SEC 13F Intelligence

Managers / Q3 2019 · view latest →

AlphaMark Advisors, LLC

CIK 0001348183 · 810 WRIGHT'S SUMMIT PKWY, SUITE 100, FT. WRIGHT, KY, 41011 · 859-957-1803

Reported Value
$231M
Q3 2019
Positions
510
Filings on Record
25
2019–present window
Filed
Nov 1, 2019
original filing

Summary

Alphamark Advisors, LLC reported $231M in U.S.-listed holdings across 510 positions for Q3 2019.

Its largest position, Alphamark Actively Man, represents 8.5% of the portfolio.

Compared with Q2 2019, the fund opened 27 new positions and exited 52.

Portfolio Metrics

Turnover
+9.4%
vs prior filed quarter
Top-10 Concentration
+34.4%
share of reported value
Largest Position
+8.5%
Alphamark Actively Man
New / Exited
27 / 52
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $208MQ4 ’18Q1 ’19: $236MQ2 ’19: $228MQ3 ’19: $231MQ3 ’19Q4 ’19: $239MQ1 ’20: $181MQ2 ’20: $232MQ2 ’20Q3 ’20: $241MQ4 ’20: $262MQ1 ’21: $262MQ1 ’21Q2 ’21: $274MQ3 ’21: $277MQ4 ’21: $286MQ4 ’21Q1 ’22: $270MQ2 ’22: $216MQ3 ’22: $202MQ3 ’22Q1 ’23: $223MQ2 ’23: $217MQ3 ’23: $233MQ3 ’23Q4 ’23: $263MQ1 ’24: $284MQ2 ’24: $288MQ2 ’24Q3 ’24: $290MQ4 ’24: $231Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 52.8%ETP: 26.1%Other: 17.7%ADR: 1.9%REIT: 1.1%Other: 0.4%
  • Common Stock · 52.8% · $122M
  • ETP · 26.1% · $60M
  • Other · 17.7% · $41M
  • ADR · 1.9% · $4M
  • REIT · 1.1% · $3M
  • Other · 0.4% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2019 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
GPNGlobal Payments IncNEW+36.5K36.5K+$6M$6M
S P D R Trust Unit SRNEW+15.2K15.2K+$4M$4M
DLTRDollar Tree IncNEW+10.3K10.3K+$1M$1M
Lazard LtdNEW+3.0K3.0K+$103,000$103,000
Powershs Exch Trad FdNEW+1.2K1.2K+$22,000$22,000
FFBCFirst Finl Bancorp OhiNEW+822822+$20,000$20,000
DHSWisdomTree US High DivNEW+200200+$15,000$15,000
Du Pont E I De Nemour&NEW+213213+$15,000$15,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2019

491 positions
#IssuerClass% PortfolioValueShares
1AlphaMark Actively ManETF8.49%$20M843.2K
2IWNiShares Russ Val 2000history →ETF5.89%$14M113.8K
3PGProcter & Gamble Cohistory →COM3.11%$7M57.6K
4Deutsche X-tackers MSCCOM2.89%$7M206.3K
5iShs iBonds 12/2022COM2.85%$7M259.9K
6GPNGlobal Payments Inchistory →COM2.51%$6M36.5K
7SPSBSPDR Portfolio Short Thistory →COM2.25%$5M168.1K
8ICEIntrcontinentalexchanghistory →COM2.18%$5M54.5K
9ROSTRoss Storeshistory →COM2.12%$5M44.5K
10MPCMarathon Petroluemhistory →COM2.07%$5M78.5K
11ELLauder Estee Co Inc Clhistory →COM2.07%$5M24.0K
12S P D R Trust Unit SRETF1.95%$4M15.2K
13CELGCelgene Corphistory →COM1.91%$4M44.3K
14WMWaste Management Inc Dhistory →COM1.73%$4M34.7K
15VZVerizon Communicationshistory →COM1.71%$4M65.5K
16FITBFifth Third Bancorphistory →COM1.64%$4M138.5K
17FLOTiShares Floating Ratehistory →COM1.62%$4M73.4K
18GSGoldman Sachs Group Inhistory →COM1.61%$4M17.9K
19New York Community BanCOM1.60%$4M294.6K
20PKGPackaging Corp Of Amerhistory →COM1.60%$4M34.7K
21EEMSiShares MSCI Emer Mktshistory →COM1.58%$4M86.6K
22MARMarriott Intl Inc Cl Ahistory →COM1.52%$4M28.1K
23APHAmphenol Corp Cl Ahistory →COM1.51%$3M36.2K
24ZBRAZebra Technologyhistory →COM1.49%$3M16.7K
25IWOiShares Russ Gro 2000history →ETF1.45%$3M17.3K
26GDGeneral Dynamics Corphistory →COM1.35%$3M17.1K
27CECelanese Corphistory →COM1.35%$3M25.4K
28XLCComms Svcs Sel SPDR Fdhistory →COM1.30%$3M60.6K
29EOGE O G Resources Inchistory →COM1.28%$3M39.8K
30NOKNokia Corphistory →COM1.27%$3M581.1K
31WALWestern Alliance Bancohistory →COM1.23%$3M61.8K
32PVHPVHhistory →COM1.19%$3M31.2K
33TIPiShares TIPShistory →ETF1.19%$3M23.5K
34Arista NetworksCOM1.17%$3M11.3K
35TMOThermo Fisher Scientifhistory →COM1.16%$3M9.2K
36USBU S Bancorp Del Newhistory →COM1.16%$3M48.2K
37GOOGAlphabet Class CCOM1.15%$3M2.2K
38Alaska Air GroupCOM1.11%$3M39.3K
39UTHRUnited Therapeutics Cohistory →COM1.09%$3M31.4K
40REGNRegeneron Pharmaceutichistory →COM1.08%$2M9.0K
41LDOSLeidos Holdingshistory →COM1.06%$2M28.5K
42iShs iBonds 12/2023COM1.05%$2M95.0K
43WellCare Health PlansCOM1.02%$2M9.1K
44EMNEastman Chemical CoCOM0.93%$2M29.0K
45MINTPimco Enhanced Sht MatCOM0.85%$2M19.2K
46KRKroger CompanyCOM0.57%$1M50.8K
47iShs iBonds 12/2020COM0.56%$1M50.5K
48DLTRDollar Tree IncCOM0.51%$1M10.3K
49SCZiShares MSCI EAFE SmalCOM0.50%$1M19.9K
50WelltowerETF0.48%$1M12.2K
51IYWiShares DJ US TechETF0.44%$1M5.0K
52iShs iBonds 12/2021COM0.43%$993,00039.7K
53DLRDigital Realty TrustETF0.41%$948,0007.3K
54VCRVanguard Consumer DiscCOM0.35%$811,0004.5K
55VRIGInvesco Variable RateCOM0.35%$800,00031.9K
56JNJJohnson & JohnsonCOM0.32%$741,0005.7K
57IWMiShares Russell 2000ETF0.32%$739,0004.9K
58AAPLApple IncCOM0.32%$732,0003.3K
59MSFTMicrosoft CorpCOM0.29%$667,0004.8K
60ADBEAdobe Systems IncCOM0.28%$641,0002.3K
61DESWisdomTree SmallCap DiCOM0.26%$609,00022.2K
62VTVanguard Total World SCOM0.24%$548,0007.3K
63VNQVanguard REIT ETF IndeETF0.23%$522,0005.6K
64ADCAgree Realty CorpETF0.22%$496,0006.8K
65VTRVentas IncETF0.21%$493,0006.8K
66IATiShares US Regional BaCOM0.21%$486,00010.4K
67PEPPepsico IncorporatedCOM0.19%$438,0003.2K
68RFDIFirstTr RiverFront DynCOM0.18%$423,0007.6K
69FTSMFirstTrst Enhanced ShtCOM0.17%$391,0006.5K
70Avid TechnologyCOM0.17%$386,00062.4K
71QTECFirst Tst Nasdaq 100 ECOM0.16%$374,0004.3K
72LMTLockheed MartinCOM0.16%$372,000953
73TransCanada CorpCOM0.14%$331,0006.4K
74LLYLilly Eli & CompanyCOM0.14%$330,0003.0K
75CPTCamden Property TrustETF0.14%$327,0003.0K
76CVXChevron CorpCOM0.13%$311,0002.6K
77DVYiShares DJ DividendETF0.13%$304,0003.0K
78XLKTechnology SPDRETF0.13%$290,0003.6K
79Nasdaq 100 SharesETF0.12%$286,0001.5K
80ITAiShares Aero & Def IndETF0.12%$284,0001.3K
81ARKKARK Innovation ETFCOM0.12%$281,0006.6K
82JPMJ P Morgan Chase & CoCOM0.12%$269,0002.3K
83BB&T CorporationCOM0.11%$252,0004.7K
84IYGiShares Fin Svcs Dow JCOM0.11%$249,0001.8K
85HONHoneywell InternationaCOM0.10%$241,0001.4K
86BXUSDBlackstone Group LpETF0.10%$239,0004.9K
87KBWDPowerShares KBW High DCOM0.10%$232,00011.1K
88XLVHealth Care SPDRCOM0.10%$224,0002.5K
89XFDEXFirst Dyn EU Equity InCOM0.10%$224,00016.5K
90AEPAmer Electric Pwr Co ICOM0.10%$223,0002.4K
91XLREReal Estate SPDRCOM0.10%$222,0005.6K
92Royal Dutch Shell B ADCOM0.09%$219,0003.7K
93MCDMc Donalds CorpCOM0.09%$216,0001.0K
94FTSLFirstTr Senior LoanCOM0.09%$212,0004.5K
95General Electric CompaCOM0.09%$209,00023.4K
96AMGNAmgen IncorporatedCOM0.09%$207,0001.1K
97IYRiShares DJ Real EstateETF0.09%$207,0002.2K
98SIEGYSiemens A G AdrCOM0.09%$201,0003.8K
99JPXNiShares S&P SmallCapETF0.09%$200,0002.6K
100AMZNAmazon Com IncCOM0.08%$194,000112

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2024$231M642Jan 21, 202513F-HRchanges · EDGAR ↗
Q3 2024$290M707Oct 16, 202413F-HRchanges · EDGAR ↗
Q2 2024$288M773Jul 17, 202413F-HRchanges · EDGAR ↗
Q1 2024$284M742Apr 18, 202413F-HRchanges · EDGAR ↗
Q4 2023$263M739Jan 19, 202413F-HRchanges · EDGAR ↗
Q3 2023$233M750Oct 31, 202313F-HRchanges · EDGAR ↗
Q2 2023$217M637Jul 28, 202313F-HRchanges · EDGAR ↗
Q1 2023$223M634May 4, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review605Feb 6, 202313F-HRchanges · EDGAR ↗
Q3 2022$202M719Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$216M656Aug 11, 202213F-HRchanges · EDGAR ↗
Q1 2022$270M643May 2, 202213F-HRchanges · EDGAR ↗
Q4 2021$286M603Feb 9, 202213F-HRchanges · EDGAR ↗
Q3 2021$277M606Nov 5, 202113F-HRchanges · EDGAR ↗
Q2 2021$274M588Aug 6, 202113F-HRchanges · EDGAR ↗
Q1 2021$262M569Apr 29, 202113F-HRchanges · EDGAR ↗
Q4 2020$262M533Feb 1, 202113F-HRchanges · EDGAR ↗
Q3 2020$241M562Nov 6, 202013F-HRchanges · EDGAR ↗
Q2 2020$232M569Aug 10, 202013F-HRchanges · EDGAR ↗
Q1 2020$181M632Apr 24, 202013F-HRchanges · EDGAR ↗
Q4 2019$239M514Feb 7, 202013F-HRchanges · EDGAR ↗
Q3 2019$231M510Nov 1, 201913F-HRchanges · EDGAR ↗
Q2 2019$228M535Aug 2, 201913F-HRchanges · EDGAR ↗
Q1 2019$236M516May 9, 201913F-HRchanges · EDGAR ↗
Q4 2018$208M501Feb 6, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.