Atwater Malick LLC
97 holdingsFiling period: 2026-03-31Current AUM: $407.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 54.7K | $35.7M | $41.1M | 10.07% | +3.8K | 2026-03-31 |
| 2 | CAT | CATERPILLAR INC | 38.0K | $26.9M | $31.0M | 7.60% | -1,645 | 2026-03-31 |
| 3 | AAPL | APPLE INC | 99.9K | $25.4M | $30.9M | 7.57% | -2,376 | 2026-03-31 |
| 4 | GOOGL | ALPHABET INC | 76.0K | $21.9M | $27.1M | 6.64% | -3,441 | 2026-03-31 |
| 5 | GS | GOLDMAN SACHS GROUP INC | 22.7K | $19.2M | $23.1M | 5.67% | -895 | 2026-03-31 |
| 6 | HDV | ISHARES TR | 141.3K | $19.2M | $20.3M | 4.98% | +19.4K | 2026-03-31 |
| 7 | WMT | WALMART INC | 152.4K | $18.9M | $16.9M | 4.16% | -2,787 | 2026-03-31 |
| 8 | ACWX | ISHARES TR | 264.3K | $18.1M | $19.9M | 4.88% | +37.5K | 2026-03-31 |
| 9 | DGRO | ISHARES TR | 250.7K | $17.6M | $19.6M | 4.79% | +30.2K | 2026-03-31 |
| 10 | WM | WASTE MGMT INC DEL | 70.3K | $16.1M | $15.9M | 3.90% | +322 | 2026-03-31 |
| 11 | IWY | ISHARES TR | 56.0K | $13.9M | $15.5M | 3.79% | +7.0K | 2026-03-31 |
| 12 | MCD | MCDONALDS CORP | 44.2K | $13.7M | $12.0M | 2.94% | +1.1K | 2026-03-31 |
| 13 | CMI | CUMMINS INC | 20.6K | $11.1M | $13.1M | 3.20% | -3,424 | 2026-03-31 |
| 14 | MSFT | MICROSOFT CORP | 24.1K | $8.9M | $11.2M | 2.75% | +1.7K | 2026-03-31 |
| 15 | JNJ | JOHNSON & JOHNSON | 27.6K | $6.7M | $7.1M | 1.73% | -4,017 | 2026-03-31 |
| 16 | KO | COCA COLA CO | 80.6K | $6.1M | $7.1M | 1.73% | -12,227 | 2026-03-31 |
| 17 | DGX | QUEST DIAGNOSTICS INC | 30.3K | $5.9M | $7.1M | 1.73% | -5,017 | 2026-03-31 |
| 18 | ACWI | ISHARES TR | 40.2K | $5.6M | $6.3M | 1.54% | +932 | 2026-03-31 |
| 19 | PG | PROCTER & GAMBLE CO | 35.7K | $5.2M | $5.2M | 1.27% | -6,412 | 2026-03-31 |
| 20 | AGG | ISHARES TR | 49.8K | $4.9M | $4.9M | 1.19% | +11.2K | 2026-03-31 |
| 21 | LOW | LOWES COS INC | 16.4K | $3.9M | $3.4M | 0.84% | -2,079 | 2026-03-31 |
| 22 | USXF | ISHARES TR | 68.2K | $3.8M | $4.5M | 1.11% | -- | 2026-03-31 |
| 23 | — | ACCENTURE PLC IRELAND | 16.8K | $3.3M | $3.3M | 0.82% | -4,140 | 2026-03-31 |
| 24 | AOS | SMITH A O CORP | 49.3K | $3.2M | $3.0M | 0.73% | -10,814 | 2026-03-31 |
| 25 | DFAC | DIMENSIONAL ETF TRUST | 73.3K | $2.8M | $3.3M | 0.80% | +181 | 2026-03-31 |
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