Atwater Malick LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Atwater Malick LLC reported 86 stock positions worth $362.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.6% of the portfolio, followed by Apple (AAPL, 7.7%) and Alphabet Class A (GOOGL, 6.9%). Compared with Q3 2025, it opened 6 new positions, sold out of 3, added to 28 and reduced 36. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +11%) and the biggest sale an exit from iShares Ibonds Dec 2025 Term (IBMN).
- Most Recent 13F
- Q2 2026
- Location
- LANCASTER, PA
- CIK
- 0001769288
- Portfolio Value
- $362.6M (Q4 2025)
- SEC Filing
- 0001214659-26-000788 ↗ filed Jan 23, 2026
Holdings Value
Holdings 86 stocks · $362.6M
| IVV iShares Core S&P 500 ETF | 9.62% | 50,906 | $34.9M | Add +11.4% |
| AAPL Apple Inc. | 7.66% | 102,236 | $27.8M | Reduce -3.2% |
| GOOGL Alphabet Inc. Class A | 6.86% | 79,464 | $24.9M | Reduce -6.1% |
| CAT Caterpillar Inc. | 6.27% | 39,666 | $22.7M | Reduce -4.5% |
| GS Goldman Sachs Group Inc. | 5.72% | 23,598 | $20.7M | Reduce -3.5% |
| WMT Walmart Inc. | 4.77% | 155,199 | $17.3M | Reduce -2.7% |
| WM Waste Management Inc. | 4.24% | 69,961 | $15.4M | Reduce -0.0% |
| DGRO iShares Core Dividend Growth | 4.22% | 220,509 | $15.3M | Add +24.4% |
| ACWX iShares MSCI Acwi Ex US ETF | 4.20% | 226,820 | $15.2M | Add +23.3% |
| HDV iShares Core High Dividend E | 4.09% | 121,921 | $14.8M | Add +23.4% |
| IWY iShares Russell Top 200 Grow | 3.74% | 48,958 | $13.6M | Add +27.9% |
| MCD McDonald's Corp. | 3.64% | 43,162 | $13.2M | Add +3.3% |
| CMI Cummins Inc. | 3.38% | 24,025 | $12.3M | Reduce -15.6% |
| MSFT Microsoft Corp. | 2.99% | 22,455 | $10.9M | Add +3.8% |
| JNJ Johnson & Johnson | 1.80% | 31,611 | $6.5M | Reduce -14.9% |
| KO The Coca-Cola Co. | 1.79% | 92,863 | $6.5M | Reduce -15.5% |
| DGX Quest Diagnostics Inc. | 1.69% | 35,333 | $6.1M | Reduce -17.7% |
| PG The Procter & Gamble Co. | 1.67% | 42,137 | $6.0M | Reduce -16.5% |
| ACN Accenture PLC Class A | 1.55% | 20,907 | $5.6M | Reduce -22.4% |
| ACWI iShares MSCI Acwi ETF | 1.53% | 39,296 | $5.6M | Reduce -4.5% |
| LOW Lowe's Cos Inc. | 1.23% | 18,520 | $4.5M | Reduce -18.4% |
| AOS Smith (a.o.) Corp. | 1.11% | 60,069 | $4.0M | Reduce -28.2% |
| USXF iShares ESG Advance MSCI USA | 1.08% | 68,225 | $3.9M | No change |
| AGG iShares Core U.S. Aggregate | 1.06% | 38,580 | $3.9M | Add +39.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.91% | 64,886 | $3.3M | Reduce -9.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.81% | 25,858 | $2.9M | Reduce -28.1% |
| DFAC Dimensional US Core Equity 2 | 0.80% | 73,075 | $2.9M | Add +0.2% |
| IBMO iShares Ibonds Dec 2026 Term | 0.72% | 102,050 | $2.6M | Add +3.3% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.67% | 95,171 | $2.4M | Add +699.8% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.67% | 32,273 | $2.4M | Add +1.4% |
| IBMP iShares Ibonds Dec 2027 Term | 0.65% | 93,331 | $2.4M | Add +13.7% |
| NVDA Nvidia Corp. | 0.48% | 9,321 | $1.7M | Reduce -1.9% |
| AMZN Amazon.com Inc. | 0.42% | 6,656 | $1.5M | Reduce -5.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 3,043 | $1.5M | Reduce -0.4% |
| ISRG Intuitive Surgical Inc. | 0.39% | 2,486 | $1.4M | Add +0.4% |
| GLD SPDR Gold Shares | 0.35% | 3,164 | $1.3M | No change |
| COR Cencora Inc. | 0.34% | 3,691 | $1.2M | Reduce -2.6% |
| MA Mastercard Inc. Class A | 0.33% | 2,066 | $1.2M | Reduce -0.4% |
| PKG Packaging Corp. of America | 0.32% | 5,542 | $1.1M | Reduce -25.9% |
| LLY Eli Lilly & Co. | 0.30% | 1,022 | $1.1M | Add +0.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.27% | 3,098 | $975K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.25% | 4,769 | $914K | Add +14.9% |
| CNI Canadian Natl Railway Co. | 0.25% | 9,121 | $902K | Reduce -4.5% |
| IBDR iShares Ibonds Dec 2026 Term | 0.23% | 33,677 | $816K | Add +4.0% |
| ABBV Abbvie Inc. | 0.20% | 3,237 | $740K | Add +13.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.20% | 2,775 | $716K | No change |
| TIP iShares Tips Bond ETF | 0.18% | 5,993 | $659K | Reduce -8.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.17% | 2,047 | $622K | No change |
| XOM Exxon Mobil Corp. | 0.17% | 5,100 | $614K | Reduce -5.0% |
| JPM JPMorgan Chase & Co. | 0.17% | 1,880 | $606K | Add +1.0% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.17% | 24,902 | $605K | Add +27.7% |
| FITB Fifth Third Bancorp | 0.16% | 12,442 | $582K | Add +0.8% |
| META Meta Platforms Inc. Class A | 0.16% | 870 | $574K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.14% | 750 | $511K | No change |
| NFLX Netflix Inc. | 0.14% | 5,300 | $497K | No change |
| HSY The Hershey Co. | 0.13% | 2,661 | $484K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.12% | 9,051 | $449K | Reduce -0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.12% | 721 | $443K | No change |
| IAU iShares Gold Trust | 0.12% | 5,232 | $425K | Add +21.5% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.11% | 16,357 | $416K | Add +46.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 1,359 | $403K | Add +35.4% |
| UNH Unitedhealth Group Inc. | 0.11% | 1,215 | $401K | Add +1.2% |
| PEP Pepsico Inc. | 0.11% | 2,784 | $400K | Add +4.4% |
| GOOG Alphabet Inc. Class C | 0.11% | 1,258 | $395K | Reduce -7.5% |
| VEA Vanguard Ftse Developed ETF | 0.11% | 6,121 | $382K | No change |
| DHR Danaher Corp. | 0.10% | 1,568 | $359K | Reduce -9.1% |
| IBMR iShares Ibonds Dec 2029 M BD | 0.09% | 12,787 | $325K | New |
| GD General Dynamics Corp. | 0.09% | 963 | $324K | Add +28.1% |
| CB Chubb Ltd. | 0.09% | 1,010 | $315K | No change |
| BR Broadridge Financial Solutio | 0.08% | 1,349 | $301K | Reduce -2.7% |
| IBDU iShares Ibonds Dec 2029 Term | 0.08% | 12,673 | $297K | New |
| VNQ Vanguard Real Estate ETF | 0.08% | 3,285 | $291K | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.08% | 2,734 | $280K | Reduce -12.5% |
| AXP American Express Co. | 0.07% | 723 | $267K | Reduce -4.4% |
| GVI iShares Intermediate Governm | 0.07% | 2,431 | $261K | New |
| NVR NVR Inc. | 0.07% | 35 | $255K | Reduce -2.8% |
| GILD Gilead Sciences Inc. | 0.07% | 2,078 | $255K | New |
| CVX Chevron Corp. | 0.06% | 1,540 | $235K | Reduce -4.2% |
| SBUX Starbucks Corp. | 0.06% | 2,719 | $229K | Reduce -6.9% |
| KLAC KLA Corp. | 0.06% | 186 | $226K | Reduce -6.1% |
| MUB iShares National Muni Bond E | 0.06% | 2,094 | $224K | No change |
| CSCO Cisco Systems Inc. | 0.06% | 2,909 | $224K | New |
| CTVA Corteva Inc. | 0.06% | 3,304 | $221K | No change |
| IWF iShares Russell 1000 Growth | 0.06% | 442 | $209K | No change |
| RTX RTX Corp. | 0.06% | 1,136 | $208K | New |
| AGL Agilon Health Inc. | 0.04% | 197,576 | $136K | Add +100.0% |
Options reported separately and not counted above: NFLX puts ($27K), AAPL puts ($13K), COR puts ($7K), META puts ($7K).
Portfolio Sells Q3 2025 → Q4 2025
| IBMN iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.78 |
| DGX Quest Diagnostics Inc. | Reduce -17.7% | 1.69% | −0.69 |
| AOS Smith (a.o.) Corp. | Reduce -28.2% | 1.11% | −0.68 |
| PG The Procter & Gamble Co. | Reduce -16.5% | 1.67% | −0.59 |
| LOW Lowe's Cos Inc. | Reduce -18.4% | 1.23% | −0.42 |
| DIS The Walt Disney Co. | Reduce -28.1% | 0.81% | −0.38 |
| ACN Accenture PLC Class A | Reduce -22.4% | 1.55% | −0.38 |
| KO The Coca-Cola Co. | Reduce -15.5% | 1.79% | −0.33 |
| WM Waste Management Inc. | Reduce -0.0% | 4.24% | −0.25 |
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.25 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -9.2% | 0.91% | −0.24 |
| JNJ Johnson & Johnson | Reduce -14.9% | 1.80% | −0.20 |
| PKG Packaging Corp. of America | Reduce -25.9% | 0.32% | −0.16 |
| AAPL Apple Inc. | Reduce -3.2% | 7.66% | −0.15 |
| ACWI iShares MSCI Acwi ETF | Reduce -4.5% | 1.53% | −0.12 |
| CMI Cummins Inc. | Reduce -15.6% | 3.38% | −0.11 |
| FULT Fulton Financial Corp. | Sold out | 0.00% | −0.06 |
| IBIT iShares Bitcoin Trust ETF | Reduce -0.2% | 0.12% | −0.05 |
| NVDA Nvidia Corp. | Reduce -1.9% | 0.48% | −0.04 |
| TIP iShares Tips Bond ETF | Reduce -8.8% | 0.18% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 0.42% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -5.1% | 0.42% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -0.4% | 0.33% | −0.02 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -12.5% | 0.08% | −0.02 |
| NVR NVR Inc. | Reduce -2.8% | 0.07% | −0.01 |
| BR Broadridge Financial Solutio | Reduce -2.7% | 0.08% | −0.01 |
| CNI Canadian Natl Railway Co. | Reduce -4.5% | 0.25% | −0.01 |
| SBUX Starbucks Corp. | Reduce -6.9% | 0.06% | −0.01 |
| CVX Chevron Corp. | Reduce -4.2% | 0.06% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -5.0% | 0.17% | −0.01 |
| WMT Walmart Inc. | Reduce -2.7% | 4.77% | −0.01 |
| COR Cencora Inc. | Reduce -2.6% | 0.34% | −0.00 |
| DHR Danaher Corp. | Reduce -9.1% | 0.10% | −0.00 |
| KLAC KLA Corp. | Reduce -6.1% | 0.06% | +0.00 |
| AXP American Express Co. | Reduce -4.4% | 0.07% | +0.00 |
| GOOG Alphabet Inc. Class C | Reduce -7.5% | 0.11% | +0.01 |
| GS Goldman Sachs Group Inc. | Reduce -3.5% | 5.72% | +0.06 |
| CAT Caterpillar Inc. | Reduce -4.5% | 6.27% | +0.51 |
| GOOGL Alphabet Inc. Class A | Reduce -6.1% | 6.86% | +0.89 |
Portfolio Buys Q3 2025 → Q4 2025
| IVV iShares Core S&P 500 ETF | Add +11.4% | 9.62% | +0.73 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +23.3% | 4.20% | +0.73 |
| DGRO iShares Core Dividend Growth | Add +24.4% | 4.22% | +0.72 |
| IWY iShares Russell Top 200 Grow | Add +27.9% | 3.74% | +0.70 |
| IBMQ iShares Ibonds Dec 2028 Muni | Add +699.8% | 0.67% | +0.58 |
| HDV iShares Core High Dividend E | Add +23.4% | 4.09% | +0.58 |
| AGG iShares Core U.S. Aggregate | Add +39.6% | 1.06% | +0.26 |
| IBMR iShares Ibonds Dec 2029 M BD | New | 0.09% | +0.09 |
| IBDU iShares Ibonds Dec 2029 Term | New | 0.08% | +0.08 |
| LLY Eli Lilly & Co. | Add +0.4% | 0.30% | +0.08 |
| GVI iShares Intermediate Governm | New | 0.07% | +0.07 |
| GILD Gilead Sciences Inc. | New | 0.07% | +0.07 |
| ISRG Intuitive Surgical Inc. | Add +0.4% | 0.39% | +0.07 |
| CSCO Cisco Systems Inc. | New | 0.06% | +0.06 |
| RTX RTX Corp. | New | 0.06% | +0.06 |
| IBMP iShares Ibonds Dec 2027 Term | Add +13.7% | 0.65% | +0.05 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +46.7% | 0.11% | +0.03 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +27.7% | 0.17% | +0.03 |
| IBM Intl Business Machines Corp. | Add +35.4% | 0.11% | +0.03 |
| IAU iShares Gold Trust | Add +21.5% | 0.12% | +0.03 |
| RSP Invesco S&P 500 Equal Weight | Add +14.9% | 0.25% | +0.02 |
| GD General Dynamics Corp. | Add +28.1% | 0.09% | +0.01 |
| ABBV Abbvie Inc. | Add +13.7% | 0.20% | +0.01 |
| AGL Agilon Health Inc. | Add +100.0% | 0.04% | +0.01 |
| PEP Pepsico Inc. | Add +4.4% | 0.11% | +0.00 |
| FITB Fifth Third Bancorp | Add +0.8% | 0.16% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +1.0% | 0.17% | −0.00 |
| IBDR iShares Ibonds Dec 2026 Term | Add +4.0% | 0.23% | −0.00 |
| UNH Unitedhealth Group Inc. | Add +1.2% | 0.11% | −0.01 |
| IBMO iShares Ibonds Dec 2026 Term | Add +3.3% | 0.72% | −0.01 |
| DFAC Dimensional US Core Equity 2 | Add +0.2% | 0.80% | −0.02 |
| DMXF iShares ESG Advanc MSCI Eafe | Add +1.4% | 0.67% | −0.03 |
| MCD McDonald's Corp. | Add +3.3% | 3.64% | −0.05 |
| MSFT Microsoft Corp. | Add +3.8% | 2.99% | −0.26 |
Options Activity Q3 2025 → Q4 2025
| NFLX Netflix Inc. | put | New | 20 | $27K |
| AAPL Apple Inc. | put | New | 16 | $13K |
| COR Cencora Inc. | put | New | 4 | $7K |
| META Meta Platforms Inc. Class A | put | New | 1 | $7K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 124 | $459.0M | IVV, CAT, AAPL, GOOGL, HDV |
| Q1 2026 | 95 | $370.2M | IVV, CAT, AAPL, GOOGL, GS |
| Q4 2025 | 86 | $362.6M | IVV, AAPL, GOOGL, CAT, GS |
| Q3 2025 | 83 | $344.4M | IVV, AAPL, GOOGL, CAT, GS |
| Q2 2025 | 83 | $315.8M | IVV, AAPL, GS, CAT, WMT |
| Q1 2025 | 78 | $295.6M | AAPL, IVV, WM, WMT, CAT |
| Q4 2024 | 73 | $298.5M | AAPL, IVV, GOOGL, CAT, WMT |
| Q3 2024 | 76 | $310.7M | AAPL, NVO, IVV, CAT, GOOGL |
| Q2 2024 | 77 | $290.3M | NVO, AAPL, IVV, GOOGL, WM |
| Q1 2024 | 77 | $283.8M | NVO, AAPL, CAT, WM, GOOGL |