Question 1

What stocks does ATWATER MALICK LLC hold in its portfolio?

Accepted Answer

ATWATER MALICK LLC's top stock holdings include CAT, IVV, AAPL and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ATWATER MALICK LLC's largest stock holdings?

Accepted Answer

ATWATER MALICK LLC's largest stock holdings as of their last filing include CAT (valued at approximately $40.3 million), IVV (valued at approximately $42.0 million), AAPL (valued at approximately $29.5 million), HDV (valued at approximately $23.6 million), ACWX (valued at approximately $21.6 million).

Question 3

When was ATWATER MALICK LLC's last SEC filing?

Accepted Answer

ATWATER MALICK LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ATWATER MALICK LLC recently bought or sold?

Accepted Answer

ATWATER MALICK LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ATWATER MALICK LLC reported?

Accepted Answer

ATWATER MALICK LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

Does ATWATER MALICK LLC hold options positions?

Accepted Answer

Yes, ATWATER MALICK LLC holds options positions in addition to equity holdings. You can view the details of these option positions in the Option Holdings section of this page.

Question 7

What types of securities does ATWATER MALICK LLC invest in?

Accepted Answer

ATWATER MALICK LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.