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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 12 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 GNMA ISHARES TR 123.0 $5K NEW $44.23 -1.4%
222 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 1,071.0 $5K NEW $4.99 +3.8%
223 IBTP ISHARES TR 204.0 $5K NEW $25.39 -1.7%
224 IBTO ISHARES TR 214.0 $5K NEW $24.13 -1.5%
225 FFOG FRANKLIN TEMPLETON ETF TR 100.0 $5K NEW $51.52 -4.3%
226 EQWL INVESCO EXCHANGE TRADED FD T 39.0 $5K NEW $129.03 +4.6%
227 VTES VANGUARD WELLINGTON FD 49.0 $5K NEW $101.31 -0.5%
228 FSBW FS BANCORP INC Financial Services 114.0 $5K NEW $43.40 -2.2%
229 MLN VANECK ETF TRUST 276.0 $5K NEW $17.78 -2.6%
230 IBLC ISHARES TR 100.0 $5K NEW $48.13 -4.3%
231 EWP ISHARES INC 80.0 $5K NEW $59.39 +5.9%
232 TALO TALOS ENERGY INC Energy 368.0 $5K NEW $12.91 +35.3%
233 SNEX STONEX GROUP INC Financial Services 37.0 $4K NEW $118.51 -42.2%
234 QQXT FIRST TR EXCHANGE-TRADED FD 44.0 $4K NEW $97.61 +6.9%
235 USCI UNITED STS COMMODITY INDEX F Financial Services 46.0 $4K NEW $92.63 +14.5%
236 CAPL CROSSAMERICA PARTNERS LP Energy 190.0 $4K NEW $22.42 +6.3%
237 SEG SEAPORT ENTMT GROUP INC Real Estate 160.0 $4K NEW $26.60 +1.0%
238 ACI ALBERTSONS COMPANIES INC Consumer Defensive 311.0 $4K NEW $13.53 -8.5%
239 DPST DIREXION SHARES ETF TRUST 29.0 $4K NEW $141.41 -2.8%
240 ENVIRI CORP 184.0 $4K NEW $21.95
Page 12 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%