account_balance
Investment manager · 13F filer · SEC CIK 1769288
Atwater Malick LLC
Reported value$454Mas of Sep 30, 2026
Positions124 8 new, 8 sold out
Top 10 weight55.7%IVV alone is 9%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
9.4%
AAPLApple Inc.
7.4%
CATCaterpillar Inc
6.5%Trimmed −3%
GOOGLAlphabet Inc.
5.7%Trimmed −2%
HDViShares Tr
5.4%
ACWXiShares Tr
4.8%
DGROiShares Tr
4.5%Added +3%
GSGoldman Sachs Group Inc
4.5%
IWYiShares Tr
3.9%
WMTWalmart Inc.
3.5%
WMWaste Management Inc
3.2%
MSFTMicrosoft Corp
2.9%
IVViShares Tr
9.4%
AAPLApple Inc.
7.4%
CATCaterpillar Inc
6.5%−3%
GOOGLAlphabet Inc.
5.7%−2%
HDViShares Tr
5.4%
ACWXiShares Tr
4.8%
DGROiShares Tr
4.5%
GSGoldman Sachs Group Inc
4.5%
IWYiShares Tr
3.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 9.4% Held
AAPL Apple Inc. 7.4% HeldCAT Caterpillar Inc 6.5% Trimmed −3%GOOGL Alphabet Inc. 5.7% Trimmed −2%HDV iShares Tr 5.4% Held
ACWX iShares Tr 4.8% Held
DGRO iShares Tr 4.5% Added +3%
GS Goldman Sachs Group Inc 4.5% HeldIWY iShares Tr 3.9% Held
WMT Walmart Inc. 3.5% HeldWM Waste Management Inc 3.2% HeldMSFT Microsoft Corp 2.9% HeldWhat changed
Biggest moves since Jun 30, 2026
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