Atwater Malick LLC
SEC Form 13F institutional filer · CIK 0001769288
13F-HR · 55 reported holdings · 2026-03-31
Reported long-US-equity value
$0.32B
Top-10 concentration
78.0%
Atwater Malick LLC — $316M AUM allocation strategy
Atwater Malick LLC files SEC Form 13F and reports $316M of long US equity value across 55 reported holdings for 2026-03-31.
Its largest sector bet is Industrials 18.2%, followed by Information Technology 11.9% and Consumer Staples 9.6%.
The top 10 holdings account for 78% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Atwater Malick LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$316M
total across 55 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
78% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +76.9K sh · +$9.59M+$BLK +13.6K sh · +$1.47M+$IWM +8.54K sh · +$737K
Biggest trims (shares)
−$KO −12.2K sh · −$360K−$AOS −10.8K sh · −$770K−$PG −6.41K sh · −$879K
Exited to nil (held last quarter, gone now)
$UNH ($401K last qtr)$BR ($301K last qtr)$RTX ($208K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Construction Machinery & Heavy Transportation Equipment12.1%—
- Technology Hardware, Storage & Peripherals8.0%—
- Interactive Media & Services7.0%—
- Investment Banking & Brokerage6.0%—
- Consumer Staples Merchandise Retail6.0%—
- Environmental & Facilities Services5.1%—
- Restaurants4.4%—
- Systems Software2.8%—
- Other holdings48.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $CAT | Caterpillar Inc | 38K | $26.9M | -1.65K | 8.5% |
| $AAPL | Apple Inc | 99.9K | $25.3M | -2.38K | 8.0% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 76K | $21.9M | -3.44K | 6.9% |
| $GS | Goldman Sachs Group Inc | 22.7K | $19.2M | -895 | 6.1% |
| $WMT | Walmart Inc | 152K | $18.9M | -2.79K | 6.0% |
| $WM | Waste Management Inc | 70.3K | $16.2M | +322 | 5.1% |
| $MCD | McDonald's Corporation | 44.2K | $13.7M | +1.07K | 4.4% |
| $CMI | Cummins Inc | 20.6K | $11.1M | -3.42K | 3.5% |
…and 47 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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