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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 17 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MEI METHODE ELECTRS INC Technology 62.0 $1K NEW $18.97 -24.7%
322 SBFG SB FINL GROUP INC Financial Services 46.0 $1K NEW $25.26 +5.2%
323 BSMR INVESCO EXCH TRD SLF IDX FD 49.0 $1K NEW $23.63 +0.3%
324 RDW REDWIRE CORPORATION Industrials 90.0 $1K NEW $12.23 -1.7%
325 QIAGEN NV 28.0 $1K NEW $39.11
326 TE T1 ENERGY INC Industrials 111.0 $1K NEW $9.48 -53.4%
327 METV LISTED FDS TR 55.0 $1K NEW $18.45 +7.7%
328 FLNC FLUENCE ENERGY INC Utilities 51.0 $1K NEW $19.88 -43.0%
329 FICS FIRST TR EXCHANGE TRADED FD 24.0 $1K NEW $41.79 +1.9%
330 KORP AMERICAN CENTY ETF TR 20.0 $937.0 NEW $46.85 -2.2%
331 BUZZ VANECK ETF TRUST 25.0 $924.0 NEW $36.96 -0.3%
332 NVTS NAVITAS SEMICONDUCTOR CORP Technology 51.0 $914.0 NEW $17.92 -27.6%
333 ANIP ANI PHARMACEUTICALS INC Healthcare 11.0 $911.0 NEW $82.82 -9.0%
334 CTRI CENTURI HOLDINGS INC Utilities 30.0 $907.0 NEW $30.23 -29.3%
335 CSAN COSAN S A Energy 310.0 $893.0 NEW $2.88 -4.5%
336 AWP ABRDN GLOBAL PREMIER PPTYS F Financial Services 74.0 $876.0 NEW $11.84 -0.3%
337 MORGAN STANLEY PATHWAY FDS 14.0 $867.0 NEW $61.93
338 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 16.0 $863.0 NEW $53.94 -21.8%
339 HPF HANCOCK JOHN PFD INCOME FD I Financial Services 54.0 $857.0 NEW $15.87 -1.6%
340 FFBC 1ST FINL BANCORP Financial Services 25.0 $846.0 NEW $33.84 -2.4%
Page 17 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%