DOSSIER · 13F-HR · Q3 2026
Atwater Malick LLC
$454M in tracked AUM across 131 positions as of Q3 2026.
AM
CIK 0001769288 · last filed Sep 30, 2026
AI Analysis · Q3 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 · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.
Filing history
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