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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 10 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 FAB FIRST TR EXCHANGE-TRADED ALP 102.0 $10K NEW $101.50 +6.0%
182 THNQ EXCHANGE TRADED CONCEPTS TRU 112.0 $10K NEW $91.21 -0.2%
183 DFAW DIMENSIONAL ETF TRUST 123.0 $10K NEW $83.02 +2.8%
184 BST BLACKROCK SCIENCE & TECHNOLO Financial Services 200.0 $10K NEW $50.71 -2.2%
185 ASTL ALGOMA STL GROUP INC Basic Materials 2,500.0 $10K NEW $4.05 +14.8%
186 TPYP TORTOISE CAPITAL SERIES TRUS 235.0 $10K NEW $41.93 +2.1%
187 AVES AMERICAN CENTY ETF TR 146.0 $10K NEW $65.60 -0.7%
188 QUS SPDR SERIES TRUST 51.0 $10K NEW $186.86 +4.2%
189 ORRF ORRSTOWN FINL SVCS INC Financial Services 231.0 $9K NEW $40.83 +2.9%
190 STNG SCORPIO TANKERS INC Energy 135.0 $9K NEW $69.26 +13.3%
191 FEBW AIM ETF PRODUCTS TRUST 250.0 $9K NEW $35.54 +1.6%
192 FMBH FIRST MID BANCSHARES INC Financial Services 174.0 $8K NEW $48.09 +4.5%
193 DJUL FIRST TR EXCHNG TRADED FD VI 166.0 $8K NEW $50.14 +1.9%
194 DBAW DBX ETF TR 171.0 $8K NEW $48.48 -0.1%
195 XPH SPDR SERIES TRUST 125.0 $8K NEW $66.27 +9.9%
196 CMDT PIMCO ETF TR 267.0 $8K NEW $30.67 +9.6%
197 QMOM EA SERIES TRUST 104.0 $8K NEW $78.73 -4.7%
198 DFEV DIMENSIONAL ETF TRUST 188.0 $8K NEW $42.66 -1.7%
199 IGR CBRE GBL REAL ESTATE INC FD Financial Services 1,736.0 $8K NEW $4.61 -0.0%
200 CNOB CONNECTONE BANCORP INC Financial Services 237.0 $8K NEW $33.44 -3.5%
Page 10 of 23  ·  453 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%