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Portfolio (Quarterly) Guide ↗

AtlasMark Financial, Inc

· CIK 0002127120
13F Portfolio $203M AUM 48 positions Filed Aug 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2024 · All 11 New 17 Added 5 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DIA STATE STR SPDR DOW JONES IND Financial Services 10,200.0 $5.3M 2.62% -200.0 -1.9% $522.39 +0.9%
2 IJS ISHARES TR 19,360.0 $2.6M 1.30% -2K -8.0% $136.68 -1.3%
3 DVY ISHARES TR 1,671.0 $261K 0.13% -257.0 -13.3% $156.30 +4.0%
4 ORCL ORACLE CORP Technology 1,600.0 $234K 0.12% -18.0 -1.1% $146.55 -3.8%
5 LOW LOWES COS INC Consumer Cyclical 1,000.0 $220K 0.11% -183.0 -15.5% $220.49 -9.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 79.9%
Technology 16.3%
Energy 1.5%
Consumer Cyclical 1.1%
Healthcare 0.7%
Communication Services 0.5%