Atwater-Malick

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NVR",
  null,
  null,
  null,
  null,
  null,
  "ACN",
  "ABBV",
  "GOOGL",
  "CAT",
  "LOW",
  null,
  null,
  "CMI",
  null,
  "FITB",
  "GD",
  "AGL",
  "MCD",
  null,
  "FULT",
  "ISRG",
  "MUB",
  "META",
  null,
  "MA",
  "MSFT",
  null,
  "HSY",
  "PEP",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PG",
  "PKG",
  "DGX",
  "GLD",
  "IBM",
  "SBUX",
  "UPS",
  "VNQ",
  "VV",
  "TSM",
  null,
  null,
  "WM",
  null,
  "AOS",
  "NVO",
  "AMZN",
  null,
  "VEA",
  "VB",
  "WMT",
  null,
  null,
  "DGRO",
  null,
  "BRK-B",
  "BR",
  "CNI",
  "CVX",
  "CB",
  "KO",
  "CMCSA",
  "CPRT",
  "CTVA",
  "DHR",
  "DFAC",
  "RSP",
  "QQQ",
  "DIS",
  "XOM",
  "JNJ",
  "LLY",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 78
Total Value: 295584063
Accession Number: 0001214659-25-005744
Form Type: 13F-HR
CIK: atwater-malick
Manager Name: Atwater-Malick

Data Enrichment

77% identified

60 identified18 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

78 positions • $295.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464288257

Shares:43.1K

Value:$5.0M

% of Portfolio:1.7% ($5.0M/$295.6M)

46436E767

Shares:68.2K

Value:$3.2M

% of Portfolio:1.1% ($3.2M/$295.6M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:27.3K

Value:$3.0M

% of Portfolio:1.0% ($3.0M/$295.6M)

PACKAGING CORP OF AMERICA

PKG|695156109

Shares:15.1K

Value:$3.0M

% of Portfolio:1.0% ($3.0M/$295.6M)

COPART INC

CPRT|217204106

Shares:48.0K

Value:$2.7M

% of Portfolio:0.9% ($2.7M/$295.6M)

46435U432

Shares:101.4K

Value:$2.7M

% of Portfolio:0.9% ($2.7M/$295.6M)

25434V708

DFAC|25434V708

Shares:75.3K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$295.6M)

46435U259

Shares:94.7K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$295.6M)

464287226

Shares:20.4K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$295.6M)

46436E759

Shares:29.5K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$295.6M)

46435U283

Shares:76.9K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$295.6M)

COMCAST CORP

CMCSA|20030N101

Shares:49.4K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$295.6M)

46434V621

DGRO|46434V621

Shares:24.4K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$295.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.6K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$295.6M)

AMAZON COM INC

AMZN|023135106

Shares:7.0K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$295.6M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:2.5K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$295.6M)

Mastercard Inc

MA|57636Q104

Shares:2.0K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$295.6M)

03073E105

Shares:3.8K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$295.6M)

NVIDIA CORP

NVDA|67066G104

Shares:9.3K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$295.6M)

SPDR GOLD TRUST

GLD|78463V107

Shares:3.2K

Value:$911.7K

% of Portfolio:0.3% ($911.7K/$295.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288257)✕	43.1K	QoQ +2.53% (+1.1K) YoY +2.12% (+896)	All Managers (Combined)	$5.0M	1.7% ($5.0M/$295.6M)	QoQ +1.57% (+$77.6K) YoY +7.92% (+$368.6K)
(cusip46436E767)✕	68.2K	QoQ 0.00% (-0) YoY +46.02% (+21.5K)	All Managers (Combined)	$3.2M	1.1% ($3.2M/$295.6M)	QoQ -6.13% (-$208.1K) YoY +50.94% (+$1.1M)
UNITED PARCEL SERVICE INC(UPScusip911312106)	27.3K	QoQ +11.67% (-2.9K) YoY -7.93% (-2.4K)	All Managers (Combined)	$3.0M	1.0% ($3.0M/$295.6M)	QoQ -2.59% (-$79.9K) YoY -31.87% (-$1.4M)
PACKAGING CORP OF AMERICA(PKGcusip695156109)	15.1K	QoQ +12.50% (-1.7K) YoY +118.97% (+8.2K)	All Managers (Combined)	$3.0M	1.0% ($3.0M/$295.6M)	QoQ -1.03% (-$31.3K) YoY +128.48% (+$1.7M)
COPART INC(CPRTcusip217204106)	48.0K	QoQ +18.14% (+7.4K) YoY +398.09% (+38.4K)	All Managers (Combined)	$2.7M	0.9% ($2.7M/$295.6M)	QoQ +16.50% (+$385.1K) YoY +386.65% (+$2.2M)
(cusip46435U432)✕	101.4K	QoQ +20.97% (+17.6K) YoY +60.77% (+38.3K)	All Managers (Combined)	$2.7M	0.9% ($2.7M/$295.6M)	QoQ +21.58% (+$481.4K) YoY +62.53% (+$1.0M)
(DFACcusip25434V708)	75.3K	QoQ -4.45% (-3.5K) YoY -7.12% (-5.8K)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$295.6M)	QoQ -8.87% (-$242.1K) YoY -4.10% (-$106.3K)
(cusip46435U259)✕	94.7K	QoQ +47.07% (+30.3K) YoY +82.97% (+42.9K)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$295.6M)	QoQ +47.65% (+$781.2K) YoY +84.49% (+$1.1M)
(cusip464287226)✕	20.4K	QoQ +3.76% (+739) YoY +6.47% (+1.2K)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$295.6M)	QoQ +5.92% (+$112.8K) YoY +7.54% (+$141.4K)
(cusip46436E759)✕	29.5K	QoQ +34.03% (+7.5K) YoY +44.37% (+9.1K)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$295.6M)	QoQ +39.68% (+$565.1K) YoY +42.69% (+$595.2K)
(cusip46435U283)✕	76.9K	QoQ +36.41% (+20.5K) YoY +60.78% (+29.1K)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$295.6M)	QoQ +37.17% (+$527.0K) YoY +61.48% (+$740.4K)
COMCAST CORP(CMCSAcusip20030N101)	49.4K	QoQ -49.99% (-49.4K) YoY -59.22% (-71.8K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$295.6M)	QoQ -50.83% (-$1.9M) YoY -65.28% (-$3.4M)
(DGROcusip46434V621)	24.4K	QoQ +31.48% (+5.8K) YoY +126.41% (+13.6K)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$295.6M)	QoQ +32.43% (+$369.1K) YoY +140.92% (+$881.5K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.6K	QoQ 0.00% (+0) YoY +0.42% (+11)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$295.6M)	QoQ +17.49% (+$205.5K) YoY +27.18% (+$295.0K)
AMAZON COM INC(AMZNcusip023135106)	7.0K	QoQ 0.00% (-0) YoY +8.01% (+520)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$295.6M)	QoQ -13.27% (-$204.2K) YoY +13.92% (+$163.0K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	2.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$295.6M)	QoQ -5.11% (-$66.1K) YoY +24.09% (+$238.0K)
Mastercard Inc(MAcusip57636Q104)	2.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$295.6M)	QoQ +4.09% (+$43.7K) YoY +13.81% (+$135.0K)
(cusip03073E105)✕	3.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$295.6M)	QoQ +23.77% (+$203.8K) YoY +14.44% (+$133.9K)
NVIDIA CORP(NVDAcusip67066G104)	9.3K	QoQ -3.05% (-293) YoY +890.29% (+8.4K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$295.6M)	QoQ -21.76% (-$280.0K) YoY +18.78% (+$159.2K)
SPDR GOLD TRUST(GLDcusip78463V107)	3.2K	QoQ 0.00% (+0) YoY -3.35% (-110)	All Managers (Combined)	$911.7K	0.3% ($911.7K/$295.6M)	QoQ +19.00% (+$145.6K) YoY +35.35% (-$238.1K)