Atwater Malick LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 15, 2025), Atwater Malick LLC reported 73 stock positions worth $298.5 million. Its top holding was Apple (AAPL) at 9.0% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 6.6%) and Alphabet Class A (GOOGL, 5.5%). Compared with Q3 2024, it opened 3 new positions, sold out of 6, added to 16 and reduced 28. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +1%) and the biggest sale Novo-Nordisk A/S-Spons ADR (NVO, shares −3%).

Most Recent 13F
Q2 2026
Location
LANCASTER, PA
CIK
0001769288
Portfolio Value
$298.5M (Q4 2024)
SEC Filing
0001214659-25-000610 ↗ filed Jan 15, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $283.8M Q1 2024 Q2 2024: $290.3M Q2 2024 Q3 2024: $310.7M Q3 2024 Q4 2024: $298.5M $298.5M Q4 2024 Q1 2025: $295.6M Q1 2025 Q2 2025: $315.8M Q2 2025 Q3 2025: $344.4M Q3 2025 Q4 2025: $362.6M Q4 2025 Q1 2026: $370.2M Q1 2026 Q2 2026: $459.0M Q2 2026

Holdings 73 stocks · $298.5M
AAPL Apple Inc. 9.01% 107,350 $26.9M Reduce -3.9%
IVV iShares Core S&P 500 ETF 6.62% 33,543 $19.7M Add +1.2%
GOOGL Alphabet Inc. Class A 5.50% 86,672 $16.4M Reduce -0.9%
CAT Caterpillar Inc. 5.13% 42,226 $15.3M Reduce -1.7%
WMT Walmart Inc. 4.92% 162,407 $14.7M Reduce -1.6%
GS Goldman Sachs Group Inc. 4.82% 25,148 $14.4M Reduce -1.0%
NVO Novo-Nordisk A/S-Spons ADR 4.68% 162,228 $14.0M Reduce -2.8%
WM Waste Management Inc. 4.65% 68,764 $13.9M Reduce -0.5%
ACN Accenture PLC Class A 4.49% 38,079 $13.4M Reduce -0.9%
CMI Cummins Inc. 4.17% 35,693 $12.4M Reduce -1.1%
MCD McDonald's Corp. 3.71% 38,249 $11.1M Reduce -0.5%
PG The Procter & Gamble Co. 3.52% 62,737 $10.5M Reduce -0.3%
KO The Coca-Cola Co. 2.91% 139,289 $8.7M Reduce -0.4%
DGX Quest Diagnostics Inc. 2.79% 55,136 $8.3M Reduce -0.8%
MSFT Microsoft Corp. 2.65% 18,765 $7.9M Add +1.1%
AOS Smith (a.o.) Corp. 2.55% 111,594 $7.6M Reduce -0.4%
LOW Lowe's Cos Inc. 2.52% 30,486 $7.5M Add +0.6%
CNI Canadian Natl Railway Co. 2.38% 70,076 $7.1M Reduce -7.3%
JNJ Johnson & Johnson 2.31% 47,715 $6.9M Reduce -4.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 2.28% 61,091 $6.8M Reduce -4.6%
ACWI iShares MSCI Acwi ETF 1.66% 42,049 $4.9M Reduce -0.1%
CMCSA Comcast Corp. Class A 1.24% 98,821 $3.7M Reduce -9.8%
USXF iShares ESG Advance MSCI USA 1.14% 68,225 $3.4M Add +1.5%
UPS United Parcel Service Class B 1.03% 24,435 $3.1M Reduce -5.4%
PKG Packaging Corp. of America 1.01% 13,385 $3.0M Add +3.2%
DFAC Dimensional US Core Equity 2 0.91% 78,850 $2.7M Add +0.3%
CPRT Copart Inc. 0.78% 40,666 $2.3M Add +5.3%
IBMN iShares Ibonds Dec 2025 Term 0.75% 83,795 $2.2M Reduce -2.7%
AGG iShares Core U.S. Aggregate 0.64% 19,644 $1.9M Add +1.8%
IBMO iShares Ibonds Dec 2026 Term 0.55% 64,394 $1.6M Reduce -3.0%
AMZN Amazon.com Inc. 0.52% 7,009 $1.5M Add +7.7%
DMXF iShares ESG Advanc MSCI Eafe 0.48% 22,039 $1.4M No change
IBMP iShares Ibonds Dec 2027 Term 0.47% 56,389 $1.4M Reduce -3.8%
ISRG Intuitive Surgical Inc. 0.43% 2,475 $1.3M No change
NVDA Nvidia Corp. 0.43% 9,582 $1.3M Add +0.2%
BRK.B Berkshire Hathaway Inc. Class B 0.39% 2,591 $1.2M No change
DGRO iShares Core Dividend Growth 0.38% 18,552 $1.1M Add +11.9%
MA Mastercard Inc. Class A 0.36% 2,028 $1.1M No change
IWY iShares Russell Top 200 Grow 0.31% 3,955 $930K Add +23.2%
COR Cencora Inc. 0.29% 3,816 $857K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.29% 3,155 $851K No change
LLY Eli Lilly & Co. 0.27% 1,025 $791K Add +14.9%
GLD SPDR Gold Shares 0.26% 3,164 $766K Reduce -3.4%
TIP iShares Tips Bond ETF 0.25% 7,018 $748K Reduce -14.9%
IBDQ iShares Ibonds Dec 2025 Term 0.23% 27,164 $680K No change
VB Vanguard Most SM-Cap ETF-Usd 0.22% 2,775 $667K No change
XOM Exxon Mobil Corp. 0.20% 5,641 $607K No change
IBDR iShares Ibonds Dec 2026 Term 0.20% 24,654 $593K No change
ABBV Abbvie Inc. 0.16% 2,724 $484K No change
RSP Invesco S&P 500 Equal Weight 0.16% 2,667 $467K New
HSY The Hershey Co. 0.15% 2,661 $451K No change
JPM JPMorgan Chase & Co. 0.15% 1,861 $446K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.14% 710 $416K No change
PEP Pepsico Inc. 0.14% 2,667 $406K No change
TSM Taiwan Semiconductor-SP ADR 0.14% 2,047 $404K No change
HDV iShares Core High Dividend E 0.14% 3,594 $403K Add +9.5%
CVX Chevron Corp. 0.13% 2,755 $399K No change
DHR Danaher Corp. 0.12% 1,502 $345K Reduce -6.3%
STIP iShares 0-5 Year Tips Bond E 0.11% 3,409 $343K Add +1.0%
QQQ Invesco QQQ Trust Series 1 0.11% 661 $338K No change
VNQ Vanguard Real Estate ETF 0.11% 3,555 $317K No change
VEA Vanguard Ftse Developed ETF 0.10% 6,121 $293K No change
CB Chubb Ltd. 0.09% 1,010 $279K No change
NVR NVR Inc. 0.09% 34 $278K Reduce -8.1%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.09% 10,950 $262K No change
SBUX Starbucks Corp. 0.09% 2,786 $254K No change
FITB Fifth Third Bancorp 0.09% 6,002 $254K Add +1.7%
GOOG Alphabet Inc. Class C 0.08% 1,210 $230K New
MUB iShares National Muni Bond E 0.07% 2,094 $223K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 1,004 $221K Reduce -0.7%
IBDT iShares Ibonds Dec 2028 ETF 0.07% 8,664 $216K No change
META Meta Platforms Inc. Class A 0.07% 364 $213K New
FULT Fulton Financial Corp. 0.07% 10,308 $199K No change

Portfolio Sells Q3 2024 → Q4 2024
NVO Novo-Nordisk A/S-Spons ADR Reduce -2.8% 4.68% −1.72
AOS Smith (a.o.) Corp. Reduce -0.4% 2.55% −0.69
IBMM iShares Ibonds Dec 2024 Term Sold out 0.00% −0.53
CNI Canadian Natl Railway Co. Reduce -7.3% 2.38% −0.47
KO The Coca-Cola Co. Reduce -0.4% 2.91% −0.33
JNJ Johnson & Johnson Reduce -4.9% 2.31% −0.30
CAT Caterpillar Inc. Reduce -1.7% 5.13% −0.27
CMCSA Comcast Corp. Class A Reduce -9.8% 1.24% −0.23
IBDP iShares Ibonds Dec 2024 Term Sold out 0.00% −0.19
IBTE iShares Ibonds Dec 2024 Term Sold out 0.00% −0.16
UPS United Parcel Service Class B Reduce -5.4% 1.03% −0.10
GD General Dynamics Corp. Sold out 0.00% −0.07
IBMQ iShares Ibonds Dec 2028 Muni Sold out 0.00% −0.07
MLM Martin Marietta Materials Sold out 0.00% −0.07
MCD McDonald's Corp. Reduce -0.5% 3.71% −0.05
TIP iShares Tips Bond ETF Reduce -14.9% 0.25% −0.04
DHR Danaher Corp. Reduce -6.3% 0.12% −0.03
NVR NVR Inc. Reduce -8.1% 0.09% −0.02
IBMP iShares Ibonds Dec 2027 Term Reduce -3.8% 0.47% −0.01
GLD SPDR Gold Shares Reduce -3.4% 0.26% +0.00
IBMO iShares Ibonds Dec 2026 Term Reduce -3.0% 0.55% +0.00
IBM Intl Business Machines Corp. Reduce -0.7% 0.07% +0.00
DGX Quest Diagnostics Inc. Reduce -0.8% 2.79% +0.01
IBMN iShares Ibonds Dec 2025 Term Reduce -2.7% 0.75% +0.01
PG The Procter & Gamble Co. Reduce -0.3% 3.52% +0.02
WM Waste Management Inc. Reduce -0.5% 4.65% +0.03
ACWI iShares MSCI Acwi ETF Reduce -0.1% 1.66% +0.04
ACN Accenture PLC Class A Reduce -0.9% 4.49% +0.12
DIS The Walt Disney Co. Reduce -4.6% 2.28% +0.30
CMI Cummins Inc. Reduce -1.1% 4.17% +0.41
WMT Walmart Inc. Reduce -1.6% 4.92% +0.63
AAPL Apple Inc. Reduce -3.9% 9.01% +0.63
GS Goldman Sachs Group Inc. Reduce -1.0% 4.82% +0.78
GOOGL Alphabet Inc. Class A Reduce -0.9% 5.50% +0.83

Portfolio Buys Q3 2024 → Q4 2024
IVV iShares Core S&P 500 ETF Add +1.2% 6.62% +0.46
RSP Invesco S&P 500 Equal Weight New 0.16% +0.16
CPRT Copart Inc. Add +5.3% 0.78% +0.13
AMZN Amazon.com Inc. Add +7.7% 0.52% +0.12
PKG Packaging Corp. of America Add +3.2% 1.01% +0.11
IWY iShares Russell Top 200 Grow Add +23.2% 0.31% +0.08
MSFT Microsoft Corp. Add +1.1% 2.65% +0.08
GOOG Alphabet Inc. Class C New 0.08% +0.08
USXF iShares ESG Advance MSCI USA Add +1.5% 1.14% +0.07
META Meta Platforms Inc. Class A New 0.07% +0.07
NVDA Nvidia Corp. Add +0.2% 0.43% +0.06
DGRO iShares Core Dividend Growth Add +11.9% 0.38% +0.05
DFAC Dimensional US Core Equity 2 Add +0.3% 0.91% +0.05
HDV iShares Core High Dividend E Add +9.5% 0.14% +0.01
LLY Eli Lilly & Co. Add +14.9% 0.27% +0.01
AGG iShares Core U.S. Aggregate Add +1.8% 0.64% +0.01
STIP iShares 0-5 Year Tips Bond E Add +1.0% 0.11% +0.00
FITB Fifth Third Bancorp Add +1.7% 0.09% +0.00
LOW Lowe's Cos Inc. Add +0.6% 2.52% −0.12

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 124$459.0MIVV, CAT, AAPL, GOOGL, HDV
Q1 2026 95$370.2MIVV, CAT, AAPL, GOOGL, GS
Q4 2025 86$362.6MIVV, AAPL, GOOGL, CAT, GS
Q3 2025 83$344.4MIVV, AAPL, GOOGL, CAT, GS
Q2 2025 83$315.8MIVV, AAPL, GS, CAT, WMT
Q1 2025 78$295.6MAAPL, IVV, WM, WMT, CAT
Q4 2024 73$298.5MAAPL, IVV, GOOGL, CAT, WMT
Q3 2024 76$310.7MAAPL, NVO, IVV, CAT, GOOGL
Q2 2024 77$290.3MNVO, AAPL, IVV, GOOGL, WM
Q1 2024 77$283.8MNVO, AAPL, CAT, WM, GOOGL