Atwater Malick LLC

Q3 2025 13F-HR Holdings

Location
Lancaster, PA
Holdings as of
9/30/2025
Date filed
10/23/2025
Form type
13F-HR
Num holdings
83
Total value ($000)
$344,377
Net value change ($000)
+28,622 (9.1%)
New positions
4
Sold out positions
4
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
HDV 10,936 943.6%
ACWX 10,407 670.6%
DGRO 9,724 415.6%
IWY 9,067 644.9%
IVV 8,360 37.6%
GOOGL 5,125 33.2%
AAPL 4,902 22.3%
CAT 3,197 19.2%
GS 1,517 8.4%
MSFT 1,373 14.0%
Top Reduces (Value $000, Stocks/ETFs)
NVO -7,465 -65.3%
CNI -6,430 -87.7%
ACN -5,114 -43.5%
DIS -3,696 -47.3%
UPS -3,065 -100.0%
KO -2,823 -27.9%
PG -2,522 -24.5%
CPRT -2,483 -100.0%
DGX -1,995 -19.6%
LOW -1,498 -20.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type