AtlasMark Financial, Inc

All 13F Filings

Location
Austin, TX
Most recent 13F
Q2 2026
Holdings value ($000)
203,118
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/17/2026 48 203,118 13F-HR AtlasMark Financial, Inc
Q1 2026 4/22/2026 47 154,822 13F-HR AtlasMark Financial, Inc
Q4 2025 4/22/2026 47 154,822 13F-HR AtlasMark Financial, Inc
Q3 2025 4/22/2026 43 149,594 13F-HR AtlasMark Financial, Inc
Q2 2025 4/22/2026 39 131,463 13F-HR AtlasMark Financial, Inc
Q1 2025 4/22/2026 39 107,801 13F-HR AtlasMark Financial, Inc
Q4 2024 4/22/2026 39 108,801 13F-HR AtlasMark Financial, Inc
Q3 2024 4/22/2026 40 107,567 13F-HR AtlasMark Financial, Inc
Q2 2023 4/22/2026 39 81,421 13F-HR AtlasMark Financial, Inc
Q1 2023 4/22/2026 38 76,329 13F-HR AtlasMark Financial, Inc
Q3 2022 4/22/2026 38 66,823 13F-HR AtlasMark Financial, Inc
Q2 2022 4/22/2026 40 69,075 13F-HR AtlasMark Financial, Inc
Q1 2022 4/22/2026 40 78,129 13F-HR AtlasMark Financial, Inc
Q4 2021 4/22/2026 41 82,671 13F-HR AtlasMark Financial, Inc
Q3 2021 4/22/2026 39 74,813 13F-HR AtlasMark Financial, Inc
Q2 2021 4/22/2026 39 76,334 13F-HR AtlasMark Financial, Inc
Q1 2021 4/22/2026 39 71,558 13F-HR AtlasMark Financial, Inc
Q4 2020 4/22/2026 37 66,109 13F-HR AtlasMark Financial, Inc
Q3 2020 4/22/2026 37 57,696 13F-HR AtlasMark Financial, Inc
Q2 2020 4/22/2026 36 50,671 13F-HR AtlasMark Financial, Inc
Q1 2020 4/22/2026 33 40,078 13F-HR AtlasMark Financial, Inc
Q4 2019 4/22/2026 34 43,602 13F-HR AtlasMark Financial, Inc
Q3 2019 4/22/2026 34 40,115 13F-HR AtlasMark Financial, Inc
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 15.33 K 7.5% 4.702 K 0 4.702 K
ETFs 187.8 K 92.5% 43.59 K 0 43.59 K
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Fund Snapshot

Q2 2026
Latest filed
8/17/2026
Total value ($000)
203,118
Holdings
48
QoQ value change ($000)
48,296 (31.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.