AtlasMark Financial, Inc
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 8 quarters. Past performance does not predict future results.
Portfolio Concentration
20 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Portfolio Trend
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 79.9% | $39,205,616 |
| Technology | 14.4% | $7,090,254 |
| Energy | 1.6% | $778,847 |
| Consumer Cyclical | 1.5% | $723,520 |
| Financial Services | 1.1% | $551,261 |
| Communication Services | 0.9% | $459,536 |
| Healthcare | 0.6% | $270,590 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 50,930 | $29,395,777 | 59.89% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 7,430 | $4,832,026 | 9.85% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 10,200 | $4,724,538 | 9.63% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 13,000 | $2,777,580 | 5.66% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 5,761 | $2,132,549 | 4.35% | |
| AAPL |
Apple Inc.
Technology
|
Held | 3,711 | $941,814 | 1.92% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Held | 2,000 | $488,360 | 1.00% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 1,600 | $459,536 | 0.94% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 1,350 | $444,001 | 0.90% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 3,200 | $412,096 | 0.84% | |
| CVX |
Chevron Corp
Energy
|
Held | 1,404 | $290,487 | 0.59% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Held | 1,183 | $279,519 | 0.57% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 950 | $279,452 | 0.57% | |
| PDI |
PIMCO Dynamic Income Fund
Financial Services
|
Held | 15,886 | $271,809 | 0.55% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 1,000 | $270,590 | 0.55% | |
| IBB |
iShares Biotechnology ETF
|
Held | 1,500 | $253,275 | 0.52% | |
| ORCL |
Oracle Corp
Technology
|
Held | 1,600 | $235,376 | 0.48% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 2,700 | $209,493 | 0.43% | |
| ADBE |
Adobe Inc.
Technology
|
Held | 800 | $194,464 | 0.40% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 771 | $186,882 | 0.38% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.