Atwater Malick LLC

CIK

1769288

Location

LANCASTER, PA

Portfolio Value

Small $223,620,445

Diversification

Diversified

Filing Date

Global Rank

#3,963 / 8,605 ▲ 6 · as of Mar 2026

Top Industry

Farm & Heavy Construction Machinery 12.2%

3Y Alpha vs SPY

-2.1%

Period ended 3 months ago

Filed Apr 22, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.6%

SPY

+76.5%

Annualised alpha

-2.1%

Max drawdown

−18.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

55 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.0%

+0.4 pts

Top 5

50.2%

+2.6 pts

Top 10

75.5%

+3.5 pts

HHI

687

Diversified+54

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	26.2%	$58,682,421	6
Technology	18.2%	$40,661,675	8
Consumer Defensive	14.0%	$31,200,049	5
Communication Services	11.1%	$24,893,125	4
Financial Services	10.5%	$23,370,654	7
Consumer Cyclical	9.2%	$20,500,399	6
Healthcare	8.8%	$19,568,700	10
Unclassified	1.4%	$3,093,316	6
Energy	0.6%	$1,373,529	2
Basic Materials	0.1%	$276,577	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+1,652	24,107	$8,923,688
IBIT	iShares Bitcoin Trust ETF	+1,286	10,337	$397,147
MCD	Mcdonalds Corp	+1,073	44,235	$13,747,795
XOM	Exxon Mobil Corp	+508	5,608	$951,453
CVX	Chevron Corp	+500	2,040	$422,076
WM	Waste Management Inc	+322	70,283	$16,150,330
META	Meta Platforms, Inc.	+100	971	$555,538
BRK-B	Berkshire Hathaway Inc	+11	3,054	$1,463,476
NFLX	Netflix Inc	+10	5,330	$512,479
SPY	Spdr S&P 500 ETF Trust	+1	751	$488,405
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
KO	Coca Cola Co	−12,227	80,636	$6,132,367
AOS	Smith A O Corp	−10,814	49,255	$3,247,874
PG	PROCTER & GAMBLE Co	−6,412	35,725	$5,160,119
DIS	Walt Disney Co	−5,481	20,377	$1,963,935
DGX	Quest Diagnostics Inc	−5,017	30,316	$5,941,329
ACN	Accenture plc	−4,140	16,767	$3,324,728
JNJ	Johnson & Johnson	−4,017	27,594	$6,745,077
GOOGL	Alphabet Inc.	−3,441	76,023	$21,861,173
CMI	Cummins Inc	−3,424	20,601	$11,083,750
WMT	Walmart Inc.	−2,787	152,412	$18,941,763
NVO	Novo Nordisk A S	−2,517	62,369	$2,292,060
AAPL	Apple Inc.	−2,376	99,876	$25,347,529
LOW	Lowes Companies Inc	−2,079	16,441	$3,884,679
CAT	Caterpillar Inc	−1,645	38,021	$26,936,357
GS	Goldman Sachs Group Inc	−895	22,703	$19,206,510
IAU	Ishares Gold Trust	−875	4,357	$384,113
PKG	Packaging Corp Of America	−673	4,869	$1,033,299
NVDA	Nvidia Corp	−416	8,905	$1,553,032
GLD	Spdr Gold Trust	−400	2,764	$1,189,321
ABBV	AbbVie Inc.	−210	3,027	$658,342
SBUX	Starbucks Corp	−184	2,535	$227,110
GILD	Gilead Sciences, Inc.	−131	1,947	$271,353
PEP	Pepsico Inc	−127	2,657	$412,605
CSCO	Cisco Systems, Inc.	−104	2,805	$217,639
LLY	ELI LILLY & Co	−104	918	$844,348
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
MRK	Merck & Co., Inc.	1,823	$219,288
SLV	iShares Silver Trust	3,202	$218,184
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
AGL	agilon health, inc.	197,576	$3,403,246
UNH	Unitedhealth Group Inc	1,215	$401,083
BR	Broadridge Financial Solutions, Inc.	1,349	$301,056
RTX	RTX Corp	1,136	$208,342
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

55 positions · $223,620,445 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 55 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CAT	Caterpillar Inc Industrials	Reduced	38,021	-1,645	$26,936,357	+18.5%	12.05%
AAPL	Apple Inc. Technology	Reduced	99,876	-2,376	$25,347,529	−8.8%	11.34%
GOOGL	Alphabet Inc. Communication Services	Reduced	76,023	-3,441	$21,861,173	−12.1%	9.78%
GS	Goldman Sachs Group Inc Financial Services	Reduced	22,703	-895	$19,206,510	−7.4%	8.59%
WMT	Walmart Inc. Consumer Defensive	Reduced	152,412	-2,787	$18,941,763	+9.5%	8.47%
WM	Waste Management Inc Industrials	Added	70,283	+322	$16,150,330	+5.1%	7.22%
MCD	Mcdonalds Corp Consumer Cyclical	Added	44,235	+1,073	$13,747,795	+4.2%	6.15%
CMI	Cummins Inc Industrials	Reduced	20,601	-3,424	$11,083,750	−9.6%	4.96%
MSFT	Microsoft Corp Technology	Added	24,107	+1,652	$8,923,688	−17.8%	3.99%
JNJ	Johnson & Johnson Healthcare	Reduced	27,594	-4,017	$6,745,077	+3.1%	3.02%
KO	Coca Cola Co Consumer Defensive	Reduced	80,636	-12,227	$6,132,367	−5.5%	2.74%
DGX	Quest Diagnostics Inc Healthcare	Reduced	30,316	-5,017	$5,941,329	−3.1%	2.66%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	35,725	-6,412	$5,160,119	−14.5%	2.31%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	16,441	-2,079	$3,884,679	−13.0%	1.74%
ACN	Accenture plc Technology	Reduced	16,767	-4,140	$3,324,728	−40.7%	1.49%
AOS	Smith A O Corp Industrials	Reduced	49,255	-10,814	$3,247,874	−19.2%	1.45%
NVO	Novo Nordisk A S Healthcare	Reduced	62,369	-2,517	$2,292,060	−30.6%	1.02%
DIS	Walt Disney Co Communication Services	Reduced	20,377	-5,481	$1,963,935	−33.2%	0.88%
NVDA	Nvidia Corp Technology	Reduced	8,905	-416	$1,553,032	−10.7%	0.69%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,054	+11	$1,463,476	−4.3%	0.65%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,611	-45	$1,376,872	−10.4%	0.62%
GLD	Spdr Gold Trust	Reduced	2,764	-400	$1,189,321	−5.2%	0.53%
COR	Cencora, Inc. Healthcare	Held	3,695	0	$1,160,746	−7.0%	0.52%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	2,475	-11	$1,140,950	−19.0%	0.51%
PKG	Packaging Corp Of America Consumer Cyclical	Reduced	4,869	-673	$1,033,299	−9.6%	0.46%
MA	Mastercard Inc Financial Services	Reduced	2,056	-10	$1,027,300	−12.9%	0.46%
XOM	Exxon Mobil Corp Energy	Added	5,608	+508	$951,453	+55.0%	0.43%
CNI	Canadian National Railway Co Industrials	Held	9,121	0	$937,365	+4.0%	0.42%
LLY	ELI LILLY & Co Healthcare	Reduced	918	-104	$844,348	−23.1%	0.38%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	2,047	0	$691,783	+11.2%	0.31%
ABBV	AbbVie Inc. Healthcare	Reduced	3,027	-210	$658,342	−11.0%	0.29%
FITB	Fifth Third Bancorp Financial Services	Held	12,442	0	$578,055	−0.7%	0.26%
META	Meta Platforms, Inc. Communication Services	Added	971	+100	$555,538	−3.4%	0.25%
HSY	Hershey Co Consumer Defensive	Held	2,661	0	$553,195	+14.2%	0.25%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,861	-19	$547,431	−9.6%	0.24%
NFLX	Netflix Inc Communication Services	Added	5,330	+10	$512,479	+2.7%	0.23%
SPY	Spdr S&P 500 ETF Trust	Added	751	+1	$488,405	−4.5%	0.22%
CVX	Chevron Corp Energy	Added	2,040	+500	$422,076	+79.8%	0.19%
QQQ	Invesco Qqq Trust, Series 1	Held	721	0	$416,146	−6.0%	0.19%
PEP	Pepsico Inc Consumer Defensive	Reduced	2,657	-127	$412,605	+3.3%	0.18%
IBIT	iShares Bitcoin Trust ETF	Added	10,337	+1,286	$397,147	−11.6%	0.18%
IAU	Ishares Gold Trust	Reduced	4,357	-875	$384,113	−9.6%	0.17%
IBM	International Business Machines Corp Technology	Held	1,359	0	$329,408	−18.2%	0.15%
CB	Chubb Ltd Financial Services	Held	1,010	0	$329,189	+4.4%	0.15%
GD	General Dynamics Corp Industrials	Reduced	952	-11	$326,745	+0.8%	0.15%
DHR	Danaher Corp /De/ Healthcare	Reduced	1,557	-11	$295,207	−17.8%	0.13%
CTVA	Corteva, Inc. Basic Materials	Held	3,304	0	$276,577	+24.9%	0.12%
KLAC	Kla Corp Technology	Held	186	0	$273,868	+21.2%	0.12%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	1,947	-131	$271,353	+6.4%	0.12%
NVR	Nvr Inc Consumer Cyclical	Held	35	0	$230,644	−9.6%	0.10%