AtlasMark Financial, Inc - Portfolio overview

AtlasMark Financial, Inc has 47 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. QQQ - INVESCO QQQ TR, 20.21%
2. IVV - ISHARES TR, 14.61%
3. IJH - ISHARES TR, 7.61%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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