Institutional Fund
Atwater Malick LLC
Lancaster, PACIK 17692885 filings on record
Portfolio Value
$370.16M
Q1 2026
Holdings
95
Reported positions
New Buys
13
Opened this quarter
QoQ Change
+2.1%
from $362.62M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr9.7%
- Caterpillar Inc7.3%
- Apple Inc6.8%
- Alphabet Inc5.9%
- Goldman Sachs Group Inc5.2%
- Ishares Tr5.2%
- Other59.9%
Portfolio Holdings
95 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 54.7K | $35.75M | 9.7% | +3.8K | Added |
| 2 | Caterpillar Inc | 38.0K | $26.94M | 7.3% | −1.6K | Reduced |
| 3 | Apple Inc | 99.9K | $25.34M | 6.8% | −2.4K | Reduced |
| 4 | Alphabet Inc | 76.0K | $21.86M | 5.9% | −3.4K | Reduced |
| 5 | Goldman Sachs Group Inc | 22.7K | $19.21M | 5.2% | −895 | Reduced |
| 6 | Ishares Tr | 141.3K | $19.18M | 5.2% | +19.4K | Added |
| 7 | Walmart Inc | 152.4K | $18.94M | 5.1% | −2.8K | Reduced |
| 8 | Ishares Tr | 264.3K | $18.10M | 4.9% | +37.5K | Added |
| 9 | Ishares Tr | 250.7K | $17.59M | 4.8% | +30.2K | Added |
| 10 | Waste Mgmt Inc Del | 70.3K | $16.15M | 4.4% | +322 | Added |
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