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AtlasMark Financial, Inc - Portfolio Stock Holdings

AtlasMark Financial, Inc disclosed 51 stock positions in a recent SEC 13F filing. $203,117,884 of stock holdings were filed, with the largest holdings including QQQ, IVV, and IJH. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $228,571,101 and has 1 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

51

Est. Stock Holding Value:

$203,117,884

Top Stock Holdings By Sector

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Portfolio Stock Holdings - AtlasMark Financial, Inc

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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