StockDriftsStockDriftsTop 47 Atlasmark Financial INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 18.46% | 50.9K | $37.5M | +0.00%(+0) | $149.43(+390.21%) | 2026-06-30 | |
| IVV | ISHARES TR | 15.27% | 41.4K | $31.0M | +25.41%(+8.39K) | $434.27(+79.37%) | 2026-06-30 | |
| IJH | ISHARES TR | 8.09% | 213.0K | $16.4M | +19.28%(+34.43K) | $50.67(+55.03%) | 2026-06-30 | |
| IVE | ISHARES TR | 5.98% | 53.5K | $12.2M | +42.47%(+15.95K) | $183.37(+29.31%) | 2026-06-30 | |
| IVW | ISHARES TR | 5.67% | 83.8K | $11.5M | +62.76%(+32.31K) | $111.99(+26.46%) | 2026-06-30 | |
| IJR | ISHARES TR | 4.42% | 60.6K | $9.0M | +18.79%(+9.58K) | $89.03(+68.43%) | 2026-06-30 | |
| DGRO | ISHARES TR | 3.99% | 106.9K | $8.1M | +9.93%(+9.65K) | $47.14(+68.84%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.31% | 69.7K | $6.7M | +25.59%(+14.20K) | $72.78(+39.22%) | 2026-06-30 | |
| IEMG | ISHARES INC | 3.25% | 79.8K | $6.6M | +16.38%(+11.23K) | $57.50(+43.69%) | 2026-06-30 | |
| IEUR | ISHARES TR | 3.2% | 86.6K | $6.5M | +27.12%(+18.47K) | $57.55(+36.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +3.19% | +9.87% | +13.20% | +85.89% |
| Top 20 Holdings Unweighted | +2.53% | +7.80% | +11.23% | +70.23% |
Atlasmark Financial INC reports $203.12M in US-listed equity holdings across 48 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (18.5%), IVV (15.3%) and IJH (8.1%). The top 20 holdings account for 92.41% of reported assets. Its disclosed equity book has returned +9.87% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Atlasmark Financial INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2127120). View Atlasmark Financial INC’s 13F filings on SEC