Atwater Malick LLC

13F filer · CIK 0001769288

Reported Jul 27, 2026

Net buyer this quarter

13F portfolio value$459MU.S. long equity reported on 13F

Positions7923 new · 0 closed

Net flow last quarter+$11.8MBuys minus sells

Top 10 positions weight42.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 27, 202679 positions
CATCaterpillar Inc	$40.3M	8.78%	0.01%	-0.4%	Q4 2018
AAPLApple Inc.	$29.5M	6.43%	0.00%	+2.2%	Q4 2018
GOOGLAlphabet Inc.	$27.7M	6.03%	0.00%	+1.9%	Q3 2019
GSGoldman Sachs Group Inc	$23M	5.02%	0.01%	+0.4%	Q4 2018
WMTWalmart Inc.	$17.5M	3.81%	0.00%	+1.4%	Q4 2018
WMWaste Management Inc	$15.9M	3.47%	0.02%	+1.7%	Q4 2018
CMICummins Inc	$14.3M	3.12%	0.01%	-2.5%	Q4 2018
MCDMcdonalds Corp	$12.1M	2.64%	0.01%	+1.3%	Q4 2018
MSFTMicrosoft Corp	$9.67M	2.11%	0.00%	+7.6%	Q3 2019
JNJJohnson & Johnson	$7.05M	1.54%	0.00%	+0.7%	Q4 2018
KOCoca Cola Co	$6.46M	1.41%	0.00%	-1.4%	Q4 2018
DGXQuest Diagnostics Inc	$6.26M	1.36%	0.03%	-2.5%	Q4 2018
PGPROCTER & GAMBLE Co	$5.12M	1.11%	0.00%	-2.4%	Q4 2018
LOWLowes Companies Inc	$3.51M	0.76%	0.00%	-3.2%	Q3 2019
AOSSmith A O Corp	$2.88M	0.63%	0.03%	-6.9%	Q3 2019
NVONovo Nordisk A S	$2.76M	0.60%	Not reported	-7.5%	Q4 2018
NVDANvidia Corp	$2.37M	0.52%	0.00%	+32.8%	Q3 2019
IDEVEndo Pharmaceuticals Solutions Inc.	$1.99M	0.43%	Not reported	New	Q2 2026
DISWalt Disney Co	$1.83M	0.40%	0.00%	-6.6%	Q4 2018
AMZNAmazon Com Inc	$1.74M	0.38%	0.00%	+10.5%	Q3 2019
ACNAccenture plc	$1.69M	0.37%	0.00%	-19.1%	Q4 2018
BRK.BBerkshire Hathaway Inc	$1.58M	0.35%	Not reported	+3.7%	Q4 2018
LLYELI LILLY & Co	$1.22M	0.27%	0.00%	+10.6%	Q2 2023
IAUIshares Gold Trust	$1.18M	0.26%	0.00%	+257.4%	Q1 2025
PKGPackaging Corp of America	$1.17M	0.25%	0.01%	+0.9%	Q1 2024
MAMastercard Inc	$1.13M	0.25%	0.00%	+6.6%	Q4 2018
CNICanadian National Railway Co	$1.09M	0.24%	0.00%	Not reported	Q4 2018
CORCencora, Inc.	$1.04M	0.23%	0.00%	Not reported	Q3 2021
GLDSPDR Gold Trust	$1.02M	0.22%	0.00%	Not reported	Q1 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$983K	0.21%	0.00%	+0.6%	Q3 2019
AGLagilon health, inc.	$847K	0.18%	0.05%	Not reported	Q1 2025
ABBVAbbVie Inc.	$841K	0.18%	0.00%	+10.4%	Q3 2019
ISRGIntuitive Surgical Inc	$818K	0.18%	0.00%	-16.9%	Q4 2023
XOMExxonMobil Holdings Corp	$779K	0.17%	0.00%	+1.7%	Q4 2018
MUMicron Technology Inc	$747K	0.16%	0.00%	New	Q2 2026
FITBFifth Third Bancorp	$701K	0.15%	0.00%	Not reported	Q1 2019
JPMJPMorgan Chase & Co	$666K	0.15%	0.00%	+9.4%	Q3 2019
INTCIntel Corp	$628K	0.14%	0.00%	Not reported	Q4 2018
METAMeta Platforms, Inc.	$578K	0.13%	Not reported	+5.8%	Q3 2019
KLACKla Corp	$565K	0.12%	0.00%	+0.8%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$561K	0.12%	Not reported	Not reported	Q3 2019
QQQInvesco QQQ Trust, Series 1	$531K	0.12%	Not reported	Not reported	Q3 2019
LRCXLam Research Corp	$523K	0.11%	0.00%	New	Q2 2026
HSYHershey Co	$467K	0.10%	0.00%	Not reported	Q3 2019
IBMInternational Business Machines Corp	$440K	0.10%	0.00%	+15.2%	Q3 2019
GDGeneral Dynamics Corp	$423K	0.09%	0.00%	+25.3%	Q3 2019
AVGOBroadcom Inc.	$414K	0.09%	0.00%	New	Q2 2026
PEPPepsico Inc	$406K	0.09%	0.00%	+12.8%	Q3 2019
CSCOCisco Systems, Inc.	$388K	0.08%	0.00%	+17.6%	Q3 2019
GOOGAlphabet Inc.	$357K	0.08%	Not reported	-4.7%	Q3 2019

Q1 2026Reported Apr 22, 202656 positions
CATCaterpillar Inc	$26.9M	7.28%	0.01%	-4.2%	Q4 2018
AAPLApple Inc.	$25.3M	6.85%	0.00%	-2.3%	Q4 2018
GOOGLAlphabet Inc.	$21.9M	5.90%	0.00%	-4.3%	Q3 2019
GSGoldman Sachs Group Inc	$19.2M	5.19%	0.01%	-3.8%	Q4 2018
WMTWalmart Inc.	$18.9M	5.12%	0.00%	-1.8%	Q4 2018
WMWaste Management Inc	$16.2M	4.36%	0.02%	+0.5%	Q4 2018
MCDMcdonalds Corp	$13.7M	3.71%	0.01%	+2.5%	Q4 2018
CMICummins Inc	$11.1M	2.99%	0.01%	-14.3%	Q4 2018
MSFTMicrosoft Corp	$8.92M	2.41%	0.00%	+7.4%	Q3 2019
JNJJohnson & Johnson	$6.75M	1.82%	0.00%	-12.7%	Q4 2018
KOCoca Cola Co	$6.13M	1.66%	0.00%	-13.2%	Q4 2018
DGXQuest Diagnostics Inc	$5.94M	1.60%	0.03%	-14.2%	Q4 2018
PGPROCTER & GAMBLE Co	$5.16M	1.39%	0.00%	-15.2%	Q4 2018
LOWLowes Companies Inc	$3.88M	1.05%	0.00%	-11.2%	Q3 2019
ACNAccenture plc	$3.32M	0.90%	0.00%	-19.8%	Q4 2018
AOSSmith A O Corp	$3.25M	0.88%	0.03%	-18.0%	Q3 2019
NVONovo Nordisk A S	$2.29M	0.62%	Not reported	-3.9%	Q4 2018
DISWalt Disney Co	$1.96M	0.53%	0.00%	-21.2%	Q4 2018
NVDANvidia Corp	$1.55M	0.42%	0.00%	-4.5%	Q3 2019
BRK.BBerkshire Hathaway Inc	$1.46M	0.40%	Not reported	+0.4%	Q4 2018
AMZNAmazon Com Inc	$1.38M	0.37%	0.00%	-0.7%	Q3 2019
GLDSPDR Gold Trust	$1.19M	0.32%	0.00%	-12.6%	Q1 2020
CORCencora, Inc.	$1.16M	0.31%	0.00%	Not reported	Q3 2021
ISRGIntuitive Surgical Inc	$1.14M	0.31%	0.00%	-0.4%	Q4 2023
PKGPackaging Corp of America	$1.03M	0.28%	0.00%	-12.1%	Q1 2024
MAMastercard Inc	$1.03M	0.28%	0.00%	-0.5%	Q4 2018
XOMExxonMobil Holdings Corp	$951K	0.26%	0.00%	+10.0%	Q4 2018
CNICanadian National Railway Co	$937K	0.25%	0.00%	Not reported	Q4 2018
LLYELI LILLY & Co	$844K	0.23%	0.00%	-10.2%	Q2 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$692K	0.19%	0.00%	Not reported	Q3 2019
ABBVAbbVie Inc.	$658K	0.18%	0.00%	-6.5%	Q3 2019
FITBFifth Third Bancorp	$578K	0.16%	0.00%	Not reported	Q1 2019
METAMeta Platforms, Inc.	$555K	0.15%	Not reported	+11.5%	Q3 2019
HSYHershey Co	$553K	0.15%	0.00%	Not reported	Q3 2019
JPMJPMorgan Chase & Co	$547K	0.15%	0.00%	-1.0%	Q3 2019
NFLXNetflix Inc	$511K	0.14%	0.00%	+0.2%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$488K	0.13%	Not reported	+0.1%	Q3 2019
CVXChevron Corp	$422K	0.11%	0.00%	+32.5%	Q3 2019
QQQInvesco QQQ Trust, Series 1	$416K	0.11%	Not reported	Not reported	Q3 2019
PEPPepsico Inc	$413K	0.11%	0.00%	-4.6%	Q3 2019
IBITiShares Bitcoin Trust ETF	$397K	0.11%	0.00%	+14.2%	Q2 2025
IAUIshares Gold Trust	$384K	0.10%	0.00%	-16.7%	Q1 2025
IBMInternational Business Machines Corp	$329K	0.09%	0.00%	Not reported	Q3 2019
CBChubb Ltd	$329K	0.09%	0.00%	Not reported	Q3 2019
GDGeneral Dynamics Corp	$327K	0.09%	0.00%	-1.1%	Q3 2019
GOOGAlphabet Inc.	$304K	0.08%	Not reported	-15.8%	Q3 2019
DHRDanaher Corp	$295K	0.08%	0.00%	-0.7%	Q4 2022
CTVACorteva, Inc.	$277K	0.07%	0.00%	Not reported	Q3 2019
KLACKla Corp	$274K	0.07%	0.00%	Not reported	Q3 2025
GILDGilead Sciences, Inc.	$271K	0.07%	0.00%	-6.3%	Q3 2019

Q4 2025Reported Jan 23, 202658 positions
AAPLApple Inc.	$27.8M	7.66%	0.00%	-3.2%	Q4 2018
GOOGLAlphabet Inc.	$24.9M	6.86%	0.00%	-6.1%	Q3 2019
CATCaterpillar Inc	$22.7M	6.27%	0.01%	-4.6%	Q4 2018
GSGoldman Sachs Group Inc	$20.7M	5.72%	0.01%	-3.5%	Q4 2018
WMTWalmart Inc.	$17.3M	4.77%	0.00%	-2.7%	Q4 2018
WMWaste Management Inc	$15.4M	4.24%	0.02%	0.0%	Q4 2018
MCDMcdonalds Corp	$13.2M	3.64%	0.01%	+3.3%	Q4 2018
CMICummins Inc	$12.3M	3.38%	0.02%	-15.6%	Q4 2018
MSFTMicrosoft Corp	$10.9M	2.99%	0.00%	+3.8%	Q3 2019
JNJJohnson & Johnson	$6.54M	1.80%	0.00%	-14.9%	Q4 2018
KOCoca Cola Co	$6.49M	1.79%	0.00%	-15.5%	Q4 2018
DGXQuest Diagnostics Inc	$6.13M	1.69%	0.03%	-17.7%	Q4 2018
PGPROCTER & GAMBLE Co	$6.04M	1.67%	0.00%	-16.5%	Q4 2018
ACNAccenture plc	$5.61M	1.55%	0.00%	-22.4%	Q4 2018
LOWLowes Companies Inc	$4.47M	1.23%	0.00%	-18.4%	Q3 2019
AOSSmith A O Corp	$4.02M	1.11%	0.04%	-28.2%	Q3 2019
NVONovo Nordisk A S	$3.3M	0.91%	Not reported	-9.2%	Q4 2018
DISWalt Disney Co	$2.94M	0.81%	0.00%	-28.1%	Q4 2018
NVDANvidia Corp	$1.74M	0.48%	0.00%	-1.9%	Q3 2019
AMZNAmazon Com Inc	$1.54M	0.42%	0.00%	-5.1%	Q3 2019
BRK.BBerkshire Hathaway Inc	$1.53M	0.42%	Not reported	-0.4%	Q4 2018
ISRGIntuitive Surgical Inc	$1.41M	0.39%	0.00%	+0.4%	Q4 2023
GLDSPDR Gold Trust	$1.25M	0.35%	0.00%	Not reported	Q1 2020
CORCencora, Inc.	$1.25M	0.34%	0.00%	-2.6%	Q3 2021
MAMastercard Inc	$1.18M	0.33%	0.00%	-0.4%	Q4 2018
PKGPackaging Corp of America	$1.14M	0.32%	0.01%	-25.9%	Q1 2024
LLYELI LILLY & Co	$1.1M	0.30%	0.00%	+0.4%	Q2 2023
CNICanadian National Railway Co	$902K	0.25%	0.00%	-4.5%	Q4 2018
ABBVAbbVie Inc.	$740K	0.20%	0.00%	+13.7%	Q3 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$622K	0.17%	0.00%	Not reported	Q3 2019
XOMExxonMobil Holdings Corp	$614K	0.17%	0.00%	-5.0%	Q4 2018
JPMJPMorgan Chase & Co	$606K	0.17%	0.00%	+1.0%	Q3 2019
FITBFifth Third Bancorp	$582K	0.16%	0.00%	+0.8%	Q1 2019
METAMeta Platforms, Inc.	$574K	0.16%	Not reported	Not reported	Q3 2019
SPYSPDR S&P 500 ETF Trust	$511K	0.14%	Not reported	Not reported	Q3 2019
NFLXNetflix Inc	$497K	0.14%	0.00%	Not reported	Q3 2025
HSYHershey Co	$484K	0.13%	0.00%	Not reported	Q3 2019
IBITiShares Bitcoin Trust ETF	$449K	0.12%	0.00%	-0.2%	Q2 2025
QQQInvesco QQQ Trust, Series 1	$443K	0.12%	Not reported	Not reported	Q3 2019
IAUIshares Gold Trust	$425K	0.12%	0.00%	+21.5%	Q1 2025
IBMInternational Business Machines Corp	$403K	0.11%	0.00%	+35.4%	Q3 2019
UNHUnitedhealth Group Inc	$401K	0.11%	0.00%	+1.2%	Q3 2025
PEPPepsico Inc	$400K	0.11%	0.00%	+4.4%	Q3 2019
GOOGAlphabet Inc.	$395K	0.11%	Not reported	-7.5%	Q3 2019
DHRDanaher Corp	$359K	0.10%	0.00%	-9.1%	Q4 2022
GDGeneral Dynamics Corp	$324K	0.09%	0.00%	+28.1%	Q3 2019
CBChubb Ltd	$315K	0.09%	0.00%	Not reported	Q3 2019
BRBroadridge Financial Solutions, Inc.	$301K	0.08%	0.00%	-2.7%	Q1 2025
AXPAmerican Express Co	$267K	0.07%	0.00%	-4.4%	Q2 2025
NVRNVR Inc	$255K	0.07%	0.00%	-2.8%	Q4 2022

Q3 2025Reported Oct 23, 202556 positions
AAPLApple Inc.	$26.9M	7.81%	0.00%	-1.5%	Q4 2018
GOOGLAlphabet Inc.	$20.6M	5.97%	0.00%	-3.5%	Q3 2019
CATCaterpillar Inc	$19.8M	5.76%	0.01%	-3.0%	Q4 2018
GSGoldman Sachs Group Inc	$19.5M	5.66%	0.01%	-3.6%	Q4 2018
WMTWalmart Inc.	$16.4M	4.77%	0.00%	-2.5%	Q4 2018
WMWaste Management Inc	$15.5M	4.49%	0.02%	+0.1%	Q4 2018
MCDMcdonalds Corp	$12.7M	3.69%	0.01%	+6.3%	Q4 2018
CMICummins Inc	$12M	3.49%	0.02%	-20.9%	Q4 2018
MSFTMicrosoft Corp	$11.2M	3.25%	0.00%	+9.5%	Q3 2019
DGXQuest Diagnostics Inc	$8.18M	2.38%	0.04%	-24.2%	Q4 2018
PGPROCTER & GAMBLE Co	$7.76M	2.25%	0.00%	-21.8%	Q4 2018
KOCoca Cola Co	$7.29M	2.12%	0.00%	-23.1%	Q4 2018
JNJJohnson & Johnson	$6.89M	2.00%	0.00%	-24.2%	Q4 2018
ACNAccenture plc	$6.64M	1.93%	0.00%	-31.5%	Q4 2018
AOSSmith A O Corp	$6.14M	1.78%	0.06%	-28.0%	Q3 2019
LOWLowes Companies Inc	$5.7M	1.66%	0.00%	-30.1%	Q3 2019
DISWalt Disney Co	$4.12M	1.20%	0.00%	-42.9%	Q4 2018
NVONovo Nordisk A S	$3.96M	1.15%	Not reported	-56.9%	Q4 2018
NVDANvidia Corp	$1.77M	0.51%	0.00%	+1.3%	Q3 2019
PKGPackaging Corp of America	$1.63M	0.47%	0.01%	-53.2%	Q1 2024
AMZNAmazon Com Inc	$1.54M	0.45%	0.00%	Not reported	Q3 2019
BRK.BBerkshire Hathaway Inc	$1.54M	0.45%	Not reported	-0.6%	Q4 2018
CORCencora, Inc.	$1.18M	0.34%	0.00%	-0.7%	Q3 2021
MAMastercard Inc	$1.18M	0.34%	0.00%	Not reported	Q4 2018
GLDSPDR Gold Trust	$1.12M	0.33%	0.00%	Not reported	Q1 2020
ISRGIntuitive Surgical Inc	$1.11M	0.32%	0.00%	Not reported	Q4 2023
CNICanadian National Railway Co	$900K	0.26%	0.00%	-86.5%	Q4 2018
LLYELI LILLY & Co	$777K	0.23%	0.00%	+1.3%	Q2 2023
ABBVAbbVie Inc.	$659K	0.19%	0.00%	Not reported	Q3 2019
METAMeta Platforms, Inc.	$639K	0.19%	Not reported	+145.8%	Q3 2019
NFLXNetflix Inc	$635K	0.18%	0.00%	New	Q3 2025
XOMExxonMobil Holdings Corp	$605K	0.18%	0.00%	-7.2%	Q4 2018
IBITiShares Bitcoin Trust ETF	$589K	0.17%	0.00%	+5.0%	Q2 2025
JPMJPMorgan Chase & Co	$587K	0.17%	0.00%	Not reported	Q3 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$572K	0.17%	0.00%	Not reported	Q3 2019
FITBFifth Third Bancorp	$550K	0.16%	0.00%	+114.9%	Q1 2019
SPYSPDR S&P 500 ETF Trust	$500K	0.15%	Not reported	+5.6%	Q3 2019
HSYHershey Co	$498K	0.14%	0.00%	Not reported	Q3 2019
QQQInvesco QQQ Trust, Series 1	$433K	0.13%	Not reported	+9.1%	Q3 2019
UNHUnitedhealth Group Inc	$415K	0.12%	0.00%	New	Q3 2025
PEPPepsico Inc	$375K	0.11%	0.00%	Not reported	Q3 2019
DHRDanaher Corp	$342K	0.10%	0.00%	Not reported	Q4 2022
GOOGAlphabet Inc.	$331K	0.10%	Not reported	+12.4%	Q3 2019
BRBroadridge Financial Solutions, Inc.	$330K	0.10%	0.00%	-3.4%	Q1 2025
IAUIshares Gold Trust	$313K	0.09%	0.00%	Not reported	Q1 2025
NVRNVR Inc	$289K	0.08%	0.00%	+5.9%	Q4 2022
CBChubb Ltd	$285K	0.08%	0.00%	Not reported	Q3 2019
IBMInternational Business Machines Corp	$283K	0.08%	0.00%	Not reported	Q3 2019
GDGeneral Dynamics Corp	$256K	0.07%	0.00%	Not reported	Q3 2019
AXPAmerican Express Co	$251K	0.07%	0.00%	+1.9%	Q2 2025

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