SEC 13F Intelligence

Managers / Q3 2022 · view latest →

AlphaMark Advisors, LLC

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

Reported Value
$202M
Q3 2022
Positions
719
Filings on Record
25
2019–present window
Filed
Nov 14, 2022
original filing

Summary

Alphamark Advisors, LLC reported $202M in U.S.-listed holdings across 719 positions for Q3 2022.

Its largest position, Alphamark Actively Man, represents 8.9% of the portfolio.

Compared with Q2 2022, the fund opened 136 new positions and exited 73.

Portfolio Metrics

Turnover
+3.3%
vs prior filed quarter
Top-10 Concentration
+41.7%
share of reported value
Largest Position
+8.9%
Alphamark Actively Man
New / Exited
136 / 73
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: 50.3%Common Stock: 31.1%Other: 17.3%ADR: 0.4%Closed-End Fund: 0.4%Other: 0.5%
  • ETP · 50.3% · $102M
  • Common Stock · 31.1% · $63M
  • Other · 17.3% · $35M
  • ADR · 0.4% · $883,000
  • Closed-End Fund · 0.4% · $802,000
  • Other · 0.5% · $981,000

Quarter-over-Quarter Changes full breakdown →

vs Q2 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
BYDBoyd Gaming CorpNEW+7.8K7.8K+$373,000$373,000
SYBTStock Yds BancorpNEW+4.2K4.2K+$287,000$287,000
XEXGXEaton Vance Tax Mgd GlNEW+23.6K23.6K+$171,000$171,000
EOSEV Enhncd Eqt Inc IINEW+10.3K10.3K+$157,000$157,000
BILSpdr Blmbg Barclays 1NEW+1.7K1.7K+$156,000$156,000
XEVTXEaton Vance Tax Adv DiNEW+3.0K3.0K+$65,000$65,000
FT Cboe Vest US Eqy DpNEW+2.3K2.3K+$64,000$64,000
KONGFormidable Fortress ETNEW+1.5K1.5K+$33,000$33,000

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

Holdings — Q3 2022

497 positions
#IssuerClass% PortfolioValueShares
1AlphaMark Actively ManETF8.92%$18M800.7K
2SPDR Trust Unit SRETF4.93%$10M27.9K
3IWNiShares Russ Val 2000history →ETF4.42%$9M69.3K
4XLVHealth Care SPDRhistory →COM4.15%$8M69.2K
5XLKTechnology SPDRhistory →ETF3.76%$8M64.0K
6Deutsche Xtackers MSCETF3.76%$8M226.9K
7PGProcter & Gamble Cohistory →COM3.41%$7M54.5K
8EMNTPimco Enhd Srt ESG ETFhistory →COM3.07%$6M63.2K
9XLFFinancials SPDRhistory →COM2.75%$6M182.9K
10IWOiShares Russ Gro 2000history →ETF2.52%$5M24.6K
11Wisdomtree Fltg Rate TETF2.28%$5M91.4K
12XLIIndustrials SPDRhistory →COM2.26%$5M55.2K
13XLPCons Stpls SPDRhistory →COM2.26%$5M68.4K
14XLYConsumer Disc SPDRhistory →COM2.16%$4M30.7K
15XLCComms Svcs Sel SPDR Fdhistory →COM2.09%$4M88.0K
16XLUUtilitites SPDRhistory →ETF1.65%$3M50.8K
17XLEEnergy SPDRhistory →COM1.55%$3M43.5K
18LMBSFrst Tr Low Dtn Opposhistory →COM1.44%$3M61.2K
19XLREReal Estate SPDRhistory →COM1.43%$3M80.2K
20EEMSiShares MSCI Emer Mktshistory →ETF1.23%$2M54.9K
21VRTXVertex Pharmaceuticalshistory →COM1.19%$2M8.3K
22TIPiShares TIPShistory →ETF1.16%$2M22.3K
23AMZNAmazon Com Inchistory →COM1.12%$2M20.0K
24SCZiShares MSCI EAFE SmalETF0.99%$2M41.0K
25WMWaste Management Inc DCOM0.98%$2M12.4K
26APHAmphenol Corp Cl ACOM0.95%$2M28.6K
27XLBBasic Materials SPDRETF0.94%$2M28.0K
28AAPLApple IncCOM0.92%$2M13.4K
29BMYBristolMyers Squibb CCOM0.89%$2M25.2K
30FITBFifth Third BancorpCOM0.83%$2M52.3K
31REGNRegeneron PharmaceuticCOM0.78%$2M2.3K
32KRKroger CompanyCOM0.76%$2M35.2K
33GSGoldman Sachs Group InCOM0.74%$1M5.1K
34MOHMolina HealthcareCOM0.71%$1M4.3K
35IBMIntl Business MachinesCOM0.69%$1M11.8K
36TMOThermo Fisher ScientifCOM0.69%$1M2.7K
37TTWOTake Two Interactive SCOM0.68%$1M12.5K
38MPCMarathon PetroluemCOM0.66%$1M13.4K
39IYWiShares DJ US TechETF0.65%$1M17.8K
40VZVerizon CommunicationsCOM0.62%$1M33.1K
41GOOGAlphabet Class CCOM0.61%$1M12.8K
42ICEIntercontinental ExchaCOM0.60%$1M13.3K
43GPNGlobal Payments IncCOM0.56%$1M10.5K
44LDOSLeidos HoldingsCOM0.53%$1M12.3K
45IWMiShares Russell 2000ETF0.52%$1M6.3K
46SNXSYNNEX CorpCOM0.46%$931,00011.5K
47PIIPolaris IndustriesCOM0.44%$889,0009.3K
48ONON SemiconductorCOM0.43%$878,00014.1K
49SPSBSPDR Portfolio Short TETF0.41%$820,00028.1K
50JNJJohnson & JohnsonCOM0.36%$719,0004.4K
51AVGOBroadcom CorpCOM0.34%$688,0001.6K
52LOWLowes Companies IncCOM0.33%$674,0003.6K
53AZOAutoZone IncCOM0.33%$673,000314
54AJGArthur J Gallagher & CCOM0.33%$658,0003.8K
55TSNTyson FoodsCOM0.33%$657,00010.0K
56HUBBHubbell IncCOM0.32%$649,0002.9K
57PWRQuanta Services IncCOM0.31%$632,0005.0K
58ELEstee Lauder Co IncCOM0.30%$604,0002.8K
59WALWestern Alliance BancoCOM0.29%$593,0009.0K
60VNQVanguard REIT ETF IndeETF0.29%$590,0007.4K
61UPSUnited Parcel ServiceCOM0.28%$568,0003.5K
62VCSHVanguard Scottsdale ShETF0.28%$566,0007.6K
63MINTPimco Enhanced Sht MatCOM0.27%$551,0005.6K
64EMNEastman Chemical CoCOM0.27%$546,0007.7K
65CECelanese CorpCOM0.26%$527,0005.8K
66EMBiShares JPMorgan EmergETF0.24%$491,0006.2K
67LLYLilly Eli & CompanyCOM0.24%$484,0001.5K
68SSNCSS&C Technologs HldgCOM0.22%$442,0009.3K
69ADANXAQR Diversified ArbitrETF0.21%$421,00036.2K
70AMEAmetek IncCOM0.20%$413,0003.6K
71ROSTRoss StoresCOM0.20%$403,0004.8K
72ZBRAZebra TechnologyCOM0.20%$395,0001.5K
73Orbital Energy GrpCOM0.19%$390,000820.9K
74GLDSPDR Gold TrustETF0.19%$375,0002.4K
75BYDBoyd Gaming CorpCOM0.18%$373,0007.8K
76JAAAJanus Henderson AAA CLETF0.18%$370,0007.5K
77ProShares UltraPro ShtETF0.18%$356,0005.8K
78KELKellogg CompanyCOM0.17%$348,0005.0K
79ADBEAdobe Systems IncCOM0.16%$319,0001.2K
80DEEDFirst Trust TCW SecurtETF0.15%$308,00014.3K
81BXUSDBlackstone Group LpETF0.15%$295,0003.5K
82SYBTStock Yds BancorpCOM0.14%$287,0004.2K
83TSLATesla MotorsCOM0.14%$284,0001.1K
84QYLDGlobal X Nasdaq 100 ETETF0.14%$273,00017.4K
85WelltowerETF0.13%$272,0004.2K
86MCDMc Donalds CorpCOM0.13%$270,0001.2K
87MSFTMicrosoft CorpCOM0.13%$262,0001.1K
88AMGNAmgen IncorporatedCOM0.12%$252,0001.1K
89MUNIPimco Intrmediate MuniCOM0.12%$251,0005.0K
90PEPPepsico IncorporatedCOM0.12%$247,0001.5K
91SCHPSchwab US TIPS ETFETF0.11%$227,0004.4K
92EXMOCExxon Mobil CorporatioCOM0.11%$225,0002.6K
93VTVanguard Total World SETF0.11%$219,0002.8K
94FTGCFirst Tr Gbl Ttcl CommETF0.11%$213,0008.4K
95NVONovoNordiskCOM0.10%$206,0002.1K
96TFCTruist Finl CorpCOM0.10%$204,0004.7K
97PKGPackaging Corp Of AmerCOM0.10%$202,0001.8K
98iShs iBonds 12/2023ETF0.10%$201,0008.1K
99SOThe Southern CompanyCOM0.10%$194,0002.8K
100ARKGARK Innovation ETFETF0.10%$192,0005.7K

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 ↗.