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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 16 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PLUG PLUG PWR INC Industrials 550.0 $1K NEW $2.71 -16.3%
302 EVER EVERQUOTE INC Communication Services 62.0 $1K NEW $23.79 +6.1%
303 WT WISDOMTREE INC Financial Services 86.0 $1K NEW $16.94 +38.8%
304 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 55.0 $1K NEW $26.00 +8.7%
305 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 300.0 $1K NEW $4.74 +13.1%
306 BOC BOSTON OMAHA CORP Communication Services 103.0 $1K NEW $13.64 +3.6%
307 TMSL T ROWE PRICE EXCHANGE-TRADED 32.0 $1K NEW $43.84 -0.6%
308 SEI EXCHANGE TRADED FUNDS 35.0 $1K NEW $40.09
309 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 177.0 $1K NEW $7.92 +9.8%
310 KASPI KZ JSC 16.0 $1K NEW $86.62
311 CBL CBL & ASSOC PPTYS INC Real Estate 26.0 $1K NEW $53.08 +4.3%
312 LAUR LAUREATE ED INC Consumer Defensive 38.0 $1K NEW $36.32 +3.2%
313 SYFI AB ACTIVE ETFS INC 38.0 $1K NEW $35.71 -0.1%
314 DQ DAQO NEW ENERGY CORP Technology 101.0 $1K NEW $13.39 +1.4%
315 SEI EXCHANGE TRADED FUNDS 40.0 $1K NEW $33.55
316 KMLM KRANESHARES TRUST 48.0 $1K NEW $27.52 +6.6%
317 TVAL T ROWE PRICE EXCHANGE-TRADED 31.0 $1K NEW $41.68 +3.4%
318 AVIV AMERICAN CENTY ETF TR 16.0 $1K NEW $77.44 +7.8%
319 PTF INVESCO EXCHANGE TRADED FD T 9.0 $1K NEW $136.33 -24.9%
320 FKU FIRST TR EXCH TRD ALPHDX FD 23.0 $1K NEW $52.61 +8.1%
Page 16 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%