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Latest Atwater Malick LLC Stock Portfolio

Atwater Malick LLC Performance:
2025 Q4: 4.17%YTD: 12.45%2024: 12.73%
Performance for 2025 Q4 is 4.17%, and YTD is 12.45%, and 2024 is 12.73%.

About Atwater Malick LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Atwater Malick LLC reported an equity portfolio of $362.7 Millions as of 31 Dec, 2025.

The top stock holdings of Atwater Malick LLC are IJR, AAPL, GOOG. The fund has invested 9.6% of it's portfolio in ISHARES TR and 7.7% of portfolio in APPLE INC.

The fund managers got completely rid off ISHARES TR (BGRN) and FULTON FINL CORP PA (FULT) stocks. They significantly reduced their stock positions in SMITH A O CORP (AOS), DISNEY WALT CO (DIS) and PACKAGING CORP AMER (PKG). Atwater Malick LLC opened new stock positions in ISHARES TR (DMXF), ISHARES TR (AAXJ) and GILEAD SCIENCES INC (GILD). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), ISHARES TR (BGRN) and AGILON HEALTH INC (AGL).

Atwater Malick LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Atwater Malick LLC made a return of 4.17% in the last quarter. In trailing 12 months, it's portfolio return was 12.45%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr325,173
ishares tr296,612
ishares tr260,968
gilead sciences inc255,054
cisco sys inc224,080
rtx corporation208,342
New stocks bought by Atwater Malick LLC

Additions

Ticker% Inc.
netflix inc900
ishares tr699
agilon health inc100
ishares tr46.73
ishares tr39.65
international business35.36
general dynamics corp28.06
ishares tr27.93
Additions to existing portfolio by Atwater Malick LLC

Reductions

Ticker% Reduced
smith a o corp-28.23
disney walt co-28.06
packaging corp amer-25.86
accenture plc ireland-22.35
lowes cos inc-18.39
quest diagnostics inc-17.72
procter and gamble co-16.53
cummins inc-15.63
Atwater Malick LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-2,687,520
ishares tr-844,621
fulton finl corp pa-192,038
Atwater Malick LLC got rid off the above stocks

Sector Distribution

Atwater Malick LLC has about 33.6% of it's holdings in Others sector.

Sector%
Others33.6
Industrials15.2
Technology13.1
Consumer Defensive8.5
Communication Services8.1
Financial Services6.6
Consumer Cyclical5.8
Healthcare4.7
Utilities4.2

Market Cap. Distribution

Atwater Malick LLC has about 61.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED33.3
MEGA-CAP32.3
LARGE-CAP29.1
SMALL-CAP4.2
MID-CAP1.1

Stocks belong to which Index?

About 66.4% of the stocks held by Atwater Malick LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50062.2
Others33.6
RUSSELL 20004.2
Top 5 Winners (%)%
LLY
eli lilly & co
40.7 %
GOOG
alphabet inc
27.9 %
GOOG
alphabet inc
27.8 %
ISRG
intuitive surgical inc
26.6 %
CAT
caterpillar inc
19.6 %
Top 5 Winners ($)$
GOOG
alphabet inc
5.7 M
CAT
caterpillar inc
3.9 M
CMI
cummins inc
2.3 M
GS
goldman sachs group inc
2.0 M
AAPL
apple inc
1.8 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.6 %
AGL
agilon health inc
-27.1 %
ishares bitcoin trust etf
-23.6 %
META
meta platforms inc
-10.1 %
NVR
nvr inc
-9.1 %
Top 5 Losers ($)$
NFLX
netflix inc
-3.2 M
MSFT
microsoft corp
-0.8 M
DGX
quest diagnostics inc
-0.7 M
PG
procter and gamble co
-0.5 M
AOS
smith a o corp
-0.5 M

Atwater Malick LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Atwater Malick LLC

Atwater Malick LLC has 84 stocks in it's portfolio. About 57.6% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Atwater Malick LLC last quarter.

Last Reported on: 23 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions