Atwater Malick LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 11, 2025), Atwater Malick LLC reported 78 stock positions worth $295.6 million. Its top holding was Apple (AAPL) at 8.1% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 6.6%) and Waste Management (WM, 5.5%). Compared with Q4 2024, it opened 6 new positions, sold out of 1, added to 39 and reduced 10. The biggest buy was Waste Management (WM, shares +2%) and the biggest sale Comcast Class A (CMCSA, shares −50%).

Most Recent 13F
Q2 2026
Location
LANCASTER, PA
CIK
0001769288
Portfolio Value
$295.6M (Q1 2025)
SEC Filing
0001214659-25-005744 ↗ filed Apr 11, 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 Q4 2024 Q1 2025: $295.6M $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 78 stocks · $295.6M
AAPL Apple Inc. 8.08% 107,551 $23.9M Add +0.2%
IVV iShares Core S&P 500 ETF 6.65% 34,971 $19.6M Add +4.3%
WM Waste Management Inc. 5.48% 69,985 $16.2M Add +1.8%
WMT Walmart Inc. 4.88% 164,168 $14.4M Add +1.1%
CAT Caterpillar Inc. 4.77% 42,740 $14.1M Add +1.2%
GS Goldman Sachs Group Inc. 4.69% 25,371 $13.9M Add +0.9%
GOOGL Alphabet Inc. Class A 4.60% 87,964 $13.6M Add +1.5%
MCD McDonald's Corp. 4.14% 39,181 $12.2M Add +2.4%
ACN Accenture PLC Class A 4.12% 39,021 $12.2M Add +2.5%
NVO Novo-Nordisk A/S-Spons ADR 3.85% 163,869 $11.4M Add +1.0%
CMI Cummins Inc. 3.82% 36,013 $11.3M Add +0.9%
PG The Procter & Gamble Co. 3.71% 64,290 $11.0M Add +2.5%
KO The Coca-Cola Co. 3.50% 144,421 $10.3M Add +3.7%
DGX Quest Diagnostics Inc. 3.24% 56,648 $9.6M Add +2.7%
JNJ Johnson & Johnson 2.73% 48,688 $8.1M Add +2.0%
AOS Smith (a.o.) Corp. 2.56% 115,723 $7.6M Add +3.7%
LOW Lowe's Cos Inc. 2.52% 31,916 $7.4M Add +4.7%
MSFT Microsoft Corp. 2.52% 19,824 $7.4M Add +5.6%
CNI Canadian Natl Railway Co. 2.35% 71,274 $6.9M Add +1.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 2.12% 63,494 $6.3M Add +3.9%
ACWI iShares MSCI Acwi ETF 1.70% 43,117 $5.0M Add +2.5%
USXF iShares ESG Advance MSCI USA 1.08% 68,225 $3.2M No change
UPS United Parcel Service Class B 1.02% 27,287 $3.0M Add +11.7%
PKG Packaging Corp. of America 1.01% 15,059 $3.0M Add +12.5%
CPRT Copart Inc. 0.92% 48,046 $2.7M Add +18.1%
IBMN iShares Ibonds Dec 2025 Term 0.92% 101,368 $2.7M Add +21.0%
DFAC Dimensional US Core Equity 2 0.84% 75,336 $2.5M Reduce -4.5%
IBMO iShares Ibonds Dec 2026 Term 0.82% 94,706 $2.4M Add +47.1%
AGG iShares Core U.S. Aggregate 0.68% 20,383 $2.0M Add +3.8%
DMXF iShares ESG Advanc MSCI Eafe 0.67% 29,541 $2.0M Add +34.0%
IBMP iShares Ibonds Dec 2027 Term 0.66% 76,925 $1.9M Add +36.4%
CMCSA Comcast Corp. Class A 0.62% 49,413 $1.8M Reduce -50.0%
DGRO iShares Core Dividend Growth 0.51% 24,394 $1.5M Add +31.5%
BRK.B Berkshire Hathaway Inc. Class B 0.47% 2,591 $1.4M No change
AMZN Amazon.com Inc. 0.45% 7,009 $1.3M No change
ISRG Intuitive Surgical Inc. 0.41% 2,475 $1.2M No change
MA Mastercard Inc. Class A 0.38% 2,028 $1.1M No change
COR Cencora Inc. 0.36% 3,816 $1.1M No change
NVDA Nvidia Corp. 0.34% 9,289 $1.0M Reduce -3.1%
GLD SPDR Gold Shares 0.31% 3,164 $912K No change
IBDQ iShares Ibonds Dec 2025 Term 0.29% 33,690 $847K Add +24.0%
LLY Eli Lilly & Co. 0.28% 1,005 $830K Reduce -1.9%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.27% 3,155 $811K No change
TIP iShares Tips Bond ETF 0.26% 6,998 $777K Reduce -0.3%
RSP Invesco S&P 500 Equal Weight 0.26% 4,417 $765K Add +65.6%
IBDR iShares Ibonds Dec 2026 Term 0.26% 31,572 $764K Add +28.1%
IWY iShares Russell Top 200 Grow 0.24% 3,420 $721K Reduce -13.5%
XOM Exxon Mobil Corp. 0.23% 5,683 $676K Add +0.7%
VB Vanguard Most SM-Cap ETF-Usd 0.21% 2,775 $615K No change
ABBV Abbvie Inc. 0.19% 2,711 $568K Reduce -0.5%
ACWX iShares MSCI Acwi Ex US ETF 0.16% 8,674 $481K New
CVX Chevron Corp. 0.16% 2,818 $471K Add +2.3%
JPM JPMorgan Chase & Co. 0.15% 1,861 $457K No change
HSY The Hershey Co. 0.15% 2,661 $455K No change
HDV iShares Core High Dividend E 0.15% 3,724 $451K Add +3.6%
AGL Agilon Health Inc. 0.14% 98,788 $428K New
PEP Pepsico Inc. 0.14% 2,667 $400K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.13% 710 $397K No change
STIP iShares 0-5 Year Tips Bond E 0.12% 3,409 $353K No change
TSM Taiwan Semiconductor-SP ADR 0.12% 2,047 $340K No change
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.11% 13,923 $337K Add +27.1%
DHR Danaher Corp. 0.11% 1,597 $327K Add +6.3%
VNQ Vanguard Real Estate ETF 0.11% 3,455 $313K Reduce -2.8%
VEA Vanguard Ftse Developed ETF 0.11% 6,121 $311K No change
QQQ Invesco QQQ Trust Series 1 0.10% 661 $310K No change
CB Chubb Ltd. 0.10% 1,010 $305K No change
BR Broadridge Financial Solutio 0.10% 1,191 $289K New
IBDT iShares Ibonds Dec 2028 ETF 0.10% 11,148 $282K Add +28.7%
SBUX Starbucks Corp. 0.09% 2,786 $273K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 1,004 $250K No change
NVR NVR Inc. 0.08% 34 $246K No change
IAU iShares Gold Trust 0.08% 3,975 $234K New
FITB Fifth Third Bancorp 0.08% 5,742 $225K Reduce -4.3%
MUB iShares National Muni Bond E 0.07% 2,094 $221K No change
CTVA Corteva Inc. 0.07% 3,304 $208K New
GD General Dynamics Corp. 0.07% 752 $205K New
META Meta Platforms Inc. Class A 0.07% 354 $204K Reduce -2.8%
FULT Fulton Financial Corp. 0.06% 10,308 $186K No change

Portfolio Sells Q4 2024 → Q1 2025
CMCSA Comcast Corp. Class A Reduce -50.0% 0.62% −0.63
NVDA Nvidia Corp. Reduce -3.1% 0.34% −0.09
GOOG Alphabet Inc. Class C Sold out 0.00% −0.08
DFAC Dimensional US Core Equity 2 Reduce -4.5% 0.84% −0.07
IWY iShares Russell Top 200 Grow Reduce -13.5% 0.24% −0.07
FITB Fifth Third Bancorp Reduce -4.3% 0.08% −0.01
META Meta Platforms Inc. Class A Reduce -2.8% 0.07% −0.00
VNQ Vanguard Real Estate ETF Reduce -2.8% 0.11% −0.00
TIP iShares Tips Bond ETF Reduce -0.3% 0.26% +0.01
LLY Eli Lilly & Co. Reduce -1.9% 0.28% +0.02
ABBV Abbvie Inc. Reduce -0.5% 0.19% +0.03

Portfolio Buys Q4 2024 → Q1 2025
WM Waste Management Inc. Add +1.8% 5.48% +0.83
KO The Coca-Cola Co. Add +3.7% 3.50% +0.59
DGX Quest Diagnostics Inc. Add +2.7% 3.24% +0.46
MCD McDonald's Corp. Add +2.4% 4.14% +0.43
JNJ Johnson & Johnson Add +2.0% 2.73% +0.42
IBMO iShares Ibonds Dec 2026 Term Add +47.1% 0.82% +0.27
DMXF iShares ESG Advanc MSCI Eafe Add +34.0% 0.67% +0.20
IBMP iShares Ibonds Dec 2027 Term Add +36.4% 0.66% +0.18
PG The Procter & Gamble Co. Add +2.5% 3.71% +0.18
IBMN iShares Ibonds Dec 2025 Term Add +21.0% 0.92% +0.17
ACWX iShares MSCI Acwi Ex US ETF New 0.16% +0.16
AGL Agilon Health Inc. New 0.14% +0.14
CPRT Copart Inc. Add +18.1% 0.92% +0.14
DGRO iShares Core Dividend Growth Add +31.5% 0.51% +0.13
RSP Invesco S&P 500 Equal Weight Add +65.6% 0.26% +0.10
BR Broadridge Financial Solutio New 0.10% +0.10
IAU iShares Gold Trust New 0.08% +0.08
CTVA Corteva Inc. New 0.07% +0.07
GD General Dynamics Corp. New 0.07% +0.07
IBDR iShares Ibonds Dec 2026 Term Add +28.1% 0.26% +0.06
IBDQ iShares Ibonds Dec 2025 Term Add +24.0% 0.29% +0.06
AGG iShares Core U.S. Aggregate Add +3.8% 0.68% +0.04
ACWI iShares MSCI Acwi ETF Add +2.5% 1.70% +0.04
IVV iShares Core S&P 500 ETF Add +4.3% 6.65% +0.03
IBDS Ishrs Ibnds Dec 27 Corp. ETF Add +27.1% 0.11% +0.03
CVX Chevron Corp. Add +2.3% 0.16% +0.03
XOM Exxon Mobil Corp. Add +0.7% 0.23% +0.03
IBDT iShares Ibonds Dec 2028 ETF Add +28.7% 0.10% +0.02
HDV iShares Core High Dividend E Add +3.6% 0.15% +0.02
AOS Smith (a.o.) Corp. Add +3.7% 2.56% +0.01
PKG Packaging Corp. of America Add +12.5% 1.01% −0.00
LOW Lowe's Cos Inc. Add +4.7% 2.52% −0.00
DHR Danaher Corp. Add +6.3% 0.11% −0.00
UPS United Parcel Service Class B Add +11.7% 1.02% −0.02
CNI Canadian Natl Railway Co. Add +1.7% 2.35% −0.03
WMT Walmart Inc. Add +1.1% 4.88% −0.04
MSFT Microsoft Corp. Add +5.6% 2.52% −0.13
GS Goldman Sachs Group Inc. Add +0.9% 4.69% −0.14
DIS The Walt Disney Co. Add +3.9% 2.12% −0.16
CMI Cummins Inc. Add +0.9% 3.82% −0.35
CAT Caterpillar Inc. Add +1.2% 4.77% −0.36
ACN Accenture PLC Class A Add +2.5% 4.12% −0.37
NVO Novo-Nordisk A/S-Spons ADR Add +1.0% 3.85% −0.83
GOOGL Alphabet Inc. Class A Add +1.5% 4.60% −0.89
AAPL Apple Inc. Add +0.2% 8.08% −0.92

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