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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 1 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 50,930.0 $37.5M 18.46% +2K +4.4% $736.40 -4.0%
2 IVV ISHARES TR 41,428.0 $31.0M 15.27% +16K +61.7% $748.88 +2.1%
3 IJH ISHARES TR 212,974.0 $16.4M 8.09% +77K +57.1% $77.11 -3.3%
4 IVE ISHARES TR 53,513.0 $12.2M 5.98% +34K +176.0% $227.06 +3.8%
5 IVW ISHARES TR 83,781.0 $11.5M 5.67% +66K +380.4% $137.53 +0.4%
6 IJR ISHARES TR 60,562.0 $9.0M 4.42% +15K +34.0% $148.31 -3.7%
7 DGRO ISHARES TR 106,864.0 $8.1M 3.99% +21K +24.8% $75.79 +4.0%
8 IEFA ISHARES TR 69,666.0 $6.7M 3.31% +30K +74.7% $96.58 +2.8%
9 IEMG ISHARES INC 79,768.0 $6.6M 3.25% +42K +110.0% $82.84 -1.8%
10 IEUR ISHARES TR 86,589.0 $6.5M 3.20% +42K +93.5% $75.17 +2.0%
11 LRCX LAM RESEARCH CORP Technology 13,000.0 $5.6M 2.77% $433.33 -33.6%
12 ISTB ISHARES TR 115,402.0 $5.6M 2.74% +36K +46.2% $48.25 -1.0%
13 SPY STATE STR SPDR S&P 500 ETF T Financial Services 7,430.0 $5.5M 2.73% $746.77 +1.9%
14 AGG ISHARES TR 55,517.0 $5.5M 2.71% +20K +56.0% $98.98 -2.2%
15 DIA STATE STR SPDR DOW JONES IND Financial Services 10,200.0 $5.3M 2.62% -200.0 -1.9% $522.39 +1.0%
16 HDV ISHARES TR 186,551.0 $5.1M 2.52% +162K +652.9% $27.41 +8.0%
17 GOVT ISHARES TR 125,947.0 $2.9M 1.41% +34K +37.1% $22.78 -2.0%
18 IJS ISHARES TR 19,360.0 $2.6M 1.30% -2K -8.0% $136.68 -1.2%
19 MSFT MICROSOFT CORP Technology 5,761.0 $2.1M 1.06% $373.02 +34.4%
20 VTI VANGUARD INDEX FDS 5,000.0 $1.9M 0.91% $370.04 +1.3%
Page 1 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%