Atwater Malick LLC: 13F holdings

CIK 17692882026Q2

Positions127
Reported value$459.1m
Filed2026-07-27

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES TR56,128$42.0m9.2%
CAT CATERPILLAR INC37,866$40.3m8.8%
AAPL APPLE INC102,071$29.5m6.4%
GOOGL ALPHABET INC77,460$27.7m6.0%
HDV ISHARES TR860,904$23.6m5.1%
GS GOLDMAN SACHS GROUP INC22,782$23.0m5.0%
ACWX ISHARES TR284,196$21.6m4.7%
DGRO ISHARES TR264,081$20.0m4.4%
WMT WALMART INC154,500$17.5m3.8%
IWY ISHARES TR59,374$17.3m3.8%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1769288")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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