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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
Page 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HYG ISHARES TR 22,463.0 $1.8M 0.88% +5K +30.3% $79.97 -1.1%
22 IWM ISHARES TR 4,700.0 $1.4M 0.69% $300.45 -3.4%
23 AAPL APPLE INC Technology 4,362.0 $1.3M 0.62% +514.0 +13.4% $289.36 +12.4%
24 PDI PIMCO DYNAMIC INCOME FD Financial Services 72,139.0 $1.2M 0.59% NEW $16.70 -9.1%
25 CATH GLOBAL X FDS 10,500.0 $929K 0.46% $88.50 +2.5%
26 IMCG ISHARES TR 9,000.0 $885K 0.44% $98.30 -3.2%
27 RSP INVESCO EXCHANGE TRADED FD T 4,000.0 $851K 0.42% NEW $212.77 +2.2%
28 QCOM QUALCOMM INC Technology 3,200.0 $591K 0.29% $184.79 -9.9%
29 IGPT INVESCO EXCHANGE TRADED FD T 5,124.0 $533K 0.26% NEW $104.10 -12.8%
30 MPC MARATHON PETE CORP Energy 2,000.0 $511K 0.25% $255.67 +48.4%
31 HD HOME DEPOT INC Consumer Cyclical 1,350.0 $476K 0.23% $352.68 -9.5%
32 SPACE EXPLORATION TECHN CORP 2,600.0 $444K 0.22% NEW $170.86
33 UNH UNITEDHEALTH GROUP INC Healthcare 1,000.0 $416K 0.20% $415.63 -4.7%
34 ARTY ISHARES TR 5,163.0 $393K 0.19% NEW $76.16 -3.8%
35 FIDELITY COVINGTON TRUST 4,400.0 $340K 0.17% $77.25
36 AIQ GLOBAL X FDS 5,156.0 $338K 0.17% NEW $65.61 -3.7%
37 CSCO CISCO SYS INC Technology 2,700.0 $317K 0.16% NEW $117.46 -6.6%
38 JPM JPMORGAN CHASE & CO Financial Services 950.0 $311K 0.15% $327.33 +8.3%
39 GOOGL ALPHABET INC Communication Services 800.0 $286K 0.14% NEW $357.37 -6.5%
40 GOOG ALPHABET INC 800.0 $283K 0.14% NEW $353.33
Page 2 of 3  ·  48 positions

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%