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Portfolio (Quarterly) Guide ↗

AtlasMark Financial, Inc

· CIK 0002127120
13F Portfolio $109M AUM 39 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q4 2024 Q3 2024 · All 1 New 14 Added 2 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LRCX LAM RESEARCH CORP Technology 13,000.0 $939K 0.86% NEW $72.23 +318.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 81.5%
Technology 13.6%
Consumer Cyclical 2.0%
Energy 1.8%
Healthcare 1.2%