Long-term investor
Atwater Malick LLC @atwatermalickllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001769288).
Record
- Tracked since 2025-06-30 (434 days), 100 trades recorded
- Returns: week n/a · month n/a · 90 days +11.8% · 6 months +17.8% · 1 year +26.9% · all +26.9%
- Max drawdown -0.1% · Sharpe 1.84 · win rate 27% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 9.2% · long · since 2025-06-30
- CAT · 8.8% · long · since 2025-06-30
- AAPL · 6.4% · long · since 2025-06-30
- GOOGL · 6.0% · long · since 2025-06-30
- 46429B663 · 5.1% · long · since 2025-06-30
- GS · 5.0% · long · since 2025-06-30
- 464288240 · 4.7% · long · since 2025-06-30
- 46434V621 · 4.4% · long · since 2025-06-30
- WMT · 3.8% · long · since 2025-06-30
- 464289438 · 3.8% · long · since 2025-06-30
- WM · 3.5% · long · since 2025-06-30
- CMI · 3.1% · long · since 2025-06-30
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