Atwater Malick LLC
128 holdingsFiling period: 2026-06-30Current AUM: $453.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares TR | 56.1K | $42.0M | $43.3M | 9.55% | +1.4K | 2026-06-30 |
| 2 | CAT | Caterpillar Inc | 37.9K | $40.3M | $27.5M | 6.05% | -155 | 2026-06-30 |
| 3 | AAPL | Apple Inc | 102.1K | $29.5M | $34.7M | 7.64% | +2.2K | 2026-06-30 |
| 4 | GOOGL | Alphabet Inc | 77.5K | $27.7M | $26.4M | 5.81% | +1.4K | 2026-06-30 |
| 5 | HDV | iShares TR | 860.9K | $23.6M | $25.9M | 5.71% | +719.6K | 2026-06-30 |
| 6 | GS | Goldman Sachs Group Inc | 22.8K | $23.0M | $20.2M | 4.44% | +79 | 2026-06-30 |
| 7 | ACWX | iShares TR | 284.2K | $21.6M | $21.2M | 4.66% | +19.9K | 2026-06-30 |
| 8 | DGRO | iShares TR | 264.1K | $20.0M | $20.9M | 4.61% | +13.4K | 2026-06-30 |
| 9 | WMT | Walmart Inc | 154.5K | $17.5M | $18.2M | 4.01% | +2.1K | 2026-06-30 |
| 10 | IWY | iShares TR | 59.4K | $17.3M | $17.1M | 3.77% | +3.4K | 2026-06-30 |
| 11 | WM | Waste Mgmt Inc Del | 71.5K | $15.9M | $16.6M | 3.65% | +1.2K | 2026-06-30 |
| 12 | CMI | Cummins Inc | 20.1K | $14.3M | $10.8M | 2.37% | -509 | 2026-06-30 |
| 13 | MCD | McDonalds Corp | 44.8K | $12.1M | $11.0M | 2.43% | +588 | 2026-06-30 |
| 14 | MSFT | Microsoft Corp | 25.9K | $9.7M | $13.8M | 3.04% | +1.8K | 2026-06-30 |
| 15 | JNJ | Johnson & Johnson | 27.8K | $7.1M | $7.2M | 1.59% | +184 | 2026-06-30 |
| 16 | KO | Coca Cola Co | 79.5K | $6.5M | $7.4M | 1.64% | -1,097 | 2026-06-30 |
| 17 | DGX | Quest Diagnostics Inc | 29.6K | $6.3M | $7.0M | 1.54% | -759 | 2026-06-30 |
| 18 | ACWI | iShares TR | 39.7K | $6.2M | $6.3M | 1.39% | -491 | 2026-06-30 |
| 19 | AGG | iShares TR | 62.5K | $6.2M | $6.0M | 1.31% | +12.7K | 2026-06-30 |
| 20 | PG | Procter & Gamble Co | 34.9K | $5.1M | $5.6M | 1.22% | -841 | 2026-06-30 |
| 21 | IWF | iShares TR | 38.2K | $4.7M | $4.7M | 1.03% | +37.7K | 2026-06-30 |
| 22 | USXF | iShares TR | 68.2K | $4.7M | $4.5M | 1.00% | -- | 2026-06-30 |
| 23 | GVI | iShares TR | 40.8K | $4.3M | $4.2M | 0.93% | +26.8K | 2026-06-30 |
| 24 | IWD | iShares TR | 15.4K | $3.7M | $4.0M | 0.87% | -- | 2026-06-30 |
| 25 | LOW | Lowes Cos Inc | 15.9K | $3.5M | $3.2M | 0.70% | -532 | 2026-06-30 |
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