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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 44 of 83  ·  1,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,511.0 $327K 0.00% +157.0 +11.6% $216.61 -7.0%
862 FEX FIRST TR EXCHANGE-TRADED ALP 2,320.0 $325K 0.00% +1K +88.6% $139.87 -0.4%
863 KBE SPDR SERIES TRUST 4,674.0 $319K 0.00% +742.0 +18.9% $68.22 +0.8%
864 DGRW WISDOMTREE TR 3,316.0 $317K 0.00% +3K +497.5% $95.62 +3.8%
865 CRS CARPENTER TECHNOLOGY CORP Industrials 506.0 $312K 0.00% +283.0 +126.9% $617.38 -22.7%
866 SWX SOUTHWEST GAS HLDGS INC Utilities 3,508.0 $311K 0.00% +474.0 +15.6% $88.68 +1.0%
867 FHN FIRST HORIZON CORPORATION Financial Services 12,105.0 $310K 0.00% +2K +19.9% $25.64 -4.3%
868 PYPL PAYPAL HLDGS INC Financial Services 7,186.0 $310K 0.00% +696.0 +10.7% $43.18 +42.8%
869 SECT NORTHERN LTS FD TR IV 4,302.0 $310K 0.00% +1K +53.3% $72.06 -1.1%
870 AXSM AXSOME THERAPEUTICS INC. Healthcare 1,259.0 $308K 0.00% +156.0 +14.1% $244.77 -16.1%
871 ABCB AMERIS BANCORP Financial Services 3,373.0 $304K 0.00% +289.0 +9.4% $90.26 -4.8%
872 AOM ISHARES TR 6,099.0 $304K 0.00% +5K +742.4% $49.89 -0.3%
873 IPGP IPG PHOTONICS CORP Technology 2,535.0 $297K 0.00% +715.0 +39.3% $117.32 -39.7%
874 TCAF T ROWE PRICE EXCHANGE-TRADED 7,222.0 $297K 0.00% +1K +20.1% $41.10 +3.2%
875 CNO CNO FINL GROUP INC Financial Services 5,772.0 $294K 0.00% +2K +65.3% $50.98 +6.4%
876 ST SENSATA TECHNOLOGIES HLDG PL Technology 5,999.0 $286K +1K +31.6% $47.74 -12.1%
877 FNB F N B CORP Financial Services 14,953.0 $285K +3K +29.1% $19.08 -3.1%
878 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 6,982.0 $285K +682.0 +10.8% $40.84 +12.0%
879 USMC PRINCIPAL EXCHANGE TRADED FD 3,837.0 $284K +673.0 +21.3% $74.13 +2.3%
880 ZS ZSCALER INC Technology 2,015.0 $284K +1K +101.9% $141.15 +24.7%
Page 44 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%