Atwater Malick LLC

Q4 2025 13F-HR Holdings

Location
Lancaster, PA
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
90
Total value ($000)
$362,679
Net value change ($000)
+18,302 (5.3%)
New positions
6
Sold out positions
3
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/23/2025 Next filing: 4/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 4,300 20.9%
IVV 4,279 14.0%
ACWX 3,267 27.3%
DGRO 3,244 26.9%
IWY 3,085 29.5%
CAT 2,895 14.6%
HDV 2,732 22.6%
IBMQ 2,129 698.0%
GS 1,264 6.5%
AGG 1,083 39.1%
Top Reduces (Value $000, Stocks/ETFs)
iSHARES TRUST -2,688 -100.0%
AOS -2,128 -34.6%
DGX -2,053 -25.1%
PG -1,717 -22.1%
LOW -1,237 -21.7%
DIS -1,174 -28.5%
ACN -1,031 -15.5%
IBDQ -845 -100.0%
KO -797 -10.9%
NVO -664 -16.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 54 (0.0% of total reported value)
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