Atwater Malick LLC

Q1 2026 13F-HR Holdings

Location
Lancaster, PA
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
100
Total value ($000)
$370,240
Net value change ($000)
+7,561 (2.1%)
New positions
13
Sold out positions
4
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 4,351 29.3%
CAT 4,213 18.5%
ACWX 2,873 18.9%
DGRO 2,284 14.9%
WMT 1,651 9.5%
GVI 1,231 471.6%
NEAR 1,181 NEW
AGG 1,093 28.4%
IVV 877 2.5%
IDV 860 NEW
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -3,011 -12.1%
AAPL -2,450 -8.8%
ACN -2,284 -40.7%
MSFT -1,936 -17.8%
GS -1,536 -7.4%
CMI -1,180 -9.6%
NVO -1,009 -30.6%
DIS -978 -33.2%
PG -879 -14.6%
AOS -769 -19.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 82 (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