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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 45 of 83  ·  1,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 J P MORGAN EXCHANGE TRADED F 3,906.0 $282K +486.0 +14.2% $72.28
882 EPD ENTERPRISE PRODS PARTNERS L 7,673.0 $282K +1K +17.0% $36.76
883 BSY BENTLEY SYS INC Technology 9,300.0 $278K +8K +1034.2% $29.89 +26.1%
884 IJK ISHARES TR 2,360.0 $277K +819.0 +53.1% $117.50 -2.7%
885 AVUV AMERICAN CENTY ETF TR 2,216.0 $276K +980.0 +79.3% $124.76 +0.8%
886 OSIS OSI SYSTEMS INC Technology 1,248.0 $273K +507.0 +68.4% $218.70 -6.7%
887 SDVY FIRST TR EXCHANGE TRADED FD 6,286.0 $271K +694.0 +12.4% $43.14 +1.7%
888 CUZ COUSINS PPTYS INC Real Estate 8,963.0 $269K +3K +46.5% $29.98 +0.1%
889 SPLV INVESCO EXCH TRADED FD TR II 3,540.0 $265K +22.0 +0.6% $74.90 +1.5%
890 TPC TUTOR PERINI CORP Industrials 3,193.0 $265K +3K +10000.0% $82.97 +6.4%
891 GPOR GULFPORT ENERGY CORP Energy 1,553.0 $264K +233.0 +17.6% $169.70 +3.4%
892 INVH INVITATION HOMES INC Real Estate 8,690.0 $263K +3K +48.0% $30.21 +0.8%
893 RIOT RIOT PLATFORMS INC Financial Services 9,474.0 $259K +5K +105.4% $27.38 -27.0%
894 PTEN PATTERSON-UTI ENERGY INC Energy 28,230.0 $259K +6K +28.2% $9.18 +29.2%
895 KB KB FINL GROUP INC Financial Services 2,449.0 $257K +2K +158.6% $104.97 +13.1%
896 AMH AMERICAN HOMES 4 RENT Real Estate 7,646.0 $256K +2K +27.5% $33.52 +3.8%
897 AVLV AMERICAN CENTY ETF TR 2,800.0 $255K +673.0 +31.6% $91.21 +3.9%
898 VIRT VIRTU FINL INC Financial Services 4,244.0 $253K +4K +585.6% $59.57 +11.3%
899 VOOV VANGUARD ADMIRAL FDS INC 1,147.0 $251K +23.0 +2.0% $219.21 +4.7%
900 MTZ MASTEC INC Industrials 601.0 $250K +170.0 +39.4% $416.06 -38.6%
Page 45 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%