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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 15 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NTCT NETSCOUT SYS INC Technology 43.0 $2K NEW $43.56 -11.6%
282 UA UNDER ARMOUR INC 301.0 $2K NEW $6.22
283 MRCY MERCURY SYS INC Industrials 15.0 $2K NEW $122.33 -25.3%
284 KN KNOWLES CORP Technology 44.0 $2K NEW $41.48 -19.7%
285 BILS SPDR SERIES TRUST 18.0 $2K NEW $99.39 -0.0%
286 AAOI APPLIED OPTOELECTRONICS INC Technology 12.0 $2K NEW $148.17 -15.8%
287 SHBI SHORE BANCSHARES INC Financial Services 76.0 $2K NEW $22.95 +1.7%
288 UNOV INNOVATOR ETFS TRUST 43.0 $2K NEW $40.16 +2.0%
289 BMOP BNY MELLON ETF TRUST II 68.0 $2K NEW $25.21 -2.1%
290 ORLA ORLA MNG LTD NEW Basic Materials 171.0 $2K NEW $9.79 -3.6%
291 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 38.0 $2K NEW $43.76 -4.9%
292 QQQJ INVESCO EXCH TRADED FD TR II 36.0 $2K NEW $45.44 +1.2%
293 UAA UNDER ARMOUR INC Consumer Cyclical 251.0 $2K NEW $6.39 -15.7%
294 EDGU ADVISORS INNER CIRCLE FD II 50.0 $2K NEW $32.00 +0.1%
295 IRIDIUM COMMUNICATIONS INC 29.0 $2K NEW $54.86
296 MYE MYERS INDS INC Consumer Cyclical 45.0 $2K NEW $35.31 -5.0%
297 FMAT FIDELITY COVINGTON TRUST 27.0 $2K NEW $58.52 +4.7%
298 JOF JAPAN SMALLER CAPITALIZATION Financial Services 132.0 $2K NEW $11.78 +5.4%
299 LUNR INTUITIVE MACHINES INC Industrials 71.0 $2K NEW $21.39 -14.4%
300 MBS ANGEL OAK FUNDS TRUST 174.0 $2K NEW $8.63 -1.0%
Page 15 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%