77.01%ISHARES TR
Shares12.4K
Event2026-06-30
Filed2026-07-27
KLAC
907.53%KLA CORP
Shares1.9K
Event2026-06-30
Filed2026-07-27
STATE STR SPDR S&P 500 ETF T
0.00%STATE STR SPDR S&P 500 ETF T
Shares751
Event2026-06-30
Filed2026-07-27
IBDT
18.19%ISHARES TR
Shares21.9K
Event2026-06-30
Filed2026-07-27
QQQ
0.00%INVESCO QQQ TR
Shares721
Event2026-06-30
Filed2026-07-27
LRCX
NewLAM RESEARCH CORP
Shares1.2K
Event2026-06-30
Filed2026-07-27
INMU
NewBLACKROCK ETF TRUST II
Shares21.3K
Event2026-06-30
Filed2026-07-27
IBMR
10.21%ISHARES TR
Shares19.3K
Event2026-06-30
Filed2026-07-27
HSY
0.00%HERSHEY CO
Shares2.7K
Event2026-06-30
Filed2026-07-27
IWM
4.88%ISHARES TR
Shares1.5K
Event2026-06-30
Filed2026-07-27
VEA
5.52%VANGUARD TAX-MANAGED FDS
Shares6.5K
Event2026-06-30
Filed2026-07-27
IBM
15.16%INTERNATIONAL BUSINESS MACHS
Shares1.6K
Event2026-06-30
Filed2026-07-27
GD
25.32%GENERAL DYNAMICS CORP
Shares1.2K
Event2026-06-30
Filed2026-07-27
BROADCOM INC
NewBROADCOM INC
Shares1.1K
Event2026-06-30
Filed2026-07-27
PEP
12.76%PEPSICO INC
Shares3.0K
Event2026-06-30
Filed2026-07-27
IBTJ
33.03%ISHARES TR
Shares18.4K
Event2026-06-30
Filed2026-07-27
CISCO SYS INC
17.61%CISCO SYS INC
Shares3.3K
Event2026-06-30
Filed2026-07-27
GOOG
-4.72%ALPHABET INC
Shares1.0K
Event2026-06-30
Filed2026-07-27
NETFLIX INC.
-6.61%NETFLIX INC.
Shares5.0K
Event2026-06-30
Filed2026-07-27
MUB
54.01%ISHARES TR
Shares3.2K
Event2026-06-30
Filed2026-07-27
CHUBB LIMITED
0.00%CHUBB LIMITED
Shares1.0K
Event2026-06-30
Filed2026-07-27
IBIT
0.00%ISHARES BITCOIN TRUST ETF
Shares10.3K
Event2026-06-30
Filed2026-07-27
CHD
NewCHURCH & DWIGHT CO INC
Shares3.4K
Event2026-06-30
Filed2026-07-27
SEAGATE TECHNOLOGY HLDNGS PL
NewSEAGATE TECHNOLOGY HLDNGS PL
Shares337
Event2026-06-30
Filed2026-07-27
MRK
38.62%MERCK & CO INC
Shares2.5K
Event2026-06-30
Filed2026-07-27
CORTEVA INC
14.74%CORTEVA INC
Shares3.8K
Event2026-06-30
Filed2026-07-27
IJS
11.81%ISHARES TR
Shares2.2K
Event2026-06-30
Filed2026-07-27
VNQ
-6.39%VANGUARD INDEX FDS
Shares3.1K
Event2026-06-30
Filed2026-07-27
CVX
-13.09%CHEVRON CORPORATION
Shares1.8K
Event2026-06-30
Filed2026-07-27
IBDU
0.00%ISHARES TR
Shares12.7K
Event2026-06-30
Filed2026-07-27
GILD
15.31%GILEAD SCIENCES INC
Shares2.2K
Event2026-06-30
Filed2026-07-27
SBUX
7.97%STARBUCKS CORP
Shares2.7K
Event2026-06-30
Filed2026-07-27
AXP
10.79%AMERICAN EXPRESS CO
Shares801
Event2026-06-30
Filed2026-07-27
DHR
-10.40%DANAHER CORP DEL
Shares1.4K
Event2026-06-30
Filed2026-07-27
SLV
54.65%ISHARES SILVER TR
Shares5.0K
Event2026-06-30
Filed2026-07-27
STIP
0.00%ISHARES TR
Shares2.6K
Event2026-06-30
Filed2026-07-27
IBTH
4.94%ISHARES TR
Shares11.5K
Event2026-06-30
Filed2026-07-27
MO
NewALTRIA GROUP INC
Shares3.5K
Event2026-06-30
Filed2026-07-27
NVR
5.71%NVR INC
Shares37
Event2026-06-30
Filed2026-07-27
GLW
NewCORNING INC
Shares977
Event2026-06-30
Filed2026-07-27
VZ
NewVERIZON COMMUNICATIONS INC
Shares5.5K
Event2026-06-30
Filed2026-07-27
AMGN
NewAMGEN INC
Shares644
Event2026-06-30
Filed2026-07-27
TXN
NewTEXAS INSTRS INC
Shares778
Event2026-06-30
Filed2026-07-27
DOV
NewDOVER CORP
Shares999
Event2026-06-30
Filed2026-07-27
COSTCO WHOLESALE CORPORATION
NewCOSTCO WHOLESALE CORPORATION
Shares237
Event2026-06-30
Filed2026-07-27
FULT
NewFULTON FINL CORP PA
Shares9.0K
Event2026-06-30
Filed2026-07-27
GWW
NewWW GRAINGER INC
Shares158
Event2026-06-30
Filed2026-07-27
TSLA
NewTESLA INC
Shares495
Event2026-06-30
Filed2026-07-27
BK
NewBANK OF NY MELLON CORP
Shares1.4K
Event2026-06-30
Filed2026-07-27
RTX CORPORATION
NewRTX CORPORATION
Shares1.1K
Event2026-06-30
Filed2026-07-27
NVS
NewNOVARTIS AG
Shares1.3K
Event2026-06-30
Filed2026-07-27
MORT
16.89%VANECK ETF TRUST
Shares13.0K
Event2026-06-30
Filed2026-07-27
VZLA
NewVIZSLA SILVER CORP
Shares20.0K
Event2026-06-30
Filed2026-07-27
HSLV
NewHIGHLANDER SILVER CORP
Shares10.0K
Event2026-06-30
Filed2026-07-27
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
NETFLIX INC. Put
-50.00%NETFLIX INC.
Shares10
Event2026-06-30
Filed2026-07-27
LAM RESEARCH CORP Put
NewLAM RESEARCH CORP
Shares3
Event2026-06-30
Filed2026-07-27
INTEL CORP Put
NewINTEL CORP
Shares15
Event2026-06-30
Filed2026-07-27
COR Put
0.00%CENCORA INC
Shares4
Event2026-06-30
Filed2026-07-27
NVIDIA CORPORATION Put
0.00%NVIDIA CORPORATION
Shares10
Event2026-06-30
Filed2026-07-27
AAPL Put
-18.75%APPLE INC
Shares13
Event2026-06-30
Filed2026-07-27