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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 19 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PEJ INVESCO EXCHANGE TRADED FD T 8.0 $533.0 NEW $66.62 +2.0%
362 ATKR ATKORE INC Industrials 7.0 $532.0 NEW $76.00 +23.2%
363 BMNR BITMINE IMMERSION TECHS INC Financial Services 40.0 $532.0 NEW $13.30 +71.7%
364 CZNC CITIZENS & NORTHN CORP Financial Services 21.0 $490.0 NEW $23.33 +10.6%
365 LASR NLIGHT INC Technology 7.0 $487.0 NEW $69.57 -31.9%
366 HUN HUNTSMAN CORP Basic Materials 44.0 $467.0 NEW $10.61 -6.1%
367 GLP GLOBAL PARTNERS LP Energy 10.0 $466.0 NEW $46.60 +8.1%
368 WAVE ECO WAVE POWER GLOBAL AB Utilities 50.0 $453.0 NEW $9.06 -22.7%
369 HLIO HELIOS TECHNOLOGIES INC Industrials 5.0 $446.0 NEW $89.20 -14.6%
370 ORC ORCHID IS CAP INC Real Estate 64.0 $446.0 NEW $6.97 -3.9%
371 TX TERNIUM SA Basic Materials 10.0 $427.0 NEW $42.70 +29.9%
372 XJR ISHARES TR 8.0 $422.0 NEW $52.75 -1.5%
373 NAZ NUVEEN ARIZONA QLTY MUN INC Financial Services 33.0 $412.0 NEW $12.48 -1.1%
374 AVALO THERAPEUTICS INC 22.0 $407.0 NEW $18.50
375 NAN NUVEEN NY DIVI ADV Financial Services 34.0 $399.0 NEW $11.74 -6.1%
376 ECH ISHARES INC 10.0 $397.0 NEW $39.70 +4.4%
377 FCLD FIDELITY COVINGTON TRUST 10.0 $388.0 NEW $38.80 +12.4%
378 ENFR ALPS ETF TR 10.0 $381.0 NEW $38.10 +3.4%
379 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 22.0 $381.0 NEW $17.32 +3.4%
380 CDLR CADELER A S Industrials 17.0 $372.0 NEW $21.88 +9.3%
Page 19 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%