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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 18 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 21.0 $781.0 NEW $37.19 +8.6%
342 ALH ALLIANCE LAUNDRY HLDGS INC Consumer Cyclical 29.0 $769.0 NEW $26.52 -11.5%
343 EOSE EOS ENERGY ENTERPRISES INC Industrials 130.0 $764.0 NEW $5.88 -35.2%
344 IPX IPERIONX LTD Basic Materials 25.0 $743.0 NEW $29.72 -24.3%
345 SINCLAIR INC 52.0 $741.0 NEW $14.25
346 BW BABCOCK & WILCOX ENTERPRISES Industrials 52.0 $733.0 NEW $14.10 -41.3%
347 TR TOOTSIE ROLL INDS INC Consumer Defensive 18.0 $712.0 NEW $39.56 +3.6%
348 STEL STELLAR BANCORP INC Financial Services 18.0 $708.0 NEW $39.33 -0.0%
349 AMPG AMPLITECH GROUP INC Technology 100.0 $696.0 NEW $6.96 -50.3%
350 EE EXCELERATE ENERGY INC Utilities 18.0 $684.0 NEW $38.00 +3.6%
351 ELVR ELEVRA LITHIUM LTD Basic Materials 10.0 $682.0 NEW $68.20 -0.6%
352 TTI TETRA TECHNOLOGIES INC DEL Energy 60.0 $680.0 NEW $11.33 -36.6%
353 VVX V2X INC Industrials 9.0 $671.0 NEW $74.56 +5.3%
354 ACADIAN ASSET MANAGEMENT INC 9.0 $644.0 NEW $71.56
355 MG MISTRAS GROUP INC Industrials 36.0 $629.0 NEW $17.47 +8.5%
356 BROOKFIELD BUSINESS CORP 21.0 $627.0 NEW $29.86
357 GUSH DIREXION SHARES ETF TRUST 20.0 $614.0 NEW $30.70 +48.4%
358 PALLADYNE AI CORP 100.0 $608.0 NEW $6.08
359 ONL ORION PROPERTIES INC Real Estate 200.0 $578.0 NEW $2.89 -1.7%
360 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 121.0 $559.0 NEW $4.62 -23.6%
Page 18 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%