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The Analysis of AtlasMark Financial, Inc's Holdings & P&L

Currently, AtlasMark Financial, Inc holds 47 types of securities in its portfolio with a total value $154.8M.

1M P&L

+871.5K+0.50%

3M P&L

-3.0M-1.69%

HY P&L

+610.2K+0.35%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A144.8M

93.5%

2Software - Infrastructure3.1M

2.0%

3Semiconductor Equipment & Materials2.2M

1.4%

Top Industries by Stock Count

1N/A31 stocks

66.0%

2Internet Content & Information2 stocks

4.3%

3Home Improvement Retail2 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QQQ INVESCO QQQ TR50.9K shares0.00%2026-03-312026-04-22

IVV ISHARES TR33.0K shares0.00%2026-03-312026-04-22

IJH ISHARES TR178.5K shares0.00%2026-03-312026-04-22

IVE ISHARES TR37.6K shares0.00%2026-03-312026-04-22

DGRO ISHARES TR97.2K shares0.00%2026-03-312026-04-22

IVW ISHARES TR51.5K shares0.00%2026-03-312026-04-22

IJR ISHARES TR51.0K shares0.00%2026-03-312026-04-22

SPY SPDR S&P 500 ETF TR7.4K shares0.00%2026-03-312026-04-22

Sponsored

IEFA ISHARES TR55.5K shares0.00%2026-03-312026-04-22

DIA SPDR DOW JONES INDL AVERAGE10.2K shares0.00%2026-03-312026-04-22

IEUR ISHARES TR68.1K shares0.00%2026-03-312026-04-22

IEMG ISHARES INC68.5K shares0.00%2026-03-312026-04-22

ISTB ISHARES TR91.6K shares0.00%2026-03-312026-04-22

AGG ISHARES TR43.2K shares0.00%2026-03-312026-04-22

HDV ISHARES TR31.6K shares0.00%2026-03-312026-04-22

GOVT ISHARES TR132.6K shares0.00%2026-03-312026-04-22

Sponsored

MSFT MICROSOFT CORP5.8K shares0.00%2026-03-312026-04-22

IJS ISHARES TR20.2K shares0.00%2026-03-312026-04-22

LRCX LAM RESEARCH CORP13.0K shares0.00%2026-03-312026-04-22

HYG ISHARES TR27.3K shares0.00%2026-03-312026-04-22

VTI VANGUARD INDEX FDS5.0K shares0.00%2026-03-312026-04-22

IWM ISHARES TR4.7K shares0.00%2026-03-312026-04-22

AAPL APPLE INC3.7K shares0.00%2026-03-312026-04-22

CATH GLOBAL X FDS10.5K shares0.00%2026-03-312026-04-22

Sponsored

RSP INVESCO EXCHANGE TRADED FD4.0K shares0.00%2026-03-312026-04-22

IMCG ISHARES TR9.0K shares0.00%2026-03-312026-04-22

QCOM QUALCOMM INC3.2K shares0.00%2026-03-312026-04-22

HD HOME DEPOT INC1.4K shares0.00%2026-03-312026-04-22

UNH UNITEDHEALTH GROUP INC1.0K shares0.00%2026-03-312026-04-22

FHLC FIDELITY COVINGTON TRUST4.4K shares0.00%2026-03-312026-04-22

MPC MARATHON PETE CORP2.0K shares0.00%2026-03-312026-04-22

ORCL ORACLE CORP1.6K shares0.00%2026-03-312026-04-22

Sponsored

JPM JPMORGAN CHASE & CO.950 shares0.00%2026-03-312026-04-22

IGPT INVESCO EXCHANGE TRADED FD5.1K shares0.00%2026-03-312026-04-22

LOW LOWES COS INC1.2K shares0.00%2026-03-312026-04-22

PDI PIMCO DYNAMIC INCOME FD15.9K shares0.00%2026-03-312026-04-22

ADBE ADOBE INC800 shares0.00%2026-03-312026-04-22

XLE SELECT SECTOR SPDR TR6.1K shares0.00%2026-03-312026-04-22

AIQ GLOBAL X FDS5.1K shares0.00%2026-03-312026-04-22

IBB ISHARES TR1.5K shares0.00%2026-03-312026-04-22

Sponsored

GOOG ALPHABET INC800 shares0.00%2026-03-312026-04-22

GOOGL ALPHABET INC800 shares0.00%2026-03-312026-04-22

DVY ISHARES TR1.7K shares0.00%2026-03-312026-04-22

ARTY ISHARES TR5.1K shares0.00%2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS771 shares0.00%2026-03-312026-04-22

CVX CHEVRON CORP NEW1.4K shares0.00%2026-03-312026-04-22

CSCO CISCO SYS INC2.7K shares0.00%2026-03-312026-04-22

QQQ

INVESCO QQQ TR

0.00%

Shares50.9K

Event2026-03-31

Filed2026-04-22

IVV

ISHARES TR

0.00%

Shares33.0K

Event2026-03-31

Filed2026-04-22

IJH

ISHARES TR

0.00%

Shares178.5K

Event2026-03-31

Filed2026-04-22

IVE

ISHARES TR

0.00%

Shares37.6K

Event2026-03-31

Filed2026-04-22

DGRO

ISHARES TR

0.00%

Shares97.2K

Event2026-03-31

Filed2026-04-22

IVW

ISHARES TR

0.00%

Shares51.5K

Event2026-03-31

Filed2026-04-22

IJR

ISHARES TR

0.00%

Shares51.0K

Event2026-03-31

Filed2026-04-22

SPY

SPDR S&P 500 ETF TR

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-22

IEFA

ISHARES TR

0.00%

Shares55.5K

Event2026-03-31

Filed2026-04-22

DIA

SPDR DOW JONES INDL AVERAGE

0.00%

Shares10.2K

Event2026-03-31

Filed2026-04-22

IEUR

ISHARES TR

0.00%

Shares68.1K

Event2026-03-31

Filed2026-04-22

IEMG

ISHARES INC

0.00%

Shares68.5K

Event2026-03-31

Filed2026-04-22

ISTB

ISHARES TR

0.00%

Shares91.6K

Event2026-03-31

Filed2026-04-22

AGG

ISHARES TR

0.00%

Shares43.2K

Event2026-03-31

Filed2026-04-22

HDV

ISHARES TR

0.00%

Shares31.6K

Event2026-03-31

Filed2026-04-22

GOVT

ISHARES TR

0.00%

Shares132.6K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-22

IJS

ISHARES TR

0.00%

Shares20.2K

Event2026-03-31

Filed2026-04-22

LRCX

LAM RESEARCH CORP

0.00%

Shares13.0K

Event2026-03-31

Filed2026-04-22

HYG

ISHARES TR

0.00%

Shares27.3K

Event2026-03-31

Filed2026-04-22

VTI

VANGUARD INDEX FDS

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-22

IWM

ISHARES TR

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-22

CATH

GLOBAL X FDS

0.00%

Shares10.5K

Event2026-03-31

Filed2026-04-22

RSP

INVESCO EXCHANGE TRADED FD

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-22

IMCG

ISHARES TR

0.00%

Shares9.0K

Event2026-03-31

Filed2026-04-22

QCOM

QUALCOMM INC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-22

HOME DEPOT INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-22

UNH

UNITEDHEALTH GROUP INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-22

FHLC

FIDELITY COVINGTON TRUST

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-22

MPC

MARATHON PETE CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-22

ORCL

ORACLE CORP

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO.

0.00%

Shares950

Event2026-03-31

Filed2026-04-22

IGPT

INVESCO EXCHANGE TRADED FD

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-22

LOW

LOWES COS INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-22

PDI

PIMCO DYNAMIC INCOME FD

0.00%

Shares15.9K

Event2026-03-31

Filed2026-04-22

ADBE

ADOBE INC

0.00%

Shares800

Event2026-03-31

Filed2026-04-22

XLE

SELECT SECTOR SPDR TR

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-22

AIQ

GLOBAL X FDS

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-22

IBB

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-22

GOOG

ALPHABET INC

0.00%

Shares800

Event2026-03-31

Filed2026-04-22

GOOGL

ALPHABET INC

0.00%

Shares800

Event2026-03-31

Filed2026-04-22

DVY

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-22

ARTY

ISHARES TR

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-22

IBM

INTERNATIONAL BUSINESS

0.00%

Shares771

Event2026-03-31

Filed2026-04-22

CVX

CHEVRON CORP NEW

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-22

CSCO

CISCO SYS INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available