$126 Million is the total value of Atwater Malick LLC's 38 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TFC | New | TRUIST FINL CORP | $294,000 | – | 5,224 | +100.0% | 0.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 23 | Q2 2024 | 9.0% |
| NOVO-NORDISK A S | 23 | Q2 2024 | 8.3% |
| ACCENTURE PLC IRELAND | 23 | Q2 2024 | 5.9% |
| WASTE MGMT INC DEL | 23 | Q2 2024 | 5.6% |
| MCDONALDS CORP | 23 | Q2 2024 | 5.5% |
| CATERPILLAR INC DEL | 23 | Q2 2024 | 5.5% |
| PROCTER & GAMBLE CO | 23 | Q2 2024 | 5.2% |
| CANADIAN NATL RY CO | 23 | Q2 2024 | 4.4% |
| CUMMINS INC | 23 | Q2 2024 | 4.4% |
| JOHNSON & JOHNSON | 23 | Q2 2024 | 4.4% |
View Atwater Malick LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-17 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-04-08 |
View Atwater Malick LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.