StockDriftsStockDriftsTop 42 Atlasmark Financial INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 18.42% | 50.9K | $37.7M | +0.00%(+0) | $149.43(+380.74%) | 2026-09-30 | |
| IVV | ISHARES TR | 16.02% | 42.8K | $32.8M | +3.27%(+1.35K) | $444.50(+73.23%) | 2026-09-30 | |
| IJH | ISHARES TR | 7.81% | 222.0K | $16.0M | +4.26%(+9.07K) | $51.64(+40.16%) | 2026-09-30 | |
| IVE | ISHARES TR | 6.48% | 58.0K | $13.2M | +8.44%(+4.52K) | $186.82(+25.88%) | 2026-09-30 | |
| IVW | ISHARES TR | 6.41% | 92.2K | $13.1M | +10.05%(+8.42K) | $114.54(+22.41%) | 2026-09-30 | |
| IJR | ISHARES TR | 4.1% | 61.6K | $8.4M | +1.71%(+1.03K) | $89.92(+51.04%) | 2026-09-30 | |
| DGRO | ISHARES TR | 3.99% | 108.2K | $8.2M | +1.25%(+1.33K) | $47.49(+65.28%) | 2026-09-30 | |
| IEFA | ISHARES TR | 3.42% | 72.3K | $7.0M | +3.76%(+2.62K) | $73.65(+30.30%) | 2026-09-30 | |
| IEMG | ISHARES INC | 3.29% | 83.0K | $6.7M | +4.07%(+3.25K) | $58.46(+32.29%) | 2026-09-30 | |
| IEUR | ISHARES TR | 3.25% | 90.3K | $6.7M | +4.26%(+3.69K) | $58.24(+25.97%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.79% | +28.75% | +8.73% | +51.97% |
| Top 20 Holdings Unweighted | +6.96% | +22.37% | +7.49% | +43.50% |
Atlasmark Financial INC reports $204.50M in US-listed equity holdings across 44 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (18.4%), IVV (16.0%) and IJH (7.8%). The top 20 holdings account for 93.31% of reported assets. Its disclosed equity book has returned +28.75% on a three-year cumulative basis. Figures reflect the Q3 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