Atwater Malick LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 21, 2025), Atwater Malick LLC reported 83 stock positions worth $315.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 7.0% of the portfolio, followed by Apple (AAPL, 7.0%) and Goldman Sachs (GS, 5.7%). Compared with Q1 2025, it opened 5 new positions, added to 36 and reduced 16. The biggest buy was Goldman Sachs (GS, shares +0%) and the biggest sale Apple (AAPL, shares −0%).

Most Recent 13F
Q2 2026
Location
LANCASTER, PA
CIK
0001769288
Portfolio Value
$315.8M (Q2 2025)
SEC Filing
0001214659-25-010677 ↗ filed Jul 21, 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 Q1 2025 Q2 2025: $315.8M $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 83 stocks · $315.8M
IVV iShares Core S&P 500 ETF 7.04% 35,801 $22.2M Add +2.4%
AAPL Apple Inc. 6.97% 107,234 $22.0M Reduce -0.3%
GS Goldman Sachs Group Inc. 5.69% 25,379 $18.0M Add +0.0%
CAT Caterpillar Inc. 5.27% 42,840 $16.6M Add +0.2%
WMT Walmart Inc. 5.07% 163,654 $16.0M Reduce -0.3%
WM Waste Management Inc. 5.06% 69,874 $16.0M Reduce -0.2%
GOOGL Alphabet Inc. Class A 4.89% 87,653 $15.4M Reduce -0.3%
CMI Cummins Inc. 3.73% 35,983 $11.8M Reduce -0.1%
ACN Accenture PLC Class A 3.72% 39,326 $11.8M Add +0.8%
MCD McDonald's Corp. 3.64% 39,298 $11.5M Add +0.3%
NVO Novo-Nordisk A/S-Spons ADR 3.62% 165,605 $11.4M Add +1.1%
PG The Procter & Gamble Co. 3.25% 64,510 $10.3M Add +0.3%
DGX Quest Diagnostics Inc. 3.22% 56,666 $10.2M Add +0.0%
KO The Coca-Cola Co. 3.20% 142,920 $10.1M Reduce -1.0%
MSFT Microsoft Corp. 3.11% 19,758 $9.8M Reduce -0.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 2.47% 62,994 $7.8M Reduce -0.8%
AOS Smith (a.o.) Corp. 2.41% 116,253 $7.6M Add +0.5%
JNJ Johnson & Johnson 2.37% 48,996 $7.5M Add +0.6%
CNI Canadian Natl Railway Co. 2.32% 70,450 $7.3M Reduce -1.2%
LOW Lowe's Cos Inc. 2.28% 32,458 $7.2M Add +1.7%
ACWI iShares MSCI Acwi ETF 1.80% 44,098 $5.7M Add +2.3%
USXF iShares ESG Advance MSCI USA 1.17% 68,225 $3.7M No change
UPS United Parcel Service Class B 0.97% 30,364 $3.1M Add +11.3%
PKG Packaging Corp. of America 0.95% 15,956 $3.0M Add +6.0%
IBMN iShares Ibonds Dec 2025 Term 0.87% 102,565 $2.7M Add +1.2%
DFAC Dimensional US Core Equity 2 0.83% 72,714 $2.6M Reduce -3.5%
IBMO iShares Ibonds Dec 2026 Term 0.79% 97,835 $2.5M Add +3.3%
CPRT Copart Inc. 0.79% 50,591 $2.5M Add +5.3%
DGRO iShares Core Dividend Growth 0.74% 36,604 $2.3M Add +50.0%
DMXF iShares ESG Advanc MSCI Eafe 0.74% 31,278 $2.3M Add +5.9%
AGG iShares Core U.S. Aggregate 0.65% 20,597 $2.0M Add +1.1%
IBMP iShares Ibonds Dec 2027 Term 0.64% 80,088 $2.0M Add +4.1%
ACWX iShares MSCI Acwi Ex US ETF 0.49% 25,460 $1.6M Add +193.5%
AMZN Amazon.com Inc. 0.49% 7,011 $1.5M Add +0.0%
BRK.B Berkshire Hathaway Inc. Class B 0.47% 3,073 $1.5M Add +18.6%
NVDA Nvidia Corp. 0.47% 9,372 $1.5M Add +0.9%
IWY iShares Russell Top 200 Grow 0.45% 5,703 $1.4M Add +66.8%
ISRG Intuitive Surgical Inc. 0.43% 2,475 $1.3M No change
MA Mastercard Inc. Class A 0.37% 2,074 $1.2M Add +2.3%
HDV iShares Core High Dividend E 0.37% 9,892 $1.2M Add +165.6%
COR Cencora Inc. 0.36% 3,816 $1.1M No change
CMCSA Comcast Corp. Class A 0.34% 29,639 $1.1M Reduce -40.0%
GLD SPDR Gold Shares 0.31% 3,164 $964K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.28% 3,154 $900K Reduce -0.0%
IBDQ iShares Ibonds Dec 2025 Term 0.27% 33,550 $845K Reduce -0.4%
RSP Invesco S&P 500 Equal Weight 0.26% 4,451 $809K Add +0.8%
LLY Eli Lilly & Co. 0.25% 1,005 $783K No change
IBDR iShares Ibonds Dec 2026 Term 0.24% 31,572 $766K No change
TIP iShares Tips Bond ETF 0.23% 6,573 $723K Reduce -6.1%
VB Vanguard Most SM-Cap ETF-Usd 0.21% 2,775 $658K No change
XOM Exxon Mobil Corp. 0.20% 5,783 $623K Add +1.8%
JPM JPMorgan Chase & Co. 0.17% 1,861 $540K No change
IBIT iShares Bitcoin Trust ETF 0.17% 8,632 $528K New
ABBV Abbvie Inc. 0.17% 2,846 $528K Add +5.0%
TSM Taiwan Semiconductor-SP ADR 0.15% 2,047 $464K No change
HSY The Hershey Co. 0.14% 2,661 $442K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.14% 710 $439K No change
CVX Chevron Corp. 0.13% 2,886 $413K Add +2.4%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.12% 15,786 $383K Add +13.4%
QQQ Invesco QQQ Trust Series 1 0.12% 661 $365K No change
PEP Pepsico Inc. 0.11% 2,667 $352K No change
VEA Vanguard Ftse Developed ETF 0.11% 6,121 $349K No change
BR Broadridge Financial Solutio 0.11% 1,435 $349K Add +20.5%
DHR Danaher Corp. 0.11% 1,724 $341K Add +8.0%
STIP iShares 0-5 Year Tips Bond E 0.10% 3,124 $321K Reduce -8.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.09% 1,004 $296K No change
CB Chubb Ltd. 0.09% 1,010 $293K No change
VNQ Vanguard Real Estate ETF 0.09% 3,285 $293K Reduce -4.9%
IBDT iShares Ibonds Dec 2028 ETF 0.09% 11,148 $283K No change
IBMQ iShares Ibonds Dec 2028 Muni 0.09% 10,921 $278K New
IAU iShares Gold Trust 0.09% 4,307 $269K Add +8.3%
META Meta Platforms Inc. Class A 0.08% 354 $261K No change
SBUX Starbucks Corp. 0.08% 2,786 $255K No change
NVR NVR Inc. 0.08% 34 $251K No change
CTVA Corteva Inc. 0.08% 3,304 $246K No change
AXP American Express Co. 0.07% 742 $237K New
FITB Fifth Third Bancorp 0.07% 5,742 $236K No change
AGL Agilon Health Inc. 0.07% 98,788 $227K No change
GD General Dynamics Corp. 0.07% 752 $219K No change
MUB iShares National Muni Bond E 0.07% 2,094 $219K No change
GOOG Alphabet Inc. Class C 0.07% 1,210 $215K New
COST Costco Wholesale Corp. 0.06% 207 $205K New
FULT Fulton Financial Corp. 0.06% 10,308 $186K No change

Portfolio Sells Q1 2025 → Q2 2025
AAPL Apple Inc. Reduce -0.3% 6.97% −1.11
WM Waste Management Inc. Reduce -0.2% 5.06% −0.42
KO The Coca-Cola Co. Reduce -1.0% 3.20% −0.30
CMCSA Comcast Corp. Class A Reduce -40.0% 0.34% −0.28
CMI Cummins Inc. Reduce -0.1% 3.73% −0.09
TIP iShares Tips Bond ETF Reduce -6.1% 0.23% −0.03
CNI Canadian Natl Railway Co. Reduce -1.2% 2.32% −0.03
IBDQ iShares Ibonds Dec 2025 Term Reduce -0.4% 0.27% −0.02
STIP iShares 0-5 Year Tips Bond E Reduce -8.4% 0.10% −0.02
DFAC Dimensional US Core Equity 2 Reduce -3.5% 0.83% −0.02
VNQ Vanguard Real Estate ETF Reduce -4.9% 0.09% −0.01
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -0.0% 0.28% +0.01
WMT Walmart Inc. Reduce -0.3% 5.07% +0.19
GOOGL Alphabet Inc. Class A Reduce -0.3% 4.89% +0.29
DIS The Walt Disney Co. Reduce -0.8% 2.47% +0.35
MSFT Microsoft Corp. Reduce -0.3% 3.11% +0.59

Portfolio Buys Q1 2025 → Q2 2025
GS Goldman Sachs Group Inc. Add +0.0% 5.69% +1.00
CAT Caterpillar Inc. Add +0.2% 5.27% +0.50
IVV iShares Core S&P 500 ETF Add +2.4% 7.04% +0.39
ACWX iShares MSCI Acwi Ex US ETF Add +193.5% 0.49% +0.33
DGRO iShares Core Dividend Growth Add +50.0% 0.74% +0.23
HDV iShares Core High Dividend E Add +165.6% 0.37% +0.21
IWY iShares Russell Top 200 Grow Add +66.8% 0.45% +0.20
IBIT iShares Bitcoin Trust ETF New 0.17% +0.17
NVDA Nvidia Corp. Add +0.9% 0.47% +0.13
ACWI iShares MSCI Acwi ETF Add +2.3% 1.80% +0.10
IBMQ iShares Ibonds Dec 2028 Muni New 0.09% +0.09
AXP American Express Co. New 0.07% +0.07
GOOG Alphabet Inc. Class C New 0.07% +0.07
COST Costco Wholesale Corp. New 0.06% +0.06
DMXF iShares ESG Advanc MSCI Eafe Add +5.9% 0.74% +0.06
AMZN Amazon.com Inc. Add +0.0% 0.49% +0.04
BR Broadridge Financial Solutio Add +20.5% 0.11% +0.01
IBDS Ishrs Ibnds Dec 27 Corp. ETF Add +13.4% 0.12% +0.01
BRK.B Berkshire Hathaway Inc. Class B Add +18.6% 0.47% +0.01
IAU iShares Gold Trust Add +8.3% 0.09% +0.01
RSP Invesco S&P 500 Equal Weight Add +0.8% 0.26% −0.00
DHR Danaher Corp. Add +8.0% 0.11% −0.00
MA Mastercard Inc. Class A Add +2.3% 0.37% −0.01
IBMP iShares Ibonds Dec 2027 Term Add +4.1% 0.64% −0.01
DGX Quest Diagnostics Inc. Add +0.0% 3.22% −0.02
ABBV Abbvie Inc. Add +5.0% 0.17% −0.02
IBMO iShares Ibonds Dec 2026 Term Add +3.3% 0.79% −0.03
CVX Chevron Corp. Add +2.4% 0.13% −0.03
XOM Exxon Mobil Corp. Add +1.8% 0.20% −0.03
AGG iShares Core U.S. Aggregate Add +1.1% 0.65% −0.04
UPS United Parcel Service Class B Add +11.3% 0.97% −0.04
IBMN iShares Ibonds Dec 2025 Term Add +1.2% 0.87% −0.05
PKG Packaging Corp. of America Add +6.0% 0.95% −0.06
CPRT Copart Inc. Add +5.3% 0.79% −0.13
AOS Smith (a.o.) Corp. Add +0.5% 2.41% −0.14
NVO Novo-Nordisk A/S-Spons ADR Add +1.1% 3.62% −0.23
LOW Lowe's Cos Inc. Add +1.7% 2.28% −0.24
JNJ Johnson & Johnson Add +0.6% 2.37% −0.36
ACN Accenture PLC Class A Add +0.8% 3.72% −0.40
PG The Procter & Gamble Co. Add +0.3% 3.25% −0.45
MCD McDonald's Corp. Add +0.3% 3.64% −0.50

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