account_balance

Investment manager · 13F filer · SEC CIK 2127120

AtlasMark Financial, Inc

Reported value$204Mas of Sep 30, 2026
Positions44 2 new, 6 sold out
Top 10 weight73.2%QQQ alone is 18%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
QQQ Invesco QQQ Tr 18.4% Held
IVV iShares Tr 16.0% Added +3%
IJH iShares Tr 7.8% Added +4%
IVE iShares Tr 6.5% Added +8%
IVW iShares Tr 6.4% Added +10%
IJR iShares Tr 4.1% Held
DGRO iShares Tr 4.0% Held
IEFA iShares Tr 3.4% Added +4%
IEMG iShares Inc 3.3% Added +4%
IEUR iShares Tr 3.3% Added +4%
SPY SPDR S&P 500 ETF Trust 2.8% Held
HDV iShares Tr 2.7% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Aug 17, 2026 filing
add_circleNew
  • MRK $212K
  • XLV $202K
arrow_upwardAdded
  • PDI +24%
  • IVW +10%
  • IVE +8%
  • IJH +4%
arrow_downwardTrimmed
  • HYG −15%
  • ISTB −3%
  • IJS −3%
  • GOVT −2%
remove_circleSold out
  • MPC $511K
  • FHLC $340K
  • LOW $220K
  • QTUM $211K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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