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Portfolio (Quarterly) Guide ↗

ASSETMARK, INC

· CIK 0001344551
13F Portfolio $58.2B AUM 3,558 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 453 New 1645 Added 991 Reduced 263 Exited
Page 29 of 83  ·  1,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 CCK CROWN HLDGS INC Consumer Cyclical 33,033.0 $3.7M 0.01% +16K +89.9% $111.82 +7.1%
562 LMT LOCKHEED MARTIN CORP Industrials 7,210.0 $3.7M 0.01% +827.0 +13.0% $509.44 +10.7%
563 MFG MIZUHO FINANCIAL GROUP INC Financial Services 383,192.0 $3.7M 0.01% +198K +106.4% $9.58 +6.8%
564 UI UBIQUITI INC Technology 6,855.0 $3.7M 0.01% +2K +49.3% $534.04 +3.6%
565 KDP KEURIG DR PEPPER INC Consumer Defensive 111,291.0 $3.6M 0.01% +32K +39.8% $32.73 -0.7%
566 CGSM CAPITAL GRP FIXED INCM ETF T 137,612.0 $3.6M 0.01% +6K +4.4% $26.39 -0.2%
567 CELH CELSIUS HLDGS INC Consumer Defensive 122,495.0 $3.6M 0.01% +122K +10000.0% $29.28 +19.6%
568 USSG DBX ETF TR 50,999.0 $3.5M 0.01% +8K +18.1% $69.46 +3.4%
569 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 53,581.0 $3.5M 0.01% +16K +43.9% $64.45 +2.0%
570 PARR PAR PAC HOLDINGS INC Energy 61,393.0 $3.4M 0.01% +61K +10000.0% $56.08 +32.5%
571 RF REGIONS FINANCIAL CORP NEW Financial Services 113,378.0 $3.4M 0.01% +77K +215.5% $30.20 +1.4%
572 IJH ISHARES TR 43,890.0 $3.4M 0.01% +2K +5.8% $77.11 -1.2%
573 IBMR ISHARES TR 133,266.0 $3.4M 0.01% +67K +100.9% $25.39 -0.4%
574 PPG PPG INDS INC Basic Materials 27,738.0 $3.4M 0.01% +2K +8.9% $121.29 -6.6%
575 B BARRICK MNG CORP Basic Materials 90,767.0 $3.3M 0.01% +27K +41.7% $36.73 +31.1%
576 STRL STERLING INFRASTRUCTURE INC Industrials 3,936.0 $3.3M 0.01% +398.0 +11.2% $839.36 -40.8%
577 WPM WHEATON PRECIOUS METALS CORP Basic Materials 29,131.0 $3.3M 0.01% +29K +10000.0% $112.32 +42.6%
578 BUFT FIRST TR EXCHNG TRADED FD VI 125,437.0 $3.2M 0.01% +6K +4.8% $25.89 +1.5%
579 GH GUARDANT HEALTH INC Healthcare 21,641.0 $3.2M 0.01% +2K +9.8% $150.03 +8.8%
580 LYFT LYFT INC Technology 217,310.0 $3.2M 0.01% +213K +5358.7% $14.61 +21.0%
Page 29 of 83  ·  1,645 positions

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
Technology 34.1%
Financial Services 13.8%
Communication Services 12.5%
Healthcare 9.5%
Consumer Cyclical 8.3%
Industrials 6.2%
Consumer Defensive 5.2%
Basic Materials 3.3%
Utilities 2.9%
Energy 2.7%