Atwater Malick LLC
•CIK: 1769288•Filing: Q4 2025
**Atwater Malick LLC** manages $362M across a diversified portfolio of 86 positions. The fund exhibits significant concentration in large-cap technology and financial names, notably holding IVV at $34.9M and AAPL at $27.8M. Further top holdings include GOOGL ($24.9M), CAT ($22.7M), and GS ($20.7M), suggesting a focus on established market leaders. This allocation profile points toward a core strategy emphasizing quality growth and sector leadership.
Total AUM
$362.1M
+ $27.1K in options
QoQ Performance
+5.2%
Positions
61
+ 1 option
Top 10 Concentration
57.7%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
AAPL
GOOGL
CAT
GS
IVV9.6%
AAPL7.7%
GOOGL6.9%
CAT6.3%
GS5.7%
WMT4.8%
WM4.2%
DGRO4.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other41.3%
Technology20.0%
Consumer10.1%
ETF9.8%
Financial7.0%
Industrial6.3%
Healthcare2.6%
Consumer Staples1.9%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
↑28 increased
↓37 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023