SEC 13F Intelligence

Managers / Q4 2020 · view latest →

AlphaMark Advisors, LLC

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

Reported Value
$262M
Q4 2020
Positions
533
Filings on Record
25
2019–present window
Filed
Feb 1, 2021
original filing

Summary

Alphamark Advisors, LLC reported $262M in U.S.-listed holdings across 533 positions for Q4 2020.

Its largest position, Alphamark Actively Man, represents 8.2% of the portfolio.

Compared with Q3 2020, the fund opened 42 new positions and exited 71.

Portfolio Metrics

Turnover
+21.7%
vs prior filed quarter
Top-10 Concentration
+39.7%
share of reported value
Largest Position
+8.2%
Alphamark Actively Man
New / Exited
42 / 71
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
ETP: 49.3%Common Stock: 27.5%Other: 22.0%ADR: 0.7%Closed-End Fund: 0.2%Other: 0.3%
  • ETP · 49.3% · $129M
  • Common Stock · 27.5% · $72M
  • Other · 22.0% · $58M
  • ADR · 0.7% · $2M
  • Closed-End Fund · 0.2% · $500,000
  • Other · 0.3% · $769,000

Quarter-over-Quarter Changes full breakdown →

vs Q3 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
Berkshire Hathaway ClNEW+200200+$696,000$696,000
TSNTyson FoodsNEW+8.5K8.5K+$547,000$547,000
SSNCSS&C Technologs HldgNEW+7.5K7.5K+$546,000$546,000
AMEAmetek IncNEW+3.3K3.3K+$397,000$397,000
IYCiShares DJ US ConsumerNEW+5.3K5.3K+$375,000$375,000
ADANXAQR Diversified ArbitrNEW+15.7K15.7K+$180,000$180,000
EMBiShares JPMorgan EmergNEW+1.2K1.2K+$143,000$143,000
IPInternational Paper CoNEW+2.7K2.7K+$135,000$135,000

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

Holdings — Q4 2020

494 positions
#IssuerClass% PortfolioValueShares
1AlphaMark Actively ManETF8.23%$22M819.2K
2IWNiShares Russ Val 2000history →ETF4.73%$12M93.8K
3iShs iBonds 12/2021ETF4.56%$12M478.3K
4SPDR Trust Unit SRETF3.42%$9M23.9K
5XLVHealth Care SPDRhistory →COM3.37%$9M77.7K
6EMNTPimco Enhd Srt ESG ETFhistory →COM3.33%$9M86.5K
7XLKTechnology SPDRhistory →ETF3.29%$9M66.3K
8PGProcter & Gamble Cohistory →COM3.20%$8M60.1K
9XLYConsumer Disc SPDRhistory →COM2.83%$7M46.1K
10iShs iBonds 12/2022ETF2.74%$7M280.1K
11Deutsche X-tackers MSCETF2.71%$7M210.6K
12XLCComms Svcs Sel SPDR Fdhistory →COM2.59%$7M100.4K
13SPSBSPDR Portfolio Short Thistory →ETF2.54%$7M211.5K
14XLFFinancials SPDRhistory →COM2.53%$7M224.7K
15XLIIndustrials SPDRhistory →COM1.81%$5M53.5K
16IWOiShares Russ Gro 2000history →ETF1.78%$5M16.2K
17XLPCons Stpls SPDRhistory →COM1.71%$4M66.5K
18IYWiShares DJ US Techhistory →ETF1.64%$4M50.5K
19GPNGlobal Payments Inchistory →COM1.42%$4M17.3K
20XLUUtilitites SPDRhistory →COM1.38%$4M57.4K
21TIPiShares TIPShistory →ETF1.30%$3M26.7K
22iShs iBonds 12/2023ETF1.28%$3M127.4K
23XLEEnergy SPDRhistory →COM1.19%$3M82.1K
24EEMSiShares MSCI Emer Mktshistory →ETF1.13%$3M56.0K
25APHAmphenol Corp Cl Ahistory →COM1.11%$3M22.3K
26AMZNAmazon Com Inchistory →COM1.06%$3M852
27SCZiShares MSCI EAFE Smalhistory →ETF1.03%$3M39.3K
28VZVerizon CommunicationsCOM0.96%$3M42.8K
29ALXNAlexion PharmaceuticalCOM0.96%$3M16.0K
30WMWaste Management Inc DCOM0.87%$2M19.2K
31GOOGAlphabet Class CCOM0.87%$2M1.3K
32XLREReal Estate SPDRCOM0.87%$2M61.9K
33ICEIntercontinental ExchaCOM0.84%$2M19.0K
34USBU S Bancorp Del NewCOM0.83%$2M46.8K
35XLBBasic Materials SPDRETF0.73%$2M26.5K
36GSGoldman Sachs Group InCOM0.70%$2M6.9K
37FITBFifth Third BancorpCOM0.69%$2M65.8K
38BMYBristol-Myers Squibb CCOM0.66%$2M27.9K
39TMOThermo Fisher ScientifCOM0.64%$2M3.6K
40IWMiShares Russell 2000ETF0.62%$2M8.3K
41SNXSYNNEX CorpCOM0.60%$2M19.2K
42LDOSLeidos HoldingsCOM0.59%$2M14.8K
43AAPLApple IncCOM0.59%$2M11.7K
44DLTRDollar Tree IncCOM0.58%$2M14.1K
45MBBiShares Barclays MBS BETF0.58%$2M13.7K
46IBMIntl Business MachinesCOM0.56%$1M11.6K
47KRKroger CompanyCOM0.51%$1M42.4K
48Innovator S&P Invt GraCOM0.50%$1M53.2K
49MINTPimco Enhanced Sht MatCOM0.48%$1M12.3K
50REGNRegeneron PharmaceuticCOM0.45%$1M2.4K
51PGXInvesco Preferred ETFCOM0.43%$1M74.1K
52CNCCentene CorpCOM0.43%$1M18.6K
53EMNEastman Chemical CoCOM0.35%$919,0009.2K
54JNJJohnson & JohnsonCOM0.35%$913,0005.8K
55CECelanese CorpCOM0.33%$875,0006.7K
56VTVVanguard ValueETF0.33%$871,0007.3K
57MPCMarathon PetroluemCOM0.30%$782,00018.9K
58BRK/BBerkshire Hathaway ClCOM0.29%$766,000500
59WALWestern Alliance BancoCOM0.28%$738,00012.3K
60VRIGInvesco Variable RateCOM0.27%$702,00027.9K
61ELLauder Estee Co Inc ClCOM0.25%$645,0002.4K
62AVGOBroadcom CorpCOM0.24%$634,0001.4K
63ADBEAdobe Systems IncCOM0.23%$611,0001.2K
64VTVanguard Total World SETF0.23%$594,0006.4K
65VNQVanguard REIT ETF IndeETF0.21%$554,0006.5K
66TSNTyson FoodsCOM0.21%$547,0008.5K
67SSNCSS&C Technologs HldgCOM0.21%$546,0007.5K
68ROSTRoss StoresCOM0.20%$515,0004.2K
69IYGiShares Fin Svcs Dow JETF0.19%$488,0003.3K
70DESWisdomTree SmallCap DiCOM0.18%$472,00017.7K
71ZBRAZebra TechnologyCOM0.18%$465,0001.2K
72MARMarriott Intl Inc Cl ACOM0.18%$459,0003.5K
73ONON SemiconductorCOM0.17%$457,00014.0K
74iShares iBonds Dec 202ETF0.17%$446,00016.8K
75PVHPVHCOM0.17%$436,0004.6K
76AJGGallagher Arthur J & CCOM0.17%$433,0003.5K
77HUBBHubbell IncCOM0.16%$431,0002.8K
78TSLATesla MotorsCOM0.16%$429,000608
79TOLToll Brothers IncCOM0.16%$428,0009.8K
80LLYLilly Eli & CompanyCOM0.16%$418,0002.5K
81VMBSVanguard Mtg Bkd ETFETF0.16%$414,0007.7K
82AMEAmetek IncCOM0.15%$397,0003.3K
83LMBSFrst Tr Low Dtn OpposETF0.15%$396,0007.7K
84PEPPepsico IncorporatedCOM0.15%$396,0002.7K
85Alaska Air GroupCOM0.15%$391,0007.5K
86IYCiShares DJ US ConsumerETF0.14%$375,0005.3K
87IATiShares US Regional BaETF0.14%$374,0008.2K
88MSFTMicrosoft CorpCOM0.14%$371,0001.7K
89GDGeneral Dynamics CorpCOM0.14%$363,0002.4K
90WelltowerETF0.13%$327,0005.1K
91LMTLockheed MartinCOM0.12%$326,000919
92Powershs Exch Trad FdETF0.12%$319,00018.4K
93PYPLPaypal HoldingsCOM0.11%$299,0001.3K
94ARKKARK Innovation ETFCOM0.11%$293,0002.4K
95BABAAlibaba Group Hldg AdrCOM0.11%$284,0001.2K
96AMGNAmgen IncorporatedCOM0.11%$278,0001.2K
97IGVIshr Tr GS Software InETF0.11%$278,000785
98DVYiShares DJ DividendETF0.10%$274,0002.8K
99Nasdaq 100 SharesETF0.10%$271,000865
100HONHoneywell InternationaCOM0.10%$266,0001.3K

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 ↗.