Atwater Malick LLC

Q2 2026 13F-HR Holdings

Location
Lancaster, PA
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
130
Total value ($000)
$459,121
Net value change ($000)
+88,881 (24.0%)
New positions
29
Sold out positions
0
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
CAT 13,387 49.7%
IVV 6,289 17.6%
GOOGL 5,821 26.6%
IWF 4,529 2156.7%
HDV 4,419 23.0%
AAPL 4,191 16.5%
GS 3,835 20.0%
IWD 3,737 NEW
ACWX 3,531 19.5%
IWY 3,326 23.9%
Top Reduces (Value $000, Stocks/ETFs)
ACN -1,637 -49.2%
MCD -1,632 -11.9%
WMT -1,443 -7.6%
LOW -377 -9.7%
AOS -373 -11.5%
ISRG -323 -28.3%
WM -225 -1.4%
XOM -172 -18.1%
GLD -171 -14.4%
NFLX -157 -30.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 113 (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