Investor
Atwater Malick LLC
CIK 0001769288 · filed 2026-04-22 · SEC filing
13F book
$370.2M
Positions
95
13 new · 4 sold
Largest name
9.7%
Ishares Tr
Est. mark
−$552.8K
Price effect on 82 names still held. Flow $8.09M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 54.7K | $35.7M | 9.7% | −$1.62M | Added$877.6K |
| Caterpillar Inc | CAT | 38K | $26.9M | 7.3% | $5.16M | Cut$4.21M |
| Apple Inc. | AAPL | 99.9K | $25.3M | 6.8% | −$1.8M | Cut−$2.45M |
| Alphabet Inc | — | 76K | $21.9M | 5.9% | −$1.93M | Cut−$3.01M |
| Goldman Sachs Group Inc | — | 22.7K | $19.2M | 5.2% | −$749.4K | Cut−$1.54M |
| Ishares Tr | — | 141.3K | $19.2M | 5.2% | $1.72M | Added$4.35M |
| Walmart Inc. | WMT | 152.4K | $18.9M | 5.1% | $1.96M | Cut$1.65M |
| Ishares Tr | — | 264.3K | $18.1M | 4.9% | $303.9K | Added$2.87M |
| Ishares Tr | — | 250.7K | $17.6M | 4.8% | $167.6K | Added$2.28M |
| Waste Mgmt Inc Del | — | 70.3K | $16.2M | 4.4% | $705.2K | Added$779.2K |
| Ishares Tr | — | 56K | $13.9M | 3.8% | −$1.38M | Added$370.4K |
| Mcdonalds Corp | MCD | 44.2K | $13.7M | 3.7% | $222.7K | Added$556.2K |
| Cummins Inc | CMI | 20.6K | $11.1M | 3.0% | $568K | Cut−$1.18M |
| Microsoft Corp | MSFT | 24.1K | $8.92M | 2.4% | −$2.55M | Added−$1.94M |
| Johnson & Johnson | JNJ | 27.6K | $6.75M | 1.8% | $1.03M | Cut$203.2K |
| Coca Cola Co | KO | 80.6K | $6.13M | 1.7% | $495.1K | Cut−$359.7K |
| Quest Diagnostics Inc | DGX | 30.3K | $5.94M | 1.6% | $680.6K | Cut−$190K |
| Ishares Tr | — | 40.2K | $5.57M | 1.5% | −$122.6K | Added$6.36K |
| Procter And Gamble Co | PG | 35.7K | $5.16M | 1.4% | $40.4K | Cut−$878.5K |
| Ishares Tr | — | 49.8K | $4.95M | 1.3% | −$23.5K | Added$1.09M |
| Lowes Cos Inc | — | 16.4K | $3.88M | 1.0% | −$80.2K | Cut−$581.6K |
| Ishares Tr | — | 68.2K | $3.77M | 1.0% | −$162.4K | Held |
| Accenture Plc Ireland | — | 16.8K | $3.32M | 0.9% | −$1.17M | Cut−$2.28M |
| Smith A O Corp | AOS | 49.3K | $3.25M | 0.9% | −$46.3K | Cut−$769.5K |
| Dimensional Etf Trust | — | 73.3K | $2.85M | 0.8% | −$53.4K | Added−$46.3K |
| Ishares Tr | — | 99.8K | $2.55M | 0.7% | −$4.28K | Added$115.1K |
| Ishares Tr | — | 33.2K | $2.51M | 0.7% | $9.36K | Added$79.5K |
| Ishares Tr | — | 98K | $2.49M | 0.7% | $4.67K | Added$124.6K |
| Ishares Tr | — | 90.2K | $2.31M | 0.6% | −$631 | Cut−$305.4K |
| Novo-Nordisk A S | — | 62.4K | $2.29M | 0.6% | −$881.3K | Cut−$1.01M |
| Disney Walt Co | — | 20.4K | $1.96M | 0.5% | −$354.4K | Cut−$977.9K |
| Nvidia Corp | NVDA | 8.9K | $1.55M | 0.4% | −$107.8K | Cut−$185.3K |
| Ishares Tr | — | 14K | $1.49M | 0.4% | −$1.63K | Added$1.23M |
| Invesco Exchange Traded Fd T | — | 7.73K | $1.48M | 0.4% | $1.72K | Added$569.4K |
| Berkshire Hathaway Inc Del | — | 3.05K | $1.46M | 0.4% | −$71.4K | Added−$66.1K |
| Amazon Com Inc | AMZN | 6.61K | $1.38M | 0.4% | −$149.1K | Cut−$159.5K |
| Spdr Gold Tr | — | 2.76K | $1.19M | 0.3% | $93.9K | Cut−$64.6K |
| Ishares U S Etf Tr | — | 23.2K | $1.18M | 0.3% | — | New |
| Cencora, Inc. | COR | 3.69K | $1.16M | 0.3% | −$87.1K | Held |
| Intuitive Surgical Inc | ISRG | 2.48K | $1.14M | 0.3% | −$260.8K | Cut−$267K |
| Packaging Corp Amer | — | 4.87K | $1.03M | 0.3% | $29.2K | Cut−$109.6K |
| Mastercard Inc | MA | 2.06K | $1.03M | 0.3% | −$146.4K | Cut−$152.1K |
| Exxon Mobil Corp | — | 5.61K | $951.5K | 0.3% | $251.5K | Added$337.7K |
| Canadian Natl Ry Co | — | 9.12K | $937.4K | 0.3% | $35.8K | Held |
| Vanguard Index Fds | — | 3.1K | $925.8K | 0.3% | −$49.4K | Held |
| Ishares Tr | — | 20.2K | $859.8K | 0.2% | — | New |
| Ishares Tr | — | 35K | $849.4K | 0.2% | $337 | Added$33.4K |
| Eli Lilly & Co | LLY | 918 | $844.4K | 0.2% | −$142.2K | Cut−$254K |
| Vanguard Index Fds | — | 2.77K | $726.8K | 0.2% | $11K | Held |
| Taiwan Semiconductor Mfg Ltd | — | 2.05K | $691.8K | 0.2% | $69.7K | Held |
| AbbVie Inc. | ABBV | 3.03K | $658.3K | 0.2% | −$33.3K | Cut−$81.3K |
| Ishares Tr | — | 5.27K | $655.5K | 0.2% | — | New |
| Ishares Tr | — | 26.3K | $636.7K | 0.2% | −$996 | Added$32K |
| Ishares Tr | — | 26.9K | $600.4K | 0.2% | — | New |
| Ishares Tr | — | 5.25K | $579.4K | 0.2% | $2.36K | Cut−$79.3K |
| Fifth Third Bancorp | — | 12.4K | $578.1K | 0.2% | −$4.36K | Held |
| Meta Platforms, Inc. | META | 970 | $555.1K | 0.1% | −$76.4K | Added−$19.2K |
| Hershey Co | HSY | 2.66K | $553.2K | 0.1% | $68.9K | Held |
| Jpmorgan Chase & Co. | — | 1.86K | $547.4K | 0.1% | −$52.2K | Cut−$58.3K |
| Ishares Tr | — | 10.8K | $545K | 0.1% | — | New |
| Netflix Inc | NFLX | 5.31K | $510.6K | 0.1% | $12.7K | Added$13.6K |
| Spdr S&P 500 Etf Tr | — | 751 | $488.4K | 0.1% | −$23.7K | Added−$23K |
| Ishares Tr | — | 18.5K | $469.7K | 0.1% | −$2.04K | Added$53.4K |
| Ishares Tr | — | 17.5K | $443.1K | 0.1% | −$1.02K | Added$118K |
| Chevron Corp New | CVX | 2.04K | $422.1K | 0.1% | $83.9K | Added$187.4K |
| Invesco Qqq Tr | — | 721 | $416.1K | 0.1% | −$26.8K | Held |
| Pepsico Inc | PEP | 2.66K | $412.6K | 0.1% | $31.3K | Cut$13K |
| Ishares Bitcoin Trust Etf | IBIT | 10.3K | $397.1K | 0.1% | −$101.6K | Added−$52.2K |
| Vanguard Tax-Managed Fds | — | 6.12K | $392.2K | 0.1% | $9.86K | Held |
| Ishares Gold Tr | — | 4.36K | $384.1K | 0.1% | $30.5K | Cut−$40.6K |
| Ishares Tr | — | 1.48K | $365.8K | 0.1% | — | New |
| International Business Machs | — | 1.36K | $329.4K | 0.1% | −$73.1K | Held |
| Chubb Limited | — | 1.01K | $329.2K | 0.1% | $13.9K | Held |
| General Dynamics Corp | GD | 952 | $326.7K | 0.1% | $6.24K | Cut$2.54K |
| Ishares Tr | — | 7.03K | $324.9K | 0.1% | — | New |
| Alphabet Inc | — | 1.06K | $303.8K | 0.1% | −$28.5K | Cut−$91K |
| Ishares Tr | — | 13.9K | $302.6K | 0.1% | — | New |
| Danaher Corporation | — | 1.56K | $295.2K | 0.1% | −$61.2K | Cut−$63.7K |
| Ishares Tr | — | 12.7K | $294.8K | 0.1% | −$1.84K | Held |
| Vanguard Index Fds | — | 3.29K | $291.4K | 0.1% | $690 | Held |
| Corteva, Inc. | CTVA | 3.3K | $276.6K | 0.1% | $55.1K | Held |
| Kla Corp | KLAC | 186 | $274.2K | 0.1% | $47.9K | Held |
| Gilead Sciences, Inc. | GILD | 1.95K | $271.4K | 0.1% | $32.4K | Cut$16.3K |
| Ishares Tr | — | 2.58K | $266.4K | 0.1% | $2.68K | Cut−$13.5K |
| Ishares Tr | — | 10.9K | $245.4K | 0.1% | — | New |
| Ishares Tr | — | 2K | $236.8K | 0.1% | — | New |
| Nvr Inc | NVR | 35 | $230.6K | 0.1% | −$24.6K | Held |
| Starbucks Corp | SBUX | 2.54K | $227.1K | 0.1% | $13.6K | Cut−$1.86K |
| Ishares Tr | — | 2.09K | $222.3K | 0.1% | −$2.01K | Held |
| Merck & Co., Inc. | MRK | 1.82K | $219.3K | 0.1% | — | New |
| American Express Co | AXP | 723 | $218.7K | 0.1% | −$48.8K | Held |
| Ishares Silver Tr | — | 3.2K | $218.2K | 0.1% | — | New |
| Cisco Sys Inc | — | 2.81K | $217.6K | 0.1% | $1.57K | Cut−$6.44K |
| Ishares Tr | — | 492 | $209.8K | 0.1% | −$20.7K | Added$590 |
| Vaneck Etf Trust | — | 11.1K | $114.3K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.