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Home > Institutional Investor > Atwater Malick Llc > Profile

Instuitional Investor - Atwater Malick Llc

Fund Profile
Filing Period:
Fund Name: Atwater Malick Llc
Portfolio Value $255,148,456
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 107,378 $20,673,570 8.1%
2.
Novo Nordisk A S
 NVO 170,278 $17,615,289 6.9%
3.
Accenture Plc
 ACN 36,121 $12,675,045 4.96%
4.
Caterpillar Inc
 CAT 42,466 $12,555,900 4.92%
5.
Waste Management Inc
 WM 66,927 $11,986,602 4.69%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)