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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 14 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 OBE OBSIDIAN ENERGY LTD Energy 357.0 $3K NEW $8.13 +47.0%
262 SEABRIDGE GOLD INC 110.0 $3K NEW $25.74
263 XSLV INVESCO EXCH TRADED FD TR II 54.0 $3K NEW $52.41 +1.2%
264 IREN IREN LIMITED Financial Services 61.0 $3K NEW $45.74 -8.4%
265 PCEF INVESCO EXCH TRADED FD TR II 137.0 $3K NEW $20.31 +0.2%
266 SEI EXCHANGE TRADED FUNDS 78.0 $3K NEW $35.49
267 PUTNAM ETF TRUST 223.0 $3K NEW $11.88
268 FIDU FIDELITY COVINGTON TRUST 26.0 $3K NEW $99.62 -4.0%
269 KELYA KELLY SVCS INC Industrials 210.0 $3K NEW $12.28 +39.2%
270 ISHARES TR 126.0 $2K NEW $19.54
271 SDCI USCF ETF TR 91.0 $2K NEW $26.44 +15.0%
272 TECB ISHARES TR 32.0 $2K NEW $71.75 +4.4%
273 JBBB JANUS DETROIT STR TR 48.0 $2K NEW $47.35 +0.4%
274 VFMF VANGUARD WELLINGTON FD 12.0 $2K NEW $177.00 +5.5%
275 OCC OPTICAL CABLE CORP Technology 100.0 $2K NEW $20.97 -34.0%
276 UFEB INNOVATOR ETFS TRUST 54.0 $2K NEW $38.65 +1.8%
277 UJAN INNOVATOR ETFS TRUST 46.0 $2K NEW $45.33 +1.7%
278 MCI BARINGS CORPORATE INVS Financial Services 114.0 $2K NEW $17.56 +4.5%
279 ISHARES TR 96.0 $2K NEW $20.19
280 BZH BEAZER HOMES USA INC Consumer Cyclical 69.0 $2K NEW $28.04 +18.1%
Page 14 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%