DOSSIER · 13F-HR · Q2 2026
Atwater Malick LLC
$459M in tracked AUM across 130 positions as of Q2 2026.
AM
CIK 0001769288 · last filed Jun 30, 2026
AI Analysis · Q2 2026
1. Portfolio Overview
Atwater Malick LLC has reported a significant expansion in its investment portfolio for the quarter ending December 31, 2025. The total portfolio value surged by 205.6%, rising from $118.69M to $362.68M. This dramatic increase in assets under management (AUM) suggests substantial capital inflows or a major restructuring strategy during the quarter.
The portfolio currently consists of 90 holdings, reflecting a diversified approach. The structure indicat...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
Showing 12 of 31