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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 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DVY ISHARES TR 1,671.0 $261K 0.13% -257.0 -13.3% $156.30 +4.0%
42 ORCL ORACLE CORP Technology 1,600.0 $234K 0.12% -18.0 -1.1% $146.55 -3.8%
43 CVX CHEVRON CORPORATION Energy 1,404.0 $233K 0.12% $165.76 +26.9%
44 LOW LOWES COS INC Consumer Cyclical 1,000.0 $220K 0.11% -183.0 -15.5% $220.49 -9.5%
45 OKE ONEOK INC NEW Energy 2,516.0 $219K 0.11% $86.94 +10.1%
46 QTUM ETF SER SOLUTIONS 1,275.0 $211K 0.10% NEW $165.38 -12.5%
47 XLE SELECT SECTOR SPDR TR 3,855.0 $205K 0.10% +830.0 +27.4% $53.12 +21.7%
48 EPD ENTERPRISE PRODS PARTNERS L 5,475.0 $201K 0.10% NEW $36.76
Page 3 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%