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Atwater Malick Portfolio holdings

AUM $370M
1-Year Est. Return 25.28%
This Fund
S&P 500
2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4
This Quarter Est. Return
+6.2%
1 Year Est. Return
+25.28%
3 Year Est. Return
+61.2%
5 Year Est. Return
+84.3%
10 Year Est. Return
–
AUM
$316M
AUM Growth
+$20.2M (+6.8%)
Cap. Flow
+$5.52M
Cap. Flow % of AUM
1.75%
Top 10 Holdings % Top 10 Hldgs %
51.08%
Holding
83
New
5
Increased
36
Reduced
16
Closed
–

Top Buys

Rank Stock Value
1
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$969K
2
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$745K
3
HDV
iShares Core High Dividend ETF
HDV
+$711K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$508K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$484K

Top Sells

Rank Stock Value
1
CMCSA icon
Comcast
CMCSA
+$684K
2
KO icon
Coca-Cola
KO
+$107K
3
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$87.5K
4
CNI icon
Canadian National Railway
CNI
+$83.8K
5
AAPL icon
Apple
AAPL
+$64K

Sector Composition

Rank Sector Weight
1 Industrials 20.62%
2 Technology 14.62%
3 Consumer Staples 11.84%
4 Healthcare 10.6%
5 Communication Services 7.85%
New
Increased
Maintained
Reduced
Closed
Shares
Call Options
Put Options
Stocks
ETFs
Mega Cap
Over $200B
Large Cap
$10B to $200B
Mid Cap
$2B to $10B
Small Cap
$250M to $2B
Micro Cap
Under $250M
Communication Services
Consumer Discretionary
Consumer Staples
Energy
Financials
Healthcare
Industrials
Materials
Real Estate
Technology
Utilities
Communication Services
Advertising Agencies
Broadcasting
Electronic Gaming & Multimedia
Entertainment
Internet Content & Information
Publishing
Telecom Services
Consumer Discretionary
Apparel Manufacturing
Apparel Retail
Auto Manufacturers
Auto Parts
Auto & Truck Dealerships
Department Stores
Footwear & Accessories
Furnishings, Fixtures & Appliances
Gambling
Home Improvement Retail
Internet Retail
Leisure
Lodging
Luxury Goods
Packaging & Containers
Personal Services
Recreational Vehicles
Residential Construction
Resorts & Casinos
Restaurants
Specialty Retail
Textile Manufacturing
Travel Services
Consumer Staples
Beverages - Brewers
Beverages - Non-Alcoholic
Beverages - Wineries & Distilleries
Confectioners
Discount Stores
Education & Training Services
Farm Products
Food Distribution
Grocery Stores
Household & Personal Products
Packaged Foods
Tobacco
Energy
Oil & Gas Drilling
Oil & Gas Equipment & Services
Oil & Gas Exploration & Production
Oil & Gas Integrated
Oil & Gas Midstream
Oil & Gas Refining & Marketing
Thermal Coal
Uranium
Financials
Asset Management
Banks - Diversified
Banks - Regional
Capital Markets
Credit Services
Diversified Insurance
Financial Conglomerates
Financial Data & Stock Exchanges
Insurance Brokers
Life Insurance
Mortgage Finance
Property & Casualty Insurance
Reinsurance
Shell Companies
Specialty - Insurance
Healthcare
Biotechnology
Diagnostics & Research
Drug Manufacturers - General
Drug Manufacturers - Specialty & Generic
Healthcare Plans
Health Information Services
Medical Care Facilities
Medical Devices
Medical Distribution
Medical Instruments & Supplies
Pharmaceutical Retailers
Industrials
Aerospace & Defense
Airlines
Airports & Air Services
Building Products & Equipment
Business Equipment & Supplies
Conglomerates
Consulting Services
Electrical Equipment & Parts
Engineering & Construction
Farm & Heavy Construction Machinery
Industrial Distribution
Infrastructure Operations
Integrated Freight & Logistics
Marine Shipping
Metal Fabrication
Pollution & Treatment Controls
Railroads
Rental & Leasing Services
Security & Protection Services
Specialty Business Services
Specialty Industrial Machinery
Staffing & Employment Services
Tools & Accessories
Trucking
Waste Management
Materials
Agricultural Inputs
Aluminum
Building Materials
Chemicals
Coking Coal
Copper
Gold
Lumber & Wood Production
Other Industrial Metals & Mining
Other Precious Metals & Mining
Paper & Paper Products
Silver
Specialty Chemicals
Steel
Real Estate
Diversified REIT
Healthcare Facilities REIT
Hotel & Motel REIT
Industrial REIT
Mortgage REIT
Office REIT
Real Estate Development
Real Estate Diversified
Real Estate Services
Residential REIT
Retail REIT
Specialty REIT
Technology
Communication Equipment
Computer Hardware
Consumer Electronics
Electronic Components
Electronics & Computer Distribution
Information Technology Services
Scientific & Technical Instruments
Semiconductor Equipment & Materials
Semiconductors
Software - Application
Software - Infrastructure
Solar
Utilities
Diversified Utilities
Electric Utilities
Gas Utilities
Independent Power Producers
Renewable Electricity
Water Utilities
# Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
IVV icon
1
iShares Core S&P 500 ETF
IVV
$887B
$22.2M 7.04%
35,801
+830
+2% +$477K
2
AAPL icon
2
Apple
AAPL
$4.81T
$22M 6.97%
107,234
-317
-0.3% -$64K
3
GS icon
3
Goldman Sachs
GS
$320B
$18M 5.69%
25,379
+8
+0% +$4.64K
4
CAT icon
4
Caterpillar
CAT
$410B
$16.6M 5.27%
42,840
+100
+0.2% +$33.3K
5
WMT icon
5
Walmart Inc
WMT
$878B
$16M 5.07%
163,654
-514
-0.3% -$49K
6
WM icon
6
Waste Management
WM
$93.6B
$16M 5.06%
69,874
-111
-0.2% -$25.7K
7
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.24T
$15.4M 4.89%
87,653
-311
-0.4% -$50.9K
8
CMI icon
8
Cummins
CMI
$91.1B
$11.8M 3.73%
35,983
-30
-0.1% -$9.29K
9
ACN icon
9
Accenture
ACN
$86.2B
$11.8M 3.72%
39,326
+305
+0.8% +$92.9K
10
MCD icon
10
McDonald's
MCD
$188B
$11.5M 3.64%
39,298
+117
+0.3% +$36.1K
11
NVO
11
Novo Nordisk
NVO
$218B
$11.4M 3.62%
165,605
+1,736
+1% +$118K
12
PG icon
12
Procter & Gamble
PG
$345B
$10.3M 3.26%
64,510
+220
+0.3% +$35.9K
13
DGX icon
13
Quest Diagnostics
DGX
$23B
$10.2M 3.22%
56,666
+18
+0% +$3.13K
14
KO icon
14
Coca-Cola
KO
$353B
$10.1M 3.2%
142,920
-1,501
-1% -$107K
15
MSFT icon
15
Microsoft
MSFT
$2.95T
$9.83M 3.11%
19,758
-66
-0.3% -$28.7K
16
DIS icon
16
Walt Disney
DIS
$167B
$7.81M 2.47%
62,994
-500
-0.8% -$52K
17
AOS icon
17
A.O. Smith
AOS
$8.12B
$7.62M 2.41%
116,253
+530
+0.5% +$34.7K
18
JNJ icon
18
Johnson & Johnson
JNJ
$603B
$7.48M 2.37%
48,996
+308
+0.6% +$47.3K
19
CNI icon
19
Canadian National Railway
CNI
$76.9B
$7.33M 2.32%
70,450
-824
-1% -$83.8K
20
LOW icon
20
Lowe's Companies
LOW
$114B
$7.2M 2.28%
32,458
+542
+2% +$121K
21
ACWI icon
21
iShares MSCI ACWI ETF
ACWI
$33.1B
$5.67M 1.8%
44,098
+981
+2% +$118K
22
USXF icon
22
iShares ESG Advanced MSCI USA ETF
USXF
$1.43B
$3.68M 1.17%
68,225
– –
23
UPS icon
23
United Parcel Service
UPS
$96.2B
$3.06M 0.97%
30,364
+3,077
+11% +$303K
24
PKG icon
24
Packaging Corp of America
PKG
$20.3B
$3.01M 0.95%
15,956
+897
+6% +$170K
25
IBMN
25
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$2.74M 0.87%
102,565
+1,197
+1% +$32K
1
2 3 4

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RBWA
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Atwater Malick's Q2 2025 Portfolio in Review

As of Q2 2025, Atwater Malick held 83 positions worth $316M, up 6.8% from $296M the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Atwater Malick's Q2 2025 filing shows 5 new, 36 increased and 16 reduced positions. Its largest new stake was iShares Bitcoin Trust: 8,632 shares worth $528K. The largest sale was Comcast, an estimated $684K.

By sector, the portfolio is most concentrated in Industrials at 21% of assets, down from 21% a quarter earlier, followed by Technology and Consumer Staples.

  • Atwater Malick's largest Q2 2025 buy was iShares Bitcoin Trust: 8,632 shares worth $528K.
  • Atwater Malick added most to iShares MSCI ACWI ex US ETF in Q2 2025, an estimated $969K increase.
  • Atwater Malick's biggest Q2 2025 reduction was Comcast, cutting an estimated $684K.
  • Atwater Malick's ten largest holdings make up 51% of its $316M portfolio in Q2 2025.
  • Atwater Malick opened 5 new positions and closed 0 in Q2 2025.
  • Atwater Malick's portfolio value rose 6.8% quarter-over-quarter to $316M.

Based on Atwater Malick's 13F filing for Q2 2025, filed 21 Jul 2025.

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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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