Atwater Malick LLC
CIK 1769288
13F filing for Q2 2026・No. 4,121
- Holdings
- US$459.12M
- Quarter change
- +US$88.88M
- Entries
- 130
- Net bought (estimate)
- +US$43.4M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 29
- Sold out 0
- Cut 18
- Added 61
- Corporate actions 0
- Unchanged 16
Largest holdings
124 stocks worth US$459.01M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 56,128 | US$42.03M | 9.16% |
| CATCATERPILLAR INCCOM | Cut | 37,866 | US$40.32M | 8.78% |
| AAPLAppleCOM | Added | 102,071 | US$29.54M | 6.43% |
| GOOGLAlphabetCAP STK CL A | Added | 77,460 | US$27.68M | 6.03% |
| ISHARES TRCORE HIGH DV ETF | AddedSplit 6:1 | 860,904 | US$23.6M | 5.14% |
| GSGOLDMAN SACHS GROUP INCCOM | Added | 22,782 | US$23.04M | 5.02% |
| ISHARES TRMSCI ACWI EX US | Added | 284,196 | US$21.63M | 4.71% |
| ISHARES TRCORE DIV GRWTH | Added | 264,081 | US$20.01M | 4.36% |
| WMTWALMART INCCOM | Added | 154,500 | US$17.5M | 3.81% |
| ISHARES TRRUS TP200 GR ETF | Added | 59,374 | US$17.26M | 3.76% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 27, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.